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Rates

The system features commission rates as of version 3.0.0, that range from a simple general rate applicable to any affiliate, to more complex and highly flexible configurations that allow to determine specific rates. This includes everything ranging from individual rates per affiliate to integration-specific rates and more.

Even though the system supports fixed commission amounts and commission rates, for simplicity’s sake, we will use the term rate indistinctively , whether we refer to fixed commission amounts or proportional commission rates.

  • Proportional commission rates or fixed commission amounts.
  • Individual commission rates per affiliate.
  • Integration-specific commission rates. For example, you can use a general rate for products sold through WooCommerce while using another for bookings via Events Manager.
  • Object-based rates. For example, you can set an individual rate per product.
  • Term-based rates. This allows to set commission rates for sets, e.g. for product categories with WooCommerce.
  • Commission rates per group – this requires the free Groups membership and access control plugin.
  • Commission rates per level in a multitiered system run with Affiliates Enterprise.
  • Many combinations of the those. What makes our system’s Rates so powerful is that you can combine the configuration option of a rate. For example, you could set a rate for a specific affiliate when products in a chosen category are sold.

All defined rates are listed under Affiliates > Rates.

To add a new rate click New Rate located above. To edit a rate, click Edit for its entry. You can select several entries to apply available Bulk Actions, for example to delete a set of rates in one go.

The following examples will help you to set up your rates.

General Rate

To define a general rate that is used by default for all transactions and grants 10% commission of the base amount, use the following settings:

  • Type : Rate – By choosing Rate, commission are proportional to the base amount of the underlying transaction.
  • Value : 0.10 – As we want to grant 10% commissions, you need to indicate 0.10 as the rate’s value. The commission amount is obtained by multiplying the rate’s amount by the transaction’s amount.
  • The other fields are left at their defaults, except that we have indicated a description that helps us to understand what the rate is about when viewing in the list of rates.

Click Create to save the rate. From this moment on, your system will grant 10% commissions on sales etc., unless a more specific rate applies.

Here’s another example – to grant a fixed commission on each referral for any transaction, simply choose Amount as the rate’s Type and indicate the amount to grant as commission. If the base transaction comes with its currency, you don’t need to set it in the rate. Otherwise you will need to set the currency, for example USD, EUR, GBP, …

In the above configuration, a fixed commission of 5 USD is granted per referred transaction. As in the previous example, you would leave the rest of the rate’s settings at their unspecified default.

Individual Rates for Affiliates

You might want to grant some affiliates a different commission rate. You can simply choose the affiliate to whom the specific rate shall apply and set its other parameters accordingly.

  • Type : Rate – We have the system calculate the commission based on the transaction amount.
  • Value : 0.40 – This indicates that we will grant 40% commissions with this rate.
  • Affiliate : albert einstein – Here we have chosen the affiliate who enjoys his special 40% commission rate.

Integration-specific rates

You can create a rate that applies only to transactions that proceed from a specific integration. For example, you might want to reward your affiliates for leads they refer with a fixed commission, while granting them a %-based commission on actual sales. We’ll provide two examples according to this strategy.

To grant your affiliates a fixed amount of 25 USD for referred leads that come through a form handled by Ninja Forms in general, you can use the following rate configuration:

  • Type : Amount – We’re using a fixed amount as commission on referred leads.
  • Value : 25 – This is the fixed commission amount granted per each referral.
  • Integration : Ninja Forms – We want this rate to apply to referrals via Ninja Forms.

Now let’s define another rate for products sold via WooCommerce in general. We’ll grant a 20% commission on referred net sales.

  • Type : Rate – We want to base the referral amount granted on the base amount of the transaction.
  • Value : 0.20 – This reflects our 20% commissions.
  • Integration : WooCommerce – Here we have selected the appropriate integration so that the rate applies to transactions from it.

Specific Rates for Products and other Entities

You may have noticed that the form updates once you have selected the integration. This will allow you to select a specific Object or Term which allow to further restrict to what the rate applies to.

Continuing with the previous examples, if we wanted to grant a fixed amount on one particular form, we can simply select it as the Object:

Let’s take it a step further and create a rate that is limited to a specific product on which we grant 30% commissions:

We have used this configuration:

  • Type : Rate – This will make the commission proportional to the purchased product.
  • Value : 0.30 – This reflects our 30% commission for the product.
  • Integration : WooCommerce – We have selected the integration so that we can select our product.
  • Object : Here we have selected the “Test” product for which the 30% commission is granted.

We could also use a specific rate for a whole category of products. Instead of defining a rate for each product in the category, simply choose the category:

  • Type : Rate – Once more, this will make the commission proportional to the purchased product.
  • Value : 0.17 – For this product category, we will only grant 17% commissions.
  • Integration : WooCommerce – We need to select the integration to select the product category.
  • Term : Here we have selected the “Test Product Category”.

The above example will grant 17% commissions on products that belong to the corresponding category.

Additional Refinements

The above examples can be refined even more by selecting the affiliate. When used with Groups, you can restrict the rate to members of a group and when Affiliates Enterprise is used, you have the further choice of a level (within the downline).