Affiliate Program Setup | Referral Marketing & Commission Tracking

Set up and manage affiliate programs in O2VEND. Create affiliates, track referrals with unique links, and automate commission payouts.

What Is an Affiliate Program?

An affiliate program lets you reward people (partners, influencers, customers) who bring you new sales.

Example:

  • Your partner gets a unique referral link: https://yourstore.com/?affiliate=john-smith
  • They share it with their friends
  • Friend buys → Partner earns commission automatically

Affiliates = People who promote your business and earn rewards (commission or cashback) for sales they bring

Why Use Affiliates?

  • Increase Sales - Get more customers through word-of-mouth
  • Automate Commissions - Pay partners without manual work
  • Track Referrals - See exactly who brought each customer
  • Unique Links - Each affiliate has their own tracking link
  • Monitor Performance - See which affiliates perform best

Workflow in O2VEND: Create Affiliate → Generate Referral Link → Customers Buy → Commissions Paid Automatically

How to Access Affiliates

Path: Back Office → Settings → Loyalty and Promotions → Affiliates

  1. Sign in to Back Office
  2. Go to Settings → Loyalty and Promotions
  3. Click Affiliates

Setup Workflow

Follow these 4 steps to set up your affiliate program:

Step Task Purpose
1️⃣ Create Customer Set up the person/partner
2️⃣ Create Benefit Define their reward (commission/cashback)
3️⃣ Create Affiliate Link customer + benefit together
4️⃣ Create Coupon Enable affiliate tracking & rewards

Result: Affiliate gets a unique tracking link → Sales are tracked → Commissions paid automatically

1️⃣ Step 1: Create a Customer

First, create a customer profile for your affiliate (partner, influencer, etc.).

Path: Back Office → Parties → Customers

  1. Click Create Customer
  2. Enter details:
    • Name - Affiliate/Partner name
    • Contact - Phone number
    • Email - Email address
  3. Save
Affiliate Program Setup | Referral Marketing & Commission Tracking

💡 This customer record will be linked to your affiliate profile later

📖 Full Customer Creation Guide →

2️⃣ Step 2: Create a Benefit

Define what reward your affiliate will receive.

Path: Settings → Loyalty and Promotions → Benefits

  1. Go to Benefits section
  2. Click Create Benefit
  3. Configure the reward:
    • Type: Affiliate Fixed Commission OR Affiliate Percentage Commission
    • Amount: How much they earn (e.g., $10 or 5%)
    • Trigger: When they get paid (usually "Once Order Complete")
  4. Save
Affiliate Program Setup | Referral Marketing & Commission Tracking

📚 Full Benefits Setup Guide →

3️⃣ Step 3: Create Affiliate Profile

Now link your customer + benefit together as an affiliate.

Path: Settings → Loyalty and Promotions → Affiliates

  1. Click Create Affiliate
  2. Fill in the details below
  3. Save
Affiliate Program Setup | Referral Marketing & Commission Tracking Affiliate Program Setup | Referral Marketing & Commission Tracking

📝 Affiliate Fields:

Name (required)

  • Affiliate/partner name
  • Example: John's Store or Tech Influencer Kim

Comment (optional)

  • Internal notes about the affiliate
  • Example: Premium partner, pays 15% commission

Friendly URL Name (auto-generated)

  • Your affiliate's unique tracking link
  • Example: https://yourstore.com/?affiliate=john-smith
  • Customers who buy through this link contribute to the affiliate's sales

Owner User

  • Manager or team member responsible for this affiliate
  • Used for internal assignment only

Active

  • Toggle to true to enable this affiliate
  • Toggle to false to temporarily disable

Is Template

  • Set to true if you want to reuse this setup for similar affiliates
  • Useful when you have multiple affiliates with same commission structure

Coupons (optional)

  • Link promotional coupons here
  • Enables special referral discounts for this affiliate's customers

👥 Customer List Tab (Filter Who Participates)

The Customer List tab lets you control which customers are eligible for this affiliate.

Why use this?

  • Limit affiliate rewards to specific customer segments
  • Example: Only give commission for "Premium Members"
  • Example: Only pay affiliate for sales above $100

How to filter:

  1. Open the Customer List tab
  2. Click to add a filter
  3. Select which customers can participate
  4. Save

💡 Once filtered, the affiliate program only applies to those specific customers

4️⃣ Step 4: Create Coupon for Affiliate

Link your affiliate to a coupon so customers get discounts and affiliate gets tracked.

Path: Settings → Loyalty and Promotions → Coupons

  1. Click Create Coupon (or edit an existing one)
  2. Fill in coupon details:
    • Name: AFFILIATE_JOHN or PARTNER_15OFF
    • Discount: Percentage or fixed amount
    • Valid Until: Expiration date
  3. In the Benefits tab:
    • Select the benefit you created in Step 2
  4. In the Affiliate dropdown:
    • Select your affiliate's name
  5. Save
Affiliate Program Setup | Referral Marketing & Commission Tracking Affiliate Program Setup | Referral Marketing & Commission Tracking

✅ Done! Now customers using this coupon will be tracked as affiliate referrals and the affiliate will earn their commission automatically

📚 Full Coupon Setup Guide →

Key Benefits of Affiliate Program

  • Automate Commission Payments - No manual calculations
  • Track Every Referral - Know exactly which affiliate brought each sale
  • Unique Affiliate Links - Each partner gets their own tracking URL
  • Boost Sales - Affiliates promote your business
  • Pay Only for Results - Only pay commission when sales happen
  • Detailed Reports - See which affiliates perform best

Example Affiliate Setup

You want to give your partner "TechStore" $10 commission for each sale

Step What to Do
Step 1 Create customer: Name = "TechStore"
Step 2 Create benefit: $10 Affiliate Fixed Commission
Step 3 Create affiliate: Name = "TechStore Partner", link the benefit
Step 4 Create coupon: "TECHSTORE_SALE", link to affiliate

Result: TechStore shares TECHSTORE_SALE coupon → Customers buy → TechStore gets $10 per sale automatically ✅

🎁 Need to Create Components First?

🎁 Loyalty Features:

👥 Customer Management:

📊 More Promotions: