How To Setup a Recurly Affiliate program

If you are currently offering a membership subscription service and you are using the Recurly recurring billing platform, you may now use OSI Affiliate Software to set up a recurring affiliate program where you pay affiliates a recurring commission. 

The OSI Affiliate Software integration with the Recurly recurring billing platform can be done by following the steps below.

Step 1. Login to your Recurly account and click on Integrations and API Credentials. Note down your API Key for later.

Step 2. Click on Configuration and click on Plans. Click on the plan that you want to integrate.

Step 3. Once you’re in your plan, click on the Plan Actions drop-down and select Edit Plan.

Step 4. Scroll down and look for the Hosted Payment Pages section and click the checkbox for Bypass Recurly Confirmation.

Step 5. Fill in the field for Return URL After Success using the following format. Then click the Save Changes button.

https://YOUR-WEBSITE-URL/YOUR-WEBPAGE.html?account_code={{account_code}}

Example URL: https://example.com/test.html?account_code={{account_code}}

Step 6. Click on Integrations, select Webhooks and click on the Configure button.

Step 7. Click on the New Endpoint button.

Step 8. Type in any Endpoint name and use the following format for the Endpoint URL. Click on the Save Changes button.

https://YOUR-OSI-URL/sales/recurly_webhooks?method=1

Example URL: https://demo.ositracker.com/sales/recurly_webhooks?method=1

Step 9. Create the page for RETURN URL AFTER SUCCESS that we setup in Step 5. Users would be redirected to this URL after successfully subscribing to your plan. Add the following code before closing body tag </body>.

<script>var subdomain = 'YOUR-SUBDOMAIN-ON-OSI';</script>

<script src="http://YOUR-OSI-URL/js/recurly-sale.js" async></script>

<div id="st_code"></div>

Replace YOUR-SUBDOMAIN-ON-OSI with your subdomain

Example: demo

And replace YOUR-OSI-URL with your OSI URL 

Example: demo.ositracker.com.

Step 10. Login to your OSI Affiliate Software admin dashboard. Click on Set Up Software. then settings.

Step 11. Click on Settings and click Third Party Integrations button.

Step 12. Scroll down and click on Recurly Integration.

Step 13. Type your Recurly subdomain (your recurly name before recurly.com i.e company1 in company1.recurly.com) and API Key (copied “Private API Key” in Step 1).

Step 14. Set your referral program to enable recurring commission. Go back to the Dashboard and click on Referral Programs.

Step 15.  Click on Show Advanced Settings. Select Yes  button for recurring commission. Select Match Email for the drop down. Click on Continue once done.

Step 16. Use your Recurly HOSTED PAGE URL (seen on step 4) or use any landing page where you may direct them to the Recurly hosted page URL. Click Finish once done.

Now OSI Affiliate software will register all new subscriptions and recurring bills from the Recurly.