Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Resources keyboard_arrow_down keyboard_arrow_up
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog
University Pricing Chat
clear
Using the Partners app
Last updated on: December 13, 2023

A Partner Center is a centralized platform that you can use to manage your relationships with your affiliates. It provides various tools and resources that can help businesses attract, recruit, and manage their affiliates effectively.

With this app, you can launch your Partner Center in minutes and start maximizing the effectiveness of your affiliate marketing programs.

Check out this video to learn more about the Partners app:

This article explains how to customize every piece of your app and provides a reference section to learn more about your records and relationships.


Table of contents

App functionality tips
Partner Center domain
Dynamic content
What you get
Turn all contacts into partners by default with automation
Collect new partners with the registration page
Automatically deliver partners’ credentials
Display referrals and commissions on the Partner Center home page
Give your partners access to their affiliate links with the promo tools page
Allow partners to update payment information with the payment settings page
Customize your app
Step 1: Edit your page styles
Step 2: Add products to your partner program
Step 3: Update and add any additional promotional tools you want to offer to partners
Step 4: Tell your friends and customers
App record and field reference


App functionality tips

Here’s some important information about this app.

Partner Center domain

Back to top

This app uses Ontraport’s Membership Sites feature to protect your Partner Center pages so only your logged in affiliates can see their stats.

The domain you choose when you install this app determines the URLs of all your published pages.

  • If you select an existing membership site’s domain, you will be connecting your Partner Center pages to that site.
  • If you select a new domain, you will be creating a new membership site to host your Partner Center.

Dynamic content

Back to top

This app uses Ontraport’s dynamic content features to publish content saved in your partners’ contact records.

If you are unfamiliar with dynamic pages, dynamic blocks or page types, check out this Ontraport University course to learn more.


What you get

Back to top

Here are the pages, templates, emails and automations that come with this app!

Turn all contacts into partners by default with automation

Back to top

This automation adds new contacts to your partner program. Your contacts will still need to fill out the form on the registration page to get their credentials added to your Partner Center.

View automation

Collect new partners with the registration page

Back to top

After your contacts submit this form, the app automatically gives them access to your Partner Center. This page also has a customized thank you page your partners will see after signing up.

View page

Automatically deliver partners’ credentials

Back to top

After your partners fill out the registration form, this automation sends them their Partner Center usernames and passwords.

View automation

Display referrals and commissions on the Partner Center home page

Back to top

This page is where your partners can see information about their referrals and commissions. 

The “Current referred subscribers” section shows partners the subscription and payment plans they earn commissions on.

The “Pending commissions” section shows all the commissions you’ve approved but haven’t paid yet. 

And the “Commission history” section shows partners all of the commissions you have paid.

View template

Give your partners access to their affiliate links with the promo tools page

Back to top

This page is where your partners can grab their promo tools to promote your commissionable products and earn a commission.

View template

Allow partners to update payment information with the payment settings page

Back to top

It’s common to pay partners using Paypal, and this page allows your partners to update their Paypal addresses at their convenience.

View template


Customize your app

Back to top

Your Partners app is installed. Here are the steps to personalize it with your own content.

Step 1: Edit your page styles

Back to top

There are five pages you can customize in this app. Click on the page names below to go to your pages and templates to update them for your brand.

Step 2: Add products to your partner program

Back to top

The only products that partners can earn commission on are those you add as commissionable products.

Check out this lesson to learn how.

Step 3: Update and add any additional promotional tools you want to offer to partners

Back to top

Your partners will have a page with links to share when they log in. 

Learn how to create promo tools here.

Step 4: Tell your friends and customers

Back to top

All that’s left is to spread the word! Tell friends and customers to register and start making referrals!

Nice work!


App record and field reference

Back to top

Here’s some important information about your app.

Contact records

Back to top

Most of the fields and subcollections used in this app are default fields in your contact records. You will see the same fields in your records before you enable the app.

Here’s a description of essential sections in your record and the fields stored there:

Partner section

Back to top

This section gives you an overhead view of your partner’s referral stats.

Paypal Address: If you set your partner program to pay partners via Paypal, this is the address you’ll use to pay your partner.

Partner Program: This shows you the partner program your partner belongs to. 

Owed: This shows you how much you owe your partner.

Total Commission Paid: This is the total commission paid to your partner.

Visits: This is the number of unique visits generated by your partner.

Leads: This is the number of leads (visitors who submitted a form) your partner has generated.

Number of Sales: This is the number of sales generated by your partner.

Total Sales: This is the dollar amount of sales your partner has generated.

# Active Referred Open Orders: This is the number of current open orders (subscriptions and payment plans) that your partner is earning commissions on. This field is a custom rollup field that comes with this app.

Number of Refunds: This shows the number of sales generated by your partner that you’ve refunded.

Total Refunds: This shows the dollar amount of sales your partner generates that you’ve refunded.

Referred Contacts (First Referrer) subcollection

Back to top

This subcollection shows you all of the contacts who have your partner set as their first referrer.

Referred Contacts (Last Referrer) subcollection

Back to top

This subcollection shows you all of the contacts who have your partner set as their last referrer.

Commissions Earned subcollection

Back to top

This subcollection shows you all the transactions your partner has earned commissions on.

Active Referred Open Orders subcollection

Back to top

This subcollection shows you all the active open orders your partner is earning commissions on.

Related university lessons
What is a web application
Learn exactly what makes a web application different from a website – so you can start dreaming of the possibilities for your business!
The 5 functions of a web app
This lesson digs into the five key functions common to web apps and how to handle them using Ontraport. Watch and start drafting ideas for what your app can accomplish!
Membership sites overview
Get a quick overview of how membership sites work in Ontraport so you can create your own site, deliver your content, and protect your gated pages.
arrow_drop_down_circle
Divider Text
Related support articles
arrow_forward
Using the Blog app
arrow_forward
Using the Knowledge Base app
arrow_forward
Custom objects: Virtual events
Features
Company
Resources
Live events
Access
© Ontraport 2024
playlist_add_check
PCI DSS, Level 1
security
Privacy Shield Certified
[bot_catcher]