Referrals not registering

I have set up three tiers and set up test affiliates at each level. When I submit an order using the referral link I can see that the appropriate affialiate is linked to the sale but the referral rate is zero (it should be a percentage). Can you point me in the right direction? I’ve going through the troubleshooting and various other pages. It looks like I have all of the right stuff set up but apparently I am missing something. Thanks!

12 Responses to Referrals not registering

  1. George January 5, 2018 at 12:34 pm #

    Hi Adam,

    Can you please give a brief description of your setup? Have you installed and enabled Affiliates WooCommerce integration?
    What settings do you use for your referrals, the legacy system or Rates?
    For the first option you should choose Referral Rate under Affiliates > Settings, Commissions tab and add a value <= 1. If you choose product rates you should enable it under Affiliates > WooCommerce integration and under Commissions you should choose the custom method Affiliates_WC_Method::product_rates.
    For the second option you should choose Rates under Affiliates > Settings, Commissions tab and under Affiliates > Rates make the proper adjustments according to the documentation.

    If the info mentioned above doesn’t help you resolve the situation, please let me know and i can have a look at your Dashboard and make the proper adjustments for you. You can grant me temp admin access by sending the credentials to george@itthinx.com.

    Kind regards,
    George

  2. Adam January 6, 2018 at 4:40 pm #

    Thanks so much for your response.

    – Woo integration is turned on. All items on that page are checked except “recurring referrals”. Under “order processed” I set the referrals to automatically be marked as “accepted”.
    – The “Commissions” page is set to use “Rates”
    – I do have rates defined on the “Rates” tab. I have three levels and each is set to type “rate”. The values are 1, .05 and .05.

    Thanks so much – I will send an email now.

  3. George January 8, 2018 at 9:56 am #

    Hi Adam,

    Thanks for sending me access.
    I’ve added another rate for the original referrer and probably you are good to go now. I couldn’t test it myself since there aren’t any shipping methods set in order to complete my purchase.
    In general, apart from tier levels you also need a rate for the original referrer. In this case i’ve added myself as affiliate and tried to place an order. If there isn’t a rate set, the referral will be recorded but the amount will be 0.

    Please have a look now, make a test purchase and let me know if you need further assistance.

    Kind regards,
    George

  4. Adam January 9, 2018 at 12:18 am #

    Thanks so much for taking a look George. You need only to select “Flat Rate” to submit an order (I think you also need to agree to Terms). I tried using your affiliate. Unless I am missing something your affiliate did not appear to be working either.

  5. George January 9, 2018 at 11:28 am #

    You are welcome Adam,
    I will have a look again and let you know.

    Cheers,
    George

  6. George January 9, 2018 at 1:38 pm #

    Your issue was the missing rate for affiliates. The affiliate had a referral recorded but the commission was zero, therefore there where no tiered referrals.
    At the moment your affiliates tree is this:
    1) George – original referrer
    2) L1 – referred by George
    3) L2 – referred by L1
    4) L3 – referred by L2

    Whenever L3 gets a referral,
    1) L2 will get a commission as set by Level 1 rate.
    2) L1 will get a commission as set by Level 2 rate.
    3) George will get a commission as set by Level 3 rate.

    Whenever L1 gets a referral,
    1) George will get a commission as set by Level 1 rate.

    Whenever George gets a referral,
    there will be no tiered commissions because George doesn’t have a referrer.

    In general, whenever an affiliate gets a referral, tiered commission(s) will be created for the affiliate’s referrer(s).

    I left the data on your site for reference purposes and in case you need further explanations, examples etc you are welcome to ask me here.

    Cheers,
    George

  7. Adam January 10, 2018 at 12:10 am #

    Hi George, thanks again for your help.

    I am still missing something as I don’t see what you changed. I submitted a purchase while using the referral link attributed to your affailiate “George” and I now do see some values associated with that affialite. I looked at George and I looked at the commissions and could not find anything that looked different.

  8. George January 11, 2018 at 2:23 pm #

    Hi Adam,

    In general, the tiers feature works like this: An affiliate can refer new affiliates and also get commissions for their referrals as well, apart from his own referrals.

    In your setup, whenever George records a referral, there are no tiered commissions because he is the original referrer. There is no other affiliate that referred George and as a result there are no tiered commissions. Each affiliate will grant tiered commissions only to their referrer(s) if they exist.

    Perhaps you should have a look at George by editing the affiliate to understand even better the relations. Go to Affiliates > Manage Affiliates and then click on Edit under George. In the section Referred affiliates you can see the affiliate’s tree. By clicking on each of the rest of the affiliates’ names, you can see each of your affiliate’s trees. The rates for each level will apply based on the following rule quoted from this section.

    Level rates and depths: descendants at a certain depth N, when credited with a referral, can result in referrals credited to their referring affiliates at depths N-1, N-2, etc. when the level rates are set. The rate for level 1 applies to the referring affiliate at depth N-1, the rate for level 2 to the one at depth N-2 and so on.

    Let’s have a look at another example.

    Relations
    1) Affiliate A registers to your site as affiliate. Whenever A gets a referral, he will get a commission based on the value of rate ID 4.

    2) Affiliate B registers to your site after following Affiliate A’s link. Affiliate B will be found in Depth 1 of Affiliate A.

    3) Affiliate C registers to your site after following Affiliate B’s link. Affiliate C will be found in Depth 1 of Affiliate B. If though you check Affiliate A, you will find Affiliate B in Depth 1 and Affiliate C in Depth 2.

    4) Affiliate G registers to your site as affiliate directly without following a link, without being referred by another affiliate.

    Referrals
    1) Affiliate A gets a referral.

    The only commission granted will be based on rate ID 4 and only for Affiliate A.

    2) Affiliate B gets a referral.

    B gets a commission based on rate ID 4.
    Affiliate A gets a tiered commission as Affiliate B’s referrer as set for Level 1.

    3) Affiliate C gets a referral.

    C gets a commission based on rate ID 4.
    Affiliate B gets a tiered commission as Affiliate C’s referrer as set for Level 1.
    Affiliate A gets a tiered commission as Affiliate B’s referrer as set for Level 2.

    3) Whenever G gets a referral, he will get a commission based on the value of rate ID 4. Since Affiliate G is not referred by any of the other affiliates, there will be no tiered commissions whenever he gets a referral.

    To sum up, each time an affiliate get’s a referral the affiliate will get a commission. Also, if the affiliate is referred by another affiliate(referrer), that other affiliate will get a tiered commission.

    Kind regards,
    George

  9. Adam January 11, 2018 at 4:05 pm #

    Thanks so much George. So at the end of the day what was tripping me up was the fact that each “Level” was actually a referred level and I needed a non-referred level for affiliates that were not referred (e.g. ID4)?

    By the way, because of your excellent support I am about to purchase this plugin for a new customer that I just signed on.

  10. George January 12, 2018 at 9:31 am #

    Hi Adam,

    That’s great, i’m you are enjoying our products.

    Well not exactly. The rate ID 4 is used for the affiliates that refer a sale to your site. That is the general commission rate you use whenever a referral is recorded to your site. Tiered commissions are auto-generated based on the conditions met.

    The flow goes like this:
    1) An affiliate records a referral
    2) The affiliate commission is calculated based on the general rate value ( in this case rate ID 4 )
    3a) If the affiliate has a referring affiliate( another affiliate that recommended him )
    Generate a tiered referral and set a commission if there is a rate for Level 1. If the referring affiliate has been referred by another third affiliate, generate another tiered referral and set a commission if there is a rate for Level 2. This process will be repeated until the system reaches the original referrer each time using a Level +1 rate if it exists.
    3b) If the affiliate doesn’t have a referring affiliate the process will end.

    The steps 1 and 2 will always be completed and after them 3a or 3b will be executed based on the conditions met.

    Kind regards,
    George

  11. Adam January 12, 2018 at 4:59 pm #

    Thanks George! Believe it or not that’s actually what I was trying to say (I get tripped up in the verbiage). I have it completely working now – thanks so much for your help.

  12. George January 15, 2018 at 9:10 am #

    That’s great Adam.

    I will mark the topic as Resolved, so if you need further assistance you are welcome to start a new topic.

    Cheers,
    George

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