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[Guide] Create an Affiliate System on WordPress With AccessAlly

An affiliate program incentivizes people to spread the word about your courses and memberships. When a user purchases through a referral link, a commission percentage is automatically applied to the affiliate.

How the Affiliate Program Works

Your AccessAlly affiliate program can 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.

While affiliates can belong to multiple tiers at the same time, they will only receive a commission from one of the tiers on any given purchase.

With AccessAlly's affiliate referral program setup, 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 resources on how this feature can improve your membership site, feel free to review these two 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

Custom Field Setup in Your CRM

First, you'll want to create two custom fields in your CRM. These are used "behind the scenes" by AccessAlly for affiliate tracking. 

2

Set Up Tiers

Your AccessAlly 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.

3

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). 

4

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. 

6

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).

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.

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.

Additional Tutorials You Might Find Helpful

Please note: if you are using an On Demand Login in your membership site opt-ins, AccessAlly will be able to track affiliate link clicks even on opt-ins.

Updated on May 15, 2020

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