Create a Referral Partner Record (manually)

There are automated methods that you can use to create referral partner records (see Create a Referral Partner Sign-up Form), but if you have only a few to create, then follow these steps. 

Create a referral partner record manually

  1. If you haven't done this yet, the first step is to create a contact record for your referral partner.

  2. Once you have a contact record for your new referral partner, navigate to CRM and click Referral Partners.

  3. Click the Referral Partners drop-down menu and click Add a Referral Partner.



  4. Enter Referral Partner Information:
    • Contact - begin typing the name of the new referral partner and click to select it.

    • Name - this can be the contact's name or an entity or professional organization that the contact is associated with.

    • Code - this will be the referral partner's tracking code and username for the Referral Partner Center. It must start with a letter.

    • Password - enter a password; referral partners use this to log into the Referral Partner Center. 

    • Parent - this is optional - select the parent referral partner to this referral partner or leave it blank. You can set up parent referral partners to receive commission when one of their referrals makes a lead or sale. 

    • Status - select Active.

    • Notify On Lead - select this based on preference. Select Yes to send a notification to the referral partner's contact record email address when someone that they refer fills out a web form or landing page. 

    • Notify On Sale - select this based on preference. Select Yes to send a notification to the referral partner's contact record email address when someone that they refer purchases something from your business.

    • Track leads for - enter a number of days that you want to track a lead.  This limits the number of days the referral partner's tracking cookie is active after a link click. Leave this field blank if you do not want to limit the credit window (the opportunity for commission).

    • Cart Skin - this is optional - use this legacy shopping cart theme when customers access the shopping cart through this referral partner.

  5. Click Save. You have manually created a referral partner record.


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