Affiliates Formidable

Feb 6, 2015

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in Affiliates, Forms, Plugin Overview, Plugins, WordPress

Download

You can install the Affiliates Formidable plugin directly from your WordPress dashboard.

This integration with Formidable Forms and Formidable Pro makes it very easy to create customized affiliate registration forms. It also allows to collect form data & track submissions by recording referrals for form submissions that have been referred by affiliates. This make it a great add-on to use for lead tracking, sales, support and many more uses that involve affiliates or partners referring visitors, customers and new members to your site.

Description

This extension integrates Formidable Forms and Formidable Pro with all our affiliate marketing plugins for WordPress – Affiliates, Affiliates Pro and Affiliates Enterprise. When used with our premium plugins, you will gain additional control over referrals, referral rates and other features.

Affiliate Registration Forms

Allow affiliates to sign up through customized forms managed with Formidable Forms.

To allow affiliates to register through a form, this extension provides the Affiliates Registration action that you can add to any form and configure as needed. The registration works seamlessly with any of our Affiliates plugins.

You can customize the registration form using Formidable’s fields and review form submissions related to the affiliate accounts that are created through it.

Referrals and Leads

Allow affiliates to refer others to the site, record referrals to grant commissions on form submissions and gather leads.

Our extension provides the Affiliates form action which can be added to any form. It can then be configured to grant fixed or variable commissions on form submissions.

The applications of this integration range from simply recording and tracking form submission data to paying affiliated partners commissions on leads or successful purchases. Clients can be traced back to the referring affiliate, team members can be notified when new form submissions have been received, thanks to the advanced integrated notifications features of Affiliates Pro and Affiliates Enterprise.

Formidable forms are used to gather data which is stored in the form of referrals.

Requirements

Formidable Forms or Formidable Pro version 2 or later
Affiliates or Affiliates Pro or Affiliates Enterprise
Affiliates Formidable (this plugin)
WordPress 4 or later

Installation

Download the plugin: affiliates-formidable-2.0.0.zip
Go to your WordPress Dashboard. under Plugins > Add New > Upload Plugin choose the downloaded zip file.
Install and activate the plugin.

Please refer to the documentation pages for setup and usage instructions.

Additional Information and Suggestions

Data storage & referrals

This integration stores data from submitted forms and tracks form submissions to the referring affiliate.

Submissions through one or more forms handled by Formidable Forms/Pro can generate referrals. This integration can generate referrals for all forms, restrict it to selected forms or exclude certain forms.

Form data

All submitted form data is stored and can be viewed on the administrative back end along with each referral. All or parts of submitted form data can be provided in notification emails to affiliates. Form data can also be displayed on the front through referral stats. This allows to display selected pieces of information for example to affiliates or sales team members.

Flexible referral amounts and currencies:

Formidable forms can generate referrals with fixed amounts and rate-based amounts. Forms can provide fixed referral amount or base amounts for rate calculations. Multi-currency systems are supported by our Affiliates plugins and forms can provide a choice of currencies or fixed currencies.

Notifications

Notifications with Affiliates Pro or Affiliates Enterprise allow to inform the site administrator and affiliates about submitted forms.

Upon each form submission, the system can send notification emails to the site admin as well as to the referring affiliate. Affiliate notification emails for affiliates are customizable and can include information provided in submitted forms.

The form field keys can be used as tokens in notifications where the field key token is replaced by the submitted form field’s data.

Application Suggestions

Lead tracking

Sales leads who submit a form managed through this tool for Formidable Forms and Formidable Pro can be tracked down to the referring affiliate, so that commissions for offline or online sales can be credited to the affiliate. If desired, commissions that are determined upon form submission will appear as referral amounts along with each referral.

Teams

Sales and support teams can use any of our Affiliates plugins for Formidable Forms and Formidable Pro to delegate sales and support requests to the right team members. Create an affiliate account for each team member and use affiliate links to direct requests to each.

affiliate affiliates form formidable forms gravity gravity forms referral registration

Comments

19 responses to “Affiliates Formidable”

Nitin Shah

October 16, 2021

I am looking for an affiliate system that can help us do the following:

1. An affiliate refers a user to join our free event. The event registration is done via formidable forms. The referred users are not registered as WordPress users but only as entries with email, phone and name in formidable forms.
2. After referred user attends the free event, they have an option to buy a paid product (woocommerce). If the referred user buys the paid product using the email id with which they submitted the event form (formidable), then the affiliate who referred the user for a free event gets a referral commission.
3. There can be up to 3 to 4 months of gap between the user being referred for the free event to the time when they actually buy a paid product.

Reply
1. Kento
  
  October 16, 2021
  
  Hi Nitin,
  
  For this case, it would be recommendable to make sure that the referred registrants to the free event must create a user account. The user account can then be linked to the referring affiliate via Affiliates Permanent and when they later make a purchase the referring affiliate can be credited appropriately as the system based on Affiliates Pro or Affiliates Enterprise will “recall” the relation with the affiliate who referred them.
  
  Cheers
  
  Reply
Francis Donnavan

May 24, 2019

Hi!
Thank you for such a useful article! Recently I’ve found another free contact form plugin https://wordpress.org/plugins/magicform/ , could you please review it?

Reply
1. Kento
  
  May 24, 2019
  
  Hi Francis,
  
  Thanks for the suggestion but unless there is a sponsor willing to support an integration, I don’t see any possibility to integrate it with our system in the near future, given it has no mentionable user base.
  
  Cheers
  
  Reply
Bastien

January 11, 2016

Hey Kento,

Good to hear from you and thank you for the kind words. Happy new year to you and the Itthinx team as well!

In the follow up I posted, the code to register the affiliate did save the username too, so it seems I figured it out.

I also thought twice about what I was doing and since we review the application to the affiliate program before accepting new affiliates I don’t really have to register the affiliates straight away when they submit the form. That was a very interesting exercise nonetheless!

If it hasn’t been suggested in the past, I think it would be a great feature if there was an additional layer to the Affiliates registration that handles a pending approval process. We’ve pretty much set up everything with Formidable so the notification part is fine but we have to register affiliates by hand, which is ok if we have a few dozens application but could be pretty tedious if there are hundreds.

Just a thought 😉

Kind regards,
B

Reply
1. Kento
  
  January 11, 2016
  
  Hi Bastien,
  
  Thank you very much for posting the update on that, you spared me a good amount of time trying to figure out what could have been wrong 🙂 In any case, if you need further help with the process, just let me know and I’ll be happy to review it again.
  
  Regarding your suggestion to introduce an approval process, I certainly agree that we need to add this possibility to the registration process. Adding an optional activation step with notification to the site admin would be appropriate and we should have this added.
  
  Cheers
  
  Reply
Bastien

November 10, 2015

Hey there,

We’re trying to use Formidable to replace the registration form provided by Affiliates. It seems I’m able to trigger referrals with the integration, but I’ve been struggling to actually add a new user as an affiliate using Formidable.

Is that possible at all? Would it be possible to use a Formidable form to register affiliates as pending for our team to review submissions?

Regards,
B

Reply
1. Bastien
  
  November 10, 2015
  
  I’ve started to put together a custom function, I’ve looked the documentation for the the functions create_affiliate and store_affiliate, however I’m a real noob in PHP and I’m still not too sure how to use a function from another plugin in my custom functions.
  
  If you could give me a hand that would be awesome!
  
  So…
  
  add_filter(‘frm_after_create_entry’, ‘after_entry_created’, 50, 2);
  function after_entry_created($entry_id, $form_id){
  if (!function_exists(‘store_affiliate’)) return;
  if($form_id == 20){
  global $wpdb;
  
  $user = wp_get_current_user();
  $username = $user->user_login;
  $userid = $user->ID;
  $name = $_POST[‘item_meta’][144];
  $last = $_POST[‘item_meta’][145];
  $email = $_POST[‘item_meta’][146];
  
  $userdataf = array(
  ‘first_name’ => $name,
  ‘last_name’ => $last,
  ‘user_login’ => $username,
  ‘user_email’ => $email,
  ‘user_pass’ => ”
  );
  
  store_affiliate( $userid, $userdataf )
  
  }
  }
  
  Obviously this doesn’t work, it seems to return straight away as if the store_affiliate function wouldn’t exist. Is it because it’s a public STATIC function?
  
  Waiting for your feedback!
  
  Regards,
  B
  
  Reply
  1. Kento
    
    November 17, 2015
    
    Hi Bastien,
    
    This is how you would create a new affiliate:
    
    $userdata = array( 'first_name' => $first_name, 'last_name' => $last_name, 'user_login' => $user_login, 'user_email' => $email, 'user_url' => $url ); Affiliates_Registration::store_affiliate( $user_id, $userdata );
    
    Cheers
    
    Reply
2. Kento
  
  November 17, 2015
  
  Hi Bastien,
  
  The integration with Formidable doesn’t support that, would using Gravity Forms be an option for you? That integration does support the registration. Another option would be to enhance the Formidable integration but I can’t promise when that will be added yet (it’s a good idea anyhow).
  
  Cheers
  
  Reply
  1. Bastien
    
    December 10, 2015
    
    Hello Kento,
    
    We’d definitely appreciate if it could make it in future releases of the integration with Formidable because we’re already using quite a bit of forms set up with Formidable so using Gravity isn’t really an option (on top of the price tag).
    
    I’ve been able to create new affiliates with the code snippet you provided, thank you for that! I have a question for you though, doing my tests I was able to add myself as an affiliate 7 times so it appears as if there’s 7 person in my team, but it’s only me. I was under the impression the “store_affiliate()” function would test for duplicate and exit if the entry already exist but looking inside the function this test isn’t here.
    
    Is there a reason why you would advise against testing if the entry already exist? If I would like to make sure to avoid this scenario, how exactly should I add the affiliate?
    
    Kind regards,
    B
    
    Reply
    1. Kento
      
      December 17, 2015
      
      Hi Bastien,
      
      You could surround the registration with a check for existing user email:
      
      if ( ( $user = get_user_by( 'email', $email ) ) === false ) { // ... affiliate registration code }
      
      This way you would only get one registration entry per existing email and as these are unique per user account, you wouldn’t have duplicate entries created.
      
      Cheers
      
      Reply
      1. Bastien
        
        January 5, 2016
        
        Hey Kento!
        
        I never got to thank you for this snippet, it worked like a charm 😉
        Let me take this occasion to wish you a happy new year!
        
        I also noticed that when you register a new affiliate with this method it seems that the username is not registered, is this normal? I took a look at the function on GitHub but I don’t see anything that would register the username indeed so, how important is it to have the appropriate username tied to each affiliate? We make it mandatory for users to log in before being able to apply for our affiliate program. If it’s important how would I go about adding this information when running the store_affiliate function?
        
        Thank you!
        
        Reply
        
        Kento
        
        January 11, 2016
        
        Hi Bastien,
        
        That’s great (I see you have posted a follow-up, will get to it in a minute).
        
        Happy New Year 🙂 !!
        
        Reply
      2. Bastien
        
        January 6, 2016
        
        Hello again,
        
        After more thorough tests it seems that the snippet you provided caused some issues in our case since we request users to be logged in before being able to apply to the affiliate program. Hence, every logged in users wouldn’t get registered. For those interested, we’re validating the entries before submitting the form instead and we’re using the “email” field from our form to test if an affiliate exist :
        
        add_action(‘frm_validate_entry’, ‘validate_my_form’, 20, 2);
        function validate_my_form($errors, $values){
        if($values[‘form_id’] == 20){
        global $wpdb;
        $email = $_POST[‘item_meta’][146]; // Change that number to the corresponding meta ID in your form
        $usermail = get_user_by( ’email’, $email );
        $usermail_id = $usermail->ID;
        if(function_exists(‘affiliates_user_is_affiliate’)){
        $isaffiliate = affiliates_user_is_affiliate($usermail_id);
        }
        if ( $isaffiliate == 1 ) {
        $errors[‘my_error’] = ‘An affiliate is already registered with this e-mail! Please use a different one.’;
        }
        }
        return $errors;
        }
        
        On another note, I still can’t get the new registered affiliate to be linked to its username. After taking a look at the render_form() function we changed the following line :
        
        Affiliates_Registration::update_affiliate_user( $user_id, $userdata );
        
        To :
        $affiliate_id = Affiliates_Registration::store_affiliate( $user_id, $userdata );
        Affiliates_Registration::update_affiliate_user( $user_id, $userdata );
        do_action( ‘affiliates_stored_affiliate’, $affiliate_id, $user_id );
        
        But still, the username is left in the dust. I also noticed that the first name and last name are not tied to the new affiliate.
        
        Am I missing something?
        
        Thank you.
        
        Regards,
        B
        
        Reply
Jakob

June 3, 2015

Can affiliates see their lead information? I already have Formidable Pro and this looks like it could be what I need for my site. Here’s the workflow I need to happen:

1. Visitor comes to site via affiliate link.
2. Visitor fills out a form to register to the site (free member).
2a. Affiliate is notified with lead information from form to follow-up.
3. Visitor later fills out a different form to upgrade membership.
3a. Affiliate is notified again with this form’s information.

There are no commissions paid for any part of this process. The affiliates are using my website as a resource to educate their contacts. I want them to know that they can still maintain their contact’s information and track them as a lead through the process to member and so-on. Can Affiliates Pro also let my affiliates update information about their leads from the info submitted via the form?

Thank you in advance for any direction you can provide!

Reply
1. antonio
  
  June 8, 2015
  
  Hi Jakob,
  please have a look to affiliates_affiliate_stats shortcode.
  Regards,
  Antonio B.
  
  Reply
Stefan

March 29, 2015

I cannot download the Formidable plugin even though I have bought and installed the Affiliates pro version. Any tip what I might do wrong here?

Reply
1. kento
  
  March 29, 2015
  
  Hi Stefan,
  
  Please direct support requests for Affiliates Pro to the forum and provide details of your setup there where we will be happy to help you.
  
  Cheers
  
  Reply