This guide will help you configure the rewards (points, credits, or coupons) that are automatically assigned to your customers (sponsors) when a user they have invited completes a specific action (goal) on the site.
Configuring Affiliate Rewards (Points, Credits, Coupons)
Why do it?
Configuring rewards allows you to incentivize customers to refer new users by assigning them specific rewards (loyalty points or euro credits) for each goal achieved.
Procedure
1. Log in to your site's control panel and go to the Plugins section.
2. Search for the Affiliazione plugin and click on Settings.
3. Select the General tab.
Here you will find the list of goals that trigger reward assignment.
1. Activating the Goal
1. Locate the goal you want to configure (for example, Sale of a product or Site registration).
2. If the goal is not active, click the Activate button in the goal box. The box will become colored.
3. If the goal is repeatable (like Sale of a product), select the desired option in the field Should rewards be assigned every time?:
- No, apply only the first time
- Yes, apply to every [Goal Name]
2. Assigning Benefits (Rewards)
Within each goal, you need to define rewards for the Sponsor (the inviter) and for the Sponsored (the invitee).
Points Configuration (Requires Punti plugin active)
1. In the Sponsor Rewards or Sponsored Rewards section, find the field Assign points.
2. In the text field, enter the numeric value of points to assign.
3. Select the calculation mode:
- Fixed: Assigns the exact entered value.
- % purchase: (Available only for scalable goals like sales) Assigns a percentage of the purchase value.
4. In the field Assignment notes, you can enter a brief description that will be visible to the customer.
Credits Configuration (Requires Bilancio clienti plugin active)
1. In the Sponsor Rewards or Sponsored Rewards section, find the field Assign credits.
2. In the text field, enter the value in euros (or local currency) of credits to assign.
3. Select the calculation mode:
- Fixed: Assigns the exact entered value.
- % purchase: Assigns a percentage of the purchase value.
4. In the field Assignment notes, enter a brief description for the customer.
Multi-Level Configuration (Only for Sponsor)
To also reward sponsor's sponsors (and so on up to 7 levels), proceed as follows:
1. Below Points or Credits configuration, you will find boxes for levels (e.g., 2nd level).
2. Check the box Enable [X]° level.
3. In the field Value to assign at [X]° level, enter the numeric value of reward for that level.
4. If needed, you can specify a Custom beneficiary at [X]° level if the reward should go to a specific user instead of directly to that level’s sponsor.
3. Assigning Custom Coupon (Only for Repeatable Goals)
If the goal is repeatable (e.g., Sale of a product), you can assign a custom coupon to the sponsored user.
1. Inside the goal, look for the field Apply custom coupon.
2. Click on it and select the coupon you want to associate with this affiliation.
4. Saving Changes
After configuring all rewards for desired goals, make sure to save plugin settings.
