Hello, I’ve studied the Docs, the Aff Enterprise plugin and the Aff Users Extension, but I have still some questions.
It is a membership website, I also use your free Groups plugin.
1. I want to add all new customers as an unpaid affiliate to show them ref-links in their account. I want to use this for tracking while special customer campaigns. How can I apply the Groups-cap “Registered” automatically to them because this rate is set to 0?
2. Real affiliates need to use the register form to become a real affiliate, but it need to be approved manually. What is the best workaround and where can I approve them?
3. If they’re already a customer (zero rate affiliate), can they still use the register form?
4. It seems that you do not attach a special capability to affiliates. But I need to add a capability to use the Groups-cap “Affiliates” for their rate. Which action or filter hook is the best to add a special cap to the user while the register form is submitted?
5. How can I apply a file upload field and a checkbox to the register form?
Thanks for your help.
Hello there,
Here are the answers to your questions, feel free to write up a comment if any further clarification is needed, I’d be glad to help!
1. I want to add all new customers as an unpaid affiliate to show them ref-links in their account. I want to use this for tracking while special customer campaigns. How can I apply the Groups-cap “Registered” automatically to them because this rate is set to 0?
With the Groups plugin, all users are automatically added to the Registered group.To manage assigned capabilities for a single group, simply go to Groups > Groups and click the Edit link for the group. You can then assign and remove the desired capabilities for that group.
If you’re using the Affiliates Users extension, it will create an affiliate account for every new user, this is done for users created on the back end as well as for users who register on your site.
2. Real affiliates need to use the register form to become a real affiliate, but it need to be approved manually. What is the best workaround and where can I approve them?
If you want to approve new affiliates manually, set a Pending status under Affiliates > Settings > Registration for the Status dropdown. If the status is set to Active, then the admin will just receive a notification email that a new affiliate has joined the program and they’ll be automatically added as an active affiliate.
You can change the status of an affiliate to Pending/Active under Affiliates > Manage Affiliates under the Bulk Options dropdown.
3. If they’re already a customer (zero rate affiliate), can they still use the register form?
If a user is already registered as an affiliate, then no, they can’t as it wouldn’t make much sense to make an affiliate register twice. If, on the other hand, a user is registered on your WordPress site but is not yet part of the affiliate program, then they’ll be able to use the form from within the Affiliate Area page.
4. It seems that you do not attach a special capability to affiliates. But I need to add a capability to use the Groups-cap “Affiliates” for their rate. Which action or filter hook is the best to add a special cap to the user while the register form is submitted?
The Affiliates Role extension adds the Affiliate role to new affiliates that registered on your site -> https://github.com/itthinx/affiliates-role If you want to use that, you can add an additional capability in the add_role function in the following code block instead of YOUR_CAPABILITY:
public static function activate() {add_role( 'affiliate', 'Affiliate', array(
'read' => true,
'edit_posts' => false,
'delete_posts' => false,
'YOUR_CAPABILITY' => true
) );
}
5. How can I apply a file upload field and a checkbox to the register form?
There are several integrations for the Affiliates plugin which enable you to customize the registration form by using third-party plugins like Formidable Forms, Ninja Forms, Gravity Forms, Contact Form 7, etc. Access the integration you want to install through Affiliates > Settings > Integrations (the detailed doc page is here -> http://docs.itthinx.com/document/affiliates-enterprise/setup/settings/integrations/).
The process would then highly depend on which plugin you chose to use in the step above, the general docs page is here -> http://docs.itthinx.com/document/affiliates-enterprise/setup/settings/integrations/ and you can choose to read the docs for the integration you chose. You can drop me a line here when you pick the one you like the most and we can go through the configuration steps.
Cheers,
Denitsa