Signup Referrals Installation and Usage

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

The Signup Referrals add-on awards commission to affiliates when a referred user signs up for a WordPress user account.

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

  1. Installing the Signup Referrals Add-on
  2. Affiliate Registration
  3. Easy Digital Downloads
  4. WooCommerce
  5. Gravity Forms User Registration
  6. Ultimate Member Registration
  7. User Pro Registration

1. Installing the Signup 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 Signup Referrals add-on.

Once installed and activated:

  • Make sure you have the integration plugin (e.g. WooCommerce) installed and activated so you can see the settings
  • Go to AffiliateWP » Settings » Integrations 
  • Under the Signup Referrals header, select which types of signups should generate a referral from the Referral Types check boxes
  • Once selected, configure the dollar amount for each referral type
  • Click Save Changes
Signup Referrals settings

2. Affiliate Registration

Signup Referrals will create a referral when the referred user registers as an affiliate, on the default affiliate registration form. This is the form provided by AffiliateWP using either the [affiliate_registration] and [affiliate_area] shortcode, or the Affiliate Area – Affiliate Registration blocks.

If Require approval is enabled from AffiliateWP » Settings » Affiliates, the referral will only be created once the affiliate has been approved.

If you’re using  Affiliate Forms For Gravity Forms, or Affiliate Forms For Ninja Forms with referrals enabled for the form, you’ll want to leave the Affiliate Registration referral type disabled (under AffiliateWP » Settings » Integrations » Signup Referrals). If it’s not, 2 referrals will be generated as expected. However, since Signup Referrals allows you to configure a flat dollar amount, you may wish to disable referrals on your form and let Signup Referrals generate the referral.

3. Easy Digital Downloads

Easy Digital Downloads provides two different ways a user can register for a user account.

  1. The [edd_register] shortcode
  2. At checkout, if account creation is enabled

Enabling the Easy Digital Downloads referral type

  1. Select the Easy Digital Downloads Registration checkbox
  2. Click Save Changes

Configuring a referral amount

Once the Easy Digital Downloads Registration referral type has been enabled, an  EDD – Registration Referral Amount input field will appear. Enter the flat rate amount an affiliate should receive when a user registers.

Disabling the signup referral when a customer purchases

Since it’s possible for AffiliateWP’s Easy Digital Downloads integration to also be enabled, 2 referrals will be created when a customer purchases, if they create an account at checkout; one for the actual referral sale, and one for the account creation. If you don’t want Signup Referrals to create the referral at checkout, enable the EDD – Disable Checkout Referral option. When this is enabled, referrals for the [edd_register] shortcode will still be created.

4. WooCommerce

WooCommerce provides two different ways a user can register for a user account.

  1. By enabling the Enable registration on the “My Account” page option from WooCommerce » Settings » Accounts.
  2. By enabling the Enable registration on the “Checkout” page option from WooCommerce » Settings » Accounts.

Enabling the WooCommerce referral type

  1. Select the WooCommerce Registration checkbox
  2. Click Save Changes

Configuring a referral amount

Once the WooCommerce Registration referral type has been enabled, a WooCommerce – Registration Referral Amount input field will appear. Enter the flat rate amount an affiliate should receive when a user registers.

Disabling the signup referral when a customer purchases

Since it’s possible for AffiliateWP’s WooCommerce integration to also be enabled, 2 referrals will be created when a customer purchases, if they create an account at checkout; one for the actual referral sale, and one for the account creation. If you don’t want Signup Referrals to create the referral at checkout, enable the WooCommerce – Disable Checkout Referral option.

5. Gravity Forms User Registration

Enabling the Gravity Forms User Registration referral type

  1. Select the Gravity Forms User Registration checkbox
  2. Click Save Changes

Configuring a referral amount

Once the Gravity Forms User Registration referral type has been enabled, a Gravity Forms – User Registration Referral Amount input field will appear. Enter the flat rate amount an affiliate should receive when a user registers.

6. Ultimate Member Registration

Enabling the Ultimate Member Registration referral type can be done by navigating to AffiliateWP » Settings » Integrations and scrolling to the bottom of the page.

  1. Select the Ultimate Member Registration checkbox
  2. Click Save Changes

Configuring a referral amount

Once the Ultimate Member Registration referral type has been enabled, an Ultimate Member – Registration Referral Amount input field will appear. Enter the flat rate amount an affiliate should receive when a user registers.

7. User Pro Registration

Enabling the User Pro Registration referral type

  1. Select the User Pro Registration checkbox
  2. Click Save Changes

Configuring a referral amount

Once the User Pro Registration referral type has been enabled, a User Pro – Registration Referral Amount input field will appear. Enter the flat rate amount an affiliate should receive when a user registers.