{"id":34684,"date":"2026-02-08T09:22:46","date_gmt":"2026-02-08T09:22:46","guid":{"rendered":"https:\/\/wcaffiliate.com\/?post_type=ek_doc&#038;p=34684"},"modified":"2026-02-24T02:55:23","modified_gmt":"2026-02-24T02:55:23","slug":"initial-setup-wizard","status":"publish","type":"helpwp_doc","link":"https:\/\/wcaffiliate.com\/docs\/getting-started\/initial-setup-wizard\/","title":{"rendered":"Initial Setup Wizard"},"content":{"rendered":"\n<p>After successfully installing and activating WC Affiliate, a setup wizard will automatically appear. This wizard helps you configure the essential settings of your affiliate program quickly and efficiently.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">First-Time Setup<\/h2>\n\n\n\n<p>The <strong>WC Affiliate Setup Wizard<\/strong> is designed to make your initial configuration smooth and beginner-friendly. If you skip the wizard, you can always configure these settings later from the <strong>WC Affiliate Settings<\/strong> menu.<\/p>\n\n\n\n<p>You can access the setup wizard anytime from the <strong>WordPress Dashboard \u2192 WC Affiliate \u2192 Setup Wizard<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"165\" height=\"302\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-1-1-e1771144579322.png\" alt=\"\" class=\"wp-image-34686\" style=\"width:193px;height:auto\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-1-1-e1771144579322.png 165w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-1-1-e1771144579322-164x300.png 164w\" sizes=\"auto, (max-width: 165px) 100vw, 165px\" \/><\/figure>\n\n\n\n<p>After clicking&nbsp;<strong>Setup Wizard<\/strong>, you will see the&nbsp;<strong>Welcome to WC Affiliate<\/strong>&nbsp;screen. Next, <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Let\u2019s get started!<\/strong>&nbsp; to start the setup wizard<\/li>\n\n\n\n<li>Click <strong>Skip<\/strong>&nbsp; to skip the wizard and configure everything manually later<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1890\" height=\"784\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home.png\" alt=\"\" class=\"wp-image-34687\" style=\"aspect-ratio:2.410687420132369;width:1012px;height:auto\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home.png 1890w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home-300x124.png 300w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home-1024x425.png 1024w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home-768x319.png 768w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home-1536x637.png 1536w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/Setup-wizard-home-600x249.png 600w\" sizes=\"auto, (max-width: 1890px) 100vw, 1890px\" \/><\/figure>\n\n\n\n<p>It is recommended to complete the wizard for faster setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Steps of the WC Affiliate Setup Wizard<\/h2>\n\n\n\n<p>The setup wizard guides you through the following core configurations to get your affiliate program up and running.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Affiliate Dashboard<\/h2>\n\n\n\n<p>The first step helps you set up the <strong>Affiliate Dashboard<\/strong>, which is the main area affiliates will use to manage their accounts. From the Affiliate Dashboard, affiliates can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View referrals, visits, and earnings<\/li>\n\n\n\n<li>Generate and manage affiliate links<\/li>\n\n\n\n<li>Track performance and commissions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Page Setup Options<\/h3>\n\n\n\n<p>You can choose where the Affiliate Dashboard will be displayed:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a new page (Recommended)<\/strong>: WC Affiliate will automatically create a new WordPress page and insert the required shortcode. <strong>OR<\/strong><\/li>\n\n\n\n<li><strong>Use an existing page<\/strong>: If you already have a page you want to use as the Affiliate onboarding page, you can select it from the dropdown list.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"944\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/01\/setup-wizard-step-1-1.png\" alt=\"\" class=\"wp-image-34652\" style=\"width:889px;height:auto\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/01\/setup-wizard-step-1-1.png 1009w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/01\/setup-wizard-step-1-1-300x281.png 300w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/01\/setup-wizard-step-1-1-768x719.png 768w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/01\/setup-wizard-step-1-1-600x561.png 600w\" sizes=\"auto, (max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n\n\n\n<p><strong>Where to find later?<\/strong><\/p>\n\n\n\n<p>This setting can be changed at any time in <strong>WC Affiliate \u2192 Basic Settings<\/strong>. Click <strong>Next<\/strong> to continue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Configuration<\/h2>\n\n\n\n<p>In this step, you configure the core commission and tracking rules for your affiliate program.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"916\" height=\"906\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2.png\" alt=\"\" class=\"wp-image-34688\" style=\"aspect-ratio:1.0110343659724206;width:861px;height:auto\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2.png 916w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2-300x297.png 300w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2-768x760.png 768w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2-600x593.png 600w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-2-100x100.png 100w\" sizes=\"auto, (max-width: 916px) 100vw, 916px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Available Settings<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Commission Base<\/strong>: Choose how commissions are calculated (e.g., Order Total).<\/li>\n\n\n\n<li><strong>Commission Type<\/strong>: Select whether the commission is <strong>a percentage<\/strong> or <strong>Fixed<\/strong>.<\/li>\n\n\n\n<li><strong>Commission Amount<\/strong>: Define the default commission value for affiliates.<\/li>\n\n\n\n<li><strong>Cookie Expiry (Days)<\/strong>: Set how long the referral cookie will remain active after a visitor clicks an affiliate link.<\/li>\n<\/ul>\n\n\n\n<p>Adjust these settings according to your business requirements, then click <strong>Next<\/strong>.<\/p>\n\n\n\n<p><strong>Where to find later?<\/strong><\/p>\n\n\n\n<p>These options can be modified anytime from <strong>WC Affiliate \u2192 Settings \u2192 Basic Settings<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Email Settings<\/h2>\n\n\n\n<p>The <strong>Email Settings<\/strong> step allows you to control which notifications are sent to administrators and affiliates.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"809\" height=\"911\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-3-1.png\" alt=\"\" class=\"wp-image-34690\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-3-1.png 809w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-3-1-266x300.png 266w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-3-1-768x865.png 768w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-3-1-600x676.png 600w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Admin Email Notifications<\/h3>\n\n\n\n<p>Enable or disable notifications for administrators when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A new affiliate application is submitted<\/li>\n\n\n\n<li>A payout request is received<\/li>\n\n\n\n<li>A commission is earned<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Affiliate Email Notifications<\/h3>\n\n\n\n<p>Choose which emails affiliates should receive, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Application confirmation<\/li>\n\n\n\n<li>Account approval<\/li>\n\n\n\n<li>Application rejection<\/li>\n\n\n\n<li>Commission earned<\/li>\n\n\n\n<li>Payout processed<\/li>\n<\/ul>\n\n\n\n<p>Make sure these notifications are enabled correctly so both admins and affiliates stay informed. Click <strong>Next<\/strong> to continue.<\/p>\n\n\n\n<p><strong>Where to find later?<\/strong><\/p>\n\n\n\n<p>Email notification settings are available at <strong>WC Affiliate \u2192 Settings \u2192 Email<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Complete Setup<\/h2>\n\n\n\n<p>After completing all previous steps, you will reach the <strong>Complete<\/strong> screen.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"988\" height=\"1570\" src=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4.png\" alt=\"\" class=\"wp-image-34691\" style=\"width:897px;height:auto\" srcset=\"https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4.png 988w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4-189x300.png 189w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4-644x1024.png 644w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4-768x1220.png 768w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4-967x1536.png 967w, https:\/\/wcaffiliate.com\/docs\/wp-content\/uploads\/2026\/02\/setup-wizard-step-4-600x953.png 600w\" sizes=\"auto, (max-width: 988px) 100vw, 988px\" \/><\/figure>\n\n\n\n<p><strong>Congratulations!<\/strong> WC Affiliate is now set up and ready to track referrals, commissions, and payouts. From this screen, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upgrade to <strong><a href=\"https:\/\/wcaffiliate.com\/docs\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">WC Affiliate Pro<\/a><\/strong> for advanced features<\/li>\n\n\n\n<li>Read the official documentation<\/li>\n\n\n\n<li>Contact <strong><a href=\"https:\/\/help.pluggable.io\/new-ticket\" target=\"_blank\" rel=\"noreferrer noopener\">support<\/a> <\/strong>if you need help<\/li>\n\n\n\n<li>Subscribe to WC Affiliate updates<\/li>\n<\/ul>\n\n\n\n<p>Click the <strong>Finish<\/strong> button to complete the setup. After clicking <strong>Finish<\/strong>, you will be redirected to the <strong>WC Affiliate Dashboard<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Completing the Wizard &amp; Next Steps<\/h2>\n\n\n\n<p>The setup wizard helps you get started quickly, but to fully optimize your affiliate program, you may want to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review and fine-tune commission settings<\/li>\n\n\n\n<li>Customize affiliate email templates<\/li>\n\n\n\n<li>Create product-specific commission rules (Pro)<\/li>\n\n\n\n<li>Test referral tracking with a sample order<\/li>\n\n\n\n<li>Monitor performance from reports and analytics<\/li>\n<\/ul>\n\n\n\n<p>All settings can be managed anytime from the <strong>WC Affiliate<\/strong> menu in your WordPress dashboard.<\/p>\n","protected":false},"author":14,"featured_media":0,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"helpwp_product":[53],"helpwp_topic":[66],"class_list":["post-34684","helpwp_doc","type-helpwp_doc","status-publish","hentry","helpwp_topic-getting-started"],"_links":{"self":[{"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/helpwp_doc\/34684","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/helpwp_doc"}],"about":[{"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/types\/helpwp_doc"}],"author":[{"embeddable":true,"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/users\/14"}],"wp:attachment":[{"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/media?parent=34684"}],"wp:term":[{"taxonomy":"helpwp_product","embeddable":true,"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/helpwp_product?post=34684"},{"taxonomy":"helpwp_topic","embeddable":true,"href":"https:\/\/wcaffiliate.com\/docs\/wp-json\/wp\/v2\/helpwp_topic?post=34684"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}