Notice: There is no legacy documentation available for this item, so you are seeing the current documentation.
How to setup and use WPForms with AffiliateWP
In this article we will show you how to use WPForms with AffiliateWP to award referrals for form submissions as well as how to use WPForms to create a custom Affiliate Registration form.
AffiliateWP supports both free and paid versions of WPForms.
- Initial setup for WPForms
- Generate referrals for regular form submissions
- Generate referrals for paid form submissions
- Use WPForms for Affiliate Registration
- Frequently Asked Questions
1. Initial setup for WPForms
To enable support for WPForms, go to AffiliateWP » Settings » Integrations, check the box next to WPForms, and click Save Changes. This step is required whether you are using the free version of WPForms or have a paid license for WPForms.
2. Generate referrals for regular form submissions
- While editing your form in the WPForms form builder, click the Settings tab in the side menu and go to the AffiliateWP section.
- Click Enable Referrals option, select a Referral Type (Sale, Opt-In, or Lead), then click Save at the top of the page.
Note: In previous versions of AffiliateWP, the option to Enable Referrals was located under the General section.
AffiliateWP will now generate a referral when a customer submits this form on your site after clicking on a referral link.
3. Generate referrals for paid form submissions
With all WPForms licenses, you can access WPForms’ payment gateway add-ons. These add-ons allow you to take payments via WPForms on your site. AffiliateWP can also generate referrals for affiliates via these forms. The process for enabling referrals for forms that take payment is exactly the same as a regular form:
- While editing your form in the WPForms form builder, click the Settings tab in the side menu and go to the AffiliateWP section.
- Click the Enable Referrals option to enable referrals for your form and click Save at the top of the form builder.
To generate a referral based on a form’s total, you will need to add a payment field with a price to your form. You can do this in the WPForms form builder by adding a Single Item field or a Multiple Items field, and specifying what price your products and/or services are. You may also like to add a Total field. Below is an example of a Single Item form which accepts payment.
AffiliateWP will calculate the referral amount based on the total amount of the form when the form is submitted, and your default Referral Rate as set in AffiliateWP » Settings » General.
Below is an example of a referral generated through this type of form, where the default Referral Rate is 20%, and the total amount of the form is $100.00. The Reference column value is a link, that when clicked, will direct you to the WPForms entry:
You can learn more about taking payments with WPForms in their documentation, including WPForms Lite using Stripe.
4. Use WPForms for Affiliate Registration
To create an affiliate registration form with WPForms, navigate to WPForms » Add New. In the template sidebar, select Custom Templates and then choose the Affiliate Registration Form template.
Once the template is selected you will be directed to the form builder. You can customize the form by adding or removing fields, or leaving as-is.
Note: The Name, Username, and Email fields are pre-populated with Smart Tags. When a logged-in user registers as an affiliate, these fields will show their preexisting data to make registration quicker.
Once the form is configured to your liking then click Save at the top of the form builder.
You can now embed the form into a page on your site. If using the Block Editor, just search WPForms when adding a block and then use the WPForms block.
Once you select the WPForms block, choose your affiliate registration form from the select menu.
That’s it! You can now use WPForms to register affiliates on your site.
Note: AffiliateWP adds an Affiliate Area block to your Affiliate Area page. This block includes two child blocks, the Affiliate Registration block and the Affiliate Login block. When a logged-out user views your Affiliate Area page, they will see the standard block-based registration form, not the one you built using WPForms. For this reason, we recommend replacing the Affiliate Registration block with the affiliate registration form you created with WPForms.
Continue reading to find out more about using WPForms to create affiliate registration forms!
Mapping fields
Some form fields need to be mapped with AffiliateWP. To make sure you have correctly mapped the fields, click the Settings tab in the form builder and then navigate to the AffiliateWP section. Here you will see the fields that need to be mapped under the Field Mapping section.
Adding a Password field
The affiliate registration template does not have a Password field included, but it’s easy to add one! Without a password field, a user can register to become an affiliate a lot quicker, and will have a more secure password auto generated for them.
To add a Password field (only available with WPForms Pro) follow these steps:
- Click the Fields tab in the sidebar
- Click Password to add the Password field to your affiliate registration form
- Click the Settings tab in the sidebar and then click the AffiliateWP section
- Under Field Mapping, click the select menu under Password and select your new Password field
- Click Save at the top of the form builder to save your changes.
Automatic Email Notifications
It’s important that an affiliate knows how to log in to your site after registering to become an affiliate. After they register as an affiliate, they will be automatically emailed their username, password, and the link to your Affiliate Area.
Frequently Asked Questions
Can I view the form entry of the Affiliate that registered?
If you’re using the paid version of WPForms then when navigating to AffiliateWP » Affiliates and viewing an Affiliate you can click the View Entry link in the Affiliate Application area to see the form entry.
Note: This option is not available when using WPForms Lite as form entries are not supported.
Why is the URL field a plain text field?
If WPForms Lite is installed, the template will instead add a “Single Line Text” field. For WPForms Pro, a proper “Website / URL” field is added.
Will this form send an admin notification when an affiliate registers?
We include one notification with the template and that notifies the site admin when an affiliate registers. We recommend disabling the AffiliateWP admin notification if you intend to keep the WPForms notification. You can disable the AffiliateWP admin notification by navigating to AffiliateWP » Settings » Emails.
Why are some form fields pre-filled for users when they are logged into WordPress?
A user logged into your website already has a Name, Username and Email Address. These were created when they first registered on your website. When a logged-in user views the affiliate registration form these fields are pre-filled, since there’s no need to collect them again. This allows the user to register as an affiliate much quicker.
Why can’t an affiliate see the affiliate registration form?
A logged-in affiliate on your website will not see your affiliate registration form. Since they’re already an affiliate, there’s no need to display the registration form.
Can I use the WPForms User Registration addon and also enable Affiliate Registration?
The User Registration addon cannot be used on a form while affiliate registration is enabled. This is because they both register user accounts on your website. If you’re intending to register affiliates using your form, only enable Affiliate Registration.
Do I need to include a Username field?
No, the Username field isn’t necessary. In the following instances, the user’s Email Address will be used to create their username:
- The Username field is not added to the form
- The Username field is added, but it’s not required and the user skips it
- The Username field is added, but it’s not mapped to AffiliateWP