Play Description / Instructions

Step 1: Architect Creates the Affiliate WP Plugin Documentation

Document Requirements: The Architect completes the Affiliate WP Plugin Document using the WP Platform Architecture Document template, focusing on the specific features and customizations of the plugin.

Key Plugin Features to Document:

1. Affiliate Registration & Approval
   1.  Overview of how affiliates register and the approval process.
   2.  Any customizations for registration fields or approval criteria set by the client.
2. Commission Structures & Payout Rules
   1.  Detailed breakdown of the commission structures, including percentages, bonuses, or tier-based payouts.
   2.  Client-specific payout rules and frequency (e.g., monthly, quarterly).
   3.  Documentation of any automated payout integrations or manual tracking requirements.
3. Affiliate Dashboard Customization
   1.  Overview of dashboard elements visible to affiliates (earnings, clicks, conversions).
   2.  Custom branding or interface tweaks specific to the client.
   3.  Details on specific reports or metrics provided to affiliates.
4. Tracking & Cookie Duration
   1.  Explanation of tracking parameters, such as cookie duration and any multi-device tracking capabilities.
   2.  Client preferences or specific requirements for how affiliate referrals are tracked.
5. Marketing Materials & Links
   1.  Overview of tools provided to affiliates (e.g., banners, links, social sharing tools).
   2.  Any custom link parameters or UTM codes required for tracking campaigns.
6. Reporting & Analytics
   1.  Details on available reports and analytics that clients or affiliates can access.
   2.  Specific reports customized for the client’s needs, such as sales, referral traffic, and affiliate performance data.
7. Third-Party Integrations
   1.  Overview of integrations with other WP plugins or external systems (e.g., CRM, payment gateways).
   2.  Specific details on API connections, webhooks, or data flows related to the affiliate program.
8. Compliance & Legal Requirements
   1.  Documentation of any compliance features related to GDPR or similar regulations, ensuring affiliate data privacy and consent.
   2.  Notes on client requirements for displaying affiliate disclosures or meeting regional legal standards.
9. Notifications & Communication Settings
   1.  Overview of automated notifications to affiliates (e.g., new sale, payout processed).
   2.  Client-specific email templates, welcome messages, or other communication preferences.

Step 2: Initial Handoff Meeting

1. Schedule the Handoff Meeting: The Architect schedules a review session with the Specialist.
2. Discussion Points for Handoff: 
3. Walk through each documented feature with the Specialist, focusing on customizations and integrations.
4. Review any client-specific configurations that may impact setup, usage, or ongoing support.
5. Discuss potential challenges, questions, or risks identified during the initial setup.
6. Follow-Up Documentation: Add meeting notes and any further actions or clarifications required.

General Notes / Brainstorming

1. Ensuring Completion of Required Fields: The Architect should confirm that all fields in the Affiliate WP Plugin Document are complete before the handoff.
2. Roles in Handoff: The Specialist should ask questions to clarify plugin features or client expectations and update the document post-meeting to reflect any new insights.
3. Documentation Updates: As configurations or client needs evolve, the Specialist should maintain and update the Affiliate WP Plugin Document to ensure it reflects the current state of the project.