Zapier for AffiliateWP Installation and Usage

This pro add-on has support for both Zapier Actions and Triggers. You can notify Zapier when the desired AffiliateWP activity occurs on your site (such as a new referral being created), as well as create, update, or delete any number of affiliates, referrals, visits, creatives, and payouts!

  1. Installing the Zapier add-on
  2. How does the Zapier add-on work?
  3. Setup and Configuration
  4. Zapier Recipe – ActiveCampaign
  5. Zapier Recipe – Aweber
  6. Zapier Recipe – Constant Contact
  7. Zapier Recipe – ConvertKit
  8. Troubleshooting Zapier Connection Errors

1. Installing the Zapier 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 Zapier add-on.

2. How does the Zapier add-on work?

 

This article explains the primary concepts and terms used regarding the Zapier for AffiliateWP pro add-on.

This article is pided into the following sections:


What is Zapier?

Zapier is the name of a business. Their website is zapier.com. On this site, they provide a service for which anyone can sign up. Zapier offers both free and paid plans.

The service Zapier provides enables the communication and sharing of data between two different, unconnected things.

Say you have one person that speaks French, and another person that only speaks Japanese. They’re sitting in a room, and need to communicate with one another. Now, imagine a third person walks into this same room; one that speaks both French and Japanese. This third person can receive information from the French speaker, translate it into Japanese, and tell it to the Japanese speaker (and vice versa). That way, information can flow between the French speaker and the Japanese speaker.

The way Zapier does this is through their own ecosystem of “apps”. Sort of like apps on a smartphone, but they only work on zapier.com. Just like how your bank, your gym, or your favorite coffee shop might have an app for your smartphone, many websites, services, and companies have an app on zapier.com. In fact, over 700 do.

Ultimately, Zapier either receives data from one of these apps, or sends data to one of these apps. When Zapier receives data from one of these apps, such as the AffiliateWP Zapier app, Zapier calls that a trigger.

When Zapier sends data to one of these apps, Zapier calls that an action. Triggers cause actions to happen.

 

What is a “trigger”?

Triggers are incoming data that Zapier receives from an outside source. You can then use that data to do things somewhere else. When Zapier receives data from one of the Zapier apps, such as your website on which AffiliateWP is installed, Zapier calls that a trigger.

 

What is an “action”?

Actions are things Zapier can do on your behalf, to a variety of external services and websites (such as a WordPress site with AffiliateWP!). When Zapier sendsdatato something (perhaps creating an affiliate on your site, or updating a referral), Zapier calls that an action.

 

How does Zapier connect with AffiliateWP?

Zapier connects with your AffiliateWP installation securely using the REST API introduced in AffiliateWP 2.0.

 

What information can Zapier receive?

Pretty much anything that happens in AffiliateWP can be used as a trigger in Zapier.

Zapier receives only the data you’ve enabled in the AffiliateWP Zapier pro add-on. For more information on how to enable or disable data that Zapier can receive, see the Triggers section of the AffiliateWP Zapier pro add-on set up and configuration guide.

 

What can I do with this add-on?

There are virtually infinite combinations of zaps that can be created. See the following for a few examples of what you can do. Most importantly, you can create zaps using any of Zapier’s listed apps – not just those we’ve used as examples!

3. Setup and Configuration

 

Zapier is a service which connects over 700 different apps to allow for useful integrations between them. You’ll need a couple of things to get started with this add-on:

  • A familiarity with how Zapier works, as well as a free Zapier account.
  • The Zapier for AffiliateWP pro add-on has two parts: the plugin you install on your site and a Zapier app we’ve made in the Zapier app marketplace. While the AffiliateWP Zapier app is in Beta, you’ll need to use our invite code to add the AffiliateWP Zapier app to your Zapier account. Click here to accept an invite for the AffiliateWP Zapier app.

Basic set up

After installing and activating the Zapier for AffiliateWP pro add-on, visit the Affiliates → Settings screen, and click on the Zapier tab. Enable the add-on by checking the Enable Zapier checkbox:

Don’t see anything? The Zapier for AffiliateWP pro add-on requires AffiliateWP 1.9 or later. If you’ve installed and tried to activate the Zapier pro add-on and don’t see the Zapier tab in the AffiliateWP settings screen noted above, that means you’ll need to update AffiliateWP first, to version 1.9 or later.

Note: You will also need to install and activate the REST API Extended pro add-on to be able to use the API Keys for further functionality with the triggers and actions of Zapier.

Triggers or Actions?

Triggers are incoming data that Zapier receives from an outside source. You can then use that data to do things somewhere else. When Zapier receives data from something, such as your website on which AffiliateWP is installed, Zapier calls that a trigger.

Actions are things Zapier can do on your behalf, to a variety of external services and websites (such as a WordPress site with AffiliateWP!). When Zapier sends data to something (perhaps creating an affiliate on your site, or updating a referral), Zapier calls that an action.

Read more about how the Zapier for AffiliateWP pro add-on works, what it can do, and more in our guide How does the Zapier for AffiliateWP add-on work?

Below, examples are provided for both triggers and actions.


 

Triggers

Let’s start with a trigger to get things going. Follow the guide below to set up your first AffiliateWP Zapier trigger.

1. Check the checkboxes next to the triggers you’d like to enable for use within Zapier. The options available are:

  • Affiliates
  • Referrals
  • Visits
  • Creatives
  • Payouts

For each of the items above which you enable, you can create Zapier triggers for any of the following events:

  • Any item is created (such as “New Affiliate”)
  • Any item is updated (except Payouts, since they can’t be edited)
  • Any item is deleted

For example, if you enable Affiliate triggers, you’ll be able to trigger a Zapier event on any of the following conditions:

  • Whenever an affiliate account is created on the site, whether added by an administrator manually, or via an affiliate registration, Zapier is notified, which can then be used to trigger something else in Zapier.
  • Whenever an affiliate’s account information is updated in any way on the site*.
  • Whenever an affiliate is deleted on the site.

The same can be done for referrals, visits, creatives, and payouts! However, payouts cannot be edited, so the  payout updated option is not available for payouts.

*Except when re-calculating affiliate earnings due to a referral being altered, such as a referral rejection. This is done by AffiliateWP any time a referral is changed, so that affiliate information always stays accurate and up-to-date.


Connecting your WordPress site with your Zapier account

AffiliateWP will only authenticate with the API keys method defined in this setup guide below. Despite there being a Zapier App called WordPress on zapier.com, which allows for various generic functionalities on a WordPress site, it does not authenticate with AffiliateWP, nor does it provide any functionality for AffiliateWP.

First, let’s get the rest of the set up completed, then we’ll create an example zap!

1. After creating your account on Zapier.com using the AffiliateWP Zapier app invite, go to the   Make A Zap editor. Search for AffiliateWP, and add it as the first step.

Searching for AffiliateWP within Zapier

2. Now, select the desired AffiliateWP trigger (or action if you happen to be creating an action). There are numerous options, but authentication is the same for both triggers and actions.

Available triggers are:

  • New Affiliate
  • Affiliate Deleted
  • Affiliate Updated
  • New Referral
  • Referral Deleted
  • Referral Updated
  • New Visit
  • Visit Deleted
  • Visit Updated
  • New Creative
  • Creative Deleted
  • Creative Updated
  • New Payout
  • Payout Deleted

Once you’ve selected the desired trigger, click Save + Continue at the bottom-right of the screen. 


Connecting Zapier to AffiliateWP

3. Click Connect A New Account, and a pop-up window from Zapier will open.

4. To get the information Zapier is requesting, we’ll need to head back to your site where AffiliateWP and the Zapier add-on are installed. Keep this Zapier window open – we’ll get back to it in just a moment.

5. On your site, go to Affiliates → Tools, and click on the API Keys tab.

6. In the input field at the top, enter the username of an admin user on your site you’d like to use for authenticating with Zapier. Once the correct username pops up, click the Generate New API Keys button.

 

Note: The API key must be created for a user that has the necessary capabilities in order to connect successfully. Typically this means the user needs to have the Administrator role. The account does not need to be an affiliate. This is simply the account that will be used to communicate with Zapier.

7. You’ll receive something that looks like this, but the values in each key will be unique.

8. Copy the public key and head back to that Zapier pop-up window. Paste it in the field labeled Public Key.

9. Now do the same for the Token field.

10. Lastly, add your site url. If you’re not sure of the site url, this can be found on the main WordPress settings page, Settings → Site Address.

11. Once everything is filled out, click on the Yes, Continue button at the bottom of the pop-up window.

Note: If you receive an error message such as (403) Forbidden “Sorry, you are not allowed to do that.” when trying to allow access to your site where Zapier for AffiliateWP is installed, please see our Troubleshooting page.

12. You should now see your site selected, similar to the screenshot below.

13. Click Save + Continue. Now, let’s test to make sure things are working before we create the zap. 

Click on Fetch & Continue.

14. Now we’ll create the action, where we can choose what to do when Zapier receives AffiliateWP data from your site. Because of the virtually infinite combinations in which you can integrate apps on Zapier, you’ll possibly see things that look a little different from what you’re seeing within this guide. However, the same principle applies for all Zapier triggers: you’d now like to do something with the information AffiliateWP is providing to your Zapier account.

In this case, the action is to create a Slack message (Slack is a messaging app used for communication and notifications, and is one of the over 700 different apps available on Zapier). In this example, the content of a new Slack message is filled with data from a New Affiliate registration.

The AffiliateWP fields are available within a drop-down menu of trigger fields. Zapier shows one item from your site (usually the latest one to occur) as an example of how things will look once the zap is created:

15. You’ll have the option to test this step as well. Once the step has completed (or if you prefer to skip the test), you’re given the option to name the zap, and turn it on. This zap will now trigger on any valid AffiliateWP event.

16. All finished!


 

Actions

Zapier actions allow things in AffiliateWP to be created, updated, or deleted on your site; they’re the opposite of triggers. You can learn more about Zapier actions and how they work within the AffiliateWP Zapier add-on by reading our guide How does the AffiliateWP Zapier add-on work?.


For actions to work, you’ll need to install one more add-on on your site, AffiliateWP REST API Extended. For each action, make sure to enable the corresponding endpoint in the REST API tab, located in the Affiliates » Settings screen.

For example, if you’d like to be able to create affiliates, enable the Create endpoint under Affiliate Endpoints:AffiliateWP - REST API Extended endpoints


Actions, Example One: Creating an Affiliate

Now, let’s create an action in Zapier. For this example, you’ll need a free Google Drive account. We’ll be using Google Sheets to create a spreadsheet. When data is added to that spreadsheet, Zapier will pick it up, and create an affiliate on your site using that data.

1. Create a spreadsheet containing affiliate data you’d like to be entered into AffiliateWP. For this example, you can copy the one we’re using here at this link, or use it as a starter template to create your own.

Make sure to specify, at a minimum, the affiliate payment email, which is required to create an affiliate. The username of the WordPress user can be provided, with the username field. If no username field is provided, the username will be generated using the payment email.

Please note that the data contained in the spreadsheet is fictional, and is provided for example usage. You’ll need to copy the spreadsheet to your own Google account so you can change the data. 

Here’s what our example spreadsheet looks like:

A screenshot of example spreadsheet containing affiliate data to be consumed by a Zapier action, then sent to AffiliateWP.

2. Great! Now that we’ve got that spreadsheet loaded up, let’s go to Zapier and log in, and create a Zap.

3. This time, the first step, the trigger, will be Google Sheets. Start typing it in the trigger input area:

Selecting Google Sheets as the trigger in Zapier.

4. Select New Spreadsheet Row, click Save + Continue, connect your Google account, and click Save + Continue again.

5. Now let’s tell Zapier which spreadsheet to use. If you’re using a copy of the example spreadsheet linked to above, select Affiliate as the spreadsheet name, and Create Affiliate as the worksheet name:

6. Just like the AffiliateWP trigger we set up in the Triggers section of this guide, Zapier will ask if you’d like to perform a test. Perform the test if you like, then click Fetch & Continue:

7. Just like Zapier triggers, there are many options here. For this example, we’re going to use Create Affiliate, because we want to create an affiliate on your site any time a spreadsheet row is created in the previously-selected Google Sheets spreadsheet.

 

Available actions are:

  • Create Payout – Creates a payout in AffiliateWP.
  • Update Visit – Updates a visit in AffiliateWP.
  • Create Visit – Creates a visit in AffiliateWP.
  • Create Affiliate – Creates an affiliate in AffiliateWP. This also creates the required WordPress user account. Payment email is required.
  • Delete Creative – Deletes the specified creative in AffiliateWP.
  • Create Referral From User ID – Creates a referral in AffiliateWP.
  • Create Referral From Username – Creates a referral in AffiliateWP.
  • Create Affiliate From User ID – Creates an affiliate from an existing WordPress User ID. An existing WordPress User ID must be specified.
  • Delete Visit – Deletes the specified visit in AffiliateWP.
  • Create Referral From Affiliate ID – Creates a referral in AffiliateWP.
  • Create Creative – Creates a creative in AffiliateWP.
  • Update Referral – Updates a referral with the specified data.
  • Update Affiliate – Updates an affiliate account with the specified data.
  • Delete Referral – Deletes a referral.
  • Update Payout – Updates a payout with the specified data.
  • Delete Payout – Deletes a payout.
  • Delete Affiliate – Deletes an affiliate.
  • Update Creative – Updates a creative in AffiliateWP.
Screenshot of all available AffiliateWP Zapier actions in AffiliateWP.

8. Select the Create Affiliate trigger, click Save + Continue, and connect your AffiliateWP account using the same method noted above.

9. Now we’ll need to map fields from the Google spreadsheet to the matching AffiliateWP fields. If you’re using the provided example spreadsheet noted in earlier steps within this guide, the names should match up. Select each field you’d like to be sent to AffiliateWP, to be used when creating an affiliate.

Here, you can specify the username, if you like. If not, the payment email will be used to generate the username. Please note that the payment email field is required:

The affiliate payment email is required when creating affiliates via Zapier.

10. Now Zapier will again ask if you’d like to test this step. Test things out, if you like, then the zap is ready to create!

Screenshot of a Zapier zap being activated.

11. To test the zap at any time, you can create a new spreadsheet row in your Google spreadsheet. Zapier will detect it either every five minutes, or every fifteen minutes, depending on the type of account you have. You can also select Run from the dropdown menu for this zap on your Zapier dashboard at any time:

Context menu for a zap in the Zapier dashboard.

12. That’s it!


Actions, Example Two: Updating an Affiliate when a Subscriber is Updated in MailChimp

If you’ve followed the first actions example above, now affiliates can be created from any Zapier trigger. That’s great, but what if data for an affiliate changes? How will AffiliateWP have accurate information? By using another zap to update the affiliate, that’s what we review below.

In this example, we’ll create a MailChimp trigger, and then use a different AffiliateWP action – the Update Affiliate action.

1. Create an account (or log in to an existing account) at mailchimp.com.

2. Select MailChimp as the trigger source, and select Updated Subscriber as the trigger:

Selecting Mailchimp triggers in Zapier.

3. Click Save + Continue, then connect your Zapier account to your MailChimp account:

Connecting your Mailchimp account to your Zapier account, step 1.
Connecting your Mailchimp account to your Zapier account, step 2.

4. Click Save + Continue, then select your desired list:

Selecting a Mailchimp list within Zapier.

 

An important note about custom fields

Before going further, let’s take a moment to explore what information is required by AffiliateWP for the Update Affiliate action, what fields are available in your MailChimp list already, and discover how to add some new custom fields within MailChimp.

By default, any subscribers imported into MailChimp will only have fields which are already defined in MailChimp imported. These are usually first name, last name, and email address.

AffiliateWP requires either the Affiliate ID or the associated WordPress user ID in order to update an affiliate. Make sure to define this field in MailChimp.


If, for example, you wished to import the affiliate rate, or status, or other information into MailChimp, you’ll get a notice indicating that the fields must be skipped, since there’s no MailChimp field in which to place it:

Importing a list with unmapped fields in Mailchimp. Context: AffiliateWP Zapier trigger and action creation.

However, you can create as many custom fields as you like, by going to Settings → List Fields and MERGE Tags in the selected lists menu:

Creating custom fields in Mailchimp. Context: AffiliateWP Zapier trigger and action creation.

At a minimum, create the Affiliate ID field (or a field to provide the associated WordPress user ID of the affiliate):

Ensuring that the Affiliate ID is provided in Mailchimp.

With the exception of the Affiliate ID (or associated WordPress user ID), which is a required field for the Update Affiliate action (noted above), you don’t need to create any additional custom fields in MailChimp in order to use it with AffiliateWP, but it sure makes it a lost more powerful.

We use this very zap here at AffiliateWP every day, which helps us keep affiliate information updated in multiple places, automatically. Here’s an example of fields you may choose to include – which are all listed when creating a zap in Zapier:

Mapped fields in Mailchimp. Context: AffiliateWP Zapier trigger creation.

When importing subscribers, the newly-created fields will now be available to map. You can also create new field columns here as well, if you like:

Custom field usage in Mailchimp.

5. Once you have the list how you’d like it, if it’s a new list, you’ll need to import subscribers.

Import a single subscriber:

Importing a single subscriber in Mailchimp while creating a zap for use with AffiliateWP Zapier.

Import multiple subscribers:

Importing bulk subscribers in Mailchimp while creating a zap for use with AffiliateWP Zapier.

You’ll get something like the screenshot below once you’re done. Click Finish when you’re ready to import the list.

Column data matched in Mailchimp.

6. Now let’s connect the MailChimp data to AffiliateWP. Zapier will again ask if you’d like to test your step before continuing.

Notice that for any custom MailChimp fields you’ve created, they’ll be prepended with merges__, which is followed by your custom field name:

Testing a Mailchimp trigger in Zapier.

Make sure that the Affiliate ID (or associated WordPress user ID for the affiliate) is being seen by Zapier:

Affiliate ID showing correctly in Zapier.

7. Click Continue, then select AffiliateWP as the Action App:

Selecting AffiliateWP as the action in a zap creation step.

8. Choose Update Affiliate as the action, and connect your AffiliateWP account as noted above.

9. Map the Affiliate ID field you set up in MailChimp to the corresponding AffiliateWP required field, and click Continue:

Mapping the ID created in Mailchimp to AffiliateWP

10. Zapier will ask if you’d like to test this step as well. Test if you like, then create the zap! Like the other examples, this can be triggered either every five minutes, or every fifteen minutes, depending on your Zapier.com account plan. It can also be triggered manually at any time by clicking Run in the zap context menu in your Zapier.com account dashboard.

11. That’s it!

4. ActiveCampaign

In this article we continue our series in sharing new Zapier recipes to connect AffiliateWP with other applications and services. Today, we are adding new AffiliateWP affiliates to the popular marketing automation service: ActiveCampaign.

 

Prerequisites: This article assumes you have completed the following:

  • The AffiliateWP Zapier pro add-on is installed, configured, and connected to Zapier on your website.
  • You have basic knowledge of how Zapier works, as well as access to a free or paid Zapier account.
  • You have access to an ActiveCampaign account.

Trigger – New Affiliate

In this step we will setup a trigger that fires when a new affiliate is added to AffiliateWP, and an action that uses the new affiliate’s info to insert a contact into ActiveCampaign so you can communicate with your affiliates more affectively.

  1. Log in to your Zapier account.
  2. In your Zapier dashboard, click the MAKE A ZAP! button.
  3. Name your Zap in the top-left corner.
  4. On the right where it says Choose a Trigger App, begin to type ‘AffiliateWP’ to search for that app, and click to select it.
  5. Next, select the New Affiliate Trigger, then click the Save + Continue button.
  6. Next, select the AffiliateWP account to connect with (you may only have one) and click the Save + Continue button. If you haven’t previously connected an account, click the + Connect an Account button and follow the instructions in this article: Zapier – Setup and configuration and return here to resume.
  7. In this step you will test your AffiliateWP trigger to make sure everything is connected.  You don’t have to create a new Affiliate for this test, just make sure at least one affiliate already exists so it has something to retrieve. Click the Fetch & Continue button.
  8. If your test was successful you’ll see a green message stating this, and the option to view your affiliate to see the actual data.  Click to view, and scroll to see that all the affiliate data appears as expected.  Click the Continue button to move to the next step.
  9. The next screen says Choose an Action App. Type ‘ActiveCampaign’ to search for the app, and click to select it.
  10. Next we are to Select ActiveCampaign Action.  Click the action Create/Update Contact option, then click the Save + Continue button.
  11. In this step, we will connect to ActiveCampaign. If you’ve previously connected, you will see an account available to select and use — click Continue and skip to the next step. If, however, you have never connected, click the + Connect an Account button and you will see this screen:When logged in to your ActiveCampaign account, click My Settings in the account menu, then click the Developer tab and use the values at the top in the API Access section to populate the screen above, and click the Yes, Continue button.
  12. Next you will map the affiliate data you’d like to store in the Set up ActiveCampaign Contact screen fields. The required fields are an existing ActiveCampaign list and an email address. When ready, click the Continue button at the bottom.

And that is it, you are done! Click the link view your contact to see if everything went where it was supposed to.  Now anytime a new affiliate registers (and is approved) on your site where AffiliateWP is installed, it will be added to your selected list in ActiveCampaign.  The more you engage and empower your affiliates about the latest news, product sales and specials, the more likely they will be to promote your business!

5. AWeber

In this article we continue our series in sharing new Zapier recipes to connect AffiliateWP with other applications and services. Today we are adding new AffiliateWP affiliates to the popular marketing email automation service AWeber.

 

Prerequisites:  This article assumes you have completed the following:

  • The AffiliateWP Zapier pro add-on is installed, configured, and connected to Zapier on your website.
  • You have basic knowledge of how Zapier works, as well as access to a free or paid Zapier account.
  • You have access to an AWeber account.

Trigger – New Affiliate

In this step we will setup a trigger that fires when a new affiliate is added to AffiliateWP, and an action that uses the new affiliate’s info to insert a subscriber to an existing list in AWeber so you can communicate with your affiliates more affectively.

  1. Log in to your Zapier account.
  2. In your Zapier dashboard, click the MAKE A ZAP! button.
  3. Name your Zap in the top-left corner.
  4. On the right where it says Choose a Trigger App, begin to type ‘AffiliateWP’ to search for that app, and click to select it.
  5. Next, select the New AffiliateTrigger, then click the Save + Continue button.
  6. Next, select the AffiliateWP account to connect with. If you haven’t previously connected an AffiliateWP account, click the + Connect an Account button and follow the instructions in this article: Zapier – Setup and configuration and return here to resume.  Before you leave this screen, click the Test button to make sure you can connect.  When successful, click the Continue button to proceed.
  7. In this step you will test your AffiliateWP trigger to make sure everything is working.  You don’t have to create a new Affiliate for this test, just make sure at least one affiliate already exists so it has something to retrieve.If your test was successful you’ll see a green banner stating this , and the option to view your affiliate to see the actual data. Click to view and scroll to see that all the affiliate data appears as expected.  Click the Continue button to move to the next step.
  8. The next screen says Choose an Action App. Begin to type ‘AWeber’ to search for the app, and click to select it.
  9. Next we are to Select AWeber Action.  Click the action of your choice.  We chose the Create Subscriber option in this example because we had a blank list, then clicked the Save + Continue button.   If there is a chance their email might already exist on your AWeber list, you may want to select Find Subscriber, since it will give you the option to create a subscriber if none are found.
  10. In this step, we will connect to AWeber. If you’ve previously connected, you will see an account you can select to use — click Continue and skip to the next step. If, however, you have never connected, click the + Connect an Account button Next you will see this screen. Fill in your AWeber account login name and password, and click the Allow Access button:Next you will see this screen below.  I recommend clicking the Test button to verify the connection.  When ready to proceed, click the Save + Continue button.
  11. Next you will map the affiliate data you’d like to store in the Set up AWeber Subscriber screen fields. The required fields are an Account field (it’s your AWeber account represented by a number) an existing List (from AWeber) and an email address. We also added the User Display Name in the Name field example. When finished, click the Continue button at the bottom. Before creating the new subscriber, AWeber zaps show you a preview of the data that will be inserted.  If everything looks good, click the Create & Continue button.   If you want to make changes, simply click the Edit Template step under the Action column on the left-side of the screen and repeat these steps.
  12. And that is it, you are done!  Click the link view your subscriber to see if everything went where it was supposed to.  Next you can click the Add a step button or the Finish button. Now anytime a new affiliate registers (and is approved) on your site where AffiliateWP is installed, it will be added as a subscriber in the AWeber list you selected in your steps above.  The more you engage and empower your affiliates about the latest news, product sales and specials, the more they will promote your business!

6. Constant Contact

In this article we continue our series in sharing new Zapier recipes to connect AffiliateWP with other applications and services. Today we are adding new AffiliateWP affiliates to the popular marketing email automation service: Constant Contact .

 

Prerequisites:  This article assumes you have completed the following:

  • The AffiliateWP Zapier pro add-on is installed, configured, and connected to Zapier on your website.
  • You have basic knowledge of how Zapier works, as well as access to a free or paid Zapier account.
  • You have access to a Constant Contact account.

Trigger – New Affiliate

In this step we will setup a trigger that fires when a new affiliate is added to AffiliateWP, and an action that uses the new affiliate’s info to insert a contact to an existing list in Constant Contact so you can communicate with your affiliates more affectively.

  1. Log in to your Zapier account.
  2. In your Zapier dashboard, click the MAKE A ZAP! button.
  3. Name your Zap in the top-left corner.
  4. On the right where it says Choose a Trigger App, begin to type ‘AffiliateWP’ to search for t app, and click to select it.
  5. Next, select the New AffiliateTrigger, then click the Save + Continue button.
  6. Next, select the AffiliateWP account to connect with. If you haven’t previously connected an AffiliateWP account, click the + Connect an Account button and follow the instructions in this article: Zapier – Setup and configuration and return here to resume.  Before you leave this screen, click the Test button to make sure you can connect.  If the test is successful, the button will change to Success!.  When ready, click the Save + Continue button to proceed.
  7. In this step you will test your AffiliateWP trigger to make sure everything is working.  You don’t have to create a new Affiliate for this test, just make sure at least one affiliate already exists so it has something to fetch (retrieve).  Click the Fetch & Continue  button.If your test was successful you’ll see a green banner stating this, and a link to view your affiliate to see the actual data. Click to view the affiliate that was accessed, and scroll to see that all data appears as expected.  When ready, click the Continue button to move to the next step.
  8. The next screen says Choose an Action App. Begin to type ‘Constant Contact ‘ to search for the app, and click to select it.
  9. Next we are to Select Constant Contact Action.  Click the action of your choice.  We chose the Create Contact option in this example. This will usually apply since these are new affiliates and new accounts on your site.  To proceed, click the Save + Continue button.  Note:  If there is a chance their email might already exist on your Constant Contact lists, you may want to select Find Contact, since it will give you the option to create a contact if none are found.
  10. In this step, we will connect to Constant Contact. If you have previously connected, you will see these account(s) listed. Go ahead and select an account to use, then click Continue and skip to the next step. If, however, you have never connected, click the + Connect an Account button. Next you will see this screen. Fill in your Constant Contact log in information, and click the Log in button: Next, click the Allow button to allow your Constant Contact account to be accessed by Zapier. Now, you will be back at the Select Constant Contact Account screen that will have your new account selected. I recommend clicking the Test button to verify the connection (If successful, the button will change to Success!).  When ready to proceed, click the Save + Continue button.
  11. Next you will map the affiliate data you’d like to store in the Set up Constant Contact Contact screen fields. The required fields are an existing List field (if you haven’t set any up, it defaults to a General List that is auto-created for you when you set up your Constant Contact account) and an email address. We also populated the First Name and Last Name fields in our example. When finished, click the Continue button at the bottom.
  12. And that is it, you are done!  Click the link view your contact to see if everything went where it was supposed to. Then finally, you can click the Add a step button or the Finish button.   Now anytime a new affiliate registers (and is approved) on your site where AffiliateWP is installed, it will be added as a contact in the Constant Contact list you selected in your steps above automatically!  The more you engage and empower your affiliates about the latest news, product sales and specials, the more they will promote your business!

7. ConvertKit

In this article we continue our series in sharing new Zapier recipes to connect AffiliateWP with other applications and services. Today we are adding new AffiliateWP affiliates to the popular subscriber-driven email automation service: ConvertKit.

 

Prerequisites:  This article assumes you have completed the following:

  • The AffiliateWP Zapier pro add-on is installed, configured, and connected to Zapier on your website.
  • You have basic knowledge of how Zapier works, as well as access to a free or paid Zapier account.
  • You have access to a ConvertKit account.

Trigger – New Affiliate

In this step we will setup a trigger that fires when a new affiliate is added to AffiliateWP, and an action that uses the new affiliate’s info to insert a contact into ConvertKit so you can communicate with your affiliates more effectively.

  1. Log in to your Zapier account.
  2. In your Zapier dashboard, click the MAKE A ZAP! button.
  3. Name your Zap in the top-left corner.
  4. On the right where it says Choose a Trigger App, begin to type ‘AffiliateWP’ to search for that app, and click to select it.
  5. Next, select the New AffiliateTrigger, then click the Save + Continue button.
  6. Next, select the AffiliateWP account to connect with (you may only have one) and click the Continue button. If you haven’t previously connected an account, click the + Connect an Account button and follow the instructions in this article: Zapier – Setup and configuration and return here to resume.
  7. In this step you will test your AffiliateWP trigger to make sure everything is connected.  You don’t have to create a new Affiliate for this test, just make sure at least one affiliate already exists so it has something to retrieve. Click the Test button on this screen: If your test was successful you’ll see a green banner stating this , and the option to view your affiliate to see the actual data. Click to view and scroll to see that all the affiliate data appears as expected.  Click the Continue button to move to the next step.
  8. The next screen says Choose an Action App. Begin to type ‘ConvertKit’ to search for the app, and click to select it.
  9. Next we are to Select ConvertKit Action.  Click the action of your choice, we chose Add a Subscriber to a Tag option in this example, then clicked the Save + Continue button.   (For more information on creating forms, sequences and tags in ConvertKit, check out their documentation here:  http://help.convertkit.com/ )
  10. In this step, we will connect to ConvertKit. If you’ve previously connected, you will see an account you can select to use — click Continue and skip to the next step. If, however, you have never connected, click the + Connect an Account button and you will see this screen: If you’ve already installed the ConvertKit plugin to create forms on your WordPress site where AffiliateWP is installed, you can access your API Key and API Secret from Settings » ConvertKit.  If you are not using that feature yet, log in to your ConvertKit account, go to Account > Account Info and retrieve your API keys from there. When your API values are entered, click the Yes, Continue button in Zapier.  The next screen offers the option to click the Test button to make sure you can connect successfully.  When ready to proceed, click the Finish button. 
  11. Next you will map the affiliate data you’d like to store in the Set up ConvertKit Subscriber screen fields. The required fields are an existing Tag and an email address. When finished, click the Continue button at the bottom. 
  12. And that is it, you are done!  Click the link view your subscriber to see if everything went where it was supposed to. Next you can click the Add a step button or Finish.Now anytime a new affiliate registers (and is approved) on your site where AffiliateWP is installed, it will be added as a subscriber in ConvertKit.  The more you engage and empower your affiliates about the latest news, product sales and specials, the more they will promote your business!

8. Troubleshooting Zapier Connection Errors

If you’re receiving an error like this when attempting to connect your site to Zapier, see below for tips on how to solve:

  1. First, check that the Zapier for AffiliateWP add-on is installed and activated. You will receive this error if, for example, the plugin is installed but not activated.  The name of the plugin will show as AffiliateWP – Zapier – Automated Tasks.
  2. Next, verify that your Public Key and Token values were entered correctly. These can be found in Affiliates → Tools, and click on the API Keys tab.
  3. Also check that your Site URL was entered correctly. If not, you might see error messages such as these:
  4. You may run into the following error which means you need to install and activate the REST API Extended pro add-on:

    Other tips to investigate:

  5. An IP is being blocked possibly by a conflict from another plugin.
  6. Your host is blocking the IP Zapier is wanting to use.
  7. Or, your host might be disabling remote authentication.  To find out, can you ask your host if remote HTTP authentication is disabled in any way on your site, such as $_SERVER['PHP_AUTH']?
  8. Zapier has a troubleshooting document that can assist from their side of things: https://zapier.com/help/troubleshoot/behavior/cant-access-or-use-zapier-with-other-apps

Note: For GoDaddy hosting accounts: Enter the following rules at the top of your .htaccess file, after the first instance of RewriteEngine On . If you need assistance in how to edit this file, please contact GoDaddy support.

RewriteCond %{HTTP:Authorization} ^(.) 
RewriteRule ^(.) - [E=HTTP_AUTHORIZATION:%1] 

If you are not able to resolve the error after trying the above steps, please get in touch with our support team for additional help!