Create A Referral Partner Sign Up Form

Introduction

A referral partner sign-up form allows people the ability to sign-up for your referral partner program. Before creating the sign up form, set up the commission program they will be assigned to when they fill-out the form. When someone fills out the referral partner sign up form, several things automatically occur:

  • A contact record is created (if none already exist.)
  • A referral partner record is created.
  • The referral partner is assigned to a partner program.

If you want to get started more quickly, download the Launch a Referral Partner Program Campaign now.

 

 

Step-by-Step Instructions

  1. Go to Marketing > Campaign Builder to add or edit a web form goal in a campaign.

     

  2. Go to the Field Snippets tab and drag over the Partner Snippet and drop it into the desired location on the form.

    This snippet adds username and password fields, which set up the login for the Referral Partner Center.

     

  3. Configure the Referral Partner options

    • Parent: (Optional) The parent is the partner who referred the person filling out the form. This only applies if you have two or more levels in your referral program. The parent partner earns commission when the people they recruited sell your products.

      • None: Choose none if you do not have two or more levels in your referral program.
      • Referring Partner: Choose referring partner if you want Infusionsoft to automatically assign a parent partner based on referral link tracking. You can also assign a backup referral partner. The backup will be the parent partner if the new referral partner did not click on any type of referral tracking link before signing up.
      • Other: Choose other if you want one parent partner assigned to everyone filling out this web form. Use this option when you create a co-branded sign-up page to recruit referral partners through a specific strategic or joint venture partner.
     
     
    • Programs: Select the program changes that need to happen when this form is filled out. The program changes will depend on how you are using the form.

      • ​Signing up new referral partners: Select a program from the "Add to" list. You shouldn't need to remove a new partner from another program.
      • Graduate partners from one program to another: Select a program from both lists since you'll need to add the partner to the higher paying program and remove them from the lower paying program.
      • Put the partners into an additional program: In some cases, the referral partner will be a member of more than one program. Then you will only need to select a program from the "Add to" list.

     

    • Referral Partner Notifications: Do you want partners to receive a notification email when someone they refer signs up for something free (lead) or buys a product (sale)? Select Yes or No to choose the referral partner notifications, or select referral partner defined if you want to let the new partners decide as they sign up. Note: If you want to send email notifications to referral partners, make sure the "Skip notifications on orders and web forms?" (CRM > Settings > Referral Partner Settings > Referral Partner Defaults) is set to No. This is a global notification setting.

     

    • Credit Window: Limit the number of days the referral partner's tracking cookie is active after a link click. Leave this field blank if you do not want to limit the credit window. Limit the credit window to inspire competition and urgency among your partners.

     

  4. Click the Save button when you are finished configuring the sign up form.

     

  5. Go to the Thank-you Page tab and set up your thank-you page.

    You can create the page on the fly or choose to send them to one of your own web pages.

     

     

  6. Go to the Code tab and get the web form code or use the hosted version of the web form.

     

  7. Make sure the form is in Ready mode and then click Back to Campaign.

     

  8. Publish your changes.

    Make sure this form is connected to a campaign sequence so that new parters will receive appropriate follow up emails to confirm their registration and tell them how to access the referral partner center.