Affiliate Assignment & Automation Plugins

Available in:

• Post Affiliate Pro
• Post Affiliate Pro Ultimate
• Post Affiliate Network

Overview

Managing affiliate assignments manually can be time-consuming, especially as your affiliate program grows. Post Affiliate Pro offers a suite of powerful automation plugins that handle affiliate assignments automatically, saving you time and ensuring consistent application of your business rules.

These plugins work together to create comprehensive automation workflows that assign affiliates to the right campaigns and commission groups based on their signup data, profile information, purchasing behavior, and other criteria.

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Automatic Campaign Assignment on Signup

The Signup to Campaign plugin automatically assigns affiliates to specific campaigns immediately after they complete their registration. This is particularly useful when you want to:

• Direct new affiliates to specific campaigns based on how they signed up
• Assign affiliates from custom signup forms to particular campaigns
• Streamline the onboarding process by pre-assigning campaign access

How It Works

When an affiliate signs up, the plugin checks for a campaign ID passed through the signup form. If found, the affiliate is automatically assigned to that campaign. You can also configure default campaign IDs in the plugin settings that apply to all signups when no specific campaign is specified.

Configuration Options

• Form Field Integration: Pass campaign IDs through a hidden a_cid field in custom HTML signup forms
• Multiple Campaign Support: Assign affiliates to multiple campaigns simultaneously using comma-separated campaign IDs
• Default Campaign Assignment: Set default private campaigns for all signups through the general signup form
• Existing User Handling: When a user already exists, the plugin can still assign them to new campaigns

Example Use Case

You run multiple promotional campaigns and want affiliates who sign up through your Facebook ads landing page to be automatically assigned to your “Social Media” campaign. Simply add a hidden field with the campaign ID to your custom signup form, and the plugin handles the rest.

Private Campaign Auto-Assignment

The Signup to Private Campaigns plugin extends automatic assignment specifically for private campaigns. This plugin allows you to:

• Pre-configure a list of private campaigns that all new affiliates should be assigned to
• Send invitation emails to affiliates when they are first approved
• Maintain consistent access control for your affiliate program

Key Features

• Centralized Configuration: Define all target private campaign IDs in one place
• Validation: Campaign IDs are validated to ensure they are exactly 8 characters long
• First-Time Approval Notifications: When pending affiliates are approved for the first time, they receive invitation emails for all assigned campaigns
• Seamless Integration: Works alongside other signup automation plugins

Configuration

In the plugin settings, enter your private campaign IDs separated by commas. The plugin validates each ID format before saving to prevent configuration errors.

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Commission Group Assignment by Products

The Assign to Groups by Products plugin provides powerful product-based affiliate segmentation. When affiliates (who are also customers) purchase specific products, they are automatically moved to designated commission groups.

How It Works

1. A sale is tracked in Post Affiliate Pro with a product ID
2. The plugin matches the product ID against your configured rules
3. If a match is found, the affiliate associated with the buyer’s email is moved to the specified commission group
4. Optionally, a custom text value can be added to an affiliate profile field

Configuration Options

The plugin supports up to 10 product-to-group mapping rules, each with:

• Product IDs: One or more product IDs (comma-separated) that trigger the assignment
• Commission Group: The target commission group (can select multiple groups separated by semicolons)
• Status in Group: The affiliate’s status in the new group (Approved, Pending, Declined, Fixed, Ascending, or Descending)
• Text to Affiliate Field: Optional text to add to an affiliate’s profile when the rule triggers

Additional Settings

• Extra Data Field: Specify which extra data field contains the buyer’s email address (Extra Data 1-5)
• Affiliate Data Field: Choose which affiliate profile field receives the optional text updates

Example Use Case

You sell different product tiers (Basic, Pro, Enterprise) and want affiliates who purchase Pro or Enterprise to earn higher commissions. Configure the plugin to move affiliates who buy your Pro product to a “Pro Affiliates” commission group with enhanced commission rates.

Commission Group Assignment by Profile Fields

The Assign to Groups by Profile Fields plugin assigns affiliates to commission groups based on values in their profile data fields. This enables sophisticated segmentation based on affiliate characteristics.

How It Works

1. During signup or when a merchant edits an affiliate’s profile
2. The plugin checks the configured profile field for matching values
3. If a match is found, the affiliate is assigned to the specified commission groups
4. Optionally, when the field value changes, affiliates can be removed from their old groups

Configuration Options

The plugin supports up to 15 value-to-group mapping rules:

• Profile Field Selection: Choose which affiliate data field to monitor (Data 1-25 or Parent User ID)
• Field Values: Enter one or more values (semicolon-separated) that trigger assignment
• Commission Groups: Select target commission groups for each value
• Status in Group: Set the affiliate’s status when assigned
• Text to Field: Optionally update another affiliate field when the rule triggers

Advanced Features

• Remove from Old Groups: When enabled, if an affiliate’s field value changes, they are removed from commission groups associated with their old value
• Multiple Value Support: Match multiple field values to the same group using semicolon separation
• Parent User ID Matching: Assign affiliates based on their parent affiliate, enabling team-based group assignments

Example Use Case

Your signup form includes a dropdown where affiliates select their expertise area (Technology, Fashion, Health, etc.). Configure the plugin to automatically assign affiliates to specialized campaigns and commission groups based on their selection, ensuring they promote products aligned with their audience.

Commission Groups Synchronization

The Commission Groups Synchronization plugin ensures affiliates maintain consistent group membership across all campaigns. When an affiliate is moved to a commission group in one campaign, they are automatically moved to groups with the same name in all other campaigns.

How It Works

1. An affiliate is added to, removed from, or has their status changed in a commission group
2. The plugin finds all other commission groups with the same name across all campaigns
3. The same change is applied to matching groups in other campaigns
4. Private campaign restrictions are respected (affiliates won’t be added to private campaigns they don’t have access to)

Key Features

• Name-Based Matching: Groups are matched by their exact name across campaigns
• Status Synchronization: When an affiliate’s status changes in one group, it changes in all matching groups
• Removal Synchronization: When an affiliate is removed from a group, they are removed from matching groups in public campaigns
• Private Campaign Awareness: Does not add affiliates to private campaigns where they are not already approved
• Default Group Handling: Skips synchronization when changes involve the default commission group to avoid conflicts with private campaign assignments

Example Use Case

You have a “VIP Affiliates” commission group in multiple campaigns with enhanced commission rates. When you move an affiliate to the VIP group in your main campaign, they automatically get VIP status in all other campaigns, ensuring consistent rewards across your entire program.

Default Signup Values

The Default Signup Values plugin allows you to set default values for hidden affiliate profile fields. These values are automatically applied when new affiliates register.

How It Works

1. Configure default values for any hidden, read-only, or optional-not-in-signup data fields
2. When a new affiliate registers, the plugin checks each configured field
3. If the field is empty, the default value is applied
4. Values from signup forms take precedence over defaults

Use Cases

• Geographic Defaults: Set a default region or country for affiliates
• Commission Tier Initialization: Start all affiliates at a specific commission tier
• Tracking Tags: Apply default tracking or categorization values
• Integration Fields: Pre-populate fields used by external system integrations

Configuration

The plugin configuration shows all eligible data fields (hidden, read-only, and optional-not-in-signup fields). Simply enter the desired default value for each field you want to configure.

Automation Rules and Workflows

These plugins can be combined to create sophisticated automation workflows that handle the entire affiliate lifecycle:

Signup Workflow Example

1. Default Signup Values: Sets initial profile data (e.g., status tier, region)
2. Signup to Campaign: Assigns the affiliate to campaigns based on signup form data
3. Signup to Private Campaigns: Grants access to pre-configured private campaigns
4. Assign to Groups by Profile Fields: Places the affiliate in commission groups based on their profile selections

Ongoing Management Workflow

1. Assign to Groups by Products: Upgrades affiliate commission groups when they purchase products
2. Assign to Groups by Profile Fields: Adjusts groups when merchant updates affiliate profiles
3. Commission Groups Synchronization: Ensures group changes propagate across all campaigns

Best Practices

• Plan Your Group Names: Use consistent commission group names across campaigns if you want synchronization to work
• Test Configuration: Verify plugin settings with test affiliates before enabling for production
• Document Your Rules: Keep records of your automation rules for team reference
• Monitor Logs: Review debug logs periodically to ensure plugins are working as expected
• Consider Order of Execution: Some plugins trigger on the same events; understand the execution order to avoid conflicts

Plugin Activation

To enable these automation features:

1. Navigate to Configuration > Plugins in your Post Affiliate Pro merchant panel
2. Find the desired plugin in the list
3. Click to activate the plugin
4. Configure the plugin settings according to your requirements
5. Save and test with a sample affiliate

Each plugin can be enabled independently, allowing you to implement only the automation features you need.