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Our next Bootcamp and Certification courses are October 14-18!
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Add partner promotional tools
Last updated on: October 6, 2024

Promotional tools are the assets you’ll provide to your partners to promote and sell your products and services for you. They can be affiliate links, banners, lightboxes or HTML email messages. 

The most common type of promo tools are affiliate links. Once you’ve created an affiliate link, a merge field will be created for it. You can use merge fields in an email message for your partners to provide them their unique affiliate link to start promoting your business. 

To use other types of promo tools — banner, lightbox and email message — you need to create a WordPress partner center.

Table of contents

Create a new promo tool
Deliver affiliate links to partners

Create a new promo tool

  1. If you haven’t set up your partner program, do that first. 
  2. Go to Partners and click on your partner program.
    • Make sure that you’ve added a commissionable product to your program.
  3. Go to Promo ToolsNew promotional item.
    • Promo tool name: Add your promo tool’s name
    • URL to promote: Add the URL of the order page or opt-in form for your commissionable product.
    • Product group (Optional): Add the name of the product group related to this promo tool.
    • Campaign name (Optional): Add the name of the campaign related to this promo tool.
    • Ad name (Optional): Add the name of the ad related to the promo tool.
    • Promo tool type: Choose the type of promo tool you’d like to create. Choose from:
      • Banner: Create a banner image for your partners to use in their marketing efforts. The banner will contain your partner’s affiliate link.
      • Lightbox: Upload an image that you want to allow partners to use as a pop up in their marketing efforts.This lightbox will contain your partner’s affiliate link.
      • Standard link (Recommended): This affiliate link redirects through your Ontraport tracking domain before sending visitors to the URL to promote. The benefit of this redirect is that you can change the URL to promote without having to send your partners an updated link.
      • Direct link: This affiliate link sends visitors directly to the URL to promote. If you change the URL to promote, the links your partners have already been issued will not automatically update to the new URL.
    • Email: Draft an email message that your partners can use in their marketing efforts. Make sure that you include merge fields for your partners’ affiliate links in the message.
  4. Click Save

Deliver affiliate links to partners

Back to top

You can add your affiliate links to emails or pages by using a merge field. When your contact is a partner, the merge field will populate with their unique link.

  1. Click the merge field icon and scroll down to the “Affiliate links” section.
  2. Click on the item that matches your Partner program and promo tool name.
    • Every account also has an “Ontraport Affiliate” link which is a link you can use to promote Ontraport and collect commission on referred accounts.

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.
What is a partner program
Meet Ontraport Partner Programs, our affiliate marketing tool. Learn how partner programs work, if they’re right for you and how to get started.
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Related support articles
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How to get/use your Ontraport referral code
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Manage your partners and users
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Create a partner center
 Pro tips

Tip #1: If you sell your products using a third-party shopping cart, you’ll need to add the partner tracking pixel to the shipping cart's checkout confirmation page. Learn more here

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