Affiliates Gravity Forms

Download

Purchase a license for Affiliates Pro.

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Required plugins: Gravity Forms and Affiliates.

This extension integrates the Affiliates plugins (Affiliates, Affiliates Pro or Affiliates Enterprise) with Gravity Forms. You must have Gravity Forms and one of the Affiliates plugins installed and activated on your WordPress site. See the requirements and features based on Gravity Forms Add-Ons below for more details.

Affiliates Gravity Forms - Form Settings

This extension allows to record referrals for form submissions and to create affiliate accounts for new users based on Gravity Forms.

Affiliates Registration

Sign new users up as affiliates when they register through a user registration form handled by Gravity Forms’ User Registration Add-On.

Form Settings - Affiliate Registration

With the User Registration Add-On enabled, forms that are enabled for user registration, can also be used to sign up new users as affiliates while they register.

Form Referrals

Referrals can be recorded for form submissions that have been referred by an affiliate.

Form Settings - Referrals

The integration allows to set specific amounts per form submission which are credited to the referring affiliate and also allows to base the commission amounts on payment or order amounts related to the submitted form.

Form Submission Referrals

The referral status is adjusted automatically based on the payment status for several payment Add-Ons. Payments made through PayPal Payments Standard, PayPal Pro and Authorize.net automatically mark the related referrals as accepted, thereby validating the related commissions for the referring affiliates.

See the table below for more details on Add-On-related features.

Integration features for Gravity Forms Add-Ons

The following table summarizes key integration-features that are supported per Add-On:

Gravity Forms Add-On Integration Features
User Registration Create affiliate accounts for new users.
PayPal Mark referrals as accepted after payment. Update referral status according to payment status, payment refunds mark referrals as rejected.
PayPal Pro Mark referrals as accepted after payment. Update referral status according to payment status, payment refunds mark referrals as rejected.
Authorize.net Mark referrals as accepted after payment.

Note that subscriptions are supported to a limited extent and that recurring payments will not record referrals.

Requirements

The following minimum requirements must be met:

  • WordPress 3.8
  • Gravity Forms 1.8.1
  • Affiliates, Affiliates Pro or Affiliates Enterprise (2.5.0 or higher)
  • The appropriate Gravity Forms license and Gravity Forms Add-On when a feature related to an Add-On is required.

Documentation

See the Affiliates Gravity Forms Documentation pages.


67 Responses to Affiliates Gravity Forms

  1. Dan January 30, 2014 at 4:15 am #

    Hi there,

    I have just bought the affiliate gravity forms plugin as i have the affiliates pro for woo-commerce plugin and as advised, the latest version of gravity forms.

    In following the steps, i realised that User Registration is nowhere to be seen in the form tab drop down.

    I then realised that this plugin only works with the $200 developers gravity forms plugin. Not Just the individual user one.

    It should have said it before purchasing….?

    • Dan January 30, 2014 at 4:16 am #

      It just says Gravity Forms 1.8.1, not Developers License.

      • kento January 30, 2014 at 9:43 am #

        Nope, it says “The appropriate Gravity Forms license and Gravity Forms Add-On when a feature related to an Add-On is required.”.

    • kento January 30, 2014 at 9:43 am #

      Hi Dan,

      It states very clearly on the product page – quoting from there as it is right now:

      “Requirements

      The following minimum requirements must be met:

      WordPress 3.8
      Gravity Forms 1.8.1
      Affiliates 2.5.0, Affiliates Pro 2.5.0 or Affiliates Enterprise 2.5.0
      The appropriate Gravity Forms license and Gravity Forms Add-On when a feature related to an Add-On is required.

      Why would you expect to have the User Registration Add-On included with this extension? The User Registration Add-On is available with the Gravity Forms developer license only and is of course not included with this extension.

      It really did say so before you purchased it :)

  2. Regis February 10, 2014 at 3:17 am #

    Hi. Thank you for this plugin. I would like to include a ‘Start Date’ and ‘End Date’ on my gravity form that translates to the from_date and thru_date of the affiliate ID. Is this possible?

    Thanks!

    • kento February 10, 2014 at 11:30 pm #

      Hi Regis, many thanks for using it :)

      Relating the start and end dates to form fields isn’t possible as it is, may I ask why you want to do that? Maybe I can help to figure out an alternative …

      • Regis February 10, 2014 at 11:50 pm #

        Thanks for the reply Kento. I have a special use-case where my affiliates are really creating an event-based campaign that lasts for a limited time. They need to specify on the online registration form when their campaign ends. I was hopeful I could automate this by linking a gravity forms ‘End Date’ field with affiliate thru_date field.

        I would love to discuss in further detail what my specific needs are and what it may cost to have you implement this system. Are you able to email me direct?

        Thanks again!

        • kento February 12, 2014 at 11:17 am #

          I see, we can discuss that and see if it’s feasible.

          • kento February 12, 2014 at 11:19 am #

            But what if the affiliate wants to create another campaign?

  3. Robert Ganski April 14, 2014 at 8:36 pm #

    I have purchased the Gravity Forms and activated the plugin. I do not have a FORMS button on the nav bar in WordPress. Should I return this for a refund?

    • kento April 15, 2014 at 4:52 pm #

      Do you have Gravity Forms installed?

  4. Robert Ganski April 15, 2014 at 5:23 pm #

    Of course :) It’s activated but nothing after that. I cannot figure out where to get support. If it takes 24-48hrs just to get a counter question to my question, I might have this working by Christmas. The Share module I bought works, but is poorly documented too.

    • kento April 15, 2014 at 6:18 pm #

      If you have Gravity Forms activated but the Forms menu doesn’t show up, then you should ask for support at http://www.gravityhelp.com because that is not related to this extension but to Gravity Forms itself. For questions related to this extension, you have found the right place to ask for support.

  5. Julian James April 25, 2014 at 10:32 am #

    Hi,

    I have enabled the Referral Settings in the Affiliates Form Settings section but I am to set a Referral Amount. Every time I enter the value 1 in the box and click Save the Affiliates settings section refreshes with no text. Click on Affiliates again and I am returned to the Affiliates settings section but with a blank field for Referral Amount. Please would you advise on what needs to be done to resolve the problem.

    Many thanks!

    Julian

    • kento April 28, 2014 at 9:08 am #

      Hi Julian,

      Have you selected “Referral Rate” as the “Default referral calculation”?

      Also a note on the value you try to use, if you set this to 1 it means that you grant 100% of the net order value as commission. For example, if you want to grant 20% commissions in general, then you would input 0.2 in that field.

      Cheers

  6. Julian James April 28, 2014 at 10:28 am #

    Sorry, probably being a Muppet. I can’t find where to change the “Default referral calculation”. I’m only aware of the Affiliate Registration settings page when in Forms Settings > Affiliates. Is there a page elsewhere for configuration of additional settings?

    Julian

    • kento April 28, 2014 at 4:13 pm #

      No problem :) I should have mentioned that, you will find this in the Affiliates > Settings section, it’s the general setting for the referral rate that is applied to any affiliate.

      But re-reading your question makes me wonder if there is any conflict with your current setup. If you input 1 in any of the fields in the Affiliates section of the actual form, then it should look like in this screenshot.

      What current versions are you using please?

  7. Julian James April 28, 2014 at 7:12 pm #

    No sign of Affiliates > Settings only http://imgur.com/oTynNH8 and http://imgur.com/B18miiz.

    Using Affiliates 2.6.0 and Affiliates Gravity Forms Integration 1.0.1

    • kento April 28, 2014 at 11:01 pm #

      Oh ok, you’re using the Affiliates plugin, the Settings menu item is only in Affiliates Pro and Enterprise but that doesn’t matter as you can use the fields provided under Form Settings > Affiliates. Can you please try to input 0.1 in the Rate field under Referral Rate for the form you are testing and hit Save at the bottom?

      • Julian James April 29, 2014 at 7:31 am #

        Same problem as seen when inputting an Amount under the Referral Settings. http://imgur.com/WC8PGaa

        On returning to Form Settings > Affiliates, no value stored.

        • kento April 29, 2014 at 9:46 am #

          Thanks Julian, the screenshot doesn’t show anything. Can you please provide admin access to the site? Please create an account for support at itthinx dot com and make sure to email us with a link to your site and to this comment so we know what to look for.

  8. Julian James April 29, 2014 at 10:35 am #

    That’s exactly it. The screen shot depicts precisely what I’ve been trying to describe. I’ll let you know when I’ve setup the admin account. Thanks for your help to date!

    • kento April 29, 2014 at 5:06 pm #

      Ahhh ok, thanks I’ll have a look when you send the credentials over.

  9. Jean June 30, 2014 at 10:02 am #

    Hi there…

    Is there anyway to change the default email link.

    I’ve created a form and tied it into the user registration. I want the user to automatically be sent an email, but it directs the user to the wordpress dashboard login, not the affiliate login area. Can this be changed?

    • antonio June 30, 2014 at 2:02 pm #

      Hi,
      in Affiliates->Notifications you can customize the registration email.
      cheers

  10. David Vilchez July 16, 2014 at 6:25 pm #

    Hi,

    I have just bought the plugin, is there any video to show me how to do it?

    • kento July 16, 2014 at 11:10 pm #

      Hi David, thanks for using the plugin. No video but the documentation page, it’s pretty simple to use actually but feel free to post any questions here if you need help.

  11. Sebastien August 14, 2014 at 2:44 am #

    Hi, i purchased affiliate for Gravity form and i have the same problem Julian James reported in April.
    I use affiliate (base).
    When i set an amout for referral setting (with referal enable on form), we see the settings. As we click on SAVE the affiliate setting on the form became blank. we click on parameters or notifications, then click back on affiliate and the settings are displayed, but whitout value. In short, unable to save the settings there.

    • kento August 18, 2014 at 10:26 am #

      Hi Sebastien, which versions are you using please? And do you have any other plugins that might interfere?

    • Julian James August 19, 2014 at 8:39 am #

      FYI I never actually solved the problem just changed my requirements at the time and found that I no longer needed affiliates. Would still like to fix though as I may use in the future.

      • kento August 21, 2014 at 11:02 am #

        Thanks for your reply Julian, it would also be good to know some details on the environment you had then, as the issue described by both of you doesn’t come up in any configuration that I have seen.

        • sebastien August 21, 2014 at 2:36 pm #

          Affiliate Gravity forms plugin is version 1.01.
          Gravity Forms plugin is to version 1.8.9

          So, the problem is if i put a value in the refferal amount box or the refferal box the update/save give a blank page and thes amount are not saved and not working.
          i disabled other plugins and still have this issue. If i dont put value there is no blank page and save work. (but unable to give some $ to referrer)

          The httpd server logged this error : PHP Fatal error: Call to undefined function bcadd() in …/wp-content/plugins/affiliates-gravityforms/includes/class-affiliates-gravity-forms-form-settings.php on line 86, referer: …/wp-admin/admin.php?page=gf_edit_forms&view=settings&subview=affiliates&id=

          • antonio September 1, 2014 at 6:52 am #

            Hi,
            it seems your php hosting hasn’t activated BCMath library.
            Your can try to add this code in your functions.php
            cheers

  12. Sebastien August 18, 2014 at 12:24 pm #

    Hi, i bought both last week (Gravity Forms and affiliate for gravity forms).

    Affiliate Gravity forms plugin is version 1.01.
    Gravity Forms plugin is to version 1.8.9

    I could add the plugings WORKS with gravity forms and catch Total $ amount if it is display on the forms. It doesnt catch nothing if Toal $ amount is hidden. It’s a workaround i tried go give a value to a form on refferal.

    So, the problem is if i put a value in the refferal amount box or the refferal box the update/save give a blank page and thes amount are not saved and not working.

    i disabled other plugins and still have this issue.

    • kento September 1, 2014 at 3:50 pm #

      Hi Sebastien,

      Have you checked Antonio’s suggestion if BCMath can be enabled? I’ll also review the plugin code to see if we can do something about it from our side …

  13. Jay August 21, 2014 at 4:03 pm #

    Hi Kento, I just wanted to confirm before I buy the Affiliates pro…

    1) If a potential customer has been referred to a page and submits an Gravity enquiry form via a referral link, let’s say a banner or a social media link . we then contact the customer and take a deposit over the phone for the service ,Is it possible for us to manually change the status for the referrer as a part payment so we can pay the referrer a commission based on the deposit and then the rest of the commission on the balance when the job is completed?

    2) Let say an affiliate told someone verbally to visit our website, the person visits the website and fills out the gravity form, is there any way to attribute that enquiry to the affiliate who verbally referred the customer if we create an input box for customer to enter the referrer? or is that simple the affiliates loss?

    • kento September 1, 2014 at 3:44 pm #

      Hi Jay,

      Based on what you explained:

      #1 yes that should work and you can already test a similar process using Contact Form 7 and plain Affiliates plugin
      #2 a simple solution would be a field “Who referred you to us?”

  14. Bobby September 15, 2014 at 7:41 pm #

    Hello! I am using Gravity Forms integration. I have both the affiliate registration and referral form working (referral form is embedded in the affiliate area where it shows their commission, etc..). However, when I login as an affiliate and try to enter a referral, I click submit and then on the back-end it doesn’t say which affiliate entered the referral (on the referral dashboard). I just says ‘direct’. How can I make it so the referral is attached to the logged in affiliate that filled out the form?

    • kento September 16, 2014 at 6:18 pm #

      Hi Bobby,

      You should not grant access to the admin section to your affiliates. If you are using Gravity Forms and want to let them suggest a referral, you should create a form for that and then verify the request for referral (I assume that you are using a manual process here where you can relate referral data to be able to verify an affiliate’s manual request). You would then proceed to add the referral in the back end.

      • Bobby Small September 16, 2014 at 11:00 pm #

        Thanks Kento. We aren’t granting access to them on the admin side, maybe I wasn’t clear. We have a gravity form for the referrals. It’s going into the system when it’s entered by an affiliate, but it’s saying that the affiliate name is ‘Direct’ instead of the affiliate’s name that filled it out. How do we make sure they admin of the site knows which affiliate filled out the referral form? Also, can we add more custom fields to the referral form that will populate the referral section on the back-end?

        • kento September 18, 2014 at 9:35 am #

          Hi Bobby,

          Can you provide a link to the page with the form and admin access to support at itthinx dot com please? I’d like to see how you have it set up and check if there’s something that needs to be adjusted.

        • kento September 18, 2014 at 1:04 pm #

          Thanks for the access Bobby. I’ve added a price field to your referral form and set a referral rate for a test, the form is on this page rawrdev.com/glassflash/test/ – after visiting an affiliate link (test affiliate created) and submitting the form indicating a price, the referral for the test affiliate was added correctly. If you have a look at the form settings under the Affiliates tab you should see what I’ve changed in addition to the added field. Note that the Amount field that you have on the form wouldn’t work.

          • Bobby Small September 18, 2014 at 9:32 pm #

            Thanks so much for your help. However, I just created a new test affiliate profile and filled out the new referral form, and it’s still showing the affiliate as ‘Direct’ when I login as an admin and look in the referral area :( How did you get it to populate with your ‘Test Affiliate’ name?

            Also, still wondering if we can have custom fields in the referral form and dashboard as well (instead of just name, email, amount, etc..)

            • kento September 22, 2014 at 8:45 am #

              Hi Bobby,

              To test the form, I’ve visited the affiliate’s link http://rawrdev.com/glassflash?affiliates=6 and then went to the page http://rawrdev.com/glassflash/test/ and submitted the form. I’ve added an additional field just now (radio buttons) and done it again, you can see the new referral is correctly attributed to the test affiliate. You can add any custom fields to the form as usual with GF.

              Cheers

              • Bobby Small September 22, 2014 at 11:20 am #

                Oh, ok. So they need to initially go to the site using their affiliate link and that’s how the form knows who filled it in? Does it use a cookie for that?

                • kento September 26, 2014 at 8:38 am #

                  Yes, that’s how it works :)

              • Bobby Small September 22, 2014 at 11:22 am #

                Oh, and also, I know how to do the custom fields with GF, but is there any way for those fields/values to show within the referral info in the affiliates dashboard instead of just the GF entries dashboard? (so they don’t have to go check GF for each referral)

                • kento September 26, 2014 at 8:42 am #

                  Hi Bobby, currently not, this is mainly so because we don’t store it as referral data in order to avoid duplicating stored information.

  15. Bobby Small September 26, 2014 at 1:16 pm #

    Thanks for all of your help!

    • kento September 29, 2014 at 11:46 am #

      Thanks, you’re very welcome :)

  16. JuanPedro October 1, 2014 at 2:58 pm #

    I have downloaded and installed the Affiliates plug-in.

    I have a handful of affiliates that would like to give their customers (what they call) a fidelity-discount.

    Their idea is to show this discount (as a surprise) in the gift-voucher-line on PayPal.

    Questions:

    Does their exist a shortcut: [affiliates_name] ?

    Is it possible to show in the gift-voucher-line: “Fidelity-discount offered by [affiliates_name] ?

    • antonio October 2, 2014 at 7:36 am #

      Hi,
      if you need to show the referrer name, you can use [referrer_user] shortcode.
      Relating to discounts, you could use woocommerce coupons and assign the coupon to an affiliate. With this plugin the coupon is automatically applied.
      cheers

      • JuanPedro October 2, 2014 at 10:46 am #

        Aloha Antonio,
        Thank you ever so much for all the Information.
        As I only want to sell one product on my Website I have not installed any “shop”-plugin yet.
        Is it necessary to have woocommerce installed to use your “woocommerce-coupon” plugin?
        As a totally ignorante Newcomer could you tell me where I have to paste your coupon-plugin?
        Your help highly appreciated.
        JuanPedro

        • antonio October 3, 2014 at 10:27 am #

          Sorry, my plugin needs to have Woocommerce.

  17. Torabi December 8, 2014 at 8:11 am #

    Hi,
    You have an excellent plugin to integrate Groups and Gravity Forms.
    Do you intend to do something similar to integrate Groups and Formidable Pro?

    • kento December 9, 2014 at 12:11 pm #

      Hi Torabi,

      Thanks for the suggestion, that might be interesting. I’ll get in touch with the developers to see if we can have to their plugin and create an integration.

      Cheers

      • Bastien January 29, 2015 at 1:50 am #

        Hi, is there any news on this matter? We’re FP users as well (day and night compared to CF7, contact form is getting a bit old).

        We’d really appreciate the integration as well :)

  18. Bobby Small December 9, 2014 at 12:18 pm #

    Hey Kento! I’m back again :)
    Ok so we have the website live (glassinaflash.com). However, when a new person registers to become an affiliate and then logs in and fills out the form (on the page ‘Schedule Service’), it says that the referral comes from ‘Direct’, even if they’re logged in. However, if they use their affiliate link and go to the site and fill out the form, it gives them credit. Shouldn’t it be giving them credit for the referral after they login as well? (without using their affiliate url?). Or do we have to have them login and then take the extra step to go to their URL after that before they fill out the schedule service form? Let me know if this makes sense :) We also tested logging in as a different affiliate in the same browser and it was giving credit to the previously logged in affiliate.

    • kento December 9, 2014 at 7:16 pm #

      Hi Bobby,

      The referrals are credited after an affiliate link has been visited. They are not supposed to be credited simply because an affiliate has logged in. If this is desired as you describe, then they should visit their own link first.

  19. serviweb2006 December 16, 2014 at 11:43 pm #

    (Sorry my previous comment in Spanish, I just rewrite it here in English .Also excuse my English is not very good. Thank you)

    Hello Kento
    I love your plugin Afiliates and I buy very excited about the “Addon Gravity Forms” to replace the affiliate registration form that comes with AffiliatesEnterprise and allows users to register new Affiliates, NOT exist previously Wordprees, and also that WordPress already exist …. but I’ve seen plugin GravityForm with AddonUserRegistration, with the option “UpdateUser” to only register new “affiliates” of users that already exist in WordPress does not work, is a mistake on my WordPress or is that “pluginGravity” only works to create new users in wordpress while in affiliates, but does not work to make an “update” of a user that already exists in WordPress and make well in Affiliate? (This function is supported on the user registration form that comes standard with Affiliates)

    If that is not supported in the “pluginGravity”, could you tell me if changing some piece of code, I can make it work ?, or make an upgrade “pluginGravity” to be allowed “upate Existing wordpress users” and turn them into affiliate ?
    thank you very much

    • kento December 18, 2014 at 1:42 pm #

      Hi Ricardo,

      Thanks for your feedback on this, I think it would be best to add it as an option to the integration plugin. As we already have the option to sign new users up as affiliates, it would also be good to have the option to let existing users sign up just as we have it with the default registration form that is built into the Affiliates plugins.

      I’m going to check if that is feasible and post a follow-up here. I’d expect that this should be possible and we should have an updated version of the plugin.

      Thanks for the suggestion!

  20. Dan March 7, 2015 at 7:49 am #

    Hello, are you no longer supporting this plugin? I’m trying to find where/how to download and install the zip file mentioned in the documentation but I can’t find it anywhere… Thanks.

    • antonio March 7, 2015 at 10:09 am #

      Hi Dan,
      integrations system has changed. Please update to Affiliates 2.8. In section Affiliates->Settings:Integrations you have available all integrations.
      thanks.

  21. Dan March 7, 2015 at 10:37 am #

    Strange… I have Affiliates 2.8.0, and the latest version of Gravity Forms… but I don’t see an option to enable Affiliate tracking as shown in the screenshots in Documentation above. I also don’t see it available under Settings>Integrations. Do I need the pro version of Affiliates plugin in order to use it with Gravity Forms?

    Here are my system details… any idea what I’m missing?

    PHP Version 5.4.34
    MySQL Version 5.5.41
    WordPress Version 4.1.1
    Gravity Forms Version 1.9.3

    • antonio March 7, 2015 at 11:13 am #

      Yes, Affiliates Pro includes this integration.
      Regards

  22. Jennifer March 23, 2015 at 7:42 pm #

    I have everything setup, and all information gets entered using gravity forms, but the email address doesn’t get recoreded. There is a red exclaimation with the message “There are different email address on record for the affiliate and the associated user. This might be k, but if in doubt please check. The email address on file for the user is xxx@gmail.com.

    It doesn’t look like gravity forms is bringing in the email address either into its database.

    Any ideas what I am doing wrong?

    • antonio April 6, 2015 at 10:32 am #

      Hi Jennifer,
      if you are adding an affiliates from Affiliates->Manager Affiliates, when you set an existing username then the user’s email is used (you don’t need to add the email).
      This message indicates that the user’s email (based in the username), and the email that you set are not the same.
      Normally the process in the backend is:
      1- Create a WordPress user (in Users->All Users)
      2- In Affiliates->Manager Affiliates create a new affiliates using the username already created (don’t need to set the email).
      Then the affiliate is associated to the user.
      Regards,
      Antonio B.

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