Customize The URL Of A Referral Tracking Link

By default, the 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 one by following the directions below:

Start by copying the following code and paste it into a text editor (e.g. Notepad.) Customize the Infusionsoft app name URL (bolded in the code below) and then save the file with a .html extension (e.g. referral.html.) This code is also found under CRM > Settings > Referral Partner Settings > Referral Partner Defaults in your Infusionsoft account.

<script type="text/javascript">
 
    var myCrm = "https://appname.infusionsoft.com"
 
    var code = getQueryVariable("w") + "/";
    var affiliate = getQueryVariable("p") + "/";
    var ad = getQueryVariable("a");
 
    if (ad == "not found") {
        ad = "";
    } else {
        ad = ad + "/";
    }
 
    window.location = myCrm + "/go/" + code + affiliate + ad;
 
    function getQueryVariable(variable) {
        var query = window.location.search.substring(1);
        var vars = query.split("&");
        var returnVal;
        var found = "false";
 
        for (var i = 0; i < vars.length; i++) {
            var pair = vars[i].split("=");
            if (pair[0] == variable) {
                returnVal = pair[1];
                found = "true";
                break;
            }
        }
        if (found == "false") {
            returnVal = "not found";
        }
 
        return returnVal;
    }
 
</script>

1. Log on to your hosting administration panel (e.g. GoDaddy) to upload the file to server connected to the custom URL (e.g. homerunhouse.com). This will create a web page URL that looks something like this: http://homerunhouse.com/referral.html Note: Your website administrator may need to help you with this step. You can send your webmaster the code as an email attachment.
   
   
2. Log back into Infusionsoft
   
   
3. Go to CRM > Settings > Referral Partner Settings > Referral Partner Defaults
   
   
4. Go to the Tracking section.
   
   
5. Enter the URL from #2 into the custom referral partner link URL field, including the http:// (e.g. http://homerunhouse.com/referral.html.)
   
   
6. Click on the Save button to apply the update. This will automatically update all of the redirect links for all of your affiliates.