Groups help to organize your affiliates. For example, you can create a group focused on an affiliate program. To find out more about structuring groups, go here.
To add a group, find and click a button in the top right corner.
While creating a group, please have in mind that it will likely be used for more than one person. A new tab will open, showing a lot of options, but we suggest patiently walking through them and spending more time on setting the character of your group.
Here, you will set the value of commission and reward for customers and the name of a group. We suggest naming groups after their purpose (example above).
In this section, you specify how you'll be paying your affiliates.
Discount Code Tracking
These options enable:
- Creation of random discount codes for the affiliates' customers
- Specifying these codes by you, while adding a new partner, or the partners themselves during sign up
- Changing the code by the partners themselves in their account settings.
- Cookie days
You can set up for how many days you want your partner to get commissions from the customer's orders if you selected this option in the Required fields section: Counting will start when the customer clicks the partner's referral link.
You can also use this option to keep an order referred if the customer who clicked a referral link decides to leave your store and come back later to make the order.
- Minimum order total price
You can set a minimum total value that order needs to have for your partner to get a commission from it.
- Private (invite-only)
This option will disable the group's registration page. You will have to add your partners manually to it.
- Auto-approve partners
If you enable this option then anyone who registers via your Registration Page will automatically become your active partner and will have access to all the partners' options.
- Allow generating referral links
This option will allow your partners to create referral links that will lead to a specific page eg. a product or collection.
- Display QR code for referral links
It is a mobile-focused option is enabling a QR code for referral links. (a view from partner's account shown below)
- Auto-generate short links for partners
Your partners' main referral links will automatically have a shorter, better-looking form and will be more convenient to share with customers.
- Show only discount codes for partners
Referral links will be hidden from partners and they will be able to see and share only their codes.
- Allow creating partner page
This setting has to be enabled for the Partner Pages to work properly. You can enable Partner Pages for particular groups.
- Show partner modal
You can enable Partner Modal for particular groups.
You can hide orders' and customers' private data from partners.
Custom slug and redirect
A custom registration link can be set below, as well as the page your partners will get redirected to after submitting their application.
Assigning a new partner to that particular group will create a possibility to write down that information in their creating/editing form.
Furthermore, if you haven't disabled an option of registration for that group, the new rubric will show on the registration page as well.
A registration link to a specific group can be found by entering a created group from the list of groups.
Well done! Now you know everything about setting up a group. You can now assign your partner to a new group. To learn more about creating a new partner, go here.