Home Forums Plugin Support AffiliateWP Invites Instructions and documentation

22 replies, 2 voices Last updated by  Christian Freeman 5 months ago
  • tca
    Participant
    @tca
    #9940

    Hello,
    a) We cannot find any documentation for the “email invites” plugin. neither it shows in our “invites” tab. This is very frustrating to follow. We can’t find the activation field either.

    b) We also purchased the MLM from you guys. hard to set-up and cannot delete levels. Documentation skips a few sections. We need instructions on how to setup a simple (2-tier) parent-referral and sub-referral format.

    I look forward to your prompt response. We are Live online and need this resolve ASAP.

    P.s. And yes, we checked other plugins and theme.

  • Christian Freeman
    Participant
    @christianf
    #9941

    Hi there,

    In case you didn’t see it, here is my response to your original post in the General Support Forum:

    If you are having an issue with the Invites plugin, please post your issue in the Plugin Support forum for the Invites plugin:

    AffiliateWP Invites

    Regarding the documentation for the Invites plugin, we are still working on adding it, as we are in the process of updating the documentation for ALL of our add-ons. So for now, if you have any questions about how it works, and how to use it, just let me know.

    For a 2 Tier MLM, you simply set the Depth to 1 to allow only 1 Level of Sub Affiliates for each Parent Affiliate. Then, you can choose whether you want to enable Forced Matrix and limit the Width of the Structure. This will determine how many Sub Affiliates each Parent can have below them. Other than that, it’s very straightforward. You set the commission rates that you want to apply for Direct Referrals in Affiliates > Settings > General, and the rates to apply to Indirect Referrals in the MLM Tab (Affiliates > Settings > MLM). To Delete a Level from the Per-Level Rates, make sure the field is empty before clicking the X to delete it, then save, and it should be removed.

    You will also need to enable the integration that you wish to use to generate/track sales in Affiliates > Settings > Integrations (for Direct Referrals) and Affiliates > Settings > MLM (for Indirect Referrals). If you feel that anything is missing from the documentation, please let us know so that we can include it in our update.

  • Christian Freeman
    Participant
    @christianf
    #9942

    Regarding the Invites plugin, the activation field is located in your WP-Admin > Plugins > AffiliateWP Invites.

    And when you say the Invites tab doesn’t appear, do you mean in the WP-Admin (Affiliates > Settings > Invites) or on the front-end in the Affiliate Area?

  • tca
    Participant
    @tca
    #10085

    Hello.

    Circling back to this… please see below:

    1) MLM general settings: I guess the simplest way for us to get started is to have a simple guideline of the basic 2-tier setup of the MLM general tab. the instructions online are cut-off and doesn’t show everything that needs to be done in that tab (section by section) – see screenshot attached.

    2) Invites plugin: it has never been visible in the front-end for users to access it.

    Awaiting your feedback, thx.

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  • tca
    Participant
    @tca
    #10089

    I am writing on the Affiliate WP Invites support.
    Please provide the link for the Affiliate WP Invites manual. We tried looking for anything that allowed us to set-up step-by-step and nothing was found. FYI – We are using AffiliateWp and Woocommerce. see screen attached and check if we are doing anything wrong with the integration. we are literally stuck on that screen. If there is nothing else available to assist us in setting up correctly we must move on to another program. Please advise.

    Thank you… KA

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  • Christian Freeman
    Participant
    @christianf
    #10095

    Hi there,

    1) Regarding the 2-Tier MLM setup, please see the instructions posted above. The MLM documentation provides a step-by-step breakdown of how to setup each of the settings, and what they mean. As mentioned above, we are in the process of updating the MLM documentation to include the new features and settings we’ve added recently. But if you have any questions about any of these settings in particular, please ask away. I’d be happy to help.

    Regarding Invites, the documentation for that add-on has not been completed yet. However, it is very simple to setup and use. The Restrict Content Pro integration that you see listed is a special integration that enables you to require an Invite Code in order to register for a particular Subscription/Membership. We don’t have a WooCommerce integration for this in place yet.

    The Invite code setup is simple:

    1) Decide whether you want to enable Invite Codes for your affiliates. If so, decide whether to create their Invite Code using their username or a set of random numbers and letters.

    You can also decide how many characters each Invite Code should be limited to.

    And you should enable the Auto Generate Invite Codes field if you want to ensure that ALL new affiliates receive their own Invite Code once they become an affiliate.

    The Affiliate Registration Settings allow you to add an Invite Code field to the Default Affiliate Registration Form. With this, you can require an Invite Code in order to register as an affiliate, or just add the field to the form. The Label for the Invite Code field can be customized as well if you want it to say something else, like Referral Code for example.

    The Invite Email Settings enable you to control how your affiliates can send Email Invites through your site. If you check the box to Enable Email Invites for All Affiliates, all of your affiliates will have the ability to send email invites using the Invite form which is automatically added to the Invites tab of the Affiliate Area (On the front end).

    Here, you can decide how many Invite Emails each affiliate can send, and how many they can send at once (Per-Session). The Accept Invite URL is the link to some page on your site where the person receiving the invite will be sent, when they click the link to Accept the Invite in the Invite Email. The Decline Invite already has a page with a shortcode which allows Invitees to decline and opt out of further invites.

    The Allow Customization field enables you to control whether or not your affiliates can change the Invite Email and add their own text, or if they have to use the Default Subject and Message that you set in the settings.

    Also, on the Edit Affiliate Screen (Affiliates > Affiliates > Edit) you have the ability to edit their Invite Code, generate a new one, and enable them to send Email Invites on a Per-Affiliate basis (If you don’t want ALL affiliates to have the ability to send Email Invites).

    And that’s about it.

    If you have any further questions about this, please let me know.

  • tca
    Participant
    @tca
    #10103

    Christian, thanks for your detailed explanation.

    Regarding Invites: I think the main problem is that our agents don’t see anything under the “invite” tab. It’s just blank permanently, never shows anything – see screenshot.

    I’ve created a user for you to see it for yourself, here’s the affiliate area login:
    link: https://www.thecharteragency.com/affiliate-area/
    username: test
    password: testadmin

    looking forward to your reply.

  • tca
    Participant
    @tca
    #10104

    Testing:
    Christian, I created a custom tab in the affiliateWP tab manager, called it Invite Sub-agent. this tab has a page with the shortcakes provided in one of your support tickets, but it came via email scrambled and incomplete. Not sure what’s going on but the fact that almost two years later we don’t have documentation of use makes us feel very uncomfortable. Can you please assure us that this plugin will not crash out affiliate program?

    I’ve attached two screenshots; one of the custom tab in affiliateWP and one of the email received from the invitation. please let us know where could we be going wrong or if there’s a bug that is preventing us from operating correctly.

    these are the shortcakes I used:

    [affiliate_invite_code]
    [affiliate_invite_form]
    [affiliate_invites]

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  • tca
    Participant
    @tca
    #10107

    One last detail… I selected for affiliates not be able to customize/change the outgoing emails, but it still shows the email body with html codes, shortcodes and other things that shouldn’t be shown to the recipient. It can be very very confusing to see all those options if they can’t use them.

    I would prefer to just have the email box to input the sub-affiliate being sent to, and thats it. Let me know what can be done there.

  • Christian Freeman
    Participant
    @christianf
    #10143

    I must apologize for the delayed response on this. I haven’t been receiving the new post notifications, and we’gotten a bit behind.

    I did manage to log into your site to see the blank Invites tab. Can you please provide me with a link to access the Admin area of your site, so that I can investigate further?

    From what I can see so far, the Invite Form is working, judging from the shortcode in the custom tab you created. This may be a conflict with one of the other AffiliateWP add-ons you have active on your site. Have you tried deactivating the other AffiliateWP add-ons to see if this is causing the issue yet (Especially Affiliate Area Tabs)?

    I agree that the message input field should not be shown to affiliates if customization is disabled, so I’ll make that adjustment for the next update.

  • Christian Freeman
    Participant
    @christianf
    #10145

    Also, regarding the invite message, I can see that the link is cut off in the email that was received. You should use the Invite URL setting (Affiliates > Settings > Invites) and the {accept_url} to send the invitee to the page that you want them to visit to accept the invite.

  • tca
    Participant
    @tca
    #10155
    This reply has been marked as private.
  • Christian Freeman
    Participant
    @christianf
    #10157

    Alright, after logging into your site as an admin, I can see that I don’t have full permissions to access manage the plugins on the site. Since your site is Live, I do recommend that you install a Maintenance Mode plugin so that you can take the site down for routine maintenance (Admin only access) and updates (You will need this to manage your site going forward).

    Then, we’ll have to deactivate the other AffiliateWP add-ons so that we can see if any one of them is conflicting with Invites, and preventing the tab from showing.

    Regarding the Invite Email received when using the Invite Form shortcode, I can see that the [accept_url] template tag is not outputting the url, which explains why there’s no link in the email. The first step to troubleshooting this is also to deactivate the other AffiliateWP add-ons to check for conflicts.

    Is there a way that you can give me access to the plugins list? And if so, do I have your permission to install a Maintenance Mode plugin on your site?

  • tca
    Participant
    @tca
    #10160
    This reply has been marked as private.
  • tca
    Participant
    @tca
    #10165

    Christian… ?? Please lets finish this – we are LIVE and waiting on this to activate agents since January – Our first quarter is slipping away.

  • Christian Freeman
    Participant
    @christianf
    #10166

    Alright, after further investigation I can see that the AffiliateWP Order Details plugin is conflicting with the Invites plugin, which is preventing the Invites Tab from showing. When I deactivate Order Details it works.

    I’ve seen this before, and I know how to fix it. Basically, both of these plugins are using the same number to display the tab, and one is overriding the other. I’ll update the number and it will resolve the conflict.

    I’m taking care of that now, and I’m looking into the bug in the email message field also.

    I’ll follow up again soon.

  • Christian Freeman
    Participant
    @christianf
    #10174

    Alright, I’ve applied a patch to the current version of Invites which includes a fix for this tabs conflict. So you can download it and install it if you want to resolve that issue immediately.

    I’m still working on a solution for the Message Field. From what I can tell so far, this is only happening when you have the Customize Message Field setting disabled. I’m conducting further tests on my system now, but I’ll follow up with a solution soon.

  • tca
    Participant
    @tca
    #10176

    Thanks… I see that the tabs are working.

    Quick questions while you figure out the email issue:

    1) we dont really need the invite quote to send to new sub-affiliates… the simpler the better for our demographic. That said, do we need to request a invite quote? Otherwise, we would just love to have an email field for the person being invited and a SEND button…. that’s it. nothing else in that page.

    2) Do we need anything special for the {accept_url} – a special page? Right now we just have it directed to the registration page of WPAffiliate.

    BTW – The emails are coming in with a huge margin on top of it…. any idea? see screenshot.

    Look forward to to get rolling for the weekend please.

    Thank you Christian.

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  • tca
    Participant
    @tca
    #10178

    Correction… The previous message is supposed to say “Code” not “quote”.

    Sorry about that.

  • Christian Freeman
    Participant
    @christianf
    #10185

    Okay, I’m glad that’s working smoothly now.

    1) Currently, the only 2 options are to either use a randomly generated Invite Code, or the referring affiliate’s username. With some modification this could be possible. However, using their email address would probably not be the most secure way to do this, since it would have to match the email address your affiliates are using to register on your site (This is usually their personal account).

    You do have the option to disable the Invite Code field in the Invites settings. This way, you can use only the referral links for inviting, and remove the invite code template tag from the Invite email’s content.

    2) No not really. You can use any page on your site to serve as the landing page. The plugin is designed to automatically append the invite/referral link to the url you enter into the settings. So once the Invitee clicks the link, AffiliateWP begins tracking the referrer/inviter automatically.

    I’m not sure why this could be happening. Do you see this occurring on all of your emails generated with AffiliateWP or just the Invites? The Invites plugin taps into the existing email system, so it should behave in the same way.

  • Christian Freeman
    Participant
    @christianf
    #10189

    Okay, I’ve updated Invites to version 1.1, and it’s available for download when you’re ready.

    This update includes a new setting which will allow you to Hide the Subject and Message fields from the Invite Form (NOTE: These fields always show for Admin users).

    Please download, install, and test with the new version and let me know what the result is.

  • tca
    Participant
    @tca
    #10193

    Hello Christian,
    It looks much much friendly. Please check the invites tab in the affiliate area; even though I disabled the “invite code” feature it still show the code to invite sub-affiliates. I take it that if it’s disable there’s no need for the tab to show it correct?

    see screenshot below.

    let me know please.

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  • Christian Freeman
    Participant
    @christianf
    #10197

    That setting doesn’t disable the Invite Code, it simply changes the Invite Code to the affiliate’s username. If you don’t want to display the invite code in the Invites Tab of the Affiliate Area, you can add this code to your theme’s main css file (Usually style.css, but it depends on your theme):

    https://gist.github.com/codelion7/79c6e4d56f64d176da883de69f739bc0#file-hide-invite-code-css

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