Managing your Referral Partner program (reports)

Use reports and other features to manage your referral partner program.

Articles

How To Use Referral Program Reports
Got to CRM > Reports > Referral Partners   To view a report, click the report title.   Then select search criteria and click Search .   To create a filter for this report, click on the Edit Criteria/Columns butto...
Search for Referral Partners
You can search for referral partners several ways; by individual referral partner, by all RPs under a specific commission program, and all child partners under a specific parent, are a few examples.  Search for RPs under a specific commission ...
Monitor Referral Partner Activity
As an affiliate program manager, you'll want to be able to see which  affiliates are most active so you can reward top performers and / or  fulfill on incentives you've promised. There are several Referral  Partner Reports (...
View Relationships Between Referral Partners
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 have a multilevel referral program and your...
Assign A Referral Partner To Multiple Contacts
You can batch create referral partner referrals for an entire list of  people. You may need to do this after importing a list of leads after a  partner's event, webinar, or other joint marketing effort. Go to  CRM > Contacts ...
Mass update a list of referral partners
You can mass update the following types of data for a list of referral partner records: Status  Notify Lead  Notify Sale Lead Cookie for Default Skin Remove from Programs Add to Programs Referral Partner Record Custom Fields M...
Generate Referral Partner Commission And Payment Reports
Use the following reports to view the financial activity of your referral partners. Go to CRM > Reports > Referral Partner to view the reports that provide insight into commissions due, clawbacks issued, and payments issued. Referral Part...
 Pay an Individual Referral Partner
  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 individuals through the referral partner...
Pay a group of referral partners at once
Infusionsoft 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 your partner contract. Issuing payments in Infusio...