Affiliate Program – General Configuration
Introduction
Dive into the heart of your affiliate program with the Affiliate Program General Configuration. This foundational setting grants you control over key aspects of your affiliate initiative, from commission structures to tracking mechanisms. Explore how fine-tuning these configurations can elevate your affiliate marketing strategy to new heights of effectiveness and efficiency
Here are the steps to set the configurations:
Step 1: Go to Affiliate Program >> Settings >> Configuration
Step 2: Enable the module from the top right corner.
Step 3: Update the settings according to your requirements and click on the Update button at the bottom right corner.
General Settings
General Settings & Account
Cookie Expiration (days):
Defines the number of days the affiliate tracking cookie will remain valid after a user clicks an affiliate link.
Example: If set to 365 days, the affiliate will earn a commission if a referred user makes a purchase within 365 days of clicking their link.New Affiliate Group Assignment:
Determines which affiliate group new affiliates will automatically be added to when they join.
Example: Selecting Default means all new affiliates will be assigned to the default group unless manually changed later.
Become an Affiliate – Payment Fields
(Applicable to Affiliate V2 only)
This section manages what payment details are required from affiliates during signup or profile completion.
Ask for PayPal Email:
Choose whether affiliates are required to provide their PayPal email for commission payouts.Yes: The system will prompt affiliates to enter their PayPal email.
No: The PayPal email field will be hidden.
Ask for Bank Details:
Choose whether affiliates are required to provide bank details for payouts.Yes: The system will prompt affiliates to provide their bank account information.
No: The bank details field will be hidden.
Terms and conditions:
Affiliate URL & Terms and Conditions
These settings help define how affiliate links are generated and how customers agree to the affiliate program terms during signup.
Customer Parameter
This parameter defines the URL variable that tracks the affiliate code when a customer visits a link.
Example: If the parameter is set as
affiliate_code, a link will look like this:
Checkbox Text
The text shown beside the checkbox that customers must agree to when signing up for the affiliate program.
Example:
“I agree to become an affiliate.”
Checkbox is Checked by Default
Determines whether the “I agree” checkbox will be pre-checked on the signup form.
Options:
Yes: Checkbox will be selected automatically.
No: Customers will need to check it manually before proceeding.
It’s recommended to set it to No to comply with privacy and consent best practices.
Affiliate Shortcode
This section provides a shortcode that allows you to display the affiliate section on your website.
Copy and paste the provided shortcode where you want to display the affiliate registration or dashboard interface.
- Place this liquid code in your theme or page builder
Comission Workflow -
Add Commission When Order Obtained Status
This setting defines at what order stage the affiliate will earn a commission.
Example: If set to Fulfilled, the system will add commission to the affiliate’s account when an order’s status changes to Fulfilled.
Common options:
Paid – Commission is added when payment is received.
Open – Commission is added when the order is placed.
Commission Holding Period (Days)
The holding period is the number of days the commission remains pending before being available for withdrawal.
It helps prevent fraudulent commissions from refunded orders.
Example:
If set to 30 days, the commission becomes withdrawable 30 days after the qualifying purchase.
If set to 0, commissions are immediately available after the qualifying status (e.g., Fulfilled) is achieved.
Withdrawal configuration -
1. Disable Withdrawal Request
This option allows the admin to enable or disable the withdrawal feature for affiliates.
When toggled ON, affiliates cannot submit withdrawal requests from their dashboard.
When toggled OFF, affiliates can request withdrawals once they meet the minimum balance criteria.
Use Case:
If the admin wants to manually handle all affiliate payments outside the system, this option can be enabled.
2. Minimum Withdrawal Amount
Defines the minimum amount of commission an affiliate must have before they can request a withdrawal.
Example:
If set to 10, affiliates can only request a withdrawal when they have at least $10 in earned commissions.
This prevents small or micro withdrawals and helps streamline payout processing.
3. Minimum "Available" Balance to Request Withdrawal
Specifies the minimum available balance required in an affiliate’s account to initiate a withdrawal.
This ensures affiliates can only withdraw commissions that have cleared the holding period (if one is configured).
Example:
If the holding period is 30 days and this value is 10, the affiliate must have at least $10 in available balance (after the 30-day period) to submit a withdrawal request.
4. PayPal Configuration
This section allows integration with PayPal for automatic affiliate payouts.
PayPal Client ID
- This is your unique PayPal API Client ID obtained from your PayPal Developer Dashboard.
It identifies your PayPal account for API transactions.
PayPal Client Secret Key
This is your secure PayPal API key, paired with the Client ID, to authenticate transactions between AiTrillion and PayPal.
How to Get These Credentials:
- Go to the
Create an app (under My Apps & Credentials).
Copy the Client ID and Secret Key from your app.
Paste them here to enable automatic PayPal payouts.
Important:
Affiliate Configuration – Commission Settings
The Commission Settings section allows you to define how affiliate commissions are assigned, calculated, and paid out.
This configuration gives admins full control over commission logic — from who earns the commission to how it’s calculated and credited.
1. Commission Allotment Mode
This setting determines which affiliate receives the commission when a customer places an order.
Options:
-
Only the affiliate whose referral link or discount code was used at the time of purchase
→ The commission is credited only to the affiliate whose unique link or code was applied during the specific order.
Recommended for accurate, link-based tracking. -
The affiliate who initially referred the customer will receive commission on all future orders
→ The affiliate who referred the customer first earns commission on every future order made by that customer (recurring commissions).
Useful for long-term partnership models or recurring subscription-based businesses.
2. Commission Calculation
This section allows you to define how taxes and discounts are handled when calculating affiliate commissions.
Options:
-
Exclude Product Tax & Duties
→ Taxes and duties are excluded from the total order value before calculating the commission.
Example: If the order total is $110 (including $10 tax) and commission is 10%, the affiliate earns 10% of $100 = $10. -
Exclude Discounts
→ Discounts applied on the order are excluded from the commission calculation.
Example: If a $10 discount is applied on a $100 product, commission is calculated on $90.
3. Commission Payout Mode
This setting controls how commissions are paid out to affiliates.
Options:
Automatic:
-
Commissions are automatically credited to the affiliate’s account once approved.
-
The system converts the earned commission into loyalty points or store credit (based on your setup).
-
Suitable for fully automated programs.
-
Manual:
-
The admin manually transfers the commission to the affiliate’s account.
-
Recommended for programs that require payment verification or periodic batch processing.
-
4. Select Commission Payout Type
When the payout mode is Automatic, you can define how the commission will be credited:
-
Loyalty Points – Commissions are converted into loyalty points based on a set conversion rate.
-
Store Credit (if available) – Commissions are credited directly as spendable store balance.
5. Loyalty Points Settings
These settings control how loyalty points are calculated and displayed to affiliates.
Set Conversion for Loyalty Points
-
Defines how many loyalty points are given per $1 commission.
Example: If set to 1, every $1 earned = 1 loyalty point.
Loyalty Point Activity Description
-
This message appears in the affiliate’s loyalty points activity log.
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