How to Set Up a Lead Generation Affiliate Program in WordPress (2024)

Are you struggling to effectively generate leads through your affiliate program?

If your WordPress setup isn’t optimized for lead generation, you might be missing out on potential customers and sales. Without a solid structure, it’s tough to attract quality affiliates and motivate them to promote your brand.

In this guide, we’ll show you how to set up a lead generation affiliate program in WordPress so that you can improve your lead quality and boost your business’s revenue.

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Why a Lead Generation Affiliate Program is Important

One question you might find yourself asking is why incentivize leads over sales.

Surely it’s more beneficial to have sales than leads?

The answer generally boils down to the fact that it’s hard to make sales.

There are many cases where you want to maintain control over the sales process:

• You’re selling big-ticket items
• You have a long customer journey
• You’re selling something very technical
• Your products and services have a big impact on people’s lives (think legal services, medical equipment)
• Returns aren’t possible 

You might simply have an amazing sales team and know they have the best chance of turning website visitors into new customers.

Or you might be seeking high-quality links to help with SEO and boost your presence in search engines.

Whatever the reason, pay-per lead, or affiliate lead generation can be exactly what you need. 

In these cases, you want to focus on the part you’re good at – selling your products.

Still, you need a healthy sales funnel stacked with quality leads and the best way to ensure this is with a lead generation affiliate program.

How to Set Up a Lead Generation Affiliate Program in WordPress

Affiliate lead generation often gets overlooked in favor of quick e-commerce sales. For many small businesses (and big), this is a mistake, though, because it doesn’t maximize their skills.

Setting up a thriving lead generation affiliate program will maximize your return on investment in affiliate marketing. And the best part is it’s incredibly easy to do.

Here are the steps you’ll need to follow:

1. Install AffiliateWP
2. Download a form builder and create your forms
3. Complete the AffiliateWP setup wizard
4. Enable referral tracking on your form builder

We’re going to walk you through every step in this guide, but if you find you get stuck at any point, then check out our handy documentation.

Here’s how to set up a lead generation affiliate program in WordPress

Step 1: Install AffiliateWP

AffiliateWP is the best WordPress affiliate management plugin, and it’s perfect for a lead generation affiliate program. In fact, it’s going to allow you to create a WordPress affiliate program in under 10 minutes!

Not only does it have 1-click integrations with a host of form builders, but it also has some powerful marketing tools to boost your affiliate lead generation (more on that later).

Check out the pricing page and choose the plan that best fits your needs.

Once you’ve completed your payment, you can install the file by going to the Plugins tab in your WordPress dashboard.

If you have any problems with this, then refer to this simple step-by-step guide.

Step 2: Download a Form Builder and Create Your Affiliate Marketing Lead Generation Forms 

There are lots of form builders to choose from on WordPress, but we find WPForms is hard to beat.

It’s also great for lead referral tracking, so although AffiliateWP also integrates with a host of other form builders we recommend taking a look at WPForms.

• Ninja Forms
• Gravity Forms
• Contact Form 7
• Formidable Forms

Head to the Plugins section in your WordPress platform and search for WPForms. It’s a free plugin, so it won’t cost you anything to download and take a look at.

You’ll automatically have everything you need to build highly optimized forms (including lots of templates), but it is worth looking at the paid plans for those little extras you need to take your lead program to the next level. 

Really think about what you’re trying to achieve from your affiliate marketing lead generation form and keep the affiliate aspect in mind. 

While you don’t want to put people off becoming a lead, you want to make sure there’s some level of qualification, because you’re going to be paying a small fee for each sign-up (the ones that are referred by affiliates). Make sure you’re asking the right questions and getting the right contact information, but at the same time, don’t bombard people with too many requests. 

WPForms, allows you to use conditional logic and conversational forms, which are great ways to collect the information you need without scaring people off. 

Note: Although AffiliateWP plugs into a variety of form builders, it doesn’t support Shopify or other e-commerce platforms.

Step 3: Complete the AffiliateWP Setup Wizard

Once you’ve installed AffiliateWP and your form builder, you can open the setup wizard from the Settings tab.

Just hover over AffiliateWP in the left-hand sidebar of your WordPress dashboard and click Settings.

Scroll to the bottom of the page and click Launch Setup Wizard.

The first thing you will need to do is enter your license key which can be found in your confirmation email or on your AffiliateWP account.

Copy the key and paste it into the box before clicking Continue.

On the next page, you can integrate your form builder by clicking All Integrations and ticking the check box next to your plugin.

Then click Continue to complete the integration.

You’ll then be asked for your preferred affiliate payout method. These details can be edited later in your AffiliateWP settings, so don’t worry too much about this step for now.

Next, you’ll be able to add your affiliate commission structure. Once you’ve done this, click Save and Continue, and the wizard will be ready to create your affiliate program.

Finally, click Finish setup and exit the wizard to activate your program.

Step 4: Allow Referral Tracking on WPForms

Head back to WPForms and select the form you want to use to sign up new affiliate leads.

In the left-hand menu, select Settings, and in the next tab click General. Under Advanced Settings, you’ll see a check box titled Allow Referrals, check this box, and in the next box, select Lead. 

(If you’re using another plugin for your forms, then search our documentation for plugin-specific information)

Your form will now automatically track referrals in your AffiliateWP dashboard, allowing you to effortlessly make payouts to affiliates when they sign up a qualified lead. 

That’s it!

Just four simple steps, and you’ve set up a lead generation affiliate program in WordPress.

Next, Grow Your Affiliate Marketing Lead Generation

One of the great things about owning your affiliate marketing program is that there’s no limit to what you can achieve and no fees (unlike with some affiliate networks).

There’s no point investing in a lead generation affiliate marketing strategy and hoping it works.

You want to take advantage of every tool available to you and ensure you’re optimizing your lead generation.

AffiliateWP offers some amazing features that help you achieve this:

• Personalized Affiliate Landing Pages: Create landing pages that are specific to each affiliate to leverage their relationship with potential customers.
• Direct Link Tracking: Track referrals without the need for affiliate links.
• Multi-Tier Commissions: Incentivize your affiliates with up to five earning tiers and motivate them to recruit more affiliates to amplify your reach.
• Zapier Integration: Connect your lead generation affiliate program to an endless number of apps (CRMs, email marketing providers, and more) to add automation and make sure you’re following up on affiliate leads in the most efficient way.

With these features and many more, you’ll be able to maximize your return on investment and boost your digital marketing campaigns more quickly.

FAQs: Lead Generation Affiliate Program

It’s Time to Get Started with Affiliate Lead Generation

Setting up a lead generation affiliate program is a win-win.

Not only does it open you up to huge growth opportunities, but it’s also very low risk. You only pay when you get a solid lead, which makes it a great way to reach new verticals and target audiences to boost sales.

Looking for more resources to help you start your affiliate program?

We’ve got you covered:

• How to Get More Affiliates: 13+ Ways to Grow Your Program
• How To Start Affiliate Marketing on Social Media (5 Easy Steps)
• 7 iDevAfiliate Alternatives to Build an Affiliate Program
• How To Set Up An Affiliate Program For WooCommerce
• How to Set Up Affiliate Terms and Conditions (The Right Way)

Now, you’re ready to set up your lead generation affiliate program.

Get AffiliateWP today!