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Affiliate Guide: Create an Affiliate System on WordPress

Create an affiliate program on WordPress with AccessAlly to help get the word out about your offerings, and make more money.

How the Affiliate Program Works

AccessAlly affiliate programs are extremely flexible and can suit a variety of marketing and sales needs.

For example, you can create multiple affiliate tiers, each with a separate commission amount. The base tier could offer a 30% commission, and a second-tier with a higher commission of 50%.

With AccessAlly’s affiliate referral program set up, you can:

  • Create one or more affiliate levels, each with its own commission percentage
  • Offer more (or less) commission on a per-product basis
  • Determine how long purchases will be attributed to an affiliate after a client clicks on a link
  • Decide how many months an affiliate receives a commission on subscription purchases
  • If multiple tiers are created, you can designated priority levels to determine which will be used for commission calculation

Take a look at how affiliate link tracking works through the “Last Click” referral system.

For more information on the management side of running an affiliate program, please review these articles:

What the Affiliate setup looks like on your site:

A typical signup and onboarding sequence for an affiliate program looks like this:

  1. An interested website visitor fills out a registration form
  2. This website form either adds them to the affiliate program directly, or pings you to review the application (if approved, you manually apply the affiliate tag to add them to the program)
  3. The new affiliate then logs into the site and accesses their unique referral links, swipe copy, and any other resources you have prepared for them
  4. Whenever you have new affiliate info to send out, you can email your affiliates and embed their links directly in the email

1. Create a new offering for your affiliate program.

Navigate to AccessAlly > Offerings.

Name your affiliate program and click the navy blue “Next” button.

2. Specify your affiliate program’s commission and tracking windows.

Enter the % your affiliates will receive in commissions for their referred sales.

Specify the number of days their affiliate links will track referrals, or choose indefinitely if you’d like them to track as long as they are active.

3. Add content & Complete Setup

If you’re ready to add your content, select “Yes, I’m ready to add my content” and you will be taken to the content editor for your affiliate program.

If you’re not ready to add your content and want to continue setting up later, choose the second option: “That’s ok, I’ll finish setting up later”.

If you are ready to add your content, you will be redirected to this screen where you can edit and create all of the pages needed for your affiliate program,

Your affiliate program sign-up form (under the forms tab), affiliate center dashboard, links page (will display all links by default), and reports will be automatically created for you and saved as drafts for easy editing and updating.


Custom Field Setup in Your CRM

Create two custom fields in your CRM to store affiliate information. These will be used “behind the scenes” by AccessAlly. 

Set up Custom Fields


Set Up Tiers

An affiliate program can be made of one tier or many, depending on how you would like to determine the amount of commission your affiliates receive. For example, you might create one tier with a 30% commission, and a second tier with a 50% commission.

Create Affiliate Tiers


Now that the tiers are set up, you can create tracking links for your referral program. (These links can point to your own domain or a separate site). 

Set Up Links


Create an Affiliate Center

Be a resource for your affiliates by setting up a page(s) where they can log in and grab their affiliate links, swipe copy, and view their commission stats. 

Set up Affiliate Hub


Create a Registration Form

Your referral program is now set up and ready to go. It’s time to set up that registration form to start collecting applications (or direct signups).

Create Registration Form

Automated Emails

Whether you’re sending out a welcome email to a new affiliate or bulk-emailing your entire referral program during a launch, you might want to conveniently embed their referral links directly in the email content.

If you want, you can  set up a sequence of emails that include each individual affiliate’s links directly.

Set Up Personalized Link Emails

IMPORTANT: Test Your Setup

Test Your Setup

Before opening up your program to new, ambitious affiliates, let’s take time to send a test user from start to finish.

Start Testing Now

You may have heard that Google, Apple, and Mozilla are beginning to block third-party cookies on their browsers. Will this affect AccessAlly affiliate programs and affiliate cookies?

Short answer: No, affiliate cookies do NOT count as 3rd party cookies, because they are generated on the same site.

How it works is:
-You click the affiliate link
-You are cookied on the AccessAlly site
-You are forwarded to the page the link is set to

Then when you purchase, you will be on an AccessAlly order form again and the cookie will be local to that site.

What are 3rd party cookies? 3rd party cookies are those that you install on a website and that send data back to another server, like a Facebook pixel or a retargeting pixel from another service.

Conclusion: affiliate programs won’t be affected by the cookie shakeup.

Additional Tutorials You Might Find Helpful

Updated on April 27, 2022

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