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Create a partner program
Last updated on: April 4, 2023


Partner programs allow you to set up referral relationships so that others can sell and refer your product and earn commissions. Referrals are among the most effective ways to dramatically boost your sales, as they cost far less than attracting new leads. They’re also likely to draw more qualified customers to your business.

Partner programs are available for some Ontraport plans. See our pricing page for details.

Table of contents

Create a partner program
Add commissionable products
Add partners
From partner program settings
Manually
From a form submission
Create promo tools
View referrals
Customize WordPress settings
Customize and view the data in your Partners collection

Create a partner program

Before following these steps, be sure that you’ve configured the global settings for your partner programs.

  1. Go to PartnersProgramsNew Partner Program.
  2. Name: Name your program.
  3. Program Type: Select the type of partner program you’d like to create, called the program type.
    • 1 Tier: Your partners make a commission when one of their referrals buys your product.
    • 2 Tier: Your partners can also make another — usually smaller — commission when one of their referrals becomes a partner, and one of their referrals buys your product.
      • This option rewards your partners for referring people who also refer.
  4. Notify partner when they have earned a commission with an email: You can choose if you want to send an email every time your partner makes a sale.
    • Select “Send Email Notification,” and choose which email you’d like to send.
  5. Click Save.

Add commissionable products

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Commissions are paid only on products that you add to each partner program. You won’t pay commissions on products in your account that are not connected to a partner program. You can have as many products as you want in the program, and the same product can appear in different programs.

  1. Go to your Partners collection, and click on the name of your program.
  2. In the “Partner program information” tab, scroll to the “Commissionable products” subcollection.
  3. Click New Partner Product.
  4. Fill out your partner product info:
    • Product: Select your product from the dropdown.
      • Or click New Product to create a new one.
    • Type: Choose if you want to offer a percentage or a flat rate for your commission.
    • Level 1 Commission: Add the percentage or flat rate for your level 1 commission.
    • Level 2 Commission: Add the percentage or flat rate for your level 2 commission.
  5. Click Save.


Add partners

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There are three ways to add your partners to your program:

  1. From your partner program settings
  2. Manually
  3. From a form submission

Note that if you’ve set up your partner program’s global settings to pay your partners via PayPal, you must also collect their PayPal email address in the “PayPal Address” field.

From partner program settings

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  1. Go to your partners collection, and click on the name of your program.
  2. Click on the Partners tab.
  3. In the “Partners” subcollection click New Contact.
  4. Select a contact from the dropdown.
    • Or click + New Contact to create a new record.
  5. Click Save

Manually

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Adding a contact to your partner program is simply updating the “Partner Program” field in their record. You can do this from inside of the record or from a group action.

From a form submission

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You can create partner sign up forms to allow your partners to enroll in your programs themselves. Check out this article to learn how to set it up.


Create promo tools

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You can create promo tools that help your partners promote your product, and create affiliate links that track your partners’ referrals.

Check out this article to learn how to create promo tools.


View referrals

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You can view your partners’ referrals from your partner program settings and from contact records.

From partner program settings

You can see referrals from all your partners in your partner program’s settings.

  1. Go to your partners collection and click on the name of your program.
  2. Click the Referrals tab.

From contact records

You can view a list of all the contacts your partner referred in your partner’s record. 

  1. Go to your contacts collection and click on the name of your partner.
  2. Go to the detailed view and click the Referral Info tab.
  3. View the “Referred Contacts (First Referrer)” and “Referred Contacts (Last Referrer)” subcollections to see the contacts your partner has referred.


Customize WordPress settings

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If you are using a WordPress partner center, you can customize the data you want to show from your partner program’s settings.

  1. Go to your partners collection, and click on the name of your program.
  2. Click the WordPress settings tab.
  3. Customize your settings:
    • Select how much information on referrals to share with partners: Choose how much information about contacts you want to share with your partners, such as share the full name or keep sales anonymous.
    • Show partners information on declined charges: Check this option if you want to share information about failed transactions with your partners.
    • Show partner complete purchase history for each referred client: Check this option if you want to show a referral’s complete purchase history with your partners.


Customize and view the data in your Partners collection

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Once you set up your partner program, you’ll be able to access your data by clicking Partners.

To customize the data you see, click edit columns to add any of the following columns to your Partners collection.

Here’s what each column tells you:

Column name

Description

Name

Name of your partner program

Partners

Number of partners in the program

Visits

Number of unique visits generated by your partners’ promo tools

Leads

Number of leads generated by your partner program

Sales

Number of sales generated by your partner program

# Customers

Number of customers generated by your partner program

Commission Amount

Dollar amount of commissions earned by your partners

Date Created

Date your program was created

Date Modified

Date your program was modified

Total

Dollar amount of sales generated by your partners

Check out this article to learn more about paying your partners.

Related university lessons
Create a partner program
Find out how to create a new partner program and choose the right settings in Ontraport.
Setting up Partner Global Settings
Set up your Partner Global Settings to determine how to pay partners for their commissions, what kinds of referrals earn commissions and more. Here’s how.
Approving and paying commissions
Before you fire off checks to your partners, you’ll want to double-check that their payments look correct. Here’s how to approve and pay partner commissions.
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Related support articles
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Manage your partners and users
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Create partner sign up, welcome and milestone automation
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Test your partner program
 Pro tips

Tip #1: Although you can create multiple partner programs, a partner can only be a member of one of your programs at a time. If any of your partners need to be part of a second partner program, you’ll have to create a second contact record for them and assign that record to the second partner program.

Tip #2: If you’re seeing a higher number of “leads” than “visits,” your referred leads have filled out more than one form.

A “visit” is unique, which means only first-time visits are counted — not repeat visits. The “leads” column isn’t unique, which means every form that your referred leads fill out will be counted.

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