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Last Updated: 03/19/2021 in Marketing Legacy Legacy (Other)
My Keap Referral Partner Code: If you are an Keap referral partner, you can enter your partner code
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Last Updated: 04/14/2021 in E-Commerce Refunds
(Optional) Go to the Referral Partner Commissions section to tell Max Classic how to adjust referral … Apply Refund to Referral Partner Commissions (Clawback) : If you mark this checkbox, Max Classic will … Apply Credit to Referral Partner Commissions : If you mark this checkbox, Max Classic will retract or
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Last Updated: 03/24/2021 in E-Commerce Discounts & Upsells
Discount Referral Partner Commissions : Set to Yes if you want to base partner commissions on the discounted … pricing instead of calculating the referral partner payout on the full price of the product. … This only applies if you are using the Referral Partner component and have set up percent commissions
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Last Updated: 01/17/2024 in Getting Started
Here you can review reporting on your Referral Partner activities, as well as Sales metrics driven almost … partners, visitors, and Zapier Integrations. … or CRM area, contains all the customer related items including contacts, companies, opportunities, referral
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Last Updated: 03/19/2021 in E-Commerce Refunds
Apply Refund to Referral Partner Commissions (Clawback) : If you mark this checkbox, Keap will retract … (Optional) Go to the Referral Partner Commissions section to tell Keap how to adjust commissions after … Apply Credit to Referral Partner Commissions : If you mark this checkbox, Keap will retract or take back
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Last Updated: 06/03/2022 in Release Notes
When a Referral was added to a contact by clicking a Referral Partner's tracking link, the DateExpires … column on the referral table was not being set.
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Last Updated: 01/06/2022 in E-Commerce Refunds
(Optional) Go to the Referral Partner Commissions section to tell Keap how to adjust Referral Partner … Apply Refund to Referral Partner Commissions (Clawback) : If you mark this checkbox, Keap will retract … the commissions that the referral partner earned for this sale, based on a credit applied to a future
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Last Updated: 06/18/2018 in Bulletin
Q: Will I have to take action regarding affiliate links? … center links including referral partner login, and client login Please Note: These changes do not require … pages Web forms Shopping carts Order forms Legacy order forms Email tracking links Hosted email links Referral
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Last Updated: 10/25/2022 in E-Commerce Discounts & Upsells
Discount Referral Partner Commissions : Set to Yes if you want to base referral partner commissions … This only applies if you are using the Referral Partner component and have set up percent commissions … on the discounted pricing instead of calculating the referral payout on the full price of the product
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Last Updated: 11/20/2020 in CRM Contacts Manage Contacts
Please note that you may lose information such as referral partner records or other data that you might … Please refer to the article Restore deleted contacts and other data . … each customer engages in different ways, it's important to tag customers so you can identify their preferred
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Last Updated: 04/08/2021 in E-Commerce Orders & Quotes
(Optional) Lead / Sale Referral Partner : Type in the name of a referral partner to credit their partner … This field is automatically populated if a referral partner is already associated with the customer's
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Last Updated: 06/06/2023 in Getting Started
Partners ✓ Get More Jobs Quotes ✓ ✓ ✓ Appointments ✓ ✓ Sales pipeline ✓ ✓ ✓ Sales Round … Company Records ✓ ✓ ✓ Lead Source Tracking ✓ ✓ Lead Scoring ✓ ✓ Customizable Dashboard ✓ ✓ ✓ Referral
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Last Updated: 11/11/2021 in E-Commerce Discounts & Upsells
Discount Referral Partner Commissions : Set to Yes if you want to base referral partner commissions … This only applies if you are using the Referral Partner component and have set up percent commissions … on the discounted pricing instead of calculating the referral payout on the full price of the product
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No, any referral partner links that are pointed to Landing Pages will not track the visitor's referral … partner information. … Can I generate referral partner tracking links that direct traffic to my Landing Pages and track commission
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Last Updated: 04/14/2021 in E-Commerce Orders & Quotes
partner commissions to this order. … (Optional) Assign Commissions Select the Lead and / or Sale Referral Partner who are eligible for commissions … partner commissions Actions: Quick sales do NOT trigger purchase actions.
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Last Updated: 11/18/2022 in CRM Contacts Manage Contacts
Referral Partner Tracking: This section shows if a referral partner is involved with this contact. … You can add a referral partner manually while viewing the record, too.
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Last Updated: 09/29/2022 in Release Notes
Learn more Bug fixes When attempting to view or edit a Sales Template on a referral partner record
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Last Updated: 09/15/2021 in E-Commerce Orders & Quotes
partner commissions to this order. … partner commissions to this order. … Choose No if the lead and/or sale partners are not eligible for commissions on this order.
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Last Updated: 05/14/2020 in E-Commerce Financial Reporting
Partner Product Ids Promo code Source To customize the report view, click the Columns button Now … Totals Click the Edit Criteria/Columns... button to select from the available criteria Year Month Referral
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Last Updated: 10/16/2019 in E-Commerce Orders & Quotes
(Optional) Lead / Sale Referral Partner : Type in the name of a referral partner to credit their referral … partner commissions for this sale.