EF Helpdesk

Boost your network growth by incentivizing existing partners to recruit new partners / affiliates through automated referral tracking and commission payments.

Overview

Partner Referrals transform your existing Affiliates into network growth champions by rewarding them for bringing in new Partners.

This creates a self-sustaining growth engine where your best performers help recruit like-minded Affiliates while earning additional revenue.

Key Terms

Key terms related to the Partner referral program.

➔ Referral Link: Unique signup URL for each Partner.
➔ Referral Commission: Payment for successfully recruiting new Partners.
➔ Commission Structure: How referral payments are calculated (flat fee or percentage).
➔ Referral Status: Active/Inactive state of referral relationship.
➔ Billing/Balance: Paid vs. earned referral commissions.

Why Use Partner Referrals?

Accelerate Network Growth: Leverage your Partners' connections
Quality Recruitment: Partners often refer others in their industry
Cost-Effective: Pay only for successful referrals
Increased Partner Loyalty: Additional revenue stream keeps Partners engaged
Automated Management: System handles tracking and payments

Important Notes

Key considerations for the Partner referral program.

Feature does not allow retroactive payments (contact Support if needed)

New commission structures create new report entries

Referral links work even when feature is disabled

Must enable feature temporarily to copy referral links

Available Commission Structures

1. Flat Fee Model

One-time payment when referred Partner is approved

Best for: Quick incentives and predictable costs

Example: $100 per approved referral

2. Performance-Based Model

Percentage of referred Partner's earnings options:

% of Payout
% of Revenue
% of Profit

Best for: Aligning incentives with quality

Example: If Partner 1 refers Partner 2 and chooses 10% of Payout for one month:

When Partner 2 earns $100 payout, Partner 1 gets $10 (10% of 100).

Setting Up Your Referral Program

Configure the settings for your partner referral program.

Global Configuration

Navigate to Control Center > Partner Configurations

Select Partner Referral

Click Edit

Enable Partner Referral

Configure default settings:

Commission structure (Method)

Payment rates / Amount

Commission Type

Duration period for Percentage method (if unchecked, period is indefinite)

Minimum thresholds before commission payments

Partner-Specific Settings

Go to Partners > Manage

Select a Partner

Find Partner Referral Setting card

Customize or disable referrals for specific Partners

Option to retroactively assign referral relationships

Managing Referral Links

Partners find their link in Company Settings > My Account

Each link automatically tracks referrals

Links remain functional even when feature is disabled

Links are hidden when the feature is turned off but still work.

Tracking Without Commission

Track referrals without paying commissions.

Disable Partner Referral feature in Control Center

Use Referred By field to track relationships

Can still use referral links (must temporarily enable feature to copy links) and it will automatically associate any Referred Partners with the Referring Partner using the Referred By field, which is displayed when you navigate to Partners - Manage

Option to manually assign referral relationships