Step 1: Define Your Incentive Structure
Before installing anything, decide what rewards will drive sharing. A refer-a-friend program needs two incentives:
- For the referrer: A 10% commission on the referred sale (scalable) or fixed store credit (ideal for high-repeat purchases).
- For the new buyer: A 10 - 15% discount on their first order, applied automatically via the referral link or coupon.
Avoid complex tiers; simplicity increases participation. For example, a $10 store credit for the referrer and a 15% discount for the friend works well for most stores.
Step 2: Install and Run the Setup Wizard
- Install Affiliate Engine from your WordPress dashboard (Plugins → Add New).
- Activate the plugin and launch the setup wizard. Key decisions here:
- Registration mode: Set to manual approval to ensure only real customers join.
- Commission type: Choose percentage (e.g., 10% of the referred order) or fixed amount (e.g., $10 per referral).
- Affiliate area location: Enable the dashboard in WooCommerce's My Account section for easy access.
The wizard handles 80% of the configuration in under 5 minutes.
Step 3: Configure the Registration Form
Create a dedicated page (e.g., yourstore.com/refer-a-friend) with:
- A 3-sentence explanation of the program (e.g., *
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