Magento Affiliate and Referral program extension – User Manual

1.0 Introduction

Knowband offers Magento Affiliate and Referral program extension which allows the online store admin to get more customers and traffic also. The online store admin can allow the customers to register as an affiliate and create referrals for the store. The online affiliate users can earn money for every referral. The admin can apply the settings in order to provide a referral commission. The admin can provide commission on new customer registrations or on order placed by the referred customers. The referred customers can place their order using referral code, coupon code or referral link provided by the affiliate customer.

This way the online store admin can improve website sales and traffic easily just by offering a commission to the affiliate customers. The eCommerce store admin can easily promote the store without any extra efforts. The affiliate customers can also get benefits by referring new customers. They can get commission by new customer registrations and order placed by the customers. The Magento Referral Program plugin provides an easy way to promote the website.

1.1 Basic Features of this Magento extension

  1. The online store admin can allow the customers to register their account as an affiliate and create referrals for the store for getting an exciting commission.
  2. The Magento Affiliate and Referral program extension allows the admin to activate or deactivate new affiliate registrations anytime.
  3. The Magento Affiliate and Referral program plugin provides various methods to share for the referral.
  4. The affiliate customers can send referral code, share a link, share discount voucher, share a link on social media platforms and share a link by email.
  5. The online store admin can show an option to share the link on Facebook, Google plus, Twitter and Pinterest.
  6. Admin can set a global referral rate for the order placed. This value will be in percentage. Admin can also set referral rate for particular affiliate customer.
  7. The admin can also set the global referral rate for user registration. This will be a fixed value. Admin can also set specific referral rate for affiliate customers.
  8. The Magento Referral Program plugin provides an option to select the global voucher type and set it’s value accordingly.
  9. The online store admin can also select the action on which the referral will be counted.
  10. The online user can get the referral commission on new user registration or when the order is placed.
  11. The online users can register as an affiliate and create referrals for the store in order to get a commission.
  12. The Magento Referrals module provides a dashboard for showing referral and commission-related details easily.
  13. The Magento Affiliate Program extension provides functionality for the affiliate customers to redeem their commission by sending a request for payout.

2.0 Installation

The online store merchant can install the Magento Affiliate and Referral program extension by following these steps:

  1. Admin can download the extension package from the Knowband store.
  2. After downloading the extension package, you will get a zipped file. Unzip the package on the root folder of Magento setup via FTP manager (like Filezilla or WinSCP – download here: http://filezilla-project.org/). The admin will find the files and folders as shown in the image below:

Installation

3. The extension is now installed and ready for use. In the Admin Panel, go to “System > Knowband Extensions >Magento Referral Program plugin”.

Now, the store admin can use and configure the Magento Affiliates extension.

3.0 User Manual

Admin will get various customization options after installing the Magento Affiliate and Referral program extension successfully. Admin can configure the Magento extension in order to implement the affiliate functionality on the eCommerce website.

Below-mentioned are the configuration options:

  • Basic Configuration
  • Affiliate Customers
  • Referrals Listing
  • Commission Listing
  • Pay Out Requests

General settings-Magento Affiliate and Referral extension

3.1 Basic Configuration

In the Basic settings field, you can apply the settings for showing affiliate system functionality on the website. The store owner can apply the settings as per the requirement.

General Configuration-Magento Affiliate and Referral extension

These are the configuration options:

  1. Enable/Disable: Activate or deactivate the Magento Affiliate and Referral program extension just by a single button toggle.
  2. Enable Affiliate registration: Activate the settings in order to show affiliate registration options on the website front-end.
  3. Select the Referral System to be enabled: Select the referral system from the provided options. The admin can choose from the referral code system, share the link to the customers, share voucher to the customers, share the link on social media platforms, and share the link by email.
  4. Enable sharing link with Facebook: Activate this option in order to allow affiliate customers to share the link using their Facebook account. “Share the link on social media platform” option should be selected for this implementation.
  5. Enable Facebook App ID: You need to enter Facebook app id in this configuration option. Follow the steps described in 3.1.1 section in order to create a Facebook app ID.
  6. Enable Sharing Link With Google Plus: Show/hide the option of link sharing with Google plus. The affiliate customers can share the link with their Google plus account.
  7. Enable Sharing Link With Twitter: In order to provide an option to share a link with Twitter, the admin can enable the settings.
  8. Enable Sharing Link With Pinterest: Enable/disable the settings for showing/hiding link sharing using Pinterest.
  9. Enable disable affiliate after:Activate or deactivate the settings as per the requirement. After enabling this option, a new configuration option will be displayed.
  10. Disable affiliate after: Set the number of days after which you don’t want to provide any referrals to the affiliate customers. Set the days after which the affiliates will not get any referrals from the assigned code.
  11. Global referral rate for order placed: Set the Global referral rate i.e., a common referral amount for all the affiliates. This value will be in percentage.
  12. Global referral rate for user registration: Here, you can set the referral rate for the user registration which will be common for all the affiliates. This value will be fixed.
  13. Global voucher type: Select the type of voucher i.e., fixed or percentage based. This will be the type of voucher which will be common for all the affiliates.
  14. Global voucher value: Enter the value for global voucher.
  15. Global voucher quantity: Set the number of the vouchers for providing all the affiliate customers. The affiliate customers can share the vouchers with the referrals.
  16. Global voucher quantity per user: Enter the number of times, a user can apply these vouchers.
  17. Referral Default status: Here, you can set the default status for the referrals. It can be accepted, rejected and pending.
  18. Select when the referral should be counted: Magento Affiliate and Referral program extension provides an option to consider referral on new user registration or while the order is placed.

3.1.1 Steps to generate the Facebook app ID

Follow these steps in order to generate Facebook app ID:

  • First of all log-in into your Facebook account. After that, click on the below mentioned link: https://developers.Facebook.com/
  • Go to the “MY APPS” and click on ”ADD NEW APP” option.

App id

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

App id

  • Now, go to the “Settings” and select the “Basic” option. Here, you can get the APP ID. Now, you need to insert app domains, category, privacy policy URL here.

App id

Thus, you can get the Facebook app ID.

3.2 Affiliate Customers

Here, in this configuration option, the online store admin can view the affiliate customer’s list. The Magento Affiliate and Referral program extension provides affiliate customers list in the admin interface.

Affiliate customers-Magento Affiliate and Referral extension

3.2.1 How to Edit Affiliate Customer details?

Admin can click on the “Edit” button, in order to change the details of any affiliate customer.

Affiliate customers-Magento Affiliate and Referral extension

After clicking on the “Edit” option, the online store admin can modify the details related to the affiliate customers.

Affiliate details

Magento Affiliate and Referral program module provides these configuration options as shown below:

  • Status: Activate or deactivate the affiliate customer’s status from the admin interface of this Magento Affiliate and Referral program plugin.
  • Affiliate From: Here, you can view the date from which the customer has registered as an affiliate.
  • Affiliate Until: You can set the date till the customer will be an affiliate.
  • Use global referral rates: The online store admin has an option to use Global referral rate or set specific referral rates for the particular affiliate customer.
    • Referral rate for order placed: Set specific referral rate which you want to offer on order placement.
    • Referral rate for user registration: Set the fixed amount of referral on new user registration.
  • Use global voucher configuration: As a store owner, you have an option to use a global voucher or configure a specific voucher for any customer.
  • Voucher type: Select the percentage or fixed voucher type.
  • Voucher value: Set the value of the voucher.
  • Voucher quantity: Set the number of vouchers.
  • Voucher quantity per user: The admin can set the number of vouchers per users.
  • Vouchers: Here, you can view the generated vouchers.
  • Generate: Admin can click on the Generate button in order to generate new coupons as per the applied settings.

3.3 Referrals Listing

In referrals listing, the online store owner can view the referrals and their details also. The Magento Affiliate and Referral program extension provides a list of all the referral customers.

Affiliate referrals-Magento Affiliate and Referral extensionThe store owner can also edit the affiliate’s status. The admin just needs to click on the “Edit” button.

Referral -Magento Affiliate and Referral extensionAfter clicking on the “Edit” button, you will get these customization options:

  • Affiliate: Here, you can view the email id details of the affiliate customers.
  • Description: View the activity performed by the affiliate customer.
  • Commission value: Here, you can view the commission value as per the configuration.
  • Commission currency: Here you can view the currency type.
  • Order reference: Order reference will be displayed here if any referral places an order.
  • Referral status: Set the status of the referral as accepted, rejected and pending.
  • Referral date: You can also change the referral date from the admin interface.

3.4 Commission Listing

Here, in commission listing the online store admin can view the affiliate commission. The store admin can view the overall commission offered to the affiliate customers.

Affilaites -Magento Affiliate and Referral extension

Admin can click on the view button in order to get the commission details. Here, the online store admin can view the email id details, commission value and it’s status.

Commission -Magento Affiliate and Referral extension

3.5 Pay Out Requests

Magento Affiliate and Referral program extension provides an option to handle payout requests. The affiliate customers can send payout requests in order to redeem the commission. The affiliate customers can request to generate a voucher or directly ask for the payout.

The online store admin can view all the “payout requests” in this section and accept or reject the payout requests.

Payout request

The store admin can view the payout request in the “Payout requests” option and then accept or reject the request.

4.0 Front-end Interface

After creating an account the online users can click on the “Affiliate and Referral Program” in order to register as an affiliate customer.

Magento Affiliate and Referral extension

After clicking on this “Affiliate and Referral Program” option, the online users can register as affiliate customer.

login page

Now, the online users are registered as an affiliate and they can view the details as shown below:

Dashboard-Magento Affiliate and Referral extension

There are several methods to share the referral codes. The affiliate customers can share the referral codes in order to get the commission.

Affiliate account Magento Affiliate and Referral extension

The affiliate customers can share referral code, share referral link, share vouchers, share the link on social media platforms and share the store link via email.

Referred users can register using referral code as shown below:

Registeration pageThe online users can register using referral link shared by the affiliate customers or place an order with the referral link. The affiliate customer will get the referral amount as per the action performed by the referred online user.

referral link

The online users can also use voucher codes shared by affiliate customers in order to get discount. The affiliate customers will get referral commission for such orders.

voucher

This way the affiliate customers can refer the online users and get the referral commission easily.

Magento Affiliate and Referral extension

The affiliate customers can view the rewarded commission on every referral. They can also view the status of the commission on the website front-end interface. In “Commission Details”, the online users can view each and every detail easily.

 The online users can request for payout by clicking on ”Payouts” option. The online users can click on the “vouchers” in order to request for generating a voucher. The online user can also request for payout.

In order to generate vouchers, the online store admin can click on the “voucher” option. After that click on the “+” sign and enter the amount to generate voucher of that value. After that, click on the “request” button. A success message will be shown on the top of the eCommerce website.

payout

In order to send payout request, the affiliate customers can click on the payout option. After that, they need to click on “+”. Here, the affiliate customers can enter the payout amount and enter the description. After clicking on the “Payout” button, the affiliate customers can send their request successfully.

Initially, the payout requests status will be ”pending”. The online store admin can accept or reject the “payout” request.

In the Dashboard, the affiliate customers can view the total accepted commission, pending commission, redeem commission and payable commission. A graphical representation is also available for viewing total commission, redeem commission and total referral easily.

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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