> For the complete documentation index, see [llms.txt](https://docs.afflr.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.afflr.io/settings/general-settings.md).

# General Settings

General Settings give you control over how commissions are approved and calculated, how affiliate codes are generated, fraud prevention rules, and automation options. Go to **Settings → General** to configure these preferences.

***

### Commission Settings

Configure how commissions are approved and how commission amounts are calculated for each sale.

#### Commission Approval Settings

Choose when a commission is approved after a sale is made:

| Option                           | Description                                                                                                        |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| **Automatic — Immediate**        | Commission is approved instantly as soon as the sale is recorded                                                   |
| **Automatic — Delayed (X days)** | Commission is held for a set number of days before being approved, useful to account for returns or refund windows |
| **Manual**                       | You review and approve each commission individually from the Commissions tab                                       |

> **Tip:** Using a delayed approval period that matches your refund policy (e.g., 14 or 30 days) ensures you don't pay commission on orders that later get returned.

#### Commission Calculation Settings

Choose what is included in the order value when calculating a commission:

| Option                         | Description                                                                                   |
| ------------------------------ | --------------------------------------------------------------------------------------------- |
| **Without Taxes & Shipping**   | Commission is calculated on the product subtotal only — taxes and shipping costs are excluded |
| **Including Taxes**            | Taxes are included in the order value used for commission calculation                         |
| **Including Shipping**         | Shipping costs are included in the order value                                                |
| **Including Taxes & Shipping** | Both taxes and shipping are included in the calculation                                       |

***

### Referral Marketing Automation

Automatically turn customers into affiliates after they make a purchase, without requiring them to fill out a signup form.

#### Automatically Enroll Customers in the Referral Program Upon Purchase

When this toggle is enabled, every customer who completes a purchase is automatically enrolled in your selected affiliate program. They receive their unique referral link via email immediately after their order is confirmed.

**To enable:**

1. Toggle **Automatically enroll customers in the referral program upon purchase** to on
2. Select the program that new customers will be enrolled in
3. Click **Save**

> **Note:** Customers enrolled this way are added directly as approved affiliates, no application review required.

***

### Fraud Prevention

Protect your program from self-referrals and commission abuse with built-in fraud prevention rules.

#### Block Self-Referral Using Email

Prevents a commission from being granted if the customer placing the order uses the same email address as the affiliate who referred them.

Enable this to stop affiliates from earning commissions on their own purchases.

#### Block Self-Referral Using IP

Prevents a commission from being granted if the customer and the affiliate share the same IP address at the time of the purchase.

Enable this for an additional layer of self-referral protection, particularly useful when email alone may not be sufficient.

> **Tip:** It is recommended to enable both email and IP self-referral blocking for maximum fraud protection. However, turn off this while testing. 

***

### Advanced Settings

#### Enable Affiliate Sale Tag

When enabled, Yuko automatically tags affiliate-driven orders in Shopify with the label **Affiliate Sale - Afflr**. This makes it easy to filter and identify affiliate orders directly from your Shopify Orders dashboard without opening Yuko.

#### Affiliate Code Customization

Choose how referral codes are automatically generated when a new affiliate joins your program:

| Option                     | Description                                                                            |
| -------------------------- | -------------------------------------------------------------------------------------- |
| **First Name**             | Referral code is based on the affiliate's first name with a random alphanumeric suffix |
| **Last Name**              | Referral code is based on the affiliate's last name with a random alphanumeric suffix  |
| **First Name + Last Name** | Referral code combines both names with a random alphanumeric suffix                    |
| **Random Identifier**      | A fully random alphanumeric code is generated; no name is used                         |

> **Note:** Regardless of the format chosen, each generated code is unique. You can always override the auto-generated code by editing the affiliate manually.

***

Click **Save** at the bottom of the page to apply any changes made in General Settings.

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#### Need help?

Contact support                                      - [CONTACT](mailto:contact@afflr.on.crisp.email)

Schedule a free onboarding call            - [BOOK A CALL](https://cal.com/yukoteam/yuko)

Join the Yuko community                       - [VISIT](https://yuko.so/partners/agency/)
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