Assign to Groups by Affiliate Profile Fields

The Assign to Groups by Affiliate Profile Fields plugin for Post Affiliate Pro (PAP) allows you to automatically place affiliates into specific commission groups within any campaign (including private campaigns) based on the values they enter into selected profile fields (even fields of type Hidden). This can occur during affiliate signup or when a merchant edits the affiliate's profile.

Key Features

• Automatically assigns affiliates to commission groups according to the value in a chosen profile field.
• Works both when an affiliate signs up or when their profile is edited by a merchant.
• Supports up to 15 different mapping rules for different field values and group assignments.
• Optionally removes affiliates from previous groups when their profile field value changes.
• Can update an additional affiliate profile field with a custom text value when the assignment is made.
• Allows you to define the status affiliates should have within the assigned commission group.

How It Works

This plugin monitors changes to a specified affiliate profile field. When the value in this field matches one of the values you configure, the affiliate is automatically assigned to one or more selected commission groups, and their group status is set as configured. You can also have a custom text written into another field as part of this process.

Plugin Configuration

To configure the plugin, follow these steps:

1. Enable the Plugin: Go to Merchant panel > Configuration > Plugins, locate Assign to Groups by Affiliate Profile Fields, and activate it.
2. Open Plugin Settings: Click the plugin's Configure button.
3. Set General Options:
   • Remove affiliate from old groups: Enable this option if you want affiliates to be removed from groups they were previously assigned to when their field value changes.
   • Profile field with value: Select the affiliate profile field whose value will be used for group assignment (e.g., a custom field, country, or parent user ID).
   • Profile field to update (optional): If you want to write a custom text into another affiliate profile field during assignment, select the field here.
4. Define Assignment Rules (up to 15): For each rule:
   • Affiliate field values: Enter the value(s) that should trigger the group assignment. Use a semicolon to separate multiple values (e.g., silver;gold;platinum).
   • Commission Groups: Select one or more commission groups where affiliates should be placed if their profile field matches the specified value(s).
   • Status in Commission Group: Choose the status to assign to the affiliate in the selected groups (e.g., Approved, Pending).
   • Text to affiliate field (optional): Enter the text that should be written to the selected field if the rule is applied.
5. Save Settings: Click Save to store your configuration.

Example Use Case

Suppose you want to assign new affiliates to different commission groups based on their country. You would:

1. Select the "Country" profile field as the basis for assignment.
2. Create a rule where Affiliate field values is US and Commission Groups is "US Group".
3. Create another rule for UK assigned to the "UK Group", and so forth.

With this setup, when an affiliate signs up and selects "United States (US)" as their country, they are automatically placed in the "US Group" commission group.

Notes and Limitations

• The plugin supports up to 15 different mapping rules.
• If you select to remove affiliates from old groups, the plugin will only remove them from groups they were previously assigned to by this plugin (not from groups assigned manually or by other plugins).
• If no matching rule is found, the affiliate will not be reassigned.
• The plugin can update another profile field with a custom text value, if configured.

Troubleshooting

• Ensure the correct profile field is selected for evaluation in the settings.
• If affiliates are not being assigned as expected, check that the field values in your rules exactly match the values entered by affiliates (case-sensitive and no extra spaces).
• Remember that only up to 15 different rules can be active at once.

For more information about commission group statuses, see our commission group status documentation.