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New Order Email Confirmation with affiliate name
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Hi
Love the plugin so far, but I am wondering if there is any way to have the affiliate name show up on the new order email? I am trying to get it down to one email, the order confirmation to the admin, otherwise they still have to organize 2 emails for reference.
I have already customized your coupon plugin to create the coupon with free shipping and only allow use to the listed user role(so the affiliate can’t use it themselves). Also when it creates the coupon it emails the coupon code to the new affiliate.
Thanks in Advance!
Posted in Affiliates by Username
Comments
7 responses to “New Order Email Confirmation with affiliate name”
Hi Melissa,
Thanks for providing the details on this. As I mentioned most probably this could be covered by a customized version of Affiliates Permanent.
Will mark the topic as feature request and check it out further with our team.
Kind regards,
George
Hey Melissa,
You’re welcome.
That’s interesting too, what you are describing here is actually a semi-permanent affiliate or dynamic permanent affiliate. On each new referral the permanent affiliate will be updated or if there is no referral grant the existing permanent if any. As I see it right now, this would require a new plugin to be implemented but let me keep the idea in mind and mark the topic as a feature request.
Kind regards,
George
Hey Melissa,
You’re welcome.
Regarding Affiliates Permanent, I’m not sure if by disabling the coupon check from the plugin will allow you to intervene in the normal flow because the main feature of Affiliates Permanent is to grant a referral to the permanent affiliate regardless of whether the customer used an affiliate link or not. Even if the customer uses a coupon coming from another affiliate, the credited affiliate will be the one set for that customer.
Can you please share some more details on your project in case I can give you a more effective solution?
Kind regards,
George
Hi George,
I guess it would be more like storing the last affiliate and if it is different update the affiliate on the next order where a different coupon or link are used. If a customer has a last affiliate stored then use that on subsequent orders if no coupon or link are used. This way an affiliate would continue to get credit unless the customer used a different link or coupon code. Primarily the coupon code…
It works as i expect it at the moment, and the customer will have to click on the link or use a coupon code every time. If my client decides to change methods I will just use the Affiliates permanent and they can manually change customers if needed.
Thanks again for your help.
Thanks George!
Below I am just expanding on our process below to give you some information in case you work on this.
Overview… I worked with another company and the sales rep was permanent to the customer, so they were credited with all sales, but this was territorial. With Salons or Spas the customer might decide to change who they go to, so it would be nice to credit the right salon doing the referral while making future sales still being credited to the last referring affiliate.
Expanding on our processes…. we have pro and retail clients and only some of our products can be sold retail. Prices reflect the type of client by role. The Affiliate is always the professional account, so when you create an affiliate account, it takes on the professional role. This is why I had to make the coupon codes restricted to role as they refer to retail clients. My client also only wanted to offer free shipping so i had to modify your coupon plugin for that as well. I also modified the coupon plugin to extract the current user and php mail the coupon code to the affiliate that just signed up. This process works great now.
The difficulty I had was signing up the affiliate. If they are logged in, I can use the default form and redirect them to the coupon code. I then used the Ninja form to create the affiliate when they do not have an account, which creates an account, logs them in and redirects them to the coupon code page, which is a tab in my account. If they are on the affiliate registration page and already have an account, I created a new login form that redirects them to the affiliate tab. The affiliate tab shows the signup form unless they are already an affiliate and then it displays the coupon code. I had to put some logic into the process to get the functionality I wanted.
Other than that it seems to work well. Currently the Affiliate can only see the coupon code. Any reports and notifications are only for Admins. We might use some of the Affiliate facing reporting features if we get enough requests to view that data on the website.
If you do decide to implement this, let me know!
Thanks again!
I got it! Thanks for pointing me in the right direction. I created an add new order template in my child theme and added the script to add the affiliate name to the order confirmation.
On the affiliates permanent, I want to override the permanent affiliate with a coupon code. I know the functionality is not there, but i might be able to customize it. Can you give me any pointers on where i might be able to customize this functionality?
Hi Melissa,
Thank you very much for your feedback, we really appreciate it!
As a matter of fact this can be done and it’s a quite interesting idea, but in terms of implementing it can be really tricky.
Assume that the referred order is placed, you need to fetch all the referrals -preferably for that date to avoid irrelevant data- and then search for the order id within each referral’s data. The one that matches will give you the affiliate id which then could be included in the new order mail template.
I haven’t tried it myself, but if you are familiar with PHP you could give it a try.
Kind regards,
George