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★ Asteris Docs

Onboarding wizard

The onboarding wizard runs automatically after first activation. You can re-run it from Affiliates → Tools → Onboarding wizard.

Step 1 — Business details

  • Business name — appears on payout confirmation emails to affiliates
  • ABN / EIN — optional; required if you’re issuing tax invoices alongside payouts
  • Default currency — pulled from your WooCommerce / EDD / Surecart store; override if needed

Step 2 — Default commission rate

The percentage paid on each completed order. Industry baselines:

  • Digital products — 10–30%
  • Physical products — 5–15%
  • High-margin services — up to 50%

You can override this per-product later from WC → Products → [product] → Asteris Affiliates tab.

Step 3 — Payout method

MethodBest for
PayPal API auto-batchAffiliates with PayPal accounts. Schedule weekly/monthly.
Manual PayPalSame as above but you trigger each payout.
Bank transferLocal affiliates. You handle the transfer outside the plugin.
Manual / externalYou pay via Wise, Stripe Connect, crypto, whatever — plugin just tracks balances.

You can configure multiple methods and let affiliates choose during signup.

Step 4 — Cookie duration

How long an affiliate’s referral cookie persists after the visitor’s first click. The visitor’s subsequent purchase still credits the affiliate within this window.

  • 30 days — standard for impulse / digital purchases
  • 60 days — standard for considered purchases (default)
  • 90 days — for B2B or high-consideration products

After the wizard

You’ll land on Affiliates → Dashboard with a live overview. Create your sign-up page next (see Affiliate portal →), then start recruiting.