Partner Program

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  The first step to set up a referral partner program is to go through the Partner Default Settings page and choose how you want to track referral partners and how your payouts work. Go to CRM > Settings in the main navigation menu Cli...

A commission program defines the payment structure for a specific group of referral partners. You can create multiple programs, each with its own set of commissions and products. The commissions apply to every partner enrolled in the commission prog...

Referral tracking links are links to your websites, landing pages, order forms, etc. that your referral partners use to send prospects to your business. The link itself includes a code that tracks which partner sent the prospect to you. The links sh...

There are 2 types of referral partner merge fields: Referral Partner Fields and Referral Partner's (Contact) Fields. These merge fields can be used to personalize Email, Letter, and Task Templates. These merge fields work just like any other templat...

The Referral Partner component is integrated with Infusionsoft web forms, order forms, and shopping cart. If these Infusionsoft features are used, the referrals are tracked automatically based on clicks on the referral tracking link, opt-ins, and pu...

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 co...

You can find this setting by going to: CRM > Settings > Referral Partner Settings > Referral Partner Defaults. It is recommended to leave this setting "off" unless you meet the following criteria: This setting only applies to unique situations in...