Recurring Referrals Installation and Usage

How to Install and Use the Recurring Referrals Add-on for AffiliateWP

Recurring Referrals allows you to record affiliate commissions anytime a subscription payment is made on a membership that was referred by an affiliate.

In this article, we’ll show you how to install and set up the Recurring Referrals add-on for AffiliateWP.

  1. Installing the Recurring Referrals Add-on
  2. General Configuration
  3. Affiliate Configuration
  4. WooCommerce and Easy Digital Downloads Configuration
  5. Additional Recurring Referrals Settings
  6. Enabling Referrals on Existing Subscriptions
  7. Gravity Forms – Set up and Configuration
  8. WP Simple Pay – Setup and configuration
  9. Zippy Courses – Set up and Configuration

Requirements: You will need a Professional license level or higher to access the Recurring Referrals add-on.

1. Installing the Recurring Referrals Add-on

Before we get started, be sure to install and activate AffiliateWP on your WordPress site.

Once you’ve got AffiliateWP installed and your license is verified, you’ll be able to quickly install and activate the Recurring Referrals add-on.

2. General configuration

Once the Recurring Referrals add-on is installed, you will have a new Recurring Referrals tab added to the AffiliateWP settings screen:

Settings for Recurring Referrals

To enable recurring referral tracking for the supported platforms, simply check the box and click Save Changes. Once enabled, referrals will be automatically recorded anytime a renewal payment is made for a subscription that was referred by an active affiliate.

You can also, optionally, set the recurring rate and recurring rate type. This is the rate and rate type that will be used to calculate the amount an affiliate earns on subscription payments.

For example, if you wish to award affiliates 25% on the initial signup and then a flat $10 referral on every payment thereafter, you would set it up as such:

  • In AffiliateWP » Settings » General, set the default rate to 25
  • In AffiliateWP » Settings » Recurring Referrals, set the Recurring Rate to 10 and the Recurring Rate Type to Flat

And finally, you can limit the number of recurring referrals created for recurring, subscription or membership payments. To enable, click the Enable Recurring Referral Limits checkbox and enter a number for the Recurring Referral Limit.

Tiered Affiliate Rates

We offer the option to apply Tiered Affiliate Rates to referrals from recurring payments. If you have the add-on installed and active, you will see this additional setting:

Settings - Recurring Referrals - enable Tiered Rates

3. Affiliate configuration

When the Recurring Referrals add-on is installed and activated, it will add additional settings to the affiliate’s edit screen:

Affiliate Recurring Referrals Settings

Here you can set the recurring referral rate, recurring referral rate type and recurring referral limit, which will override the corresponding values in AffiliateWP » Settings » Recurring Referrals. In addition, you have the option to disable recurring referrals per affiliate as well.

4. WooCommerce and Easy Digital Downloads configuration

If you are integrating with WooCommerce or Easy Digital Downloads, you will see an additional setting labeled Recurring Product Rates which allows you to set recurring referral values per-product, per-affiliate similar to the Affiliate Product Rates add-on:

WooCommerce Recurring Product Rates per affiliate
Easy Digital Downloads Recurring Product Rates per affiliate

Simply begin typing the product name for a subscription, select it from the list then set a recurring rate and type, then click Update Affiliate. These recurring referral settings will override the values in every other location for referrals created on recurring payments.

5. Additional Recurring Referrals settings

You have additional recurring referral settings within the products themselves (subscriptions or memberships) with these integrations:

Manually creating a recurring referral

This document will assist with manually creating recurring referrals.

6. Recurring Referrals – Setting recurring referral rates

The Recurring Referrals pro add-on allows you to record affiliate commissions anytime a subscription payment is made on a membership that was referred by an affiliate. Instead of just awarding affiliates a commission on the initial signup, you can award them for every payment the members make over the lifetime of their subscription. Recurring Referrals supports certain subscription and membership platforms which are listed on the add-on’s page.

Once installed and activated, the Recurring Referrals add-on will add a new tab to the AffiliateWP » Settings screen called Recurring Referrals.

Setting the recurring referral rate

Follow these steps to set up recurring referral rates for your subscription product:

  • AffiliateWP » Settings » Recurring Referrals tab, simply check the box and click Save Changes. Once enabled, referrals will be automatically recorded anytime a renewal payment is made for a subscription that was referred by an active affiliate. By default, the recurring referral rate will be your existing global referral rate.The recurring rate in Recurring Referrals add-on.
  • You can choose to set a recurring rate if you’d like to pay your affiliates a higher or lower commission for ongoing subscription payments. Simply enter this number into the Recurring Rate field in the Recurring Referrals tab.Setting the the recurring rate in Recurring Referrals add-on.

You may also enter a custom recurring referral rate per affiliate, by visiting the Edit screen for the desired affiliate:

 Setting the recurring rate per-affiliate, on the Edit Affiliate screen.

Setting the recurring rate type

By default, the recurring referral rate type will be the same as your global referral rate type as defined in Affiliates » Settings » General (Flat Rate or Percentage). However, the recurring rate type may also be specified globally in the AffiliateWP » Recurring Referrals » Recurring Rate Type.

Setting the recurring rate type in the Recurring Referrals add-on.

You may also enter a custom recurring referral rate type per affiliate, by visiting the Edit screen for the desired affiliate:

Custom referral rate per affiliate

6. Recurring Referrals – Enabling referrals on existing subscriptions

If you’d like to manually create a referral that gets credited with an order that has recurring transactions, generally, you can specify the subscription ID / order number from the commerce plugin, in the Reference field:

Recurring Referrals reference

When a subscription payment is recorded, it looks up the original order using the information you provided in this field, then tries to find a referral with that reference.

However, this is a  bit different for each integration supported by Recurring Referrals, so we’ve noted those differences below for each.

In general, if a parent subscription/order is found, AffiliateWP will create the new referral and attribute all future recurring transactions to the affiliate, and associate those recurring referrals with the relevant parent subscription/order.

AffiliateWP will not apply recurring transaction referrals for any past recurring transaction which occurred on the order.

Select your desired integration below for instructions on how to create a recurring referral for that integration:


Easy Digital Downloads

To manually create a recurring referral in Easy Digital Downloads and the EDD Recurring add-on, specify the EDD payment ID of the original EDD subscription payment, in the  reference field of an Easy Digital Downloads referral and set the context field to edd.

Gravity Forms

To manually create a recurring referral in Gravity Forms, specify the entry ID of the original transaction of the subscription in the  reference field of a Gravity Forms referral and set the context field to gravityforms .

iThemes Exchange

To manually create a recurring referral in iThemes Exchange, specify the order ID of the original iThemes Exchange subscription, in the  reference field of an iThemes Exchange referral and set the context field to it-exchange.

LifterLMS

To manually create a recurring referral for a Membership using the LifterLMS integration, set the reference field to the LifterLMS Order # and set the context field to lifterlms.


Although MemberMouse is supported by the Recurring Referrals add-on, it cannot have referrals be retroactively applied at this time.

Memberpress

MemberPress has recently made some changes to the way subscription transactions are created, so please contact our support team for assistance in adding a recurring referral for MemberPress memberships manually.

Our team will assist you in finding the correct transaction ID to enter in the  reference field. You will set the custom field to the MemberPress Subscription Id and set the context field to memberpress.

To manually create a recurring referral in Paid Memberships Pro, specify the Paid Memberships Pro order ID of the subscription in the  reference field of a Paid Memberships Pro referral and set the context field to pmp.

To manually create a recurring referral using the PayPal Buttons integration, specify the PayPal Transaction ID from the Transaction details of the initial subscription payment in the  reference field of a PayPal Buttons referral and set the context field to paypal.

To manually create a recurring referral in Restrict Content Pro, specify the Restrict Content Pro Subscription Key from the Member edit screen in the  reference field of a Restrict Content Pro referral and set the context field to rcp.

To manually create a recurring referral in WP Simple Pay, specify the Stripe subscription ID of the desired Stripe subscription in the  custom field of a WP Simple Pay referral and set the context field to stripe.

Woocommerce

To manually create a recurring referral in WooCommerce and the WooCommerce Subscriptions extension, specify the original WooCommerce parent order ID of the subscription (not the Subscription ID, but the accompanying Order ID) in the reference field of a WooCommerce referral and set the context field to woocommerce.

To locate the subscription parent order ID, go to WooCommerce » Subscriptions, click on the subscription link and scroll down to the Related Orders section at the bottom of the screen:

WooCommerce Subscription parent order ID

Zippy Courses

To manually create a recurring referral in Zippy Courses, specify the Zippy Courses order ID of the transaction in the  reference field of a Zippy Courses referral and set the context field to zippycourses.

7. Recurring Referrals – Gravity Forms – Set up and Configuration

To track recurring referrals with AffiliateWP and Gravity Forms, you will need:

  • The Gravity Forms WordPress plugin, installed and activated
  • AffiliateWP 2.0 or later
  • Recurring Referrals 1.6 or later

Basic set up

1. Before proceeding, ensure that the  Gravity Forms integration is enabled in AffiliateWP by checking Gravity Forms in AffiliateWP » Settings » Integrations

AffiliateWP Integrations - Gravity Forms checked

2. Depending on the payment gateway in use, you will need to configure it for recurring subscription payments in the overall form plugin settings. For example, for recurring transactions, both the  Stripe and PayPal gateway add-ons require that a webhook url is entered into your respective payment gateway  dashboard. See the related instructions in your Gravity Forms settings for more information in how to configure this:

Gravity Forms PayPal Settings
Gravity Forms Stripe Settings

3. After the initial setup is complete, you’ll want to add the payment subscription to your specific Gravity Form as a “feed” in that form’s settings:

Gravity Form PayPal subscription feed
Gravity Forms Stripe subscription feed

And that’s all there is to it!  As long as the initial subscription purchase was made with an affiliate link, and Recurring Referrals is enabled, a referral will be created for each subscription payment received.

8. Recurring Referrals – WP Simple Pay – Setup and configuration

To track recurring referrals with AffiliateWP and Stripe, you will need:


Basic setup

1. Before proceeding, ensure that the Stripe integration is enabled in AffiliateWP by going to  AffiliateWP » Settings » Integrations and checking the box for Stripe (through WP Simple Pay):

AffiliateWP Integrations - Stripe selected

2. The Recurring Referrals add-on requires the ability to track recurring payments from Stripe via the WP Simple Pay plugin integration.

In order to do this, a webhook must be entered in your Stripe dashboard. You’ll need to set a webhook URL both for test and live Stripe connections. You can find this webhook URL in the AffiliateWP » Settings » Recurring Referrals tab:

Recurring Referrals webhook url example

After copying the URL, you’ll need to enter it into Stripe within the pop-up window:

Example of adding a Stripe webhook

Note that a webhook must be entered both for test Stripe transactions and your live Stripe transactions.

3. After setting up a recurring subscription form in WP Simple Pay, recurring referrals will be generated. WP Simple Pay does not store transaction data within your WordPress site, so the referral reference in this case links directly to the relevant data within your Stripe dashboard:

WP Simple Pay reference example

That’s it!

9. Recurring Referrals – Zippy Courses – Set up and Configuration

To track recurring referrals with AffiliateWP and Zippy Courses, you will need:

  • The Zippy Courses WordPress plugin, installed and activated
  • AffiliateWP 2.0 or later
  • Recurring Referrals 1.6 or later

Basic set up

1. Before proceeding, ensure that the  Zippy Courses integration is enabled in AffiliateWP by checking Zippy Courses in AffiliateWP » Settings » Integrations:

Enabling an integration in AffiliateWP

2. Depending on the payment gateway in use, you may need to configure it for recurring subscription payments. For example, for recurring transactions, the  Stripe gateway requires that a webhook url is entered into your Stripe dashboard. See the related instructions in your Zippy Courses settings page for more information.

3. Now it’s time to set up a recurring subscription product in Zippy Courses. Configure those settings (and optionally, any specific AffiliateWP info you’d like for this particular product):

Recurring Referrals set up; setting up a Zippy Courses subscription product, and optional AffiliateWP settings.

As recurring referrals are generated for a Zippy Courses product subscription, they’ll be noted as a subscription payment in the Description field of the referral:

A recurring referral generated for the Zippy Courses integration.

Clicking on the Reference field of the referral will take you to the Zippy courses order screen associated with this recurring referral, which will list all associated transactions:

An example of recurring Zippy Courses transactions generated from the AffiliateWP Recurring Referrals add-on.

4. That’s it!