Affiliate Program - Adding Referrals Manually

1. To begin managing referrals, navigate to Affiliate Program > Referrals.

2. Click the Add New button.

3. Start by entering the affiliate’s name or email in the Affiliate field. As you type, a list of matching affiliates will appear. Select the correct affiliate from the list to credit this referral.

4. Complete the remaining fields in the form:

• Amount: Specify the referral amount based on your program’s settings (percentage-based or flat rate).

• Referral Type: Choose the type of referral, such as Sale (Tiered), Sales, Opt-In, Lead or Donation.

• Description: Add a brief note describing the referral.

• Reference: Entering an Order Number to associate this referral to an order.

• Context: Insert store as context.

• Status: Define the referral’s status as Pending, Paid, or Rejected.

5. Click the Add Referral button.