Manage Affiliates - Revision history

SarahK at 18:32, 30 June 2022

2022-06-30T18:32:02Z

SarahK at 20:22, 11 May 2022

2022-05-11T20:22:33Z

SarahK: /* Affiliate Settings */

2022-04-26T14:08:42Z

‎Affiliate Settings

SarahK at 14:06, 26 April 2022

2022-04-26T14:06:36Z

SarahK at 20:52, 24 January 2022

2022-01-24T20:52:22Z

SarahK at 20:43, 24 January 2022

2022-01-24T20:43:36Z

SarahK at 18:20, 13 September 2021

2021-09-13T18:20:08Z

SarahK: Created page with "Affiliates help generate revenue by referring customers to your business. WHMCS includes a comprehensive affiliate system with support for one-time and recurring commissions,..."

2021-09-13T18:19:22Z

Created page with "Affiliates help generate revenue by referring customers to your business. WHMCS includes a comprehensive affiliate system with support for one-time and recurring commissions,..."

New page

Affiliates help generate revenue by referring customers to your business. WHMCS includes a comprehensive affiliate system with support for one-time and recurring commissions, either in percentages or fixed values. It also includes payout delays, minimum withdrawal limits, and live statistics and information for affiliates in the Client Area.

You can view and manage individual affiliates in the WHMCS Admin Area at '''Clients > Manage Affiliates'''.

<div class="docs-alert-info">
<span class="title">Affiliates</span><br />
* Before you can use the affiliate system, you must:
** Configure the settings in the '''Affiliates''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''.
** Activate affiliate status for the desired clients in the [[Clients:Summary_Tab|client profile '''Summary''' tab]]. Clients can also do this for themselves in the Client Area if you have already enabled the necessary settings.
* For more information about configuring and managing the affiliate system throughout WHMCS, see [[Affiliates]].
</div>

== Managing Affiliates ==

You can view and manage affiliates, go to '''Clients > Manage Affiliates'''. This displays a list of affiliates, the number of visitors who have accessed their affiliate link, the number of those visitors who became new users, and their earned and withdrawn balances.

To view the details for an affiliate, find them in the list of affiliates and click on either their '''ID''' number or the '''Edit''' (pencil) icon.

<div class="docs-alert-info">
<span class="title">Note:</span><br />
You can also access this from the client profile '''Summary''' tab by clicking '''View Affiliate Details''' in the '''Actions''' panel
</div>

=== Deleting an Affiliate ===

To delete an affiliate, navigate to '''Clients > Manage Affiliates''' and click the corresponding red '''Delete''' icon.

Deleting an affiliate does '''not''' remove the associated client account. However, it '''does''' remove all affiliate-related data (for example, referrals and commissions). Reactivating the client as an affiliate will '''not''' recover any prior affiliate data.

=== Affiliate Details ===

From the affiliate's details page, you can view details about commissions and configure affiliate-specific settings.

==== Affiliate Settings ====

The settings available in the affiliate details allow you to '''override''' any product settings and the settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.

You can configure the following settings:

* '''Commission Type''' — Select whether to provide a percentage of the price or provide a fixed amount per sale.
* '''Commission Amount''' — If you selected '''Fixed Amount''' for '''Custom Affiliate Payout''', enter a monetary value to pay.
** Check '''One Time Payout''' to prevent subsequent commission payments when the product renews. If you do not check this, the affiliate will receive a commission every time that the product renews.
** If you did '''not''' select '''Fixed Amount''', set '''Affiliate Pay Amount''' to <tt>0.00</tt>.
* '''Visitors Referred''' — Enter a number to manually adjust the number of visitors who have visited the affiliate's affiliate link.
* '''Available to Withdraw Balance''' — Enter a number to manually adjust the affiliate's balance.
* '''Withdrawn Amount''' — Enter a number to manually adjust the amount that the affiliate has already withdrawn.

==== Affiliate Tabs ====

The tabbed sections at the bottom of the affiliate details page display information about the affiliate's referrals, commissions, and withdrawals.

You can view the following tabs:

* '''Referrals''' — View a graph of visitors to the affiliate's referral link and a list of the number of hits per referral URL.
* '''Referred Signups''' — View a list of clients who purchased products using the referral link and its associated cookies.<div class="docs-alert-info"><span class="title">Note:</span><br />This tab shows the normal commission to pay on renewals. If the client used a one-time promotion code, the tab will not reflect the discounted amount. However, the '''Pending Commission''' or '''Commission History''' tabs will display it, as applicable.</div>For example:
** If the referred client uses a promotional code and the affiliate will receive a percentage commission, the system will reduce the value of the commission.
** If the referred client uses a promotional code and the affiliate will receive a fixed commission, they will still receive the full value.
** If someone uses an affiliate's ''three months free'' promotional code, the affiliate gets the commission based on the first payment amount and then receives recurring amounts according to the product's settings. The user would get a percentage of zero and therefore zero for the first three months.
* '''Pending Commissions''' — View a list of pending commissions and associated information. You can also manually delete pending commissions in this tab.
* '''Commissions History''' — View a list of paid commissions and associated information. You can also manually add a commission. When you do this, WHMCS will immediately add the entered amount to the '''Available to Withdraw Balance''' total.
* '''Withdrawals History''' — View a list of withdrawals that the affiliate has made. You can also add a withdrawal manually. When you do this, WHMCS will immediately deduct the entered amount from the '''Available to Withdraw Balance''' total and add it to the '''Withdrawn Amount''' total.<br/>When you do this, you can select from the following payout types:
** '''Create Transaction to Client''' — This automatically creates an expenditure transaction for the client's account that reduces your profit figures for that client. You must still make the payment manually (for example, using a check or paying through PayPal®).
** '''Add Amount to Credit Balance''' — This automatically create a credit on the clients account equal to the value of the withdrawal amount to be applied to the future invoices they receive from you.
** '''Record in Withdrawals Only''' — This just makes a record of the withdrawal in the affiliates area and doesn't create any transaction or credit.

@@ Line 8: / Line 8: @@
 <span class="title">Enabling Affiliates</span><br />
 Before you can use the affiliate system, you must:
-* Configure the settings in the '''[[Affiliate Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+* Configure the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 * Activate affiliate status in the client's profile's '''[[Clients:Summary_Tab|Summary]]''' tab.
 </div>
@@ Line 29: / Line 29: @@
 === Affiliate Settings ===
-The settings available in the affiliate details allow you to '''override''' any product settings and the settings in the '''[[Affiliate Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+The settings available in the affiliate details allow you to '''override''' any product settings and the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 You can configure the following settings:

@@ Line 8: / Line 8: @@
 <span class="title">Enabling Affiliates</span><br />
 Before you can use the affiliate system, you must:
-* Configure the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+* Configure the settings in the '''[[Affiliate Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 * Activate affiliate status in the client's profile's '''[[Clients:Summary_Tab|Summary]]''' tab.
 </div>
@@ Line 29: / Line 29: @@
 === Affiliate Settings ===
-The settings available in the affiliate details allow you to '''override''' any product settings and the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+The settings available in the affiliate details allow you to '''override''' any product settings and the settings in the '''[[Affiliate Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 You can configure the following settings:

@@ Line 1: / Line 1: @@
-Affiliates help generate revenue by referring customers to your business. WHMCS includes a comprehensive affiliate system with support for one-time and recurring commissions, either in percentages or fixed values. It also includes payout delays, minimum withdrawal limits, and live statistics and information for affiliates in the Client Area.
+[[Affiliates]] help generate revenue by referring customers to your business. WHMCS includes a comprehensive affiliate system with support for one-time and recurring commissions, either in percentages or fixed values. It also includes payout delays, minimum withdrawal limits, and live statistics and information for affiliates in the Client Area.
 You can view and manage individual affiliates in the WHMCS Admin Area at '''Clients > Manage Affiliates'''.
 <div class="docs-alert-info">
 <span class="title">Enabling Affiliates</span><br />
 Before you can use the affiliate system, you must:
-* Configure the settings in the '''Affiliates''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''.
+* Configure the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
-* Activate affiliate status for the desired clients in the [[Clients:Summary_Tab|client profile '''Summary''' tab]].
+* Activate affiliate status in the client's profile's '''[[Clients:Summary_Tab|Summary]]''' tab.
 </div>
@@ Line 16: / Line 17: @@
 * To view the details for an affiliate, click either their '''ID''' number or the '''Edit''' (pencil) icon.
-* To delete an affiliate, navigate to '''Clients > Manage Affiliates''' and click the corresponding red '''Delete''' icon.<div class="docs-alert-info"><span class="title">Affiliate Data</span><br />Deleting an affiliate does '''not''' remove the associated client account. However, it '''does''' remove all affiliate-related data (for example, referrals and commissions). Reactivating the client as an affiliate will '''not''' recover any prior affiliate data.</div>
+* To delete an affiliate, navigate to '''Clients > Manage Affiliates''' and click the corresponding red '''Delete''' icon.<div class="docs-alert-info"> Deleting an affiliate does '''not''' remove the associated client account. However, it '''does''' remove all affiliate-related data (for example, referrals and commissions). Reactivating the client as an affiliate will '''not''' recover any prior affiliate data.</div>
 == Affiliate Details ==
@@ Line 23: / Line 24: @@
 <div class="docs-alert-info">
-<span class="title">Note:</span><br />
+You can also access this from the client profile '''[[Clients:Summary Tab|Summary]]''' tab by clicking '''View Affiliate Details''' in the '''Actions''' panel.
 </div>

@@ Line 29: / Line 29: @@
 === Affiliate Settings ===
-The settings available in the affiliate details allow you to '''override''' any product settings and the settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+The settings available in the affiliate details allow you to '''override''' any product settings and the settings in the '''[[Affiliates Tab|Affiliates]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 You can configure the following settings:
@@ Line 39: / Line 39: @@
 * '''Available to Withdraw Balance''' — Enter a number to manually adjust the affiliate's balance.
 * '''Withdrawn Amount''' — Enter a number to manually adjust the amount that the affiliate has already withdrawn.
-−
 === Referrals ===

@@ Line 4: / Line 4: @@
 <div class="docs-alert-info">
-<span class="title">Affiliates</span><br />
+<span class="title">Enabling Affiliates</span><br />
-* Before you can use the affiliate system, you must:
+Before you can use the affiliate system, you must:
-** Configure the settings in the '''Affiliates''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''.
+* Configure the settings in the '''Affiliates''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''.
-** Activate affiliate status for the desired clients in the [[Clients:Summary_Tab|client profile '''Summary''' tab]]. Clients can also do this for themselves in the Client Area if you have already enabled the necessary settings.
+* Activate affiliate status for the desired clients in the [[Clients:Summary_Tab|client profile '''Summary''' tab]].
-* For more information about configuring and managing the affiliate system throughout WHMCS, see [[Affiliates]].
+For more information, see [[Affiliates]].
 </div>

@@ Line 11: / Line 11: @@
 </div>
-== Managing Affiliates ==
+== Affiliate List ==
-You can view and manage affiliates, go to '''Clients > Manage Affiliates'''. This displays a list of affiliates, the number of visitors who have accessed their affiliate link, the number of those visitors who became new users, and their earned and withdrawn balances.
+The list of affiliates includes each affiliate, the number of visitors who have accessed their affiliate link, the number of those visitors who became new users, and their earned and withdrawn balances.
-To view the details for an affiliate, find them in the list of affiliates and click on either their '''ID''' number or the '''Edit''' (pencil) icon.
 <div class="docs-alert-info">
 <span class="title">Note:</span><br />
-You can also access this from the client profile '''Summary''' tab by clicking '''View Affiliate Details''' in the '''Actions''' panel
+You can also access this from the client profile '''Summary''' tab by clicking '''View Affiliate Details''' in the '''Actions''' panel.
 </div>
-=== Deleting an Affiliate ===
+=== Affiliate Settings ===
 The settings available in the affiliate details allow you to '''override''' any product settings and the settings in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
@@ Line 43: / Line 40: @@
 * '''Withdrawn Amount''' — Enter a number to manually adjust the amount that the affiliate has already withdrawn.
-==== Affiliate Tabs ====
+=== Referrals ===
-−
-The tabbed sections at the bottom of the affiliate details page display information about the affiliate's referrals, commissions, and withdrawals.
+This tab displays a graph of visitors to the affiliate's referral link and a list of the number of hits per referral URL.
-−
-You can view the following tabs:
+To assign commission for an already-paid order to an affiliate, you can click '''Manual Payout''' for that order here. For more information and full instructions, see [[Affiliates]].
-−
-* '''Referrals''' — View a graph of visitors to the affiliate's referral link and a list of the number of hits per referral URL.
+=== Referred Signups ===
-* '''Referred Signups''' — View a list of clients who purchased products using the referral link and its associated cookies.<div class="docs-alert-info"><span class="title">Note:</span><br />This tab shows the normal commission to pay on renewals. If the client used a one-time promotion code, the tab will not reflect the discounted amount. However, the '''Pending Commission''' or '''Commission History''' tabs will display it, as applicable.</div>For example:
-** If the referred client uses a promotional code and the affiliate will receive a percentage commission, the system will reduce the value of the commission.
+This tab displays a list of clients who purchased products using the referral link and its associated cookies.
-** If the referred client uses a promotional code and the affiliate will receive a fixed commission, they will still receive the full value.
-** If someone uses an affiliate's ''three months free'' promotional code, the affiliate gets the commission based on the first payment amount and then receives recurring amounts according to the product's settings. The user would get a percentage of zero and therefore zero for the first three months.
+This tab shows the normal commission to pay on renewals. If the client used a one-time promotion code, the tab will not reflect the discounted amount. However, the '''Pending Commission''' or '''Commission History''' tabs will display it, as applicable.
-* '''Pending Commissions''' — View a list of pending commissions and associated information. You can also manually delete pending commissions in this tab.
-* '''Commissions History''' — View a list of paid commissions and associated information. You can also manually add a commission. When you do this, WHMCS will immediately add the entered amount to the '''Available to Withdraw Balance''' total.
+For example:
-* '''Withdrawals History''' — View a list of withdrawals that the affiliate has made. You can also add a withdrawal manually. When you do this, WHMCS will immediately deduct the entered amount from the '''Available to Withdraw Balance''' total and add it to the '''Withdrawn Amount''' total.<br/>When you do this, you can select from the following payout types:
-** '''Create Transaction to Client''' — This automatically creates an expenditure transaction for the client's account that reduces your profit figures for that client. You must still make the payment manually (for example, using a check or paying through PayPal®).
+* If the referred client uses a promotional code and the affiliate will receive a percentage commission, the system will reduce the value of the commission.
-** '''Add Amount to Credit Balance''' — This automatically create a credit on the clients account equal to the value of the withdrawal amount to be applied to the future invoices they receive from you.
+* If the referred client uses a promotional code and the affiliate will receive a fixed commission, they will still receive the full value.
-** '''Record in Withdrawals Only''' — This just makes a record of the withdrawal in the affiliates area and doesn't create any transaction or credit.
+* If someone uses an affiliate's ''three months free'' promotional code, the affiliate gets the commission based on the first payment amount and then receives recurring amounts according to the product's settings. The user would get a percentage of zero and therefore zero for the first three months.