Referral Partner Program

Articles

 Introduction to Referral Partner Commission Programs
Introduction to referral partner commission programs
 Referral Partner Default Settings
Your referral partner program default settings help define the way your program functions.  For an overview of default commissions, watch this 3 minute video or refer to the information below.   Referral Partner Defaults This ...
 Set up a referral partner commission program
A referral partner commission program defines the payment structure for a specific group of referral partners. You can create multiple programs, each with its own set of commissions and products. If you haven't already, review the checklist &quo...
Merge Referral Partner Info Into Emails
There are two types of referral partner merge fields: Referral Partner Fields and Referral Partner's (Contact) Fields. These merge fields are used to personalize Email, Letter, and Task Templates. These merge fields work just like any other temp...
Track Referral Activity Via The API
The Referral Partner component is integrated with Infusionsoft web forms, order forms, and shopping cart. If these Infusionsoft features are used, the referrals are tracked automatically based on clicks on the referral tracking link, opt-ins, and pu...
Customize a Referral Tracking Link URL
By default, referral tracking links use your Infusionsoft 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: Start by copyin...
Pay if Unused
This option is rare. Leave this option blank unless your business has a multilevel payout system and wants to pay extra commissions to referral partners who are not associated with a referral partner parent.  How Pay If Unused referral com...