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Adding, Editing, Removing Affiliates

Adding a new affiliate

To manually add a new affiliate go to Affiliates > Manage Affiliates and click New Affiliate.

Adding a new affiliate

Fill out at least the Name of the new affiliate, you can leave the rest empty or provide the Username if the affiliate already has a user account. You can also add a user account later if desired. If you provide a Username the email associated to the user account will be used as the affiliate’s email.

The From date will be set to the current date automatically, leave it empty unless you would like to enable the affiliate at a certain date.

Click Save to create the new affiliate.

Editing an affiliate

To edit an existing affiliate go to Affiliates > Manage Affiliates and click the Edit icon. Here you can modify the email address, the user name or the validation dates.

Edit Affiliate

The Edit an affiliate form has the same basic options with  Add a new affiliate  form.

If a user account is associated with this affiliate, the option “Edit username” will also appear.

Edit an Affiliate

The option “Edit username” gives you access to edit the user profile/information.

Edit User

After manually adding an affiliate, you can define affiliates attributes.

Removing affiliates

To remove an affiliate go to Affiliates > Manage Affiliates and click the Remove icon for the desired affiliate. Confirm your decision by clicking Remove.

Remove Affiliate - Confirmation

Note that you have removed albert7 as an affiliate of your affiliate program database but the user record still exists.

Screen Shot 2015-02-27 at 13.23.48In this case, the same user cannot register again.

 

If you also need to remove him as an user go to your WordPress Users menu and click the Delete button.

Delete User - Confirmation

If you simply want to invalidate an affiliate so that the affiliate will not be credited with referrals anymore, you can set the appropriate Until date by editing the affiliate. This will retain information displayed for that affiliate and the affiliate will still appear in the affiliate listing when the Include inoperative affiliates filter option is checked.