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SleekView Kanban for Solid Affiliate

SleekView reads the Solid Affiliate referrals table directly, groups every referral by its status, and lets the affiliate manager drag entries between Pending, Unpaid, Paid, and Rejected so the underlying Solid Affiliate referral row updates the moment the column changes.

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SleekView Kanban board for Solid Affiliate

Why Solid Affiliate referrals fit a kanban view

Solid Affiliate stores every referral in the wp_solid_affiliate_referrals table. Each row carries an affiliate_id linking to the affiliate, a reference column linking to the related order, an amount in the store currency, a status column with values pending, unpaid, paid, and rejected, plus timestamps for created_at and updated_at. Solid Affiliate's referrals screen shows everything in a flat table, which is fine for a small program but blind to the live approval workflow a growing program needs.

SleekView Kanban reads the same wp_solid_affiliate_referrals rows directly. Pick status as the group column and every referral becomes a card slotted under Pending, Unpaid, Paid, or Rejected. Card fronts show the affiliate name from wp_users, the related order reference, the referral amount in store currency, the date created, and the commission rate, so the affiliate manager sees every referral's context without opening the detail screen for any single referral row.

Dragging a card between columns calls the Solid Affiliate helper for updating referral status, which writes back to wp_solid_affiliate_referrals.status and fires the matching status change hook. The affiliate's running totals on their profile recompute, payout calculations refresh, and any extension listening for status changes reacts, exactly as it would after a manual update from the Solid Affiliate admin screen via the program manager.

Workflow

From referral table to live approval board

1

Connect your Solid Affiliate source

Point SleekView at the wp_solid_affiliate_referrals table. Add filters for affiliate, date range, amount threshold, or currency so the board scopes to high-value referrals awaiting approval this week rather than every referral your program has ever issued across all years.
2

Pick status as the group column

Choose status as the grouping field and the board renders one column per Solid Affiliate state. You can also group by affiliate when reviewing a single partner's activity, or by reference type when separating sale referrals from signup referrals across the affiliate program manager review.
3

Choose what each referral card shows

Map fields onto the card front. Most affiliate managers show the affiliate name from wp_users, related order reference, referral amount in store currency, date created, commission rate, and a short note from the description field so reviewers see every detail directly on each.
4

Enable drag-and-drop status updates

Turn on writeback so dragging a card writes the new status to wp_solid_affiliate_referrals. Solid Affiliate recomputes the affiliate's running totals, payout calculations refresh, and capability checks tie writeback to manage_options so only the program manager can change referral state.

Sample board

Sample Solid Affiliate referral board

Four real Solid Affiliate referral statuses showing how an affiliate program manager moves referrals from pending review through unpaid approval, into paid payout, or rejected for fraud.
Pending
38
Affiliate Mara V. referral on order #14872
$14.89 referral, 10%
Affiliate Theo Berg signup referral
$25 flat referral
Affiliate Klaus M. referral on order #14869
$31.24 referral, 10%
Unpaid
162
Affiliate Anna Becker approved referral
$22.10 approved, pending payout
Affiliate Hiroshi T. approved batch
$108 across 5 orders
Affiliate Sofia Romero monthly total
$248 awaiting wire batch
Paid
548
Affiliate Lukas Novak May payout
$520 paid via PayPal
Affiliate Priya Sharma May payout
$340 paid via Wise
Affiliate David Park May payout
$880 paid via wire
Rejected
22
Affiliate Carla Bianchi fraud refund
$45 reversed, refund
Affiliate Olivia Wright self-purchase
$22 rejected, policy
Affiliate Erik Lindqvist duplicate
$18 duplicate, voided

Comparison

Default Solid Affiliate referrals list vs SleekView Kanban

Default Solid Affiliate referrals

  • Flat sortable table of every referral, with status as one column per row
  • No visual sense of how many referrals are pending review versus already paid
  • Bulk approvals require checkboxes and a dropdown at the top of the page
  • Filtering by status reloads the screen and loses the comparison context
  • Affiliate managers need full Solid Affiliate access just to approve a referral

SleekView Kanban

  • Reads the standard wp_solid_affiliate_referrals table directly
  • Drag a card to fire the Solid Affiliate referral status hooks normally
  • Cards show affiliate, related order, amount, date created, rate, description
  • Column counts update live so Pending backlog is visible at all times
  • Per-role capabilities tie writeback to manage_options as expected

Features

What SleekView Kanban gives you for Solid Affiliate

Native referral status engine

Every column maps to a real Solid Affiliate status written back to wp_solid_affiliate_referrals. The affiliate's running totals recompute through Solid Affiliate's own helpers, payout calculations refresh, and the affiliate dashboard reflects the new status the next time the affiliate logs in.

Drag-and-drop with audit trail

Each move writes a structured log entry naming the user who dragged it, the source column, the destination, and the referral ID. If a program manager rejects a referral for self-purchase, the chain of custody stays visible to the compliance reviewer during the next monthly audit.

Saved boards per affiliate cohort

Filter to referrals for a single high-value affiliate, referrals from a launch campaign, and referrals awaiting payout above a threshold. Each saved view becomes a shareable URL that opens straight into the right board without rebuilding filters every single shift the team works.

Audience

Where a Solid Affiliate kanban changes daily work

Referral approval workflow

The program manager filters Pending to referrals older than the cooling off period for refunds, reviews each one against the related order, and bulk approves to Unpaid in one drag without having to open every individual referral edit screen for the next monthly payout batch.

Payout batch preparation

When the monthly payout date arrives, finance filters Unpaid referrals above the payout threshold per affiliate, exports the batch for PayPal or Wise, and drags every card to Paid once the bank confirmation lands without manually updating each referral one at a time.

Fraud and policy triage

When a refund triggers a referral reversal or a self-purchase is flagged, the program manager pulls the affected referrals into a saved view, drags them to Rejected, and the affiliate's totals update accordingly without leaving a financial mess for the next month's payout run.

The bigger picture

Why this view matters for a Solid Affiliate program

Affiliate programs running Solid Affiliate often handle hundreds of referrals every month. Some are clean conversions that should be approved as soon as the refund window closes. Some are flagged for review because the order was unusually high value or came from a new affiliate.

Some are reversed by refunds and need to be marked rejected before the next payout batch runs. The default referrals list treats them all the same, which means the program manager runs queries to find anything beyond the most basic filter and finance keeps a spreadsheet of which referrals are approved versus pending. The disconnect between the program data and the finance workflow shows up in the worst places.

A pending referral sits unreviewed for weeks because nobody noticed it. A rejected referral stays in Pending and accidentally gets included in the payout batch. A high-value affiliate complains about a missing payout because three of their referrals are stuck in Pending.

A kanban view that reads and writes the same wp_solid_affiliate_referrals rows the affiliate dashboard reads keeps the program manager and the books honest. Every drag is a real status change, every column count reflects the real approval pipeline, and the cards themselves carry enough context for a new program manager to handle approvals on day one of the job.

Questions

Common questions about SleekView Kanban for Solid Affiliate

Yes. SleekView reads wp_solid_affiliate_referrals using the same schema Solid Affiliate uses internally. There is no shadow data store, no scheduled sync, and the board always reflects the live state of every referral within seconds of any new order or refund event firing through the storefront.

 

Yes. Dragging a card fires the Solid Affiliate referral status hook, which the plugin listens for to recompute the affiliate's running totals through its helper functions. The same recalculation that runs after a manual status change in the admin runs after every drag through SleekView's board interface.

 

Yes. Card fields are configurable per board. Most affiliate managers show the affiliate name from wp_users, the related order reference, the referral amount in store currency, the date created, the commission rate, and a short note from the description field for the program manager review.

 

Yes. Every move runs through current_user_can('manage_options') before the writeback hits the database. A program manager can move anything, a marketing role with limited access can drag for personal sorting but the change does not persist, and unauthorized moves snap back with a clear toast notification.

 

Filters apply at the database query level. A typical board scopes to referrals from the current and prior month, so the rendered card count stays well under a thousand. Older referrals remain queryable through a separate saved archive view for year-end reconciliation with the bookkeeping team.

 

Yes. The affiliate dashboard reads referral status from the same wp_solid_affiliate_referrals table. Once SleekView writes the new status, the next time the affiliate logs in to check their earnings they see the updated status, exactly as they would after a manual admin status change today.

 

Yes. The board exports Unpaid referrals above your payout threshold in standard CSV format compatible with PayPal Mass Pay and Wise Batch Payouts. After the bank confirmation arrives, you drag the exported batch to Paid in one selection without needing to update each referral individually after the fact.

 

Yes. Every drag writes a structured log entry naming the user, the source column, the destination column, and the referral ID. The entry stores in the WordPress database, so a finance lead can answer who approved a $500 referral without spelunking through the Solid Affiliate plugin admin logs.

 

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