How to Create a Referral Program Using WordPress 1

How to Create a Referral Program Using WordPress

As a WordPress website owner or administrator, you will never be lacking in getting people to visit your website and make a purchase, sign up or take any other action you want. There is flexible and still effective email marketing. You can also try your hand at content marketing. Let’s not forget search engine optimization – and its native variant – and paid advertising.

Among all these methods of finding and attracting visitors and converting them into fans, followers or customers is affiliate marketing. In this article, we’ll be dealing with close relative – referral programs. By the time you finish reading, you should be aware of several options for installing a referral program using WordPress.

We will consider:

Affiliate and Referral – What’s the Difference?

Affiliate and Referral – What's the Difference?

Affiliate and referral programs are often bundled together and managed by the same type of tools, such as affiliate plugins. There is a reason for this – Both types of programs offer rewards to third parties if they successfully bring in new leads, registrations or customers. This is the foundation of affiliate marketing and applies to referral programs as well.

The differences are in your relationship with these third parties and, to some extent, the types of incentives you offer to people who do business for you.

In affiliate programs, You are more likely to do business with marketers or people who have online presences such as blogs and other types of websites where they can view affiliate links and potentially generate significant traffic to your website. Most of the time, you pay them a percentage of the money their referrals make to you, or using a flat rate per referral.

With referral programs, you are promoting word of mouth marketing. The people you work with will tend to be current customers who can send friends or family members your way in exchange for a discount, coupon, gift, or possibly cash.

Since there is an overlap between affiliate and referral programs, It’s pretty common to use an affiliate program to manage referrals, especially if you already do affiliate marketing.. However, we’re going to show you some other options you can use to set up recommendations.

How to Create a Referral Program Using an Affiliate Plugin

First, let’s look at what a WordPress affiliate marketing plugin can offer you in terms of building a referral program. If you’re not satisfied with this type of solution, you can choose one that offers a free trial, money-back guarantee, or free payment structure to make sure you have a way out. we will use Affiliate Manager Addition. Go ahead and install it and enable it from: Plugins > Add New.

Affiliate Manager

After installing the plugin, you will go to the Affiliate item in the dashboard menu and you will go to Settings. Here, under General Settings, you will have the opportunity to set the minimum payment amount, cookie duration rules, whether you want to automatically approve new partners, the type and size of the reward, and other useful options.

General Settings

Under the Affiliate Registration tab, You will have the opportunity to specify available payment methods, choose affiliate registration fields and affiliate homepage messages.

Member Registration

Messaging tab gives you Control over message types as well as messaging-related options such as email type and notification options.

messaging

The Payment tab is where you can enable and set up PayPal Bulk Payment.

Payment

The Pages/Forms tab lets you specify which pages will play the roles of the home page, registration page, login page, and terms and conditions page. Note that some of the most important pages about affiliates are automatically generated by the plugin.

Page Forms

In the Advanced tab, You will be able to set the default landing page, disable your redirects, and change whether you want to automatically delete the WordPress account.

Advanced Settings

After setting everything up, your affiliates can choose to participate in the program using a form automatically generated by the plugin.

Register

After signing up for the program, they can access the affiliate page where they can view their statistics and most importantly, create links that people will use to direct them to the website.

Redirect URL

Once you’ve made enough referrals to exceed the payout threshold you set, you’ll be able to pay them for the contribution. It’s not the same as a real referral program, but it can work in a pinch.

How to Create a Referral Program Using a Customer Engagement Plugin

If you don’t want to treat your referrals like outside partners, there are different ways to approach it. Some features of referral programs are commonly bundled with customer loyalty programs; Engaging a new customer here can reward an existing customer with a certain number of points, which they can then use for something useful. myCred This is a plugin that works like this. get over your head Plugins > Add NewSearch, install and activate.

myCred

After installing the plugin, navigate to: Points > Settingsand here you can customize your points program by choosing a name for your points, a custom format you want them to follow, and even some security options. You can also create several different types of points.

How to Create a Referral Program Using WordPress 2 Settings” loading=”lazy” >

Next, you’ll want to switch to: Points > Hooks. Using hooks, you can decide which actions you want to give users points for.. For example, you can use hooks to rate users for reviews or product reviews. The plugin also allows you to use a referral hook to reward users with points based on their referrals – this is the hook you can use to create a referral program with this plugin.

Routing Hook

Next, you should offer visitors the option to do something with the credits they earn through referrals. To do this, you can go to: Ratings > Add-onsand take a look at what they have there. You will be looking for two special plugins, CashCRED and Gateway.

cashCRED and Gateway

First, users Redeem points earned using the exchange rate you set as real money. Gateway plugin allows them use your points to buy goods or services. Either way, it brings them much closer to a real referral experience.

How to Create a Referral Program in WooCommerce

There are tons of plugins that will help you add affiliate programs to WooCommerce, but only a few will do so with referral programs. Recommend to a Friend is such a plugin. With it, you can easily create referral links and generate coupons as rewards for referrals. The premium version of the plugin offers additional options for program eligibility, such as the minimum purchase amount. So go ahead and look at this Plugins > Add NewInstall it and activate it when you find it.

Recommend to a Friend

Next, you should go to: WooCommerce > Settingshere you will find a Refer a Friend card as a final setting. In the general options you can disable referral links, set the expiration time of the cookie and whether it is valid for multiple purchases.

Refer a Friend Settings

In the coupon settings you can: select the type of coupon you want to offer, add a value to the coupon, set a minimum order, and choose whether you want the coupon to be usable with other coupons.

Coupon Settings

On the Email tab you will be able to: Type the text that will be emailed to the people who receive the coupon.

e-mail settings

And you’re done with that. Every user will now have a referral link on their account page, and when someone makes a purchase using that link, they will receive a coupon in their inbox. It’s that simple.

Let’s wrap it up!

Referral programs are an effective way to increase customer loyalty, encourage some word of mouth in your store, and ultimately stimulate some business. When it comes to building a referral program in WordPress, you’ll have more than a few plugins at your disposal, but remember – not all of these are simple referral plugins, and some of the most useful may have another name. Open your eyes.

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