How to setup and configure affiliate Groups
Groups are the backbone of your affiliate program. Every affiliate must belong to a group, as this determines their specific commission rates, discount rules, and landing pages. You can have a single "Default" group for everyone, or create specialized groups for VIPs, influencers, or specific marketing campaigns.
1. Create a New Group
Navigate to the Groups section in your dashboard and click the "Create group" button in the top-right corner.
2. Basic Information and Destination
In the New Group screen, fill out the primary identification details:
Group Name: Give your group a clear internal name (e.g., "VIP Influencers").
Description (Optional): Enter a description that your affiliates will see on their own dashboard. Use this to explain their specific perks.
Default Referral Link Destination URL: Enter the page on your store where you want this group's referral links to lead by default (e.g.,
/collections/allor a specific landing page).
3. Commission Settings
Define how affiliates in this group will be rewarded:
Commission Type: Choose between a Percentage of the sale or a Fixed amount per order.
First-time Customer Commission: Check this box if you want to offer a higher (or lower) rate for the very first purchase a customer makes.
Minimum Requirements: You can set a Minimum purchase amount. If an order total is below this number, the affiliate will not earn a commission on that specific sale.
Permanent Customer Connection (Pro plan): If enabled, once an affiliate refers a customer, they will receive commissions on all future orders from that customer, even if a referral link isn't used again.
Note: You must click "Save" at this point to create the group before you can access advanced settings like product-specific commissions or discount rules.
4. Advanced Group Settings (Pro plan)
Once the group is saved, you can return to the group editor to configure specialized rules:
Product & Collection Specific Commission: Click "Set product & collection commissions" to override the standard group rate for specific items. This allows you to offer higher incentives for high-margin products or lower incentives for clearance collections.
Discount Code Rule: Toggle this to "Enabled" if you want affiliates in this group to track sales via unique discount codes.
Auto-apply Discount: Check the "Auto-apply" box if you want the discount code to be automatically applied to the customer's cart when they click an affiliate’s referral link.
5. Finalize Your Settings
After making these advanced adjustments, click "Save" again to apply the changes.
Important Rules to Remember
The Default Group: Any affiliate who is not manually assigned to a specific group will automatically be placed in the group labeled (Default).
Group Hierarchy: Product/Collection specific commissions will always override the general group commission rate.
Instant Updates: Any change made to a group’s commission or discount rule will automatically and instantly apply to every affiliate belonging to that group.