Table of Contents:
The Referral Partner Center is a password-protected portal that your referral partners use to access their referral reports, generate redirect links, and acquire marketing and help materials that you provide for them (banner ads, email copy, etc...) The Referral Partner Center gives your referral partners easy access to the tools and information they need to be successful.
Sign in to the Referral Partner Center
- Have your referral partner go to your account sign in page (https://youraccount.infusionsoft.com). Below the main sign-in form, you will notice a link that says, Referral Partner Sign-in.
- Your referral partners will click the Referral Partner Sign-in link.
- The referral partner will then enter sign-in credentials. Referral partners are assigned a unique code that is also their username. They also set up a password when they first sign up as a referral partner on your website.
Navigate the Referral Partner Center
Navigation is performed by clicking on the relevant menu option on the left-hand side of the page. There are three menu categories: Home, Resources, and Reports.
- Home: The Home section gives partners access to update their contact information and the ability to view their commission program(s). You can choose to show or hide these individual menu options in CRM > Settings > Referral Partner Center.
- Welcome: Shows the welcome message that you can edit in CRM > Settings > Referral Partner Center.
- My Profile: Gives the partner access to view and update their profile information.
- My Programs: Gives the partner access to a list of the program(s) they are enrolled in and the program description that you entered when you created the program.
- My Commission Structure: Gives the partner access to the specific commission fees/percentages for their program(s).
- Resources:The Resources section gives partners access to the tools they need to promote your products and or services.
- They can generate redirect links
- They can access your promotional material: Advertising banners, Email Copy, and Resource Pages
- Reports: The Reports section gives partners access to commission, lead tracking, and sales reports. The My Ledger report is a valuable tool they can use to access their financial earnings.