Articles
How To Use Referral Program Reports
Got to CRM > Reports > Referral Partners To view a report, just click the report title. To clear the search results, click on the Start Over button. To create a filter for this report, click on the Edit Criteria/Columns butt...
Monitor Referral Partner Activity
As an affiliate program manager, you'll want to be able to see which affiliates are most active so you can reward top performers and / or fulfill on incentives you've promised. There are several Referral Partner Reports ( CRM > Reports > Referr...
View Relationships Between Referral Partners
Use the Referral Partner Structure report ( CRM > Reports > Referral Partners ) to see a summary of the parent/child relationships between your referral partners. This summary is generated when you have a multilevel referral program and your refer...
Generate Referral Partner Commission And Payment Reports
The following reports can be used to view the financial activity of your referral partners. Go to CRM > Reports > Referral Partner to view the available reports that will let you see commissions due, clawbacks issued, and payments issued. Refer...
Pay An Individual Referral Partner
If you have a large number of referral partners, you will use the referral partner ledger report to view commission balances and issue payment. But, you can also view commissions and issue payment to individuals through the referral partne...
Pay A Group Of Referral Partners At Once
Infusionsoft tracks partner referrals and calculates commissions due when a referral makes a purchase. You will need to issue payments to referral partners on whatever schedule you've defined in your partner contract. Issuing payments in Infusionsof...