Getting Started with Siteskyline Affiliate for WooCommerce
Welcome! This guide helps you set up your affiliate program from scratch. By the end, you'll have a working signup page, your first commission plan, and a clear view of how your partners are performing — all from your WordPress admin.
Trước khi bạn bắt đầu
Make sure the following is in place before you install the plugin:
- Một WordPress website that you manage as an administrator.
- các WooCommerce plugin installed and active on your site.
- Một payment method configured in WooCommerce, so orders and commissions can be tracked properly.
- A hosting environment that supports standard WordPress and WooCommerce requirements (PHP and MySQL).
No coding needed. You'll manage everything from the WordPress admin area using screens, forms, and buttons.
Cài đặt
- Trong quản trị viên WordPress của bạn, hãy truy cập Plugin → Thêm mới.
- Nhấp vào Tải lên plugin at the top of the page.
- Choose the plugin package you downloaded, then click Cài đặt ngay.
- After installation finishes, click Activate Plugin.
Once activated, a welcome notice appears with a link to the Trình hướng dẫn cài đặt. This is the fastest way to get your program running — continue below to walk through it.
Thiết lập lần đầu
Run the Setup Wizard (recommended)
các Trình hướng dẫn cài đặt is a 5-step guided flow that configures your program's core settings. To open it, click the link in the welcome notice, or go to SkyPlugins → Affiliate → Setup Wizard.
| Bước chân | What you'll set |
|---|---|
| Bước 1 | Chọn một business model preset — E-Commerce Store, Subscriptions & SaaS, or Ambassadors & Influencers. The preset auto-fills recommended defaults you can adjust later. |
| Bước 2 | Đặt commission type (percentage of order total or flat amount per order), the default commission rate, and the referral cookie duration (7, 30, 60, 90, or 365 days). |
| Bước 3 | Choose whether new affiliates need admin approval, whether to auto-generate referral coupon codes, and select the affiliate registration & dashboard page. If you don't have a page yet, click Auto-Create Page. |
| Step 4 | Đặt minimum payout threshold, choose the referral attribution rule (last click or first click), and decide whether to enable lifetime commissions. |
| Step 5 | Review your summary and click Finish & Launch Program. |
Tip: You can return to the wizard anytime from the banner on the Cài đặt tab, or fine-tune individual options under SkyPlugins → Affiliate → Settings.
Configure settings manually (optional)
If you prefer to set things up yourself, open SkyPlugins → Affiliate → Settings and work through these cards:
- General & Registration — program type (affiliate, ambassador, influencer, or customer referral), automatic approval, terms acceptance, and reCAPTCHA keys.
- Tracking & Referrals — referral code prefix, cookie duration, attribution mode, pretty referral links, self-referral policy, and affiliate-created coupons.
- Payouts & Ledger Controls — refund lock period, minimum and maximum payout amounts, scheduled auto-payout day, and default ledger method.
- Lifetime Commissions, MLM & Emails — lifetime commission rules, multi-tier (MLM) rates for levels 2–5, email notification triggers, and email brand color.
Nhấp vào Lưu cài đặt at the bottom of each form.
Những bước đầu tiên của bạn
1. Make sure your signup page is ready
các Trang tổng quan (dưới SkyPlugins → Affiliate) includes a Getting Started checklist that links to your key pages and settings.
If the wizard didn't create one for you:
- Mở Trang tổng quan tab.
- Tìm Getting Started checklist.
- Copy the affiliate registration shortcode — a small marker you paste into a page.
- Create a new WordPress page, paste the marker, and publish the page.
- Return to the checklist and confirm the page is set as your registration page.
2. Approve your first affiliates
When applicants sign up, they appear in the Affiliates tab:
- Đi đến SkyPlugins → Affiliate → Affiliates.
- Use the status filters (All / Approved / Pending / Rejected) to view Chưa giải quyết applicants.
- Nhấp vào Approve on the applicants you'd like to accept.
Once approved, each affiliate automatically receives a referral link and (if enabled) a personal referral coupon.
3. Create a commission plan
- Đi đến SkyPlugins → Affiliate → Commissions.
- Nhấp vào + Create New Commission Plan.
- Pick a goal template — By Product, Category Bonus, Top Performer, Subscriptions Only, or Custom.
- Nhập plan name, commission rate and type, Và evaluation priority.
- Add one or more target rules — for example, specific products, categories, affiliates, order totals, coupons, or customer roles.
- Review the summary and click Save & Activate Plan.
The plan now applies automatically to qualifying referred orders.
4. Check your dashboard
các Trang tổng quan tab gives you a live snapshot of your program:
- Total and pending commissions
- Referred orders Và referral visits
- Một getting-started checklist for any remaining setup steps
- các Affiliate Program widget on the main WordPress Dashboard
What's Next?
Once your program is live, explore these features to grow and manage it:
| Tính năng | What it does | Where to find it |
|---|---|---|
| Affiliate Management | Approve, reject, tag, and edit referral codes for your partners | Affiliates tab |
| Affiliate Import Tools | Bulk-import affiliates from a CSV, or migrate from AffiliateWP or Ultimate Affiliate Pro | Affiliates tab → Import Affiliates |
| Commission Review | Approve, reject, or delete individual commission records | Commissions tab → Commissions Review |
| Payout Management | Create manual payouts, view payout history, and export PayPal or Stripe mass-payout files | Payouts tab |
| Reports & Referrals | Filter performance metrics by date, view a leaderboard, and export CSV reports | Referrals & Reports tab |
| Marketing Campaigns | Create campaigns with banners, swipe copy, restricted access, and tracked revenue | Campaigns tab |
| Lifetime Commissions Manager | Manually link customers to affiliates for lifetime commissions | Affiliates tab → Lifetime Commissions |
| Affiliate Dashboard (My Account) | Self-service area where affiliates copy links, create coupons, grab campaign assets, and view stats | WooC Commerce My Account → Affiliate Dashboard |
| Marketing Shortcodes | Display your affiliate terms, a referral banner, or a tracked landing page anywhere on your site | Any page or post on your WordPress site |
Tip: các Referrals & Reports tab is a great place to check in weekly. Use the date filters to see referred revenue, commissions, visits, and your top-performing affiliates at a glance.
You're all set — happy launching!
Step-by-Step Workflow
flowchart TD
A[You set up your program] --> B[Applicants sign up as affiliates]
B --> C{You approve them?}
C -->|Yes| D[Affiliate gets a referral link & coupon]
C -->|No| E[Applicant stays pending or is rejected]
D --> F[Affiliate shares their link or coupon]
F --> G[Customers click and visit your store]
G --> H[Customers place orders]
H --> I[Commission is recorded as pending]
I --> J[You review commissions]
J --> K[You pay your affiliates]
K --> L[Affiliates see their earnings & growth]
L --> M[You track performance in reports]
M --> N[You optimize and grow your program]
N --> F1. You set up your program
When you first activate the plugin, a guided setup wizard walks you through the essentials. You choose a business model (like an e-commerce store, a subscription service, or an influencer program), set your commission rate, decide how long referral tracking lasts, and pick whether you want to approve affiliates manually or let everyone in automatically. You can fine-tune all of these later on the Settings page.
2. Applicants sign up as affiliates
New partners apply through a signup form on your website. They enter their details, optionally choose a custom referral code, and accept your terms. If you have approval enabled, their application waits for your review. If not, they're instantly approved and can start promoting right away.
3. You approve your partners
From the Affiliates page, you can see everyone who has applied. You can approve or reject applications, edit referral codes, organize partners with tags, and even import a list of existing partners from a file or another program.
4. Affiliates share their links
Once approved, each affiliate gets a personal referral link and a discount coupon they can share anywhere — social media, email, blog posts, or YouTube. You can also provide ready-made marketing campaigns with banner images and swipe copy, so your affiliates always know what to promote.
5. Customers visit and shop
When someone clicks an affiliate's link, the plugin notes that visit and remembers the affiliate for a set period of time (for example, 30 days). If that customer makes a purchase — even days later — the sale is credited to the affiliate.
6. Commissions are recorded
Every referred order generates a commission record. Depending on your settings, commissions start as "pending" until the order is stable and the refund window has passed. You can review each commission, approve it, reject it, or delete it from the Commissions page.
7. You pay your affiliates
When commissions are approved, your affiliates build up a payable balance. From the Payouts page, you can manually pay them using a variety of methods (like PayPal, bank transfer, store credit, or check), or schedule automatic payouts on a set day each month. The plugin keeps a complete payout history so you always know what you've paid and to whom.
8. You track and grow
The Reports page gives you real-time visibility into your program's health: referred revenue, commissions owed, top-performing affiliates, conversion rates, and more. You can export the data anytime, spot your best partners, and create new campaigns to keep momentum going.
Features at a Glance
| Tính năng | What It Does For You |
|---|---|
| Trình hướng dẫn cài đặt | Guides you through a 5-step setup so your program is configured correctly from day one — choose a business preset, commission type, tracking duration, approval preferences, and payout rules. |
| Program Settings | Fine-tune everything: registration rules, tracking and attribution, payout thresholds, lifetime commissions, multi-tier (MLM) rates, and email notifications. |
| Admin Overview Dashboard | Gives you a snapshot of your program's performance — total and pending commissions, referred orders, and visits — plus a getting-started checklist and a quick-stats widget on your main dashboard. |
| Affiliate Management | Lets you view, approve, reject, and organize all your affiliate partners, edit their referral codes, and assign tags for easy segmentation. |
| Affiliate Signup Form | A clean registration form you can place on any page so visitors can apply to become affiliates, with optional terms acceptance and spam protection. |
| Affiliate Dashboard (My Account) | Gives each affiliate a self-service area where they can copy their referral link, create coupons, grab campaign materials, and track their earnings. |
| Commission Plans | Lets you build targeted commission structures using goal templates — for example, extra commission on specific products, category bonuses, or rewards for your top performers. |
| Commissions Review | Gives you full control over every commission record. Approve, reject, or delete individual commissions and filter them by status. |
| Referral Link Tracking & Attribution | Automatically tracks visits and sales from affiliate links, remembers referred customers with cookies, and credits the right affiliate using your chosen attribution rules. |
| Marketing Campaigns & Creative Assets | Lets you create promotional campaigns with banners and swipe copy your affiliates can use, track how each campaign performs, and control who has access. |
| Reports, Leaderboard & Referral Records | Provides real-time metrics with date filtering, a top-10 leaderboard, a detailed referral log, and one-click CSV exports for affiliates, commissions, orders, and campaign assets. |
| Payout Management | Helps you create manual payouts for eligible affiliates, keeps a complete payout history, and exports mass-payout files for PayPal or Stripe. |
| Lifetime Commissions Manager | Lets you manually link (or unlink) specific customers to specific affiliates, so those affiliates earn commission on all future purchases from those customers. |
| Multi-Tier (MLM) Commissions | Lets affiliates recruit sub-affiliates and earn tiered commission rates on multiple levels of their network. |
| Affiliate Import Tools | Saves you time by bulk-importing your existing affiliates from a file, or migrating them from other affiliate programs. |
| Affiliate Tag Manager | Helps you organize your affiliates with custom tags (like "influencer" or "vip") and see how many partners are in each group. |
| Affiliate Email Notifications | Keeps everyone in the loop automatically — admins get signup alerts and a daily digest, and affiliates get notified when they're approved and when they earn commissions. |
| Marketing Shortcodes | Lets you place affiliate terms, referral banners, and tracked landing pages anywhere on your site just by adding them to a page. |
| Affiliate Coupons | Automatically creates a unique discount coupon for each approved affiliate, and lets affiliates create their own coupon codes from their dashboard. |
Tip: Start with the Setup Wizard — it walks you through the most important decisions in just a few minutes, and you can always change any setting later.
Ghi chú: Your affiliates can only see the Affiliate Dashboard after they've been approved and logged into their account.
Feature Guide
Everything you can do with Liên kết Siteskyline cho WooC Commerce, explained step by step.
Admin Overview Dashboard
Nó làm gì
The Admin Overview Dashboard gives you a quick snapshot of your affiliate program's health. You can see your total and pending commissions, how many orders were referred, and how many visits your affiliate links have generated — all in one place. It also includes a getting-started checklist to help you set up key parts of your program, plus a quick-stats widget right on your main WordPress Dashboard.
Cách sử dụng nó
- Đi đến SkyPlugin in your WordPress admin menu and select Affiliate.
- You'll land on the Trang tổng quan tab. Review the overview stat cards to see your total commissions, pending commissions, referred orders, and referral visits.
- Sử dụng Bắt đầu checklist to jump directly to the relevant setup areas:
- Settings tab to configure program details.
- Commissions tab to set up commission plans.
- Affiliates tab to manage your affiliates or find the signup page setup.
- Copy the provided registration shortcode from the checklist and paste it into the page where you want affiliates to sign up.
- Check your main WordPress Dashboard anytime to see a quick summary of affiliate program stats in the Affiliate Program widget.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Không có | This dashboard is informational only — there are no settings to configure here. |
Mẹo & phương pháp hay nhất
- Work through the Bắt đầu checklist in order to make sure your program is fully configured before promoting it.
- Keep an eye on pending commissions so you can review and approve them promptly.
- Use the dashboard's links to jump between tabs instead of navigating manually — it's the fastest way to manage your program.
- Make sure the registration shortcode is placed on a dedicated signup page so new affiliates can easily join.
Trình hướng dẫn cài đặt
Nó làm gì
The Setup Wizard is a 5-step guided walkthrough that quickly configures your affiliate program. It sets up your business model, commission rules, referral tracking, approval preferences, and payout details all in one place. By the end, your program is ready to launch without digging through individual settings pages.
Cách sử dụng nó
- Open the Setup Wizard from the welcome notice or the banner on the Settings page.
- On step 1, choose a business model preset that matches how you sell — this auto-fills recommended defaults for you.
- Continue through step 2 to set your commission type, default commission rate, and referral cookie duration.
- On step 3, choose whether new affiliates need your approval, whether to auto-create coupon codes, and select the page that will hold your signup form. If you don’t have a page yet, use the Auto-Create Page cái nút.
- On step 4, set your minimum payout threshold, attribution rule, and whether to enable lifetime commissions.
- Review the summary on step 5, then click Finish & Launch Program to apply everything.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Business Model Preset | Auto-fills recommended defaults for E-Commerce Store, Subscriptions & SaaS, or Ambassadors & Influencers |
| Commission Type | Sets default commission as Percentage of Order Total or Flat Amount per Order |
| Default Commission Rate | Sets the default commission rate for all referred orders |
| Referral Cookie Duration (Days) | Sets how many days referral cookies stay active (7, 30, 60, 90, or 365) |
| Require Admin Approval for New Affiliates | When checked, new signups stay pending until manually approved; unchecked auto-approves |
| Auto-Create Referral Coupon Codes | Automatically generates a unique WooCommerce coupon when an affiliate is approved |
| Affiliate Registration & Dashboard Page | Selects the page that holds the signup form (or auto-creates one via the Auto-Create Page button) |
| Minimum Payout Threshold ($) | Sets minimum earnings required before a payout can be issued |
| Referral Attribution Rule | Chooses Last Click or First Click credit when a customer visits multiple referral links |
| Enable Lifetime Commissions | Links customers permanently to their first referring affiliate for all future purchases |
Mẹo & phương pháp hay nhất
- Pick a business model preset that matches your sales structure so the recommended defaults save you time, then fine-tune the individual settings if needed.
- If you want to review affiliates before they start promoting, keep approval required; if you prefer a frictionless signup, turn it off.
- Choose your referral cookie duration based on how long your customers typically take to decide — longer windows are friendlier to affiliates but may delay attribution.
- Use the auto-create coupon option if your affiliates need unique codes to share, and set your minimum payout threshold high enough to avoid processing many tiny payouts.
Affiliate Management
Nó làm gì
Affiliate Management lets you view all affiliate partners, filter them by approval status or tag, and approve or reject applications. You can also edit referral codes, assign tags, and toggle per-affiliate lifetime commission exclusion.
Cách sử dụng nó
- Mở Affiliate section and go to the Affiliates tab.
- Use the status sub-navigation (All / Approved / Pending / Rejected) or the tag dropdown to narrow the list of affiliates.
- To approve or reject an application, click Approve hoặc Reject on the corresponding row.
- To change an affiliate's referral code, type a new code in the code field and click Cập nhật.
- To assign a tag, select a tag from the Add tag… dropdown.
- To exclude an affiliate from lifetime commissions, toggle Exclude lifetime for that affiliate.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| No configurable settings | This feature does not expose any settings. All options are available as on-screen actions described above. |
Mẹo & phương pháp hay nhất
- Sử dụng Chưa giải quyết filter to quickly review and process new affiliate applications.
- When editing a referral code, the coupon stays in sync automatically—no separate update needed.
- Assign tags to affiliates so you can filter and manage groups later.
- Sử dụng Exclude lifetime toggle carefully, as it changes commission eligibility for that specific affiliate only.
Affiliate Tag Manager
Nó làm gì
The Affiliate Tag Manager lets you create and delete tags to organize and segment your affiliate partners, such as grouping them by type or campaign. Each tag shows how many affiliates are currently using it, so you can quickly see how your segments are distributed.
Cách sử dụng nó
- đi đến Affiliates tab, then find the Manage Affiliate Tags card.
- To add a new tag: type a name into the text field, then click the Add tag cái nút.
- To delete a tag: find the tag in the existing tags table and click the Xóa bỏ nút bên cạnh nó.
When you delete a tag, it is removed from all affiliates that were using it.
Cài đặt & Tùy chọn
Tính năng này không có bất kỳ cài đặt cấu hình nào.
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| (None) | This feature has no settings. |
Mẹo & phương pháp hay nhất
- Use clear, descriptive tag names (like "influencer") so your segments are easy to recognize at a glance.
- Keep your tag list tidy by deleting tags you no longer use, since they're removed from every affiliate when deleted.
- Use tags to group affiliates by category, source, or promotion type so you can filter and review them more easily later.
- Check the affiliate count next to each tag to see how your affiliate base is distributed across segments.
Affiliate Import Tools
Nó làm gì
The Affiliate Import Tools let you bulk-import affiliates into your affiliate program. You can upload a CSV file containing email, name, and referral code, or migrate existing partners directly from AffiliateWP or Ultimate Affiliate Pro. Imported affiliates are automatically assigned the affiliate role, set as approved, and given a referral code.
Cách sử dụng nó
- Đi đến SkyPlugins → Affiliate và mở Affiliates tab.
- trong Import Affiliates card, choose your import source.
- If you select CSV file import, click the field to upload your CSV file. Make sure it contains the columns: email, name, and referral code.
- Bấm vào Import Affiliates cái nút.
- Wait for the import to finish. Once complete, you'll see a notice confirming the number of affiliates imported.
Cài đặt & Tùy chọn
This feature does not include any configurable settings. You only select an import source, optionally upload a CSV file, and click the Import Affiliates cái nút.
Mẹo & phương pháp hay nhất
- Format your CSV with exactly these column headers:
email,name, Vàreferral code. - If you leave the referral code column empty for a row, the plugin will generate a referral code automatically.
- When migrating from AffiliateWP or Ultimate Affiliate Pro, choose the matching option to move your existing partners over in one step.
- After importing, check the Affiliates tab to confirm everyone looks correct — imported affiliates are approved automatically, so no further approval steps are needed.
Lifetime Commissions Manager
Nó làm gì
The Lifetime Commissions Manager lets you manually link a customer to an affiliate. Once linked, that affiliate earns commission on all future purchases made by that customer. You can also search existing links by email or remove a link at any time.
Cách sử dụng nó
- Make sure Lifetime Commissions are enabled in the Settings page.
- Go to the Affiliate section, open the Affiliates tab, and find the Lifetime Commissions card.
- To check if a customer is already linked, search existing links by entering the customer’s email address.
- Select the affiliate who should receive lifetime commissions.
- Enter the customer’s email address. You can also enter the customer’s user ID if you have it.
- Nhấp vào Link customer to create the lifetime commission link.
- To remove an existing link, find it in the list of linked customers and click Unlink.
Cài đặt & Tùy chọn
This feature does not have any settings of its own. All configuration is handled from the main Settings page, where lifetime commissions are enabled.
Mẹo & phương pháp hay nhất
- Search by email before creating a new link to avoid accidentally linking the same customer to multiple affiliates.
- Entering the customer’s user ID is optional, but it helps ensure you’re linking the correct account if two customers share the same email.
- Sử dụng Unlink to stop future commissions when a relationship should end, such as after a refund or a change in referral ownership.
- Keep in mind that linking a customer is permanent until you manually unlink them — the affiliate will earn commission on every future purchase from that customer.
Commission Plans
Nó làm gì
Commission Plans let you build targeted commission structures for your affiliates through a simple 4-step guided wizard. You can choose from goal templates designed for different selling scenarios, set the payout rate and type, control which plans get evaluated first, and define exactly which orders qualify using a flexible set of target rules.
Cách sử dụng nó
- Đi đến SkyPlugins → Affiliate → Commissions tab.
- Nhấp vào + Create New Commission Plan.
- In Bước 1 of the wizard, choose a goal card: By Product, Category Bonus, Top Performer, Subscriptions Only, hoặc Phong tục.
- In Bước 2, enter a Plan Name, choose the Commission Rate & Type, and set the Evaluation Priority.
- In Bước 3, add one or more target conditions. Use the searchable dropdowns to pick products, categories, tags, affiliates, or coupons, or add other rule types to narrow down qualifying orders.
- In Step 4, review your setup and click Save & Activate Plan.
You can also manage existing plans from the Plans table — edit, duplicate, or delete them any time.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Plan Name | Names the commission plan. |
| Commission Rate & Type | Sets the rate value and whether it is a Percentage of Order or Flat Amount per Order. |
| Evaluation Priority | Lower priority numbers evaluate first when multiple plans exist. |
| Target Rules / Conditions | Adds matching conditions: product, product category, product tag, specific affiliate, parent affiliate, affiliate tag, order total/subtotal, affiliate revenue/orders/customers/activity, coupon used, first order, subscription parent, logged-in customer, catalog visibility, payment method, customer user role, shipping class, product attribute, referral medium, and referral country. |
Mẹo & phương pháp hay nhất
- Bộ Evaluation Priority intentionally: plans with lower numbers are checked first, so order your plans from most specific to most general.
- Start with a goal template that matches your strategy — for example, By Product for direct product commissions, Category Bonus for category incentives, or Top Performer for your highest-producing affiliates.
- Combine multiple target rules to keep plans precise — for instance, match a product category alongside an order total threshold or a specific coupon code.
- Sử dụng Duplicate to create variations of an existing plan instead of rebuilding from scratch, then just adjust the rate, priority, or rules.
Commissions Review
Nó làm gì
Lets the store owner manually approve, reject, or delete individual commission records. Commissions can be filtered by pending, approved, rejected, or paid status so you can quickly focus on the records that need attention.
Cách sử dụng nó
- Đi đến SkyPlugins → Affiliate → Commissions tab.
- Xác định vị trí Commissions Review card.
- Use the status filter to view commissions by Chưa giải quyết, Approved, Rejected, hoặc Paid.
- To change a commission's state, click Approve hoặc Reject.
- To remove a record entirely, click Xóa bỏ.
Cài đặt & Tùy chọn
Tính năng này không có cài đặt cấu hình.
Mẹo & phương pháp hay nhất
- Filter by Chưa giải quyết first to review commissions that are waiting for your decision.
- Approve only commissions that genuinely qualify under your affiliate program rules before they move toward payout.
- Sử dụng Reject thay vì Xóa bỏ when you want to keep a record of the decision for your records.
- Sử dụng Xóa bỏ only when you are certain the record is no longer needed, since it removes the commission entirely.
Reports, Leaderboard & Referral Records
Nó làm gì
This feature gives you a real-time view of your affiliate performance. You can filter metrics by date range, see a top-10 leaderboard, review a raw referral records ledger that you can clean up, and export data as CSV files for affiliates, commissions, orders, and campaign assets.
Cách sử dụng nó
- Mở Referrals & Reports tab in the Affiliate section.
- Tùy chọn, đặt một From Và To date to narrow the time period, then click Filter.
- Review the stat grid to see referred revenue, commissions, referred orders, products sold, visits, and conversion rate.
- Check the leaderboard to see your top 10 affiliates.
- Sử dụng Export buttons to download CSV files for affiliates, commissions, orders, or assets.
- Delete any unwanted rows directly from the Referral Records table to keep your ledger clean.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| From date filter | The start date used to scope the performance metrics |
| To date filter | The end date used to scope the performance metrics |
| Reset date filters | Clears the selected date range and returns to the default view |
Mẹo & phương pháp hay nhất
- Use date-range filtering to analyze specific periods, such as a single campaign or a monthly sales cycle.
- Export CSVs regularly to keep an up-to-date backup of your affiliate, commission, order, and asset data.
- Check the leaderboard often to identify your best-performing affiliates and consider rewarding them.
- Delete outdated or unwanted referral records periodically so your ledger stays accurate and easy to review.
Payout Management
Nó làm gì
Creates manual payouts for affiliates who have eligible pending balances, records them in a payout history ledger, and exports PayPal or Stripe mass-payout files for settled affiliates.
Cách sử dụng nó
- Open the Affiliate page and select the Payouts tab.
- Xem lại Pending Payouts table to see affiliates with unpaid commission balances.
- In the dropdown next to each affiliate, choose a payout method (e.g., Manual, Cash, Bank transfer, Wire transfer, Check, PayPal, Stripe, Store credit, Fixed cart coupon, Reward points).
- Nhấp vào Create Payout to mark those commissions as paid and log the payout.
- To pay multiple affiliates at once, use the buttons to export a PayPal or Stripe mass-payout file.
- To track past payments, review the Payout History phần.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Không có | Tính năng này không có cài đặt cấu hình. |
Mẹo & phương pháp hay nhất
- Always confirm the payout method matches the affiliate’s preferred payment channel before creating a payout.
- Use the mass-payout export files to process multiple payments quickly in PayPal or Stripe, reducing manual entry errors.
- Check Payout History regularly to keep accurate records and reconcile affiliate balances.
- Create payouts only for eligible pending balances to avoid duplicating payments.
Marketing Campaigns & Creative Assets
Nó làm gì
Marketing Campaigns & Creative Assets lets you create promotional campaigns that affiliates can use to market your products. Each campaign can include a banner image, swipe copy, and extra creative assets, and you can control whether it's public or restricted to specific affiliates. The feature also tracks visits and revenue for each campaign so you can see what's performing well.
Cách sử dụng nó
- đi đến Campaigns tab.
- Bấm vào Create Campaign cái nút.
- Nhập một Campaign Name and add any Promotion Instructions for affiliates.
- Choose or upload a Banner Image from the Media Library.
- Fill in the Email / Social Swipe Copy — include the affiliate URL and affiliate code placeholders so each affiliate's unique details are inserted automatically.
- Optional: Check Restrict to Private / Assigned affiliates only and select the affiliates who should have access.
- Add any additional Asset Type & Value entries if you want to include more creatives.
- Nhấp vào Save & Publish Campaign.
- Campaign cards on the Campaigns tab show the asset count, visits, and revenue, with buttons to Edit hoặc Xóa bỏ each campaign.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Campaign Name | Names the marketing campaign |
| Promotion Instructions | Free-text instructions shown to affiliates for the campaign |
| Banner Image | URL of a promo banner image, choosable from the Media Library |
| Email / Social Swipe Copy | Copy text with affiliate URL and affiliate code placeholders that are auto-replaced per affiliate |
| Restrict to Private / Assigned affiliates only | Makes the campaign visible only to the selected affiliates |
| Assigned Affiliates | Multi-select list of affiliates allowed to access a restricted campaign |
| Asset Type & Value | Adds creative assets to a campaign: Image/Banner URL, HTML Code Snippet, Video URL, or Link |
Mẹo & phương pháp hay nhất
- Use the affiliate placeholders in your swipe copy so every affiliate gets their own personalized links without extra work.
- Keep sensitive campaigns private by using the restrict option — public campaigns are visible to all affiliates.
- Monitor the per-campaign visits and revenue KPIs to double down on creatives that actually convert.
- Add a mix of asset types (images, links, and videos) to give affiliates flexibility in how they promote your offers.
Program Settings — General & Registration
Nó làm gì
This section lets you configure the core details of your program, including the program type, how new applicants are approved, and whether they must accept your terms. It also controls Google reCAPTCHA protection on the signup form to help block spam.
Cách sử dụng nó
- In the WordPress admin, go to SkyPlugins → Affiliate và mở Cài đặt tab.
- Xác định vị trí General & Registration card.
- Select your program type from the Program Type dropdown.
- Turn Automatic Approval on or off to control whether new applicants are approved instantly.
- Turn Require Terms Acceptance on or off to decide if applicants must agree to your terms at signup.
- If terms are required, enter your custom terms in the Terms & Conditions Content box. If left blank, the built-in template is used.
- If you want to protect the signup form with Google reCAPTCHA, enter your site key and secret key.
- Nhấp vào Lưu cài đặt at the bottom of the form.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Program Type | Sets the primary title/labeling: Affiliate program, Ambassador program, Influencer program, or Customer referral program |
| Automatic Approval | Approve new affiliate applicants instantly upon registration |
| Require Terms Acceptance | Requires applicants to check a terms checkbox at signup |
| Terms & Conditions Content | Custom terms text shown on the signup form; if left blank, the built-in template is used |
| Google reCAPTCHA Site key | Public reCAPTCHA key rendered on the signup form |
| Google reCAPTCHA Secret key | Secret key used to verify reCAPTCHA responses server-side |
Mẹo & phương pháp hay nhất
- Choose a program type label that matches how you talk about your program—whether it’s an affiliate program, ambassador program, or something else.
- If your goal is fast growth, keep Automatic Approval enabled so applicants don’t have to wait before participating.
- Make sure your terms are clear and up to date, especially if Require Terms Acceptance is turned on.
- Enable Google reCAPTCHA on your signup form to reduce spam registrations, especially if the form is publicly visible.
Program Settings — Tracking & Referrals
Nó làm gì
This section lets you control how referral links behave across your affiliate program. You can set how referral codes are generated, how long a referral is remembered, and which affiliate gets credited when a customer clicks multiple links. It also handles link appearance, self-referrals, affiliate-created coupons, and your default referral banner image.
Cách sử dụng nó
- Đi đến SkyPlugins → Affiliate → Settings.
- Mở Tracking & Referrals card.
- Đặt Referral Code Prefix if you want a prefix added to auto-generated referral codes.
- Enter the number of days for the Cookie Duration.
- Chọn một Attribution Mode (first or last affiliate to refer the customer).
- Chọn một Plan Match Mode for commission plans.
- Toggle Pretty Referral Links on or off, and set the Pretty Link Slug if you want clean links.
- Toggle Allow Self-Referrals Và Affiliate Referral Coupons to your preference.
- Add an image URL for the Default Referral Banner URL.
- Nhấp vào Lưu cài đặt để áp dụng những thay đổi của bạn.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Referral Code Prefix | Prefix used when auto-generating referral codes (e.g. sky-random8); leave empty for no prefix |
| Cookie Duration | Number of days referral cookies remain active on customer browsers |
| Attribution Mode | First affiliate (first touch) or Last affiliate (last touch) gets credit when a customer visits multiple links |
| Plan Match Mode | First matching plan in priority order or Best match (most rules matched) for commission plans |
| Pretty Referral Links | Enables clean URL links like example.com/ref/CODE/ instead of query parameters |
| Pretty Link Slug | The URL segment used for pretty links (default ref) |
| Allow Self-Referrals | Lets logged-in affiliates earn commission on their own WooCommerce purchases |
| Affiliate Referral Coupons | Lets affiliates create their own referral coupons from their dashboard |
| Default Referral Banner URL | Image URL used when affiliates display a referral banner in their marketing materials |
Mẹo & phương pháp hay nhất
- Choose attribution carefully. First-touch rewards the affiliate who introduced the customer, while last-touch rewards the one who closed the deal. Pick the model that matches how you want to incentivize your affiliates.
- Keep cookie duration aligned with your sales cycle. If your products take time to decide on, a longer cookie window gives affiliates credit for the work they put in.
- Use pretty links for better trust. Short, clean referral links look more professional and are easier for affiliates to share on social media or email.
- Decide if self-referrals make sense. Allowing self-referrals can boost internal sales, but make sure your commission structure accounts for it.
- Always click Save Settings after making changes — nothing is applied until you do.
Program Settings — Payouts & Ledger Controls
Nó làm gì
The Payouts & Ledger Controls section lets you decide when affiliates get paid and how those payouts are tracked. You can set a refund protection period, enforce balance minimums and caps, schedule automatic payouts, choose the default payment method recorded in the ledger, and exclude specific affiliates from auto-pay.
Cách sử dụng nó
- Go to the Settings page inside the Affiliate section.
- Find the Payouts & Ledger Controls card.
- Set the refund lock period, minimum balance, maximum cap, and auto-payout day.
- Choose your default payout ledger method.
- Select any affiliates you want to exclude from automatic payouts.
- Click Save Settings.
Your saved rules are then applied automatically whenever payouts are processed.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Payout Refund Lock Period | Wait time in days before pending commissions become payout-eligible |
| Minimum Payout Balance | Do not issue payouts to affiliates holding less than this balance |
| Maximum Payout Cap | Caps individual payout amounts (0 = unlimited) |
| Scheduled Auto-Payout Day | Day of month (1–31) to auto-process payouts; 0 = manual payouts only |
| Payout Ledger Method | Default method logged on the payout ledger: Mark as paid (manual), PayPal Mass Payout, Stripe Connect, or WooCommerce Store Credit |
| Exclude Affiliates from Auto-Pay | Multi-select of affiliates skipped by auto-pay and mass payout batches |
Mẹo & phương pháp hay nhất
- Set a refund lock period that covers your typical refund window so commissions are only paid out after the risk of reversal has passed.
- Use a minimum payout balance to avoid processing tiny, low-value payouts that cost more to send than they're worth.
- If you prefer full control over every payment, set the auto-payout day to 0 so payouts are only processed manually.
- Review your excluded affiliates regularly to make sure the right partners are skipped from automatic batches.
Program Settings — Lifetime Commissions, MLM & Emails
Nó làm gì
This settings area lets you control how lifetime commissions work, including which affiliates are excluded. You can also set up multi-tier (MLM) commissions for sub-affiliates, configure email notification triggers, and customize the email brand color.
Cách sử dụng nó
- Open the Settings tab and find the "Lifetime Commissions, MLM & Emails" card.
- Toggle Lifetime Commissions on or off as needed.
- If enabled, select any affiliate tags that should be excluded from lifetime commissions.
- Toggle Multi-Tier (MLM) to allow affiliates to recruit sub-affiliates and earn at multiple levels.
- Set the Level 2–5 commission rates.
- Configure email triggers: daily digest, new affiliate signup, affiliate approval, and commission earned.
- Choose the email header brand color.
- Click Save Settings to apply your changes.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Enable Lifetime Commissions | Earns commission on all future purchases by referred customers |
| Exclude Affiliate Tags from Lifetime | Affiliates with selected tags never earn lifetime commissions |
| Enable Multi-Tier (MLM) | Allows affiliates to recruit sub-affiliates and earn multi-level tier rates |
| Level 2–5 rates | Percentage rates paid to parent affiliates at each upline level |
| Email Notifications — daily digest | Sends the admin a daily digest summary of affiliate activity |
| Email trigger: Notify admin on new affiliate signup | Emails the admin when a new affiliate signs up |
| Email trigger: Notify affiliate when approved | Emails the affiliate when their application is approved |
| Email trigger: Notify affiliate when a commission is earned | Emails the affiliate when a new commission is created |
| Email Header Brand Color | Accent color used in HTML email templates |
Mẹo & phương pháp hay nhất
- Review your excluded affiliate tags carefully before enabling lifetime commissions, so you don't accidentally include affiliates you meant to exclude.
- For multi-tier, start with modest Level 2–5 rates to keep your overall payout sustainable as your network grows.
- Use the daily digest to stay on top of affiliate activity without receiving separate emails throughout the day.
- Choose a brand color that matches your existing email templates for a consistent, professional look.
Affiliate Email Notifications
Nó làm gì
Affiliate Email Notifications automatically sends branded HTML emails to keep you and your affiliates informed. You'll get alerts when new affiliates sign up, and your affiliates will be notified when they're approved and when they earn commissions. The system also sends you a daily digest and delivers monthly performance summaries to affiliates and your store owner.
Cách sử dụng nó
- đi đến Cài đặt tab.
- Mở "Lifetime Commissions, MLM & Emails" card.
- Select which Email triggers you want enabled—an admin alert on signup, an approval notice to the affiliate, and a commission-earned notification to the affiliate.
- Chuyển đổi Daily admin digest on or off to receive a daily summary of new signups and commissions.
- Chọn một Email Header Brand Color that matches your branding.
- Save your settings. From then on, emails are sent automatically based on your configuration, and monthly performance summaries go out on their regular schedule.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Email triggers | Selects which events send email: admin on signup, affiliate on approval, affiliate on new commission |
| Daily admin digest | Sends the admin a daily summary of new signups and commissions |
| Email Header Brand Color | Accent color used in the HTML email template header |
Mẹo & phương pháp hay nhất
- Enable only the triggers that are useful to you so you and your affiliates aren't overwhelmed with notifications.
- Keep the Daily admin digest switched on to stay on top of new signups and commission activity without checking the dashboard constantly.
- Choose a brand color that matches your logo and website so your emails feel polished and recognizable.
- Since monthly performance summaries are sent automatically on a schedule, you don't need to manually prepare or send them—just make sure your email settings are configured correctly.
Affiliate Signup Form
Nó làm gì
The Affiliate Signup Form lets visitors apply to become affiliates directly from your website. It collects their basic account details, handles optional referral codes and terms acceptance, protects against spam, and automatically signs them in once their application is approved. If a visitor is already logged in, they can simply apply using their current account.
Cách sử dụng nó
- Navigate to the page that contains the affiliate registration form on your website.
- If you already have an account on the site, you can log in and then apply with that existing account. If not, proceed to the next step.
- Enter your username, email address, and a password.
- If the optional referral code field is shown, you may enter a custom code of your choice, or leave it blank to have one generated for you.
- If a terms acceptance checkbox appears, tick the box to confirm you agree to the affiliate terms.
- Complete the reCAPTCHA verification to confirm you are not a robot.
- Bấm vào Register cái nút.
- Depending on the approval setting, your account will either be activated immediately or held for review. If approved, you will be logged in automatically and redirected to your affiliate dashboard.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Automatic Approval (inherited from Settings) | Determines whether new registrations are approved instantly or held for manual review. |
| Require Terms Acceptance (inherited from Settings) | Shows a required “I agree to the affiliate terms” checkbox that must be ticked before submitting. |
| Affiliate Referral Coupons (inherited from Settings) | Shows the optional “Your Referral Code” field when enabled. |
| Google reCAPTCHA (inherited from Settings) | Renders the reCAPTCHA widget when keys are configured. |
| Program Mode (shortcode attribute) | Overrides the default program type for this particular form. |
Mẹo & phương pháp hay nhất
- Leave the referral code field blank if you don’t have a preference — a unique code will be generated for you automatically.
- If you are already an existing member of the site, log in before submitting the form so your affiliate status is linked to your current account.
- Use a strong, unique password for your affiliate account to keep your earnings and dashboard secure.
- If your account is not activated immediately, check back later or look out for an email notification regarding your application status.
Affiliate Dashboard (My Account)
Nó làm gì
The Affiliate Dashboard is your self-service home base inside your account. From here, you can copy your personal referral link, create and copy discount coupons, grab marketing banners and swipe copy, and see how your referrals are performing. It also shows your recent commissions and lets you inspect your sub-affiliate network when multi-level tracking is enabled.
Cách sử dụng nó
- Log in to your account and go to Tài khoản của tôi.
- Mở Affiliate Dashboard from your account menu.
- Find your referral link at the top of the dashboard and click Sao chép to share it anywhere.
- If coupons are enabled, review your existing coupons — or use the form to create a new one with a code and a discount percentage between 1 and 100%.
- Browse the available marketing campaigns; copy the direct campaign URL, or copy the banner HTML, shortcode, hoặc swipe text for each.
- Scroll through your performance summary to view Earned, Chưa giải quyết, Và Referrals stats.
- Xem lại recent commissions table for a detailed list of your latest payouts.
- If the sub-affiliate network is configured, view your sub-affiliate network tree to see who has joined under you.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Không có | The Affiliate Dashboard does not include configurable settings. It is designed for viewing your performance and copying your marketing assets. |
Mẹo & phương pháp hay nhất
- Keep your personal referral link handy: paste it into your bio, emails, or social profiles so every click is tracked to you.
- When creating a coupon, choose a discount that feels valuable to your audience but still keeps your earnings reasonable.
- Use the campaign banners and swipe copy exactly as provided — they’re built to convert and are already tracked with your referral link.
- Check your Earned and Pending stats regularly, and follow up with referrals before a pending commission expires (if your program has an expiration window).
Referral Link Tracking & Attribution
Nó làm gì
Referral Link Tracking & Attribution automatically records visits made through your referral links and keeps a cookie on the visitor's device for a set amount of time. When that visitor places an order, the system credits the right affiliate using methods like first or last touch, coupon usage, direct registration links, or email matching. It also prevents self-referrals when that option is turned off.
Cách sử dụng nó
- Copy your personal referral link from your affiliate dashboard. This link contains your unique referral code.
- Share the link anywhere you like: social media, email, blog posts, or messaging apps.
- When someone clicks your link, the system stores a referral cookie on their device.
- If that visitor completes an order while the cookie is still active, the order is credited to you.
- Once the order is completed, a referral record is created and your commission is queued as pending.
- You can track your referrals and commissions in your affiliate dashboard.
Cài đặt & Tùy chọn
These settings are managed by the site administrator under the Settings tab → “Tracking & Referrals” card.
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Cookie Duration | How many days a referral cookie stays active after a click |
| Attribution Mode | Whether first-touch or last-touch gets credit for multiple link visits |
| Pretty Referral Links | Enables a clean, short referral link style |
| Pretty Link Slug | The URL segment used for pretty referral links |
| Allow Self-Referrals | When off, an affiliate's own orders are not attributed to them |
Mẹo & phương pháp hay nhất
- Share your referral link in places where your audience is already interested, which helps turn clicks into orders.
- Check the cookie duration so you know how long someone has to make a purchase for you to receive credit.
- If your program uses multiple touchpoints, know whether first or last click gets the credit so you can plan your sharing strategy.
- Avoid clicking your own referral link when self-referrals are disabled, since your own orders will not count toward your commissions.
Marketing Shortcodes — Terms, Banner & Landing Page
Nó làm gì
This feature gives you three shortcodes to place on any page: one to display the affiliate terms template, one to show a clickable referral banner, and one to build a tracked affiliate landing page that uses the affiliate's own referral link. Visitors can see your terms, click the banner to visit via an affiliate referral, or land on a dedicated page that greets referred visitors and attributes visits through standard tracking.
Cách sử dụng nó
- Add the terms shortcode ([siskadfowo_terms]) to the page where you want the affiliate terms to appear.
- Add the banner shortcode ([siskadfowo_affiliate_banner]) to a page; include optional URL and title attributes if you want to customize the banner's image or link text.
- Add the landing page shortcode ([siskadfowo_landing_page]) to a page, with an optional heading attribute if you want a custom heading.
- Share the tracked landing-page link with your visitors or affiliates. The banner automatically links to the logged-in affiliate's own referral URL, or to your site home if no affiliate is logged in.
Cài đặt & Tùy chọn
| Cài đặt | Nó kiểm soát những gì |
|---|---|
| Terms & Conditions Content (inherited from Settings) | Custom terms text used by the terms shortcode; if left blank, the default template is used |
| Default Referral Banner URL (inherited from Settings) | Image used by the banner shortcode when no URL attribute is provided |
Mẹo & phương pháp hay nhất
- Leave the terms content blank to use the built-in default template instead of writing your own.
- Provide the banner shortcode's URL and title attributes when you want a banner that differs from the default referral image.
- Use the landing page shortcode to give affiliates a dedicated page with their tracked link; visits are attributed through standard tracking.
- Share the tracked landing-page link rather than a plain page URL so referrals are recorded correctly.
