joshcannon Posted June 22, 2015 Share Posted June 22, 2015 How do I set up an affiliate system?? I'm having a lot of trouble with this. I want my affiliate clients to be able to have a product code of some sort that when a client uses that code on a purchase I want the amount that was taken off to be added to the affiliate clients account. Link to comment Share on other sites More sharing options...
sentq Posted June 22, 2015 Share Posted June 22, 2015 check this documentation: http://wiki.whmcs.com/Affiliates#Affiliate_Linking_Code Link to comment Share on other sites More sharing options...
JO Spies Posted January 23, 2018 Share Posted January 23, 2018 Hi This is exactly what I would like to do as well by simply creating a discount promo code for the affiliate, they pass it on to their reference and when they sign up for a package the discount created is added to the affiliates' account. Simply as that. The WHMCS affiliate program seems very complicated and not everyone has their own website, believe it or not... JO Link to comment Share on other sites More sharing options...
sentq Posted January 24, 2018 Share Posted January 24, 2018 10 hours ago, JO Spies said: Hi This is exactly what I would like to do as well by simply creating a discount promo code for the affiliate, they pass it on to their reference and when they sign up for a package the discount created is added to the affiliates' account. Simply as that. The WHMCS affiliate program seems very complicated and not everyone has their own website, believe it or not... JO in the Marketplace you may find 3rdparty modules to achieve what you need, here is one: https://marketplace.whmcs.com/product/3543 Link to comment Share on other sites More sharing options...
JO Spies Posted January 24, 2018 Share Posted January 24, 2018 Hi Thanks for the response, but what is the difference between the proposed WHMCS Affiliate Promocoupon and the existing WHMCS affiliate program found in our dashboard? Keep in mind that not everyone has their own website. For this reason I would simply like to hand affiliate the promocoupon, they pass it on to the client who inserts it during checkout as is currently the case when we create a promo. The only missing link now is that the promo code should be linked to the affiliate and when it is inserted by the client upon checkout the discount amount or percentage is added to affiliate account - without client even noticing as it takes place in the background. Please advise. JO Link to comment Share on other sites More sharing options...
brian! Posted January 24, 2018 Share Posted January 24, 2018 8 hours ago, JO Spies said: Thanks for the response, but what is the difference between the proposed WHMCS Affiliate Promocoupon and the existing WHMCS affiliate program found in our dashboard? it's the automation of the process.... 8 hours ago, JO Spies said: Keep in mind that not everyone has their own website. For this reason I would simply like to hand affiliate the promocoupon, they pass it on to the client who inserts it during checkout as is currently the case when we create a promo. The only missing link now is that the promo code should be linked to the affiliate and when it is inserted by the client upon checkout the discount amount or percentage is added to affiliate account there's nothing to stop you manually creating a unique promo code in WHMCS and giving it to a specific affiliate - but I suspect any affiliate discount amounts generated might have to be assigned to the affiliate manually... not least because the affiliate percentage isn't linked by default to a promotional code percentage/discount in WHMCS. 11 hours ago, JO Spies said: without client even noticing as it takes place in the background. the client won't notice anything with regards to the affiliate. Link to comment Share on other sites More sharing options...
JO Spies Posted January 25, 2018 Share Posted January 25, 2018 "the client won't notice anything with regards to the affiliate." That is true, although when a standard promo code is entered the discount is displayed upon checkout seeing that it is a manual process. I am referring to a unique promo code linked to affiliate so that when client enters the code they cannot see the discount generated as this is a personal arrangment between us and the affiliate. WHMCS support has confirmed that there is no such system currently in place. Thanks. JO Link to comment Share on other sites More sharing options...
JO Spies Posted March 9, 2018 Share Posted March 9, 2018 Hi there Is there an update on the status of my inquiry above with regards to the affiliate program. Brian said: "there's nothing to stop you manually creating a unique promo code in WHMCS and giving it to a specific affiliate - but I suspect any affiliate discount amounts generated might have to be assigned to the affiliate manually... not least because the affiliate percentage isn't linked by default to a promotional code percentage/discount in WHMCS." I would like to reward existing clients for referring people so when they do sign up successfully, the existing client receives either a percentage discount or free hosting for a certain amount of successful signups, etc. Please advise. Much appreciated JO Link to comment Share on other sites More sharing options...
brian! Posted March 9, 2018 Share Posted March 9, 2018 On 1/25/2018 at 08:20, JO Spies said: "the client won't notice anything with regards to the affiliate." That is true, although when a standard promo code is entered the discount is displayed upon checkout seeing that it is a manual process. well you could include the promotion code in the link, so the client didn't have to enter it, but I understand what you mean. On 1/25/2018 at 08:20, JO Spies said: I am referring to a unique promo code linked to affiliate so that when client enters the code they cannot see the discount generated as this is a personal arrangement between us and the affiliate. WHMCS support has confirmed that there is no such system currently in place. there isn't because you possibly described what you want to do badly... what you are actually describing is the affiliate system as it is.... there is no need to complicate this with promotion codes that don't give a discount to the client. 1 hour ago, JO Spies said: I would like to reward existing clients for referring people so when they do sign up successfully, the existing client receives either a percentage discount or free hosting for a certain amount of successful signups, etc. that just sounds like the affiliate system to me and nothing to do with promotion codes. ok, let's demonstrate it with an example.... let's pretend i'm a client of yours and you've enabled me as an affiliate... I now give my affiliate link, e.g http://example.com/whmcs/*?aff=001 to my friend, Dave, who then clicks it and goes on to make a purchase from your website - paying the full amount. now I as the affiliate (or referrer if you prefer) will earn commission on that order once Dave has paid for it - that is either going to be the amount (fixed/percentage) specified in the Affiliates setup, or it's going to be whatever is defined in the specific product ordered by Dave - e.g specific products can be set to not earn any commission, others can be set to earn commissions at a different rate than the default - details of that are in the documentation. having earned my commission, once I reach the minimum payout level (again specified in the affiliate settings), I can either apply to have the commission paid to me, or if i'm an existing hosting client of yours, I can ask for it to be converted to credit and it will then be used against future invoices... there's no built-in way to have "free hosting after x signups", you would just do it by setting the commission rate to accomplish the same thing... e.g generate enough commission to pay for the hosting when converted to credit. you see - no need for promotions codes! Link to comment Share on other sites More sharing options...
JO Spies Posted March 9, 2018 Share Posted March 9, 2018 WOW! Thanks for the reply. I think I get it, but where do they click on the affiliate's link as not everyone has their own website? Please advise. JO Link to comment Share on other sites More sharing options...
sentq Posted March 9, 2018 Share Posted March 9, 2018 5 hours ago, JO Spies said: but where do they click on the affiliate's link as not everyone has their own website? this is the case when you need to use coupons to identify the affiliate account and assign it to that order, but people will not be encouraged to enter any promotion code if it doesn't give them any discount. Link to comment Share on other sites More sharing options...
brian! Posted March 10, 2018 Share Posted March 10, 2018 19 hours ago, JO Spies said: I think I get it, but where do they click on the affiliate's link as not everyone has their own website? well they can include the link anywhere, even in an email to the potential new client... that would at least automate the process of assigning an order to an affiliate. another way, if they can't use an affiliate link, might be to add a client custom field to the order process and let them enter an affiliate's name during their initial order... and then you'd have to manually assign the order to that affiliate. Link to comment Share on other sites More sharing options...
JO Spies Posted March 15, 2018 Share Posted March 15, 2018 Brian, Thanks again for your response. It seems that adding a client custom field to the order process order would be the best alternative for now. What would that entail? I would probably require a developer's help... JO Link to comment Share on other sites More sharing options...
brian! Posted March 15, 2018 Share Posted March 15, 2018 Hi JO, 4 hours ago, JO Spies said: It seems that adding a client custom field to the order process order would be the best alternative for now. What would that entail? I would probably require a developer's help... you shouldn't need a developer for adding a custom field. go to setup -> custom client fields and then add a new field... you probably have two options for your situation - either a text box for customers to enter the name of the affiliate in, or a dropdown list of affiliates that they can choose from... so if you add a text box as below... it will appear at checkout for them to (optionally) type in their referrer... alternatively, if you want to use a list of affiliate names... and then at checkout, the customer can choose from the list... if one of the names on the list is no longer an affiliate, then you can edit the list and remove that name - future customers will then no longer be able to choose that name as their affiliate. Link to comment Share on other sites More sharing options...
JO Spies Posted March 16, 2018 Share Posted March 16, 2018 Dear Brian Thank you so much for your help! I was able to add the field, but will now have to test it when helping someone to sign up next time as I don't have a domain to register at the moment. I trust this will motivate the existing clients to refer potentials as everyone would like to save some cash! Thanks again! JO Link to comment Share on other sites More sharing options...
JO Spies Posted March 16, 2018 Share Posted March 16, 2018 Brian I forgot to ask if I should enable the affiliate program for this process or is it not required? JO Link to comment Share on other sites More sharing options...
brian! Posted March 16, 2018 Share Posted March 16, 2018 2 hours ago, JO Spies said: I forgot to ask if I should enable the affiliate program for this process or is it not required? yes you will need to enable it from setup -> general settings -> affiliates. Link to comment Share on other sites More sharing options...
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