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Magento 2 Affiliate is a complete tool-set to run and manage affiliate campaigns. These could be of two types: link and coupon-based. The extension allows supporting campaigns with recommendations for promotional products, targeting campaigns at selected affiliate groups, configuring commission types and amounts, and more. On top of that, the Admin can flexibly manage the following: affiliate groups and accounts, affiliate program signup requests, process campaign-related transactions. Furthermore, M2 Affiliate enables monitoring campaign statistics by promotion type. Compatibility: Magento Open Source 2.3.X - 2.4.X, Magento Commerce 2.3.X - 2.4.X |
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Installing Affiliate
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Installing Affiliate
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Set up cron
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If you have already configured cron jobs for your Magento installation then you can skip this step. Read the following instructions on setting cron job for your Magento store: Magento user guide.
Generally, it would be enough to run in SSH console of your server:
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crontab -e |
And insert the following line:
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*/3 * * * * php -c <ini-file-path> <your Magento install dir>/bin/magento cron:run
*/3 * * * * php -c <ini-file-path> <your Magento install dir>/update/cron.php
*/3 * * * * php -c <ini-file-path> <your Magento install dir>/bin/magento setup:cron:run |
Don't forget to confirm saving request when exit.
Introducing M2 Affiliate
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M2 Affiliate Overview
Magento 2 Affiliate extension allows running profitable affiliate campaigns based on the 'pay-per-sale' model. According to the model, the Affiliate receives a commission for every purchase that takes place during the campaign. Purchases of products which are not directly promoted within the campaign but which can be reached via a promo link or/and coupon code are also rewarded with a commission. Thus Magento 2 Affiliate enables same affiliate campaigns as they do on Amazon.
The module introduces the following features:
- Custom lists of product recommendations to promote within a particular campaign;
- Individual commission rates and commission holding periods per affiliate group;
- The possibility to reward individual affiliate groups with higher commission rates;
- Separate performance reports for coupon/link promotions available for both affiliates and admins;
- Manual and automatic (by custom schedule) payouts.
On the Backend, the module introduces separate grids for each key affiliate management aspect: campaigns, affiliate groups, accounts, signup requests, transactions, and payouts. Store Admins are able to configure the signup, commission, payout, and email notification parameters.
On the Storefront, the Customer is provided with the Affiliates tab, where he/she can join affiliate programs, view recommendations, get links, generate coupon codes, monitor balance history and transactions.
What's New?
As of version 1.1.0 the present extension allows creating affiliate accounts on the Backend.
M2 Affiliate on Backend
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Extension Settings
Start configuring the extension by going to Stores > Configuration > AHEADWORKS EXTENSIONS > Affiliate. The configuration page is divided into five sections. We will explore each separately.
Signup
The 'Signup Settings' section is presented by two parameters:
- Select Terms & Conditions CMS Page - defines the page on your web store with affiliate program terms & conditions.
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After the installation, the module adds a separate CMS Terms & Conditions page with sample content. |
- Admin Approval Needed - defines whether you need to manually approve affiliate program signup requests. If left to No, all requests will be approved automatically.
Commission Configuration
The 'Commission Configuration' section has the following options:
- Add Commission When The Order Item Obtains Status - defines the referred customer's order status upon which the affiliate will get a commission (pending until the commission holding period expires): Ordered, Invoiced, or Shipped;
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Commissions are accrued upon reaching a particular order item status, not order status. This is particularly useful for the orders that include the items that require commission accrual and those that don't. In case an invoice and shipping are created at the same time (therefore, the order item instantly receives the hardcoded 'Shipped' status bypassing the 'Invoiced' status), the commission is accrued upon reaching the predefined status or the 'Shipped' status. |
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Set up cron
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Introducing M2 Affiliate
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M2 Affiliate OverviewMagento 2 Affiliate extension allows running profitable affiliate campaigns based on the 'pay-per-sale' model. According to the model, the Affiliate receives a commission for every purchase that takes place during the campaign. Purchases of products which are not directly promoted within the campaign but which can be reached via a promo link or/and coupon code are also rewarded with a commission. Thus Magento 2 Affiliate enables same affiliate campaigns as they do on Amazon. The module introduces the following features:
On the Backend, the module introduces separate grids for each key affiliate management aspect: campaigns, affiliate groups, accounts, signup requests, transactions, and payouts. Store Admins are able to configure the signup, commission, payout, and email notification parameters. On the Storefront, the Customer is provided with the Affiliates tab, where he/she can join affiliate programs, view recommendations, get links, generate coupon codes, monitor balance history and transactions. What's New?As of version 1.2.0 the present extension allows creating affiliate accounts on the Backend, also assign to affiliate permanently. |
M2 Affiliate on Backend
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Extension SettingsStart configuring the extension by going to Stores > Configuration > AHEADWORKS EXTENSIONS > Affiliate. The configuration page is divided into five sections. We will explore each separately. SignupThe 'Signup Settings' section is presented by two parameters:
Commission ConfigurationThe 'Commission Configuration' section has the following options:
Payout ConfigurationThe 'Payout Configuration' section contains the following parameters:
Admin Email ConfigurationThe 'Admin Email Configuration' section comes with the following parameters:
Affiliate Email ConfigurationThe 'Affiliate Email Configuration' section comes with the following parameters:
Affiliate CampaignsTo work with affiliate campaigns, proceed to Marketing > Affiliate by AheadWorks > Campaigns. Managing Affiliate CampaignsThe Campaigns grid is designed for affiliate campaign management and monitoring. The data in the grid is split into the following columns:
From the 'Action' box above the grid, you can delete, enable, or disable campaigns one by one or massively. Creating/Editing Affiliate CampaignsTo create a new campaign, click on the New Campaign button at the top right of the page. To edit a campaign, click on the corresponding Select selector in the Action column. The Create/Edit Campaign pages is split into several sections: General Information, Conditions, Link Configuration, Coupon Configuration, Commission Configuration and Recommended Products. In the 'General Information' section, you can specify campaign credentials and assign affiliate groups (individual groups or all groups) to the campaign. In the 'Conditions' section, you can set campaign-specific conditions based on Cart and product attributes.
Refer to the 'Link Configuration' section to enable link generation for the campaign. This is where you can define a link tracking gap - the period [of the lifetime of the cookie] during which the Affiliate will be able to get commissions from campaign-related purchases.
Refer to the 'Coupon Configuration' section to enable and set up the coupon-based promotion type of campaigns. To enable the coupon, select Specific coupon in the 'Coupon' box. You will then be able to define the coupon code, the number of coupon uses per affiliate, discount type (percent or fixed), and discount amount.
Proceed to the 'Commission Configuration' section to define the type of the commission (% or fixed) and indicate the amount of thereof. Refer the 'Recommended Products' section to (optionally) pick products to be displayed as recommendations for the promotion. The recommendation list can be further edited whenever required.
Signup RequestsAll signup requests can be monitored and managed via Marketing > Affiliate by AheadWorks > Signup Requests. The data in the 'Signup Requests' grid is broken down by the following columns:
You can also perform the latter three operations massively from the 'Actions' box above the grid.
In case of signup request decline, you can optionally specify the reason in the Decline Reason text-box on the 'Signup Request' 'page. Affiliate AccountsTo work with affiliate accounts proceed to Marketing > Affiliate by AheadWorks > Accounts. Managing Affiliate AccountsThe 'Accounts' grid lists the information about affiliate accounts split by the following columns:
From the 'Actions' box above the grid, you can activate/deactivate the selected account(s). Adding Affiliate AccountsTo add a new Affiliate account, click on the Add New Affiliate button in the top right of the page. This will redirect you to the Add New Affiliate page. The page allows selecting a web-site and a group for the Affiliate. Do that with the help of the two drop-boxes:
The page enables assigning a customer for the Affiliate account. To assign a customer to the account, click on the Add Customers button at the bottom of the Add New Affiliate page. A popover will emerge prompting to select a customer from the grid. Click Add Customers in the top right of the popover when done. You will be returned to the Add New Affiliate page. The Customers grid at the bottom of the page will feature the following details of the chosen customer:
To remove the customer, click on the Remove active link in the corresponding Actions cell.
To finalize the configuration of the account(s), click on the Set As Affiliate in the top right of the Add New Affiliate page.
Editing Affiliate AccountsTo edit an affiliate account, click on the corresponding Select selector in the Actions column on the Accounts page. You will be redirected to the Edit Affiliate Account page. This is where you can view the details of the affiliate account. Use the Status and Affiliate Group drop-boxes to update the status and group of the Affiliate. To view the signup request of the Affiliate click on the View active link next to the Signup Request option. You will then be redirected to a page featuring the details of the sign-up. Affiliate GroupsTo view the affiliate groups presented in the store, follow to Marketing > Affiliate by AheadWorks > Affiliate Groups. Managing Affiliate GroupsThe 'Affiliate Groups' grid shows data on affiliate groups broken into the following columns:
With the 'Actions' box above the grid, you can delete selected affiliate group(s) in bulk. Creating/Editing Affiliate GroupsTo create a new affiliate group, click the New Affiliate Group button above the grid. To edit an affiliate group click on the Select selector in the relevant Action cell and choose Edit. In each case you will be redirected to the Create/Edit Affiliate Group page. The page will prompt you to indicate the following details:
By setting individual commission amounts and commission holding periods per group, you can reward best performing affiliate groups with higher commissions and shorter holding periods. This is how you can encourage their active participation in your campaign. At the same time such fine-tuning helps prompt the under-performing groups to collaborate with you more actively. TransactionsTo work with affiliate program transactions, go to Marketing > Affiliate by AheadWorks > Transactions. Monitoring TransactionsThe data in the 'Transactions' grid is presented within the following columns:
The table below shows the relation of an affiliate account balance with the status of the transaction.
Creating/Editing TransactionsTo create a new transaction, click the Create Transaction button in the top right corner of the Transactions page. You will be redirected to the Create Transaction page. The page prompts to do the following to create a transaction:
Understanding Transaction FlowTransaction flow is illustrated in the chart below.
PayoutsTo monitor money outflow in the context of affiliate payouts, go to Marketing > Affiliate by AheadWorks > Payouts. The 'Payouts' grid contains the payout data presented within the following columns:
With the 'Actions' box above the grid, you can change the status of the selected payouts in bulk. The options available here are Processing, Compete, or Canceled.
Sales by Affiliate Link ReportTo access the performance statistics of the link-based promotions, go to Reports > Affiliate by AheadWorks > Sales by Affiliate Link. The 'Sales by Affiliate Link' gridcontains the reporting data split by columns:
Sales by Coupon ReportTo view the performance of the coupon-based promotions, go to Reports > Affiliate by AheadWorks > Sales by Coupon. The 'Sales by Coupon' gridcontains the reporting data split by columns:
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M2 Affiliate on Frontend
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The module adds the 'Affiliate Program' section to the customer account on the Storefront. This is where the Customer is able to send affiliate program signup requests. To do so, the Customers fills in the Affiliate Program form, indicating the referral website, description of the resource and agrees with the Terms and Conditions. These can be accessed for acknowledgement via the Terms & Conditions active link also available on the Affiliate Program page. Clicking on the Apply button below the form the Customer submits the application. The Affiliate Program tab in My Account, furthermore, allows retrieving campaign links, generating coupon codes, monitoring campaign statistics per promotion type, and more. For user convenience, the information in the section is divided by the following tabs:
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Uninstalling M2 Affiliate
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