Description: A comprehensive tool to implement a referral marketing program, allowing existing customers to invite new users and receive rewards (points or credits) based on their activities.

What is it for? (Practical Examples)

• Increase customer base: Turn your most loyal customers into active promoters by incentivizing them to spread your service or product.
• Reward loyalty: Automatically assign loyalty points or cash credits (euros) to the sponsor each time the invited user completes a key action (e.g., registration or purchase).
• Monitor performance: Obtain detailed reports on which affiliates generate the most revenue and how many new customers are brought in over time.

Main Features

1. Invitation Code and Link Management

• Custom Affiliate Code: Each user receives a unique affiliate code, which can be modified directly from the reserved area (if allowed).
• Multiple Invitation Links: It is possible to generate specific affiliation links for different sections of the site or products, making the invitation more targeted.
• Sharing Tools: Customers can invite new users directly via:
• Email: Sending personalized invitations to a list of email addresses.
• Social Media: Quick sharing of the affiliate link on external platforms (e.g., Facebook).
• Invitation Tracking: Customers can view the list of invitations sent by email and their status (pending, accepted, accepted with purchase).

2. Reward Structure (Goals and Benefits)

The system allows defining rewards both for the Sponsor (the inviter) and for the Sponsored Customer (the invited), based on specific goals:

Goal	Description	Repeatable
Site Registration	The reward is granted when the invited user completes registration.	No
Newsletter Subscription	The reward is granted when the invited user subscribes to the newsletter.	No
Product Sale	The reward is granted when the invited user makes a purchase.	Yes (for every purchase)

• Types of Benefits: Rewards can be assigned as:
• Loyalty Points: (Requires activation of the Points module).
• Euro Credits: (Requires activation of the Client Balance module).
• Calculation Method: Rewards can be fixed amounts (e.g., 5 euros) or percentage-based (e.g., 10% of purchase value).
• Multi-Level System: It is possible to configure rewards for the original sponsor and for higher-level sponsors (up to 7th level), creating a pyramid reward structure.

3. Affiliate Management (Admin Area)

• Customer Details: In each customer's profile, there is a dedicated section to:
• View and modify the affiliate code.
• Manually assign a sponsor to the customer.
• View the complete list of customers they have sponsored.
• Customized Benefits (Override): It is possible to override global settings and define specific rewards:
• Per Customer: Set a unique set of benefits for a specific affiliate.
• Per Product/Service: Set a unique set of benefits for a specific product, course, or subscription plan.

How to Configure

Configuration takes place through the control panel of the Affiliation module, divided into several tabs.

1. General Settings (Goals and Rewards)

Here you define rewards for each Goal (Registration, Newsletter, Sale).

Field	Description	Notes
Active Goal	Enable or disable the specific goal (e.g., Registration).
Repeatable Rewards	For purchases, defines whether the reward is given only once or at every subsequent purchase.
Sponsor Rewards	Value (points or credits) assigned to whoever invited the customer.	Can be fixed or percentage-based on purchase.
Sponsored Rewards	Value (points or credits) assigned to the invited customer.	Useful to encourage initial action.
Multi-Level Rewards	Enable and configure rewards for 2nd, 3rd level, etc.
Custom Coupon	(Only for Sale goal) Associates a specific discount coupon with purchases made using an affiliate code.

2. Customer Area

Defines how the affiliation system appears in your customers' reserved area.

Option	Description
Introductory Text	Welcome message visible to affiliates.
Affiliate Link	Predefined text containing the invitation link.
Show Benefits Table	Displays a summary of rewards that customers can earn for each goal.
Email Invitation	Enables direct invitation function via email.
Add Sections	Allows defining specific affiliate links for different pages or products on the site, with dedicated sharing content.

3. Registration and Checkout

Allows integration of the system into registration and purchase forms.

Option	Description
Show Sponsor Code Field (Registration)	Adds an optional field in registration form to enter an invitation code.
Show Sponsor Code Field (Checkout)	Adds an optional field in payment form to enter an invitation code.
Automatic Sponsor Assignment	If no code is entered by customer, system can automatically assign a sponsor based on:
Rotation Criterion	Assigns sponsor in rotation among a pre-selected list of users.
Geographic Criterion	Assigns geographically closest sponsor (requires geolocation data).

4. Limitation (Availability)

• Enable Limitation: Allows limiting access to affiliation system only to customers who meet specific conditions (e.g., only customers who have already purchased certain products or have certain status).

Automatic Integrations

Advanced Reporting

The system adds a dedicated reporting source ("Affiliates") that allows analysis of program performance:

• Metrics: Referred customers, generated revenue, number of orders.
• Dimensions: Grouping by affiliate, by month of sale.

Automations and Conditions

The module integrates with automation and segmentation systems:

• Filter Conditions: You can create customer segments based on affiliation status (e.g., "Customers who have been sponsored", "Customers with more than 10 invites").
• Sponsor Variables: In email or SMS communications, variables referencing sponsor data (name, surname, email, affiliate code) can be used to personalize messages.
• Webhooks: Automatic notifications (webhooks) are sent to external systems when a new registration occurs via sponsor.

Modules and Forms

• Form Action "Assign Sponsor": In form actions, there is an option to assign a sponsor to a user submitting the form using email or code provided in fields.
• Automatic Emails: Dedicated email templates are created to notify sponsors when a new customer registers or is invited (e.g., "New Sponsored Customer").

Key Differences

This tool is specifically designed for Referral Marketing (inviting new customers by existing ones). It differs from standard loyalty programs (which only reward personal purchases) because it introduces multi-level reward systems and invitation tools focused on network expansion.