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Referral Tracking

Track and reward referrals from clients, friends and affiliates

Get more referrals and view advanced analytics so you know which partners best support your growth.

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Start your free trial
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Or get a demo
Referral Tracking

Track and reward referrals from clients, friends and affiliates

Get more referrals and view advanced analytics so you know which partners best support your growth.

settings
arrow_forward
Or get a demo
Why is it better?

Give referrers what they want, and get more referrals

Use Ontraport’s flexible commission payment options and give partners access to their stats and promotional tools to entice more referrals.

Better tracking = happier partners

Because Ontraport tracks contacts far better than any other system, you will successfully capture a higher percentage of referrals ensuring that your partners get the credit they deserve.

 
Why is it better?

Give referrers what they want, and get more referrals

Use Ontraport’s flexible commission payment options and give partners access to their stats and promotional tools to entice more referrals.

 

Better tracking = happier partners

Because Ontraport tracks contacts far better than any other system, you will successfully capture a higher percentage of referrals ensuring that your partners get the credit they deserve.

Pay referrers your way

Encourage early promotion of a product launch by paying first referrers, or incentivize a final sales push by paying last referrers.

Create a partner portal

Simplify partner management with a place for them to view how many referrals and sales they’ve made, commissions earned and paid, and more.

Create a partner portal

Simplify partner management with a place for them to view how many referrals and sales they’ve made, commissions earned and paid, and more.

Help your partners sell you

Give your partners custom referral links, banners, lightboxes and pre-written emails they can use to make it easier to promote you.

Know the impact on your bottom line

Understand buying patterns, lifetime value and more about referred customers so you know which referrers are making the biggest difference.

Know the impact on your bottom line

Understand buying patterns, lifetime value and more about referred customers so you know which referrers are making the biggest difference.

Problems solved

Grow by word of mouth

Referred leads are the best leads

Don’t miss the opportunity to get referred customers, who are far more likely to buy and buy again. It’s worth it to pay for these high-value customers.

Don’t pay for leads you ended up marketing to

Made a sale today to someone who was referred a year ago? You decide the time limits on referrer credit so you’re not paying for leads you ended up closing.

Reward referrers to keep them engaged

Set up reward programs to thank referrers for their business when they hit a certain number of referred customers or other milestones.

“The best part of Ontraport’s affiliate program capabilities is the history log that provides massive transparency. You're sure you're paying the right people the right amounts. It's also simple to set up in Ontraport if you understand what you're trying to achieve.”
— Em Boden, EmBoden.com
The best part of Ontraport’s affiliate program capabilities is the history log that provides massive transparency. You're sure you're paying the right people the right amounts. It's also simple to set up in Ontraport if you understand what you're trying to achieve.
Em Boden
EmBoden.com

4 ways to help partners help you

Give your referral partners no excuse not to promote you with these tools.

Links

Links can include their unique ID for easier referral tracking.

Banner Ads

Design ads they can put on their site or attach to emails.

Lightboxes

Create pop-up ads so they can drive opt-ins right from their site.

Emails

Give them your proven email copy that they can reuse.

What you can learn from advanced referral metrics

Because Ontraport handles your full customer lifecycle, you can view referrals in context with the rest of your business. Here are just a few examples of insights you can easily gather and use for better decisions:

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What’s the lifetime value of a referred client vs. an organic one?

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How much did you generate in revenue compared to paid in commissions?

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What % of referred customers turn into partners themselves one day?

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Are referred customers more likely to buy a specific product than another?

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Do referred customers take more upsells/cross-sells than non-referred customers?

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Should you market/onboard referred customers differently based on what you know about them?

Problems solved

Referral tracking ties into your all-in-one platform seamlessly

Tracking and Attribution

Get detailed tracking of page visits, opt-ins and purchases that come from referrals so you know exactly which partners are most effective.

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WordPress Integrations

If you have a WordPress site integrated with Ontraport, create a partner center where referrers can view their stats and get promo tools.

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Unified Contact History

You’ll never doubt who referred a customer with automatic tracking of first and last referrers saved in contact records.

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Related Resources

Set up your referral/partner program in Ontraport

From setting up the program, to the payout settings and automated campaign, we have it all covered. 

Expand your client base with a referral program

Learn how to motivate your customers to refer their friends to your brand.

Referral programs

Incentivize quality referrals to make more sales with these proven strategies.

Start getting more referrals

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Start free trial
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Or get a demo

"In the past year, I flipped my income from 80% client work, 1:1 training and paid speaking, to 80% leveraged income in the form of program sales and affiliate income. Ontraport is now an engine in my business that can grow with me."

— Donna Moritz, Socially Sorted

Start getting more referrals

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"In the past year, I flipped my income from 80% client work, 1:1 training and paid speaking, to 80% leveraged income in the form of program sales and affiliate income. Ontraport is now an engine in my business that can grow with me."

— Donna Moritz, Socially Sorted

Frequently Asked Questions

Is Ontraport the best ecommerce platform for small businesses?

Yes — Ontraport is a great choice if you’re looking to grow your small business! It comes with everything you’ll need to sell online and scale: order pages and forms, payments, upsells, tracking and more.

While other ecommerce tools on the market may seem more affordable, many of them require additional integrations for your marketing, customer relationship database, sales pipeline, internal workflows and other must-have features… and those price tags add up fast. With Ontraport, you get everything under one roof and will never end up with a price tag that’s disproportionate to your business size. 

I want to start selling online. What features should I look for in online payment platforms?

If you’re planning to take payments online for your product or service, you’ll need a platform that can process those payments and offer a smooth purchase experience for customers. Here are a few features you should keep an eye out for as you shop:
  • Order forms: Can you accept payments, offer subscription plans and integrate a payment gateway?
  • Offline transactions: Can you manually charge credit cards for purchases that didn’t occur on your website?
  • Complex offers: Can you manage subscriptions, free or paid trials, payment plans or any other offers you dream up in the future?
  • Upsells and order bumps: Can you boost average order values by letting customers add to their purchases during checkout?
  • Decline recovery: Can you automatically follow up and save the sale when a customer’s card is declined?
  • Customer center: Can you create your own branded online portal for customer self-service?
  • Referral tracking: Can you track referrals and reward your partners for spreading the word about your business?
Ontraport is one of the best ecommerce platforms you can choose, because it gives you all the features above and more — all under the same roof as your marketing, sales and customer database.

Turn your business on with Ontraport.

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