Set Up and Manage Your Referral Partner Program in Infusionsoft

Table of Contents:

Watch the Referral Partner Program Overview Video


Decide How Partners Will be Tracked

If two partners are marketing to the same person and the person clicks on both of the partner's links... which partner gets credit for the sale? Check out the How Partners are Tracked article to see how to configure your referral partner settings and manage these situations.


Configure the Default Commission Program Tracking and Payout Options

There's just a couple of things to configure here before creating your first commission program. Will you pay your affiliate a percentage of the sale or a flat rate... or both?


Create a Commission Program

Now that you have the basics and have made some decisions on how to set up your referral partner system, it's time to create your first commission program in Infusionsoft.


Set Up Tracking Links

It's time to create tracking links so that your referral partners can promote your products and services.


Set Up the Referral Partner Center

Next, set up the referral partner center so that your partners can generate links, build ads, and review their affiliate ledger. Remember that the Referral Partner Center is a separate sign-in and doesn't require user licenses on your account. 


Your Referral Partners Leverage the Referral Partner Center

Click here to see articles for your referral partners.


Build a Referral Partner Signup Campaign

Now that you have everything set up, it's time to automate! You can start by downloading a pre-built campaign or you can build it from scratch. 

  1. Check out this article about how to create a referral partner registration form in the campaign builder.
  2. Learn how to merge referral partner fields into an email (like user name and password).


Learn Referral Partner Reporting

Find out how your referral partners are doing. It's important to build relationships and recognize your top partners. 

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