Madsen, Amanda

The vast majority of Email clients typically do not support the latest interactive web technologies. Here is a list of the most common asked-about elements that are either not supported or have lim...

In Keap, each email address stored in the system is assigned a status that helps manage communication preferences and compliance with email marketing regulations. Keap typically assigns statuses au...

Merge fields are used to personalize follow-up communications on an individual basis. They pull information from a contact record and insert that information into emails and other templates. In the...

Global OverrideGlobal Override is a manually set option that grants commission for a specific partner for all sales made, regardless if the referral partner is associated with the contact or not.If...

Max Classic tracks partner referrals and calculates commissions due when a referral makes a purchase. You will need to issue payments to referral partners on whatever schedule you've defined in you...

If you have a large number of referral partners, use the referral partner ledger report to view commission balances and issue  payment. But, you can also view commissions and issue payment to indiv...

Use the Referral Partner Structure report (CRM > Reports > Referral Partners) to see a summary of the parent/child relationships between your referral partners. This summary is generated when you h...

Referral Partner Activity SummaryReferral Partner Redirect Activity SummaryReferral Partner Referral ReportAs an affiliate program manager, you'll want to be able to see which  affiliates are most ...

Run a custom referral partner report. Navigate to CRM > Reports > Referral Partners.To view a report, click the report title, select search criteria and click Search. To create a filter for this re...

Referral partners will copy the banner embed code from your Referral  Partner Center and paste it into web pages or emails. The banner code  includes the referral tracking link so that the partner ...