Create And Manage Promotional Pages For Referral Partners


These pages are designed to train and educate your referral partners so they can do a good job marketing for you. Provide your partners with easy-to-access information about new products, product benefits, etc. or teach them how to use new marketing strategies (social media, blogging, etc.) 

You can either copy the content of the Resource Page into the HTML Editor, or you can link to an existing web page by entering the url in the Must be a valid URL field.

Step-by-Step Instructions

  1. Go to CRM > Referral Partners in the main navigation menu


  2. Select Promotional Resources from the Referral Partners menu.


  3. Select Page as the resource type.



  4. Go to the Information section

    • Title: This is visible to both you and your partners. It should be short, descriptive, and be related to the content of the email. 
    • Notes: The notes are also visible to you and your partners. You can use this field to recommend an audience, a subject line, date range limits, etc.
    • Resource Order: The order number determines where this email falls in the email resource list in the Referral Partner Center. Use it to put the most important email resources at the top of the list.
    • (optional) Enter a URL to a web page that was designed outside of Infusionsoft and is hosted online. This allows you to use an outside resource to create and update the page without signing in to your Infusionsoft account. If you use this option, it will override an page created in Infusionsoft using the HTML editor.
    • Page Width: The width (in px) of the page to be displayed in the resource center.
    • Page Height: The height (in px) of the page to be displayed in the resource center.


  5. Create the page using the HTML editor (leave this blank if you entered the URL above in the Must be a valid URL field.)


  6. (Optional) Limit access

    By default, all of your affiliates are able to access this page. Click on the name of a referral program if you want to limit access so that only the partners in the selected program can view and use this page. Hold down the Ctrl key on your keyboard to select more than one program.