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Customize a Referral Tracking Link URL

Madsen, Amanda

By default, referral tracking links use your Max Classic account app name as the base URL: https://iuejl33.isrefer.com/go/training/jordanh. 

You can override this default prefix with a custom prefix by following the steps below:

  1. Start by copying the code at the bottom of this article and paste it into a text editor (e.g. Notepad.)  This code is also found in your Max Classic account. 
  2. To located it navigate to CRM > Settings > Referral Partner Settings > Referral Partner Defaults.
  3. Edit the code to match your app name (bolded in the code below).
  4. Save the file with a .html extension (e.g. referral.html.) 
  5. Log on to your hosting administration panel; e.g., GoDaddy, to upload the file to server connected to the custom URL; e.g., homerunhouse.com. This creates a web page URL that looks something like this: http://homerunhouse.com/referral.html 
    • Note: Your website administrator may need to help you with this step. You can send your webmaster the code as an email attachment.
  6. Log back into Max Classic and navigate to CRM > Settings > Referral Partner Settings > Referral Partner Defaults.
  7. In the Tracking section, enter the URL from #4 into the custom referral partner link URL field; e.g., http://homerunhouse.com/referral.html
  8. Click Save. This will update all redirect links for your affiliates.
     
<script type="text/javascript">
 
    var myCrm = "https://appname.infusionsoft.com"
 
    var code = getQueryVariable("w") + "/";
    var affiliate = getQueryVariable("p") + "/";
    var ad = getQueryVariable("a");
 
    if (ad == "not found") {
        ad = "";
    } else {
        ad = ad + "/";
    }
 
    window.location = myCrm + "/go/" + code + affiliate + ad;
 
    function getQueryVariable(variable) {
        var query = window.location.search.substring(1);
        var vars = query.split("&");
        var returnVal;
        var found = "false";
 
        for (var i = 0; i < vars.length; i++) {
            var pair = vars[i].split("=");
            if (pair[0] == variable) {
                returnVal = pair[1];
                found = "true";
                break;
            }
        }
        if (found == "false") {
            returnVal = "not found";
        }
 
        return returnVal;
    }
 
</script>

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