5. Referral & Partner Community

Note, these are two separate options: enabling the Referral module (click tracking, commissions, partner dashboard) is independent from enabling the Catalyst Widget (the floating recruitment bubble, see §5.2). You can keep the module active without showing the floating widget (using only the recruitment shortcode), or customize the widget texts even while the module is off.

5.1 Commission Configuration

Define the commission percentage. Note: Commission is calculated on the actual price paid (post-discount) on community promotion order lines only (non-promo lines in a mixed cart are excluded). Product promo setup: Chapter 3. Eligible order rules: Chapter 2.

Each partner’s personal link uses an opaque code in the format ?ref=WCCP-XXXXXXXX (eight alphanumeric characters after the WCCP- prefix — not the WordPress username). Partners copy this link from the admin registry or their Partner Area. On first visit a cookie is stored (configurable duration, 30 days by default), so the order is still attributed to the partner even if the customer completes the purchase in a later session. A partner cannot earn commission on their own purchases (anti-self-referral protection).

5.2 Catalyst Widget

The Catalyst Widget is a floating “bubble” that invites customers to become partners. Customize the text, icon, and messages (panel heading, description, button text) to match your brand. As an alternative (or in addition) to the floating widget, you can place the recruitment module anywhere on your site with the [wccp_partner_recruitment] shortcode.

Active partners also see a social share bar (WhatsApp, Facebook, copy link) directly on the product page, with a customizable message that automatically includes the product title and referral link.

5.3 Partner Dashboard

After clicking “Become a Partner” in the widget, the user is granted a dedicated role and gains access to a private dashboard under My Account → Partner Area, which includes:

• Interactive charts — monthly earnings trend (last 6 months) and clicks/visits received from their link.
• Transaction history — paginated table with a status filter: Pending, Confirmed, Redeemed.
• Balance and redemption — once the configured minimum threshold is reached, the “Generate Discount Voucher” button instantly converts the confirmed balance into a WooCommerce coupon (180-day default validity, configurable).

The Partner Area header always surfaces a link to the Partner Program guide (or a clear “not available yet” message if the shop has not published it).

5.4 Partner Guide Page

Same model as Legal Information Page (v2.6.3+).

Under WooCommerce → Community Pricing → “Referral & Partner” tab → Recruitment, configure the page opened in a modal from the Catalyst Widget:

• Plugin demo page — created with Generate demo page (one per language with Polylang).
• Page used on the storefront — chosen from the dropdown; you may assign a different page and manage it manually.
• Regenerate demo template — affects only the registered demo page, with a confirmation checkbox.

Required when Referral is ON: generate or assign a Partner Guide page. Until it is published, WordPress shows an admin warning and the Partner Area keeps a visible “guide not available” notice instead of hiding the link. Shop managers also get a settings deep-link.

Same screenshot as §5.2 — scroll to the Partner Guide Page block (demo status, storefront dropdown, regenerate).

5.5 Transaction Ledger (Admin)

Under Referral & Partner → Transactions (dedicated sub-nav from v2.9.10+; toolbar aligned to the Partner Registry from v2.9.13) you get the commission ledger:

• Transaction Ledger — filterable by partner name/email and status, sortable by date and amount, with a direct link to the source order for each row.

5.6 Automatic Email Notifications

The system automatically sends 5 transactional emails using the official WooCommerce email template: