Affiliates Formidable

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Affiliates plugin integration for Formidable Forms and Formidable Pro. Collect form data & track submissions. Lead tracking, sales, support …

Description

This plugin integrates Affiliates Pro and Affiliates Enterprise with Formidable Forms and Formidable Pro.

The applications of this integration range from simply recording and tracking form submission data to paying affiliated partners commissions on leads or successful purchases. Clients can be traced back to the referring affiliate, team members can be notified when new form submissions have been received thanks to the integrated notifications features of Affiliates Pro and Affiliates Enterprise.

Formidable forms are used to gather data which is stored in the form of referrals.

Form

Referral

Data storage & referrals

This integration stores data from submitted forms and tracks form submissions to the referring affiliate.

Submissions through one or more forms handled by Formidable Forms/Pro can generate referrals. This integration can generate referrals for all forms, restrict it to selected forms or exclude certain forms.

Form data

All submitted form data is stored and can be viewed on the administrative back end along with each referral. All or parts of submitted form data can be provided in notification emails to affiliates. Form data can also be displayed on the front through referral stats. This allows to display selected pieces of information for example to affiliates or sales team members.
Flexible referral amounts and currencies

Formidable forms can generate referrals with fixed amounts, rate-based amounts or based on custom methods. Forms can provide fixed referral amount or base amounts for rate calculations. Multi-currency systems are supported by Affiliates Pro and forms can provide different currencies in each submission.

Notifications

Notifications with Affiliates Pro or Affiliates Enterprise allow to inform the site administrator and affiliates about submitted forms.

Upon each form submission, this integration can send notification emails to the site admin as well as to the referring affiliate. Affiliate notification emails for affiliates are customizable and can include information provided in submitted forms.

The form field keys can be used as tokens in notifications where the field key token is replaced by the submitted form field’s data.

Application Suggestions

Lead tracking

Sales leads who submit a form managed through Affiliates Pro for Formidable Forms and Formidable Pro can be tracked down to the referring affiliate, so that commissions for offline or online sales can be credited to the affiliate. If desired, commissions that are determined upon form submission will appear as referral amounts along with each referral.

Teams

Sales and support teams can use Affiliates Pro for Formidable Forms and Formidable Pro to delegate sales and support requests to the right team members. Create an affiliate account for each team member and use affiliate links to direct requests to each.

Requirements

Install these, set up your forms, set up your own affiliate program and start gathering new leads!

Installation

1. Install and activate the Formidable Forms or Pro plugin, set up your forms.
2. Install and activate the Affiliates plugin. Use the default settings or configure it to your needs.
3. Install and activate the Affiliates Formidable Integration plugin.
4. A new Formidable menu item will appear under the Affiliates menu in WordPress. Follow the instructions to set up the integration there.

You can also upload and extract them in your site’s /wp-content/plugins/ directory or use the Upload option.

Frequently Asked Questions

What features does this integration provide and where can I set it up?

The plugin adds a new menu item *Affiliates > Formidable* where details on the supported features and instructions are provided.

How can I set the amount that affiliates earn on each sale?

Check the rate settings under Affiliates > Settings.

Example: If you want to give an affiliate 10% of each net total sales amount, set the rate to 0.1.

Screenshots

15 Responses to Affiliates Formidable

  1. Stefan March 29, 2015 at 1:26 pm #

    I cannot download the Formidable plugin even though I have bought and installed the Affiliates pro version. Any tip what I might do wrong here?

    • kento March 29, 2015 at 2:19 pm #

      Hi Stefan,

      Please direct support requests for Affiliates Pro to the forum and provide details of your setup there where we will be happy to help you.

      Cheers

  2. Jakob June 3, 2015 at 7:04 pm #

    Can affiliates see their lead information? I already have Formidable Pro and this looks like it could be what I need for my site. Here’s the workflow I need to happen:

    1. Visitor comes to site via affiliate link.
    2. Visitor fills out a form to register to the site (free member).
    2a. Affiliate is notified with lead information from form to follow-up.
    3. Visitor later fills out a different form to upgrade membership.
    3a. Affiliate is notified again with this form’s information.

    There are no commissions paid for any part of this process. The affiliates are using my website as a resource to educate their contacts. I want them to know that they can still maintain their contact’s information and track them as a lead through the process to member and so-on. Can Affiliates Pro also let my affiliates update information about their leads from the info submitted via the form?

    Thank you in advance for any direction you can provide!

  3. Bastien November 10, 2015 at 5:10 pm #

    Hey there,

    We’re trying to use Formidable to replace the registration form provided by Affiliates. It seems I’m able to trigger referrals with the integration, but I’ve been struggling to actually add a new user as an affiliate using Formidable.

    Is that possible at all? Would it be possible to use a Formidable form to register affiliates as pending for our team to review submissions?

    Regards,
    B

    • Bastien November 10, 2015 at 11:13 pm #

      I’ve started to put together a custom function, I’ve looked the documentation for the the functions create_affiliate and store_affiliate, however I’m a real noob in PHP and I’m still not too sure how to use a function from another plugin in my custom functions.

      If you could give me a hand that would be awesome!

      So…

      add_filter(‘frm_after_create_entry’, ‘after_entry_created’, 50, 2);
      function after_entry_created($entry_id, $form_id){
      if (!function_exists(‘store_affiliate’)) return;
      if($form_id == 20){
      global $wpdb;

      $user = wp_get_current_user();
      $username = $user->user_login;
      $userid = $user->ID;
      $name = $_POST[‘item_meta’][144];
      $last = $_POST[‘item_meta’][145];
      $email = $_POST[‘item_meta’][146];

      $userdataf = array(
      ‘first_name’ => $name,
      ‘last_name’ => $last,
      ‘user_login’ => $username,
      ‘user_email’ => $email,
      ‘user_pass’ => ”
      );

      store_affiliate( $userid, $userdataf )

      }
      }

      Obviously this doesn’t work, it seems to return straight away as if the store_affiliate function wouldn’t exist. Is it because it’s a public STATIC function?

      Waiting for your feedback!

      Regards,
      B

      • Kento November 17, 2015 at 1:01 pm #

        Hi Bastien,

        This is how you would create a new affiliate:

        $userdata = array(
        'first_name' => $first_name,
        'last_name' => $last_name,
        'user_login' => $user_login,
        'user_email' => $email,
        'user_url' => $url
        );
        Affiliates_Registration::store_affiliate( $user_id, $userdata );

        Cheers

    • Kento November 17, 2015 at 12:55 pm #

      Hi Bastien,

      The integration with Formidable doesn’t support that, would using Gravity Forms be an option for you? That integration does support the registration. Another option would be to enhance the Formidable integration but I can’t promise when that will be added yet (it’s a good idea anyhow).

      Cheers

      • Bastien December 10, 2015 at 10:49 pm #

        Hello Kento,

        We’d definitely appreciate if it could make it in future releases of the integration with Formidable because we’re already using quite a bit of forms set up with Formidable so using Gravity isn’t really an option (on top of the price tag).

        I’ve been able to create new affiliates with the code snippet you provided, thank you for that! I have a question for you though, doing my tests I was able to add myself as an affiliate 7 times so it appears as if there’s 7 person in my team, but it’s only me. I was under the impression the “store_affiliate()” function would test for duplicate and exit if the entry already exist but looking inside the function this test isn’t here.

        Is there a reason why you would advise against testing if the entry already exist? If I would like to make sure to avoid this scenario, how exactly should I add the affiliate?

        Kind regards,
        B

        • Kento December 17, 2015 at 12:53 pm #

          Hi Bastien,

          You could surround the registration with a check for existing user email:

          if ( ( $user = get_user_by( 'email', $email ) ) === false ) {
          // ... affiliate registration code
          }

          This way you would only get one registration entry per existing email and as these are unique per user account, you wouldn’t have duplicate entries created.

          Cheers

          • Bastien January 5, 2016 at 8:40 pm #

            Hey Kento!

            I never got to thank you for this snippet, it worked like a charm 馃槈
            Let me take this occasion to wish you a happy new year!

            I also noticed that when you register a new affiliate with this method it seems that the username is not registered, is this normal? I took a look at the function on GitHub but I don’t see anything that would register the username indeed so, how important is it to have the appropriate username tied to each affiliate? We make it mandatory for users to log in before being able to apply for our affiliate program. If it’s important how would I go about adding this information when running the store_affiliate function?

            Thank you!

            • Kento January 11, 2016 at 12:39 pm #

              Hi Bastien,

              That’s great (I see you have posted a follow-up, will get to it in a minute).

              Happy New Year 馃檪 !!

          • Bastien January 6, 2016 at 10:26 pm #

            Hello again,

            After more thorough tests it seems that the snippet you provided caused some issues in our case since we request users to be logged in before being able to apply to the affiliate program. Hence, every logged in users wouldn’t get registered. For those interested, we’re validating the entries before submitting the form instead and we’re using the “email” field from our form to test if an affiliate exist :

            add_action(‘frm_validate_entry’, ‘validate_my_form’, 20, 2);
            function validate_my_form($errors, $values){
            if($values[‘form_id’] == 20){
            global $wpdb;
            $email = $_POST[‘item_meta’][146]; // Change that number to the corresponding meta ID in your form
            $usermail = get_user_by( ’email’, $email );
            $usermail_id = $usermail->ID;
            if(function_exists(‘affiliates_user_is_affiliate’)){
            $isaffiliate = affiliates_user_is_affiliate($usermail_id);
            }
            if ( $isaffiliate == 1 ) {
            $errors[‘my_error’] = ‘An affiliate is already registered with this e-mail! Please use a different one.’;
            }
            }
            return $errors;
            }

            On another note, I still can’t get the new registered affiliate to be linked to its username. After taking a look at the render_form() function we changed the following line :

            Affiliates_Registration::update_affiliate_user( $user_id, $userdata );

            To :
            $affiliate_id = Affiliates_Registration::store_affiliate( $user_id, $userdata );
            Affiliates_Registration::update_affiliate_user( $user_id, $userdata );
            do_action( ‘affiliates_stored_affiliate’, $affiliate_id, $user_id );

            But still, the username is left in the dust. I also noticed that the first name and last name are not tied to the new affiliate.

            Am I missing something?

            Thank you.

            Regards,
            B

  4. Bastien January 11, 2016 at 3:03 pm #

    Hey Kento,

    Good to hear from you and thank you for the kind words. Happy new year to you and the Itthinx team as well!

    In the follow up I posted, the code to register the affiliate did save the username too, so it seems I figured it out.

    I also thought twice about what I was doing and since we review the application to the affiliate program before accepting new affiliates I don’t really have to register the affiliates straight away when they submit the form. That was a very interesting exercise nonetheless!

    If it hasn’t been suggested in the past, I think it would be a great feature if there was an additional layer to the Affiliates registration that handles a pending approval process. We’ve pretty much set up everything with Formidable so the notification part is fine but we have to register affiliates by hand, which is ok if we have a few dozens application but could be pretty tedious if there are hundreds.

    Just a thought 馃槈

    Kind regards,
    B

    • Kento January 11, 2016 at 8:22 pm #

      Hi Bastien,

      Thank you very much for posting the update on that, you spared me a good amount of time trying to figure out what could have been wrong 馃檪 In any case, if you need further help with the process, just let me know and I’ll be happy to review it again.

      Regarding your suggestion to introduce an approval process, I certainly agree that we need to add this possibility to the registration process. Adding an optional activation step with notification to the site admin would be appropriate and we should have this added.

      Cheers

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