Once you have your partner program set up and your partners are making sales, you will need to manage your partner commissions and pay your partners.

  • If you’ve already set up your partner program, go to the partners tab → Commissions. When a partner refers a product and makes a sale on a commissionable product, that sale appears in the “Pending commissions” section.
  • There are a number of actions you can perform on a pending commission. Select one or all of the pending commissions to apply the following actions:
    the pending commissions action menu

    1. Approve: Approve the commission. Once a commission is approved, the referring partner will be eligible for payment when they reach their pay threshold.
    2. Email: Send an email to the referring partner regarding the sale.
    3. Export: Download a CSV file of all the pending commissions. This is useful for separate review of the commissions.
    4. Cancel Commission: Decline the commission for a particular sale. If this is done in error, you can re-run the commission on the sale inside the contact record to reinstate the commission.
  • Once you’ve approved a commission for a partner, the partner’s sales totals will update in the “Pending payments” section. There are a number of actions you can perform on a pending payment sum to a partner. Select one or more entries to perform these actions:
    the approved commissions actions menu

    1. Pay partner: This is where you can mark the commission “paid” after you’ve completed the payment. This has no action other than marking it paid in Ontraport; you still need to pay the partners using the below options.
    2. Download PayPal CSV: Export a PayPal MassPay CSV that you can upload into PayPal and pay via PayPal.
    3. Export: Export the commissions in a regular CSV file for import into your accounting software.
    4. Email: Send an email to the partner regarding payment.
  • Once you’ve approved a commission and marked it paid in the pending payments area, that data will appear in the “Commission history” section.
Pro tips
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Tip #1: You can view how many sales and the total amount of sales your partners have made by going to their individual contact record under the referral info tab. You can also find more information about each partner’s status under the Partners tab when inside your partner program.

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Tip #2: If a refund is issued after commission has been generated for partners, one of two scenarios could occur:

  • Commission generated and partner paid: In this case, a “clawback” will be generated in which the amount generated in commission will be retrieved from future commissions for the partners. The “clawback” will appear as a negative commission.
  • Commission generated and partner NOT paid: If the partners have not yet been paid, then the funds will simply be subtracted from the partners’ earnings, reducing the total to be paid to them.
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Tip #3: If you move partners from one partner program to another, their partner data (clicks, leads, sales, commissions) will move with them.