# Magento 2 Affiliate Program

### <span style="color: rgb(59, 130, 246);">Installation and User Guide for Magento 2 Affiliate Program</span>

****Table of Contents****

1. [**Installation**](#bkmrk-installation)
    - **Download Extension**
    - **Installation via app/code**
    - **Installation via Composer**
2. **Configuration Settings for Affiliate**
    - **General Settings**
3. **Workflow**
4. **Setting Up Bundle Items Association**
    - **Associating Bundle Items &amp; Defining Quantities**
    - **Updating or Removing Bundle Associations**
5. **Inventory Automation**
    - **On Purchase**
    - **On Refund**
    - **Out-of-Stock Handling**
6. **What Customers See**
7. **Bulk Import &amp; Export**
    - **Bulk Import**
    - **Bulk Export**

### <span style="color: rgb(59, 130, 246);">Installation</span>

- ****Download Extension:****<span style="white-space: pre-wrap;"> Once you have placed the order from our site then go to Account section and click on My Downloadable Products and download the extension package.</span>

[![image (84) (1).png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-07/scaled-1680-/image-84-1.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-07/image-84-1.png)

- ****Installation via app/code:****<span style="white-space: pre-wrap;"> Upload the content of the module to your root folder. This will not overwrite the existing Magento folder or files, only the new contents will be added. After the successful upload of the package, run below commands on Magento 2 root directory.</span>  
    <span style="white-space: pre-wrap;"> </span>  
    ```php
    php bin/magento setup:upgrade
    php bin/magento setup:di:compile
    php bin/magento setup:static-content:deploy
    ```
    
      
    <span style="white-space: pre-wrap;"></span>
- ****Installation via Composer:****<span style="white-space: pre-wrap;"> Please follow the guide provided in the below link to complete the installation via composer.</span>

<p class="callout success">[https://docs.scommerce-mage.com/magento-2-extensions/installation-via-composer/installation-via-composer](https://docs.scommerce-mage.com/magento-2-extensions/installation-via-composer/installation-via-composer)</p>

### <span style="color: rgb(59, 130, 246);">Configuration Settings for Affiliate Program</span>

<span style="white-space: pre-wrap;">Go to </span>****Admin &gt; Stores &gt; Configuration &gt; Scommerce Configuration &gt; Security Base****

#### <span style="color: rgb(249, 115, 22);">General Settings</span>

- ****Enabled –****<span style="white-space: pre-wrap;"> Select "Yes" or "No" to enable or disable the module.</span>
- ****License Key –****<span style="white-space: pre-wrap;"> Please add the license for the extension which is provided in the order confirmation email. Please note license keys are site URL specific. If you require license keys for dev/staging sites then please email us at </span><support@scommerce-mage.com>.
- ****Select Commission Rates****<span style="white-space: pre-wrap;"> </span>****–****<span style="white-space: pre-wrap;"> Select commission rate type Fixed/Tier</span>
- ****Fixed****<span style="white-space: pre-wrap;"> </span>****–****<span style="white-space: pre-wrap;"> In case commission tier is "Fixed" then enter the commission percentage.</span>
- ****Tier****<span style="white-space: pre-wrap;"> </span>****–****<span style="white-space: pre-wrap;"> Define different tiers and their commission percentage</span>
    - <span style="color: rgb(48, 48, 48); background-color: rgb(239, 239, 239);">Min value of purchase</span>
    - <span style="color: rgb(48, 48, 48); background-color: rgb(239, 239, 239);">Max value of purchase</span>
    - <span style="color: rgb(48, 48, 48); background-color: rgb(239, 239, 239);">Commission (Percentage)</span>
    - <span style="color: rgb(48, 48, 48); background-color: rgb(239, 239, 239);">Action:- Delete</span>
- ****Terms and conditions****<span style="white-space: pre-wrap;"> </span>****–**** Set "Yes" to display Terms and Conditions on the affiliate program page on the frontend.
- ****Terms and conditions enabled by default –**** Set "Yes" to enable Terms and Conditions by default
- ****Checkbox text –**** Enter the text for Terms and Conditions Checkbox
- ****Terms and Conditions Title –**** Enter the title for Terms and Conditions
- ****Terms and Conditions Page –**** Select the page to be used to display Terms and Conditions

[![sett1.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/sett1.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/sett1.png)

#### <span style="color: rgb(249, 115, 22);">Payout Settings</span>

- ****Methods –****<span style="white-space: pre-wrap;"> Select payment methods to be used for making payouts for affiliates</span>
- ****Default Method –****<span style="white-space: pre-wrap;"> Select the payment method/payout method to make payout automatically via cron</span>
- ****Threshold –****<span style="white-space: pre-wrap;"> Enter the minimum amount required to make payouts.</span>
- ****Schedule –****<span style="white-space: pre-wrap;"> Select Manual/weekly/monthly, when "Manual" is selected payouts need to be done manually by admin and in case "weekly/monthly" is selected payout will be made automatically using CRON in 7 or 30 days.</span>
- ****Email From –****<span style="white-space: pre-wrap;"> Enter the email address to send payout notification</span>
- ****Email Template –****<span style="white-space: pre-wrap;"> Select </span><span style="color: rgb(48, 48, 48); background-color: rgb(255, 255, 255);">the email template used to notify affiliates when a payout has been processed.</span>
- ****Order Status –****<span style="white-space: pre-wrap;"> </span><span style="color: rgb(48, 48, 48); background-color: rgb(255, 255, 255);">Select order statuses to qualify for payout.</span>

[![sett2.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/sett2.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/sett2.png)

[![sett3.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/sett3.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/sett3.png)

#### <span style="color: rgb(249, 115, 22);">Share Settings</span>

- ****Enable share in socials –****<span style="white-space: pre-wrap;"> Enable or disable social media links to share the affiliate link.</span>
- ****Socials –****<span style="white-space: pre-wrap;"> Select different social media channels to appear on frontend, by clicking on these users can share their affiliate link on these platforms</span>

[![sett4.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/sett4.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/sett4.png)

### <span style="color: rgb(59, 130, 246);">Workflow</span>

The extension empowers Magento 2 stores with a robust affiliate program, enabling customers to promote your products in exchange for commissions and allowing admins to efficiently monitor, pay, and manage program performance.

### <span style="color: rgb(59, 130, 246);">For Customers: Join and Use the Affiliate Program</span>


#### <span style="color: rgb(249, 115, 22);">Affiliate Registration</span>

- <span style="white-space: pre-wrap;">Go to </span>****My Account &gt; Affiliate Program****<span style="white-space: pre-wrap;"> after logging in.</span>
- <span style="white-space: pre-wrap;">Review the affiliate program description and </span>****Terms and Conditions****.
    - Accept the Terms by checking the box; the box text and content depend on admin configuration.
- <span style="white-space: pre-wrap;">Click </span>****"Join Program"****. Once enrolled, you’ll see your unique referral link.

[![front1.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/front1.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/front1.png)

#### <span style="color: rgb(249, 115, 22);">Referral Links</span>

- Your referral link is displayed prominently.
    - <span style="white-space: pre-wrap;">Use </span>****Copy****<span style="white-space: pre-wrap;"> to quickly copy it to your clipboard.</span>
    - <span style="white-space: pre-wrap;">Use </span>****Share****<span style="white-space: pre-wrap;"> to distribute via Facebook, Twitter, Reddit, or Instagram with one click.</span>
- You can now share this link anywhere. Anyone using your link is tracked for commission.

[![front2.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/front2.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/front2.png)

#### <span style="color: rgb(249, 115, 22);">Affiliate Dashboard</span>

- <span style="white-space: pre-wrap;">In </span>****My Account &gt; Affiliate History****, view:
    - ****Increment ID****
    - ****Order Amount****
    - ****Expected Payout****
    - ****Payout Status****
    - ****Order Date****

[![reffrered_orders.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/reffrered-orders.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/reffrered-orders.png)

### <span style="color: rgb(59, 130, 246);">For Admins: Managing the Affiliate Program</span>

#### <span style="color: rgb(249, 115, 22);">Affiliate Dashboard</span>

- <span style="white-space: pre-wrap;">Navigate to </span>****Marketing &gt; Affiliates****<span style="white-space: pre-wrap;"> in the admin panel.</span>
- The dashboard grid lists for each affiliate:
    - Customer ID, Name, Email
    - Total Orders, Sales Amount, Commissions (pending/paid)
- ****Action:****
    - Make Payout

[![aff_table.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/eIFaff-table.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/eIFaff-table.png)

### <span style="color: rgb(59, 130, 246);">Referred Orders Overview (Admin)</span>

- Examine which orders were generated by each affiliate from the dashboard.
- View and validate predicted commissions, manage disputes or issues.

#### <span style="color: rgb(249, 115, 22);">Payout Management</span>

- View a list of affiliates eligible for payouts:
    - Payouts are only due for orders with approved statuses (e.g., Complete, Shipped).
    - <span style="white-space: pre-wrap;">Set </span>****minimum payout threshold****<span style="white-space: pre-wrap;"> and </span>****payout schedule****<span style="white-space: pre-wrap;"> (weekly, monthly, manual).</span>
- ****Payout Processing:****
    - Select payout method (Bank Transfer or PayPal).
    - Mark payouts as “Paid”–affiliate’s balance resets to 0.
    - All payouts and payment history are tracked for each affiliate.
    - Affiliates receive email notification templates you configure.
- ****Refunds and Cancelations:****
    - If an order is refunded or canceled after commission has been paid, commission is deducted or reversed automatically.

[![mak_payout.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/mak-payout.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/mak-payout.png)

#### <span style="color: rgb(249, 115, 22);">Multi-tier Commission Structure</span>

- <span style="white-space: pre-wrap;">Enable/Disable tiered commission system from </span>****Affiliate Settings****.
- Configure slabs and rates, e.g.:
    - £1–£999.99: 10% commission
    - £1,000–£1,999.99: 15% commission
    - £2,000+: 20% commission

---

### <span style="color: rgb(59, 130, 246);">Order &amp; Affiliate Tracking</span>

#### <span style="color: rgb(249, 115, 22);">How Order Attribution Works</span>

- When a prospect clicks your referral link:
    - A browser cookie stores your affiliate ID for 30 days.
- Any purchase in that period is attributed to you.
- After 30 days or if no link is used, no commission is awarded.

[![image.png](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/scaled-1680-/K3uimage.png)](https://docs.scommerce-mage.com/uploads/images/gallery/2025-08/K3uimage.png)

#### <span style="color: rgb(249, 115, 22);">Cookie Lifecycle</span>

- ****Creation:****<span style="white-space: pre-wrap;"> On link click.</span>
- ****Active period:****<span style="white-space: pre-wrap;"> 30 days from last click.</span>
- ****Expiry:****<span style="white-space: pre-wrap;"> After 30 days.</span>

<span style="white-space: pre-wrap;">If you have a question related to this extension please check out our </span>[FAQ Section](https://www.scommerce-mage.com/magento-2-affiliate-program.html#customfaq)<span style="white-space: pre-wrap;"> first. If you can't find the answer you are looking for then please contact </span>[****support@scommerce-mage.com****](mailto:support@scommerce-mage.com)****.****