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How To Create Partner Referrals
How To Create Partner Referrals

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How To Create Partner Referrals

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
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Tracking & Reporting

Monitor and analyze the performance of your referral program.

Navigate to
Reporting > Partner Referrals
to review:
Billed: Commissions included in invoices
Balance: Total earned in timeframe
Referral Status: Active/Inactive state
Inactive means referral association removed
Balance not calculated for inactive status
Commission Structure: Payment calculation method
Referred Date: When relationship began/structure updated

Invoice Integration

Referral payments automatically added as line items
View in
Partners - Invoices > Invoice Details
Payments process after minimum threshold is met
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