IDSource Referral & Cashback Manager

Installation

1. Upload the idsource-referral-cashback-manager folder to /wp-content/plugins/.
2. Activate IDSource Referral & Cashback Manager from the WordPress Plugins screen.
3. Create a public referral page and add [idsource_referral_form].
4. Create a manager login page and add [idsource_referral_login].
5. Create a manager portal page and add [idsource_referral_manager].
6. Go to Referral Manager -> Settings.
7. Configure cashback tiers, email settings, login URL, terms URL, and manager URL.
8. Assign the Referral Manager role to manager users, or grant the custom capabilities manually.

The settings page includes a Shortcodes & Pages help section with copyable shortcode fields, a setup checklist, and a Create Required Pages button.

The page creation action creates missing pages and updates existing required pages to use the current canonical shortcode:

• Referral Form: refer-a-friend, [idsource_referral_form]
• Referral Manager: referral-manager, [idsource_referral_manager]
• Referral Login: referral-login, [idsource_referral_login]

If a required page already exists and contains the current shortcode, it is reused. If it exists without the current shortcode, the page content is replaced with the canonical shortcode. The action updates Login URL and Manager URL for created, reused, or updated pages. Terms URL remains reserved for referral terms or conditions.

The referral form page does not require a stored URL setting. It only needs a page containing [idsource_referral_form]. The Manager and Login URLs are stored because they are used by access and redirect flows. The Referral Form page URL is shown in the setup notice for information only and is not saved to terms_url.