Magento 2 Affiliate and Referral Program Extension- User Manual

1.0 Introduction

The online store admin can now implement a multi-level marketing strategy for increasing website sales, conversion rate and customer domain. Knowband offers Magento 2 Affiliate and Referral Program Module which allows the online store owner to provide an option to become affiliate customer and earn the profit. The customers can register as an affiliate and get an exciting commission on every referral. The store admin can show multiple ways to refer the website, affiliates can share the referral code, referral link or voucher. Affiliates can redeem their commission amount by generating a payout request.

The online store admin can manage the overall Affiliate and Referral Program from the Magento 2 Affiliate and Referral Extension admin interface. The e-merchant can remove the affiliate registration option anytime by disabling the “affiliate registration” option. The admin can accept or reject any referral and payout request. This way, the store owner can boost sales, conversion rate and website revenue.

1.1 Features of Magento 2 Affiliate and Referral Extension

  1. The online store owner can allow the customers to become an affiliate and earn a commission on every referral.
  2. The online seller can enable or disable affiliate registration anytime from the admin interface of Magento 2 Affiliate and Referral Module.
  3. The Magento 2 Affiliate and Referral Extension provides multiple referral methods. Affiliate can share referral link, referral code and voucher code to their acquaintances.
  4. The Magento 2 Affiliate and Referral Program Module allows sharing referral link via multiple social media options like Facebook, Twitter and Pinterest.
  5. Admin can offer different commission amount on new registration and placed the order. Admin can offer percentage-based amount on order and fixed amount on new registration.
  6. The store owner can also enable the settings to generate a voucher automatically on new registration. The newly registered affiliate can share this coupon code for the referral.
  7. This is up to store admin that he wants to offer a commission on new user registration or first order of the referred customer.
  8. The Social Affiliate plugin for Magento 2 shows affiliate customers list in which admin can set the affiliate status, affiliate details and earned commission.
  9. Admin can also generate specific vouchers for affiliate customer and also set the expiry date for the same.
  10. In the referral list, the e-merchant can view the referred customers details, customers referral status and referral amount.
  11. The store admin can view the list of all the generated vouchers. Admin can also apply new rules and conditions for those vouchers.
  12. The affiliates can generate voucher or request payout of the earned commission.
  13. The customers can also view the functionality on their mobile devices. The Magento 2 Affiliate and Referral Program Module is mobile responsive.

1.2 Admin Benefits of Magento 2 Affiliate and Referral Program Extension

  1. Magento 2 Affiliate and Referral Program Extension makes it simple to implement a multi-level marketing strategy.
  2. Magento 2 Affiliate and Referral Program Module is simple to implement and easily activated on the website.
  3. Magento 2 Customer Referral Module allows multiple users to become an affiliate and earn money just by referring their know persons.
  4. Magento 2 Affiliate Extension helps to increase website revenue, sales, conversion rate and customer domain.
  5. Affiliate multi-level marketing system offers multiple referral commission to the affiliates.
  6. An affiliate marketing program for Magento 2 provides various methods of referral.
  7. Admin can accept or decline the payout request as per his wish.
  8. Social Affiliate plugin for Magento 2 is multi-lingual compatible.
  9. Admin doesn’t need to change even a single line of codes to implement the affiliate program.

2.0 Installation

After purchasing Magento 2 affiliate and referral extension, the store admin will get the following files:

  1. shareandwin.zip which has the source code of this Magento 2 affiliate and referral program plugin.
  2. User Manual, with all the basic details and information.

The steps to install the Magento 2 Affiliate and Referral Program Extension are mentioned below:

  • Buy the Magento 2 Affiliate and Referral Program module from Knowband. You can download the extension package.
  • The package has a zipped file which contains the user manual and the source code of Magento 2 Affiliate and Referral Program module. Now, Unzip this package.
  • Create a folder {Magentoroot}/app/code/Knowband/affiliateandreferral
  • Upload the extracted content in the above folder via FTP manager (like Filezilla or WinSCP – download here: http://filezilla-project.org/).
  • Now run below commands to install the plugin:
  1. php bin/magento module:enable Knowband_Affiliateandreferral
  2.  php bin/magento setup:upgrade
  3.  php bin/magento setup:di:compile
  • The extension is now installed and ready for use. In Admin Panel go to “Knowband Extensions >affiliate and referral”.
    You can now configure and use the Knowband affiliate and referral plugin.

3.0 Admin Interface

After successful installation, you can configure this Magento affiliate and referral module. Go to Knowband>affiliate and referral, you will get some customization options as shown below:

Configureation options : affiliate and referral

The store owner can apply the settings as per the requirements and offer multi-level marketing on the website.

3.1 General Settings

In general settings, the online store admin can apply the configuration for showing the affiliate registration options and managing the referral system setting.

Please check the configuration options below:  

In Magento 2 affiliate and referral extension general settings, you will get these configuration options as shown in the image:

affiliate and referral: Generak Settings

  • Enable/ Disable: Activate or deactivate the Magento 2 affiliate extension functionality just by a button toggle.
  • Enable affiliate registration: Enable to show affiliate registration on the website front-end interface. If you do not want to allow new affiliate registration then disable this option.
  • Select the affiliate systems to be enabled: Magento 2 affiliate and referral extension provides multiple referral options. Admin can allow affiliates to share referral code, share referral link, share voucher, share the link on a social media platform and also share the link via email.
  • Enable sharing the link with Facebook: Allow sharing the referral link via Facebook. Affiliates can also share the link as a Facebook private message.

*Enter Facebook App Id: Enter the Facebook app id here, to incorporate Facebook(Find out the steps to generate Facebook App id in Section 3.1.1)

  • Enable sharing the link with twitter: Enable the option to allow affiliates to share referral link from Twitter account.
  • Enable sharing the link with Pinterest: Activate this configuration option for allowing share the referral link via Pinterest.
  • Global referral rate for orders placed: Set the referral rate which you want to offer on referral order placement. This will be a percentage-based value.
  • Global referral rate for user registration: Here, you need to set the fixed amount referral rate on new registration.
  • Generate voucher for affiliate customer on registration: Enable the settings if you want to offer a voucher to the newly registered affiliate customer. They can share this voucher with their friends and refer to the website.
  • Enable Voucher Payout: Activate this option to allow affiliates to generate vouchers to redeem their commission amount.
  • Global voucher type: You can create common vouchers for all the affiliate customers. The Magento 2 affiliate and referral extension allows offering fixed or percentage-based vouchers.

global-voucher-type

  • Global voucher value: Enter the value of the voucher. The customers can get a discount of that value when they apply this voucher.
  • Global voucher quantity: Enter the voucher quantity ie the number of time a voucher can be applied. In that case, 2 customers can apply this coupon code single time.
  • Enable Multiple Commission: As an eCommerce store admin, you can offer a commission to the affiliate on multiple orders placed by the single referred customers.

*Disable Commission After: You can also enter the number of ordered after which affiliate will not get the commission.

  • Referral time out: Enter the number of days until which cookies will not expire. Enter the days till which the referral code, referral link will be active.
  • Referral Default Status: Enter the default status for the referrals. If admin sets default status as “pending” then the initial status of the referred customer will be pending. The affiliate customer will get the referral commission when admin set the status as “accepted” the referral.
  • Select when the referral should be counted: You can count referral on new user registration or new order placement. You can also select both the conditions if he wishes to.

3.1.1 Facebook app ID Generation Steps

In order to generate the Facebook app ID, you need to follow these steps:

  • First of all log-in into your Facebook account.
  • Now go to the “MY APPS” and click on ”ADD NEW APP”.

Facebook App id generation

  • Enter the “Display Name” information and “contact email ID” details. After that, click on the “Create App ID” button.

Facebook App id generation

  • After that go to “Settings” and select the “Basic” option.
  • You will get the APP ID here. Insert app domains, category, privacy policy URL here.

Facebook App id generation

This way, you can get the Facebook app ID.

3.2 Affiliate Customers

Admin can view the list of affiliate customers and manage affiliates. The recently registers affiliate will be shown on the top of the list. Admin can view the commission and edit the customer details.  Affiliate customers list as shown below:

Affiliate Customers

3.2.1 View Commission

You can click on the “view commission” and check the list of commission type and value. Admin can also edit the referral status if he wishes to do the same.

Affiliate Commission

Admin can click on the “Edit” button and update the referral status if it is pending.

referral status

3.2.2 Edit Affiliate customer details

After clicking on the “Edit” button on the affiliate Customers page, this page will open:
affiliate Customers page
From the last option ie ”Manage Affiliate Settings”, you will get this page:

Manage Affiliate Settings

  • Enable/Disable: The Magento 2 customer referral module allows to enable or disable any affiliate customer anytime.
  • Use Global Referral Rates: You can use the global referral rate or set specific referral rate for that customer. If you want to apply specific setting then select “no”:

*Referral rate for order placed: Enter the percentage-based value for referral order completion.

*Referral rate for User registration: Set the fixed value referral rate for user registration.

  • Use Global voucher settings: Admin can use Global voucher settings or go for specific settings for that customer.

*Voucher Type: Set the voucher type ie fixed or percentage-based voucher.

*Voucher Value: set the value which you want to offer as a discount.

*Total voucher quantity: Set the number of vouchers ie number of times for which this voucher can be used.

Total voucher quantity

  • Voucher Expiry Date: Admin can set the voucher expiry date. By default, the system generates a voucher with one-year validity.
  • Vouchers: Admin can click on generate voucher settings for generating vouchers.
    generating vouchers

In front-end interface, there will be a list of vouchers in affiliate method section:

vouchers in affiliate method

3.3 Referral Settings

Here the store admin can view the list of referrals. The online merchant can also accept the referral. You can select the entries per page and also apply filters to check any specific affiliate referral.
Affiliate Referrals
Admin can click on the edit button and change the referral status from the admin interface of this Referral and affiliate marketing module for Magento 2.

Affiliate Referrals

3.4 Affiliate Voucher Listing

In affiliate voucher listing page, the store owner can view the list of all the generated vouchers and also change the conditions/rules for every coupon.
Affiliate Voucher Listing

After clicking “view” button, admin can change the voucher conditions and other related settings.

3.5 Affiliate Payout requests

As a store admin, you can view the payment requests generated by affiliates. Admin can also view the payout request status. You can approve or deny the payout request.

The payout list will look like a below-mentioned image:
Affiliate Payout requests
Admin can click on approve or disapprove button.

A popup will come while approving the request as shown below:

affiliate and referral: Payout

A popup will come while disapproving the request as shown below:
affiliate and referral: Payout

4.0 Front-end Interface

Online customers can register as an affiliate customer and earn commission on every referral:
affiliate and referral: Front-end interface
Affiliates can view an interface where they can view affiliate dashboard, available affiliate methods, commission details and payout section.

In the dashboard, affiliates can view total commission, redeemed commission and pending commission along with the graphical representation.
affiliate and referral: Front-end interface

In affiliate methods, affiliate customer can check the available methods for referring to the website.

affiliate and referral: Front-end interface
The affiliate customer can view commission details in which he can check the referral amount which he got from each referral. The affiliate customer can also view the referral status in the list.

  • Share Code: Admin can share the affiliate code with relatives and friends. They can enter this code while registration which is counted as a referral.
  • Share affiliate link: In this method, the affiliate customer can share the affiliate link. When an online user visits the store using this link and register/place order then is counted as a referral.
  • Share via Social Platform: Affiliate customers can also share the referral link using social media platforms like Facebook, Twitter and Pinterest.
  • Share via Email: Affiliates can send an email along with the affiliate link. Affiliates just need to enter the email id and subject line for sending an email.
  • Share voucher: Affiliates can also share the vouchers for referring the website. When any online user will apply the voucher code, this will be counted as a referral.
    affiliate and referral: Front-end interface

In payout Section, the affiliate customers can send a request for payment. There is no minimum amount of restriction on payouts. Affiliates can also generate voucher and shop the products from the website.
affiliate and referral: Front-end interface
The affiliate customer can click on “+” and send payout request. After admin approval, the affiliate can get their payment.
affiliate and referral: Front-end interface
Affiliates can click on submit button and get the voucher code immediately.

affiliate and referral: Front-end interface

This way Referral and affiliate marketing module for Magento 2 implements multi-level marketing functionality on the website. The customers can become an affiliate and earn a commission. On the other hand, the online store owner can increase website conversion rate, boost sales and improve customer domain with the help of affiliate users. The admin doesn’t need to implement any lengthy and complex process.

Steps to apply Referral code on Registration and place order:

Once affiliate customer shares referral code, online users can enter this referral code at registration page as shown below:
affiliate and referral: Front-end interface
Online users can Place order by applying voucher code. The affiliate customer shares voucher and get referral amount when online user places order using the shared voucher code.
affiliate and referral: Front-end interface

 

Online users can apply this coupon which will be considered and the affiliate customer will get referral bonus for this.

affiliate and referral: Front-end interface

Joe Parker

We boast of the best in the industry plugins for eCommerce systems and has years of experience working with eCommerce websites. We provide best plugins for platforms like - Magento, Prestashop, OpenCart and Shopify . We also provide custom module development and customization services for the website and modules..

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