Do you want to launch an affiliate program with LearnWorlds and start attracting more web traffic, leads, and sales? LearnWorlds Affiliate Management-a LearnWorlds built-in tool-allows you to start an affiliate program immediately without spending time.
LearnWorlds affiliate and commission tracking tool is very intuitive and a piece of cake to set up. Here are the instructions that will help you have your affiliate program run excellently in no time!
TABLE OF CONTENTS
A. Affiliate Program Settings
1 Basic affiliate settings (Available in the Pro Trainer plan and above)
First, navigate to the “Marketing” page and choose “Set Up” under Affiliate Management. In this section, you can set up every detail of your affiliate program. Do you want to learn how? Let’s get started!
First of all, with a simple on/off button, you enable your affiliate program. Ιt’s that easy. Make sure you don’t forget to keep the “on” option enabled.
Your affiliate program should be governed by a specific agreement between you and your affiliate partners. You can prepare a comprehensive understanding by clicking the “Edit page” button.
When you click “Edit page” you will see that we have prepared a complete template. Make sure that you have a good read of the Terms and Conditions. Then you can update some articles of the agreement and your document will be ready! A huge time-saver, right? Hit the Save button on the top menu to save the changes!
Your terms page URL will be your school URL followed by /affiliate-program-terms.
Now, let’s go back to the affiliate program settings. You have three essential things you need to set:
Commission payable after
As you can see in the screenshot above:
The commission rate is the percentage rate of your affiliate commissions, and it applies to all products added to the program. Commissions range typically from 10% to 50%. However, it is entirely your choice to make.
Any referral that will purchase signs up before the cookie expiration period will be associated with the respective affiliate. It is recommended that you set cookie expiration anywhere between 15 and 60 days.
Α new customer might cancel their purchase after some time and ask for their money back. Therefore, you need to ensure that your customer stays before you pay the commission to the affiliate. The commission payable after” setting has entirely to do with your refund policy.
2 Affiliate Registration Page Settings (Available in the Learning Center plan and above)
Now, let’s talk about another essential part of your affiliate program which you can manage on the same page: Your affiliate registration page. First of all, you should know that you can either add your affiliates manually (if they are already your users) or allow them to register by themselves.
To achieve the latter, you should turn on the “Self-register” button and then edit the Self-register page.
Again, we have done the heavy lifting for you and prepared a template you can use as-is or customize to your liking. What the potential affiliate who is not a user in your school will see when they land on the registration page is this (make sure to change the “school’s name” in the designated area):
Once visitors become affiliates, they have registered to your school (new users for you!). For them to start an affiliate partnership with you, they have to take one more step. They have to “Join the affiliate program” by clicking the button that appears after they register. Only signed up users can become affiliates to your school.
What is the URL of this page? The self-registration and affiliate sign-in page URL is your school URL followed by /affiliate-registration.
With our powerful Site Builder, you can modify the registration page the way you like it. What is the use of this page? This is the page that you will direct potential partners who want to sign up for your affiliate program. Once a user is logged in as an affiliate and visits that page the system redirects them to the affiliate dashboard. Of course, this is not the only way that affiliates can see in their dashboard. They can also view it through the affiliate button found in their profiles.
Self-registration isn’t the only option. You can also manually add new affiliates from the list of your users. This is something that is explained later in this guide.
3 What Affiliates See Once They Are Logged In (Available in the Pro Trainer plan and above)
When an affiliate registers for your program, they get immediate access to their side of the affiliate program, the affiliate dashboard. On the dashboard, they can see how their work is performing at any time. Let’s take a look at what your affiliates will see on their end.
Back to your Affiliate Program Settings, the affiliate program dashboard. You can easily set up what your affiliates will be able to see. (Available in the Learning Center plan and above)
For example, you can choose which commissions they can see “All”, including commission payouts that they have received already, or only approved or payable commissions (for which the maturation period has passed).
We will talk more about what affiliates see further down this document.
You can also choose if your affiliates will be able to see people (referrals) who have registered in the school but have not purchased anything yet. When these people buy something become Customers and they are not considered Leads any more.
All of the above options are available on your affiliate program dashboard, with all other settings.
4 Set Payment Methods (Available in the Learning Center plan and above)
What’s more, on the first page of the setup, you can also determine the payment options from which your affiliates will choose the preferred one. Currently, you can select among PayPal, Bank transfer and Other. If you keep Other enabled, then your affiliates will be able to fill in a text field with their preferred way of receiving payouts.
Finally, you can choose which courses and bundles you would like to be available for your affiliate program. (Available in the Pro Trainer plan and above)
Α new course of yours won’t be available for affiliate marketing if you don’t add it to this list. So, make sure not to forget it! As you would expect, only paid courses can be linked with your affiliate program. Free or private courses are not eligible for this.
Congratulations! Now, your affiliate program is all set up. What’s next? How do you see performance information about the program?
Well, we’ve all covered you up because our affiliate tool informs you in real-time about the progress of your program. After you have set your plan and your affiliates begin to sell, you can see every detail about it from the separate pages under the "Affiliate Management" menu. Your options are:
A lot of stuff right? Let’s explain each of those now:
From the “Affiliates” menu, you can see a list of all your affiliate users and also manually add new affiliates (self-registration isn’t the only option). This is a handy section because here you can see who your affiliates are and essential details, such as:
How many customers they have brought
The sales they have made
The commission rate you have agreed with them
The amount of money you owe them
What you have already paid them
If you click on an affiliate user you can see their profile and overall performance in the program. In particular, you can see details like: Their affiliate ID, payment method, referred customers, referral link clicks, leads and customers they have brought, sales, commissions they have generated and when, the due amount and the payments received. Take a look:
You can also take two actions for each of your affiliates: Update their information or deactivate them.
If you choose to “Edit affiliate” you can make several edits, like:
Change the affiliate’s name
Customize the commission rate
Choose the payment method (PayPal, wire or other)
Of course, for your convenience, you can export all the affiliates’ data in a csv or xls file.
What if you want to add a new affiliate? The only restriction here is that you can only add people who are already users of your school. So, if you are asked to add an affiliate manually, make sure they have registered to your school. What you do next is simple. Click the “Add affiliate” button.
Add a user account in the related section and make all other necessary settings.
On the next page, “Commissions”, you can see every detail for all commissions generated from your affiliate program. This section is crucial because you can directly see what you have paid or must pay for each sale of your products and also which date the purchase was made. This gives you an excellent overview of your program.
Not only this, but you may also accept or reject some commissions according to your will. You can easily select commissions with a tick box to approve or reject them. And in the different tabs you can see which ones are accepted, rejected, are due to be paid and which ones are already paid. You can filter commissions by product or by date (last seven, thirty or sixty days):
Now you can see why we are so proud of our affiliate tool! And this is not the end yet...
Now, the “Payments” page takes turns. In this section, you can see which commissions are due payouts, which are completed or which commissions are not payable yet. You can select payouts with a tickbox to mark them as paid, and you can filter them via the payment method you have chosen.
Again, you can export data in several file forms. “Paypal export” will allow you to generate a file to be imported to PayPal for mass payment.
In the “Leads” section, you can see people who have registered to your school after finding the affiliate link. What an excellent source of a new audience for your email marketing! This list will help you create a separate group of people within your email marketing software. And you can send specific emails to this group of people since you know that they came from affiliate marketers.
You can filter the leads by date and also export data in a csv or xls form.
Finally, in the “Customers” section, you can see people who bought your courses through your affiliate program, details about them like:
The affiliate they came from
The day they registered in your course
Again, you can filter customers by date and export data in a csv or xls form.
When you click on a user, you can see information about them and about their interaction with your courses, like the total time of engagement, when they registered, when was their last login and much more!
And you can also manage several options about the user as you can see in the picture.
Lastly, we must mention the first of all tabs the “Dashboard” from which you can enter every other subcategory, all of which we have described till now (Affiliates, Commissions, Payouts, Leads, and Customers).
What else would someone ask for? This is all the information someone needs to have a clear picture of their affiliate program!
B. The Affiliate Dashboard
As we described before, you can let your new affiliates register to your program on their own. What you have to do is create and design your own affiliate registration page using the pre-made template.
What is the purpose of this page? Let’s find out what your affiliate partners will see once they register to your affiliate site. Your affiliates will be able to:
See email of the customers and the leads they have brought (if you allow them to)
Get their unique affiliate links
See the commissions they have earned
See the payments they received and when
From the “Set your payment method” option they can choose...
Now let’s see the detailed information affiliates can have about their sales:
1 Affiliate Links
From the page “Affiliate link” affiliates get the necessary links for their sites. Let’s explain each of the options they have:
Your affiliate link:
From the “Your affiliate link” affiliates create the affiliate link for your school’s landing page to use in their website and optionally enter a coupon code.
Create affiliate link with coupon:
From the “Create affiliate link with coupon” affiliates can automatically apply a coupon to the affiliate link. You must provide them with the coupon code.
Generate affiliate link to a specific page:
From this option, affiliates can enter a URL and generate a link to any of the school’s pages.
Get affiliate link to the product:
From the “Get affiliate link to product” option, affiliates can generate affiliate links to specific product pages.
From the “Commissions” tab, affiliates can see their commissions and details about their sales. In particular, they can see:
The product they sold
The customer who bought the product
The commission rate you have promised them
The amount of money they deserve
The date of the purchase
The status of their commission (new, approved, due or paid)
They can also export a file with all detailed information about their commissions.
Finally, your affiliates will be able to see the final payouts you make, and also export that data to a csv or xls file.
In the “Payouts” section, affiliates can see the total amount they have been paid, the payment method and details and the day they were paid. Of course, all that data are exportable.
In the “Leads” page, affiliates can see people who have registered to your pages and have become leads. They can also export leads.
Finally, on the “Customers” page, affiliates can view all the customers they have brought to you so far. They can also export customers.
Again, affiliates can access all that information described above from their “Dashboard”. From there they can get a quick overview of the program. Of course, as we explained earlier, you can choose not to show the customers or the leads to your affiliates, and also you can choose if you want to show the paid, the approved, or the total commissions.
So, that is all that an affiliate will be able to see through your site. What a great asset for your affiliates also!
Note: Our built-in affiliate system is available on the Pro Trainer (core functionality) and Learning Center plan (advanced functionality).
The differences between the Pro Trainer plan, compared to the Learning Center plan, are:
- Affiliates cannot self-register; the admin needs to add the new affiliates manually.
- Affiliates can only see payable and paid commissions
- Affiliates cannot see the “Customers” and “Leads” pages on their portal.
- Admins cannot change the affiliates’ commission rate individually. This means that each affiliate will have the same rate, which is the rate chosen by the admin for the affiliate program of the school.
Alternatively take a look at the screenshot below, which shows the features available only in the Learning Center plan: