Manage Referral Tracking Links Using The Api

Introduction

The Referral Partner component is integrated with Infusionsoft web forms, order forms, and shopping cart. If you use these Infusionsoft features, the referrals are tracked automatically based on clicks on the referral tracking link, opt-in s, and purchases. If this is true, you don't need the information in this article.

 

If you use the Infusionsoft API to integrate with an outside lead capture (e.g. a quoting system) or order system (e.g. a custom shopping cart), then you must implement one of the following modifications to track referrals.

  • Option 1: Standard Referral Tracking Link Modification
  • Option 2: Custom Referral Tracking Link URL Code Modification

Step-by-Step Instructions

  1. Option 1: Standard Referral Tracking Link Modification

    Infusionsoft has a built-in referral tracking link that will:
     
    • Read the referral cookie
    • Send the person to the destination URL of your choice
    • Add the referring partner's ID number as a parameter in the URL

    If you are using the API with lead capture forms or orders, you will use this modified link format to create referral tracking links in Infusionsoft (CRM > Referral Partners > Referral Tracking Links.) Instead of entering the simple URL for the destination website (e.g. http://www.example.com), you will enter the modified redirect (e.g. https://youraccountname.infusionsoft.com/aff.html?to=http://www.example.com.)

    Here is an example of the modified redirect link URL. You will need to change highlighted sections to enter your Infusionsoft application name and the URL of your destination website.

    https://appName.infusionsoft.com/aff.html?to=http://www.example.com

    If the prospect clicking on this link has a referral cookie stored on their browser, the partner will land on a page with a URL something like this:

    http://www.example.com?affiliate=1234

    The destination URL matches the one at the end of the redirect link and the referring partner's ID is part of the URL. If no cookie is found, the referral partner ID number is set to zero.