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Set your partner global settings

Last updated on: November 20, 2024

Before you set up your first partner program, you'll need to set up your global settings. These settings apply to any partner program you create. The global settings set important functionality, such as whether you want to pay to the first or last referrer or whether you want to pay your partners via PayPal or check.
If you haven’t enabled partner programs in your account yet, go to  → AdministrationAdvanced features (or click here), and toggle on Partner programs.
 

  1. Hover over Partners in the main navigation and click SettingsGlobal settings.
  2. Fill in the following settings:
    • I’ll pay partners by: Choose between PayPal, Check or your partner's choice.
    • Pay threshold: Choose the amount of commission that your partners need to accrue before you pay them. This is necessary to pay partners via PayPal. You will not be able to download a PayPal mass pay file until your partner has reached this threshold.
    • Commission is paid to: Choose if you’ll pay the first referrer or last referrer.
      • Check out this article to weigh the pros and cons of each option.
    • Cookies will expire: Choose if you want the partner cookies that are added to leads’ browsers when they click affiliate links to expire. 
      • If you allow cookies to expire after a week, a lead who clicks a link but doesn’t make a purchase until eight days later won’t credit your partner for the purchase.
  3. Click Save in the top right corner.

Related university lessons

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.
Create a partner program
Find out how to create a new partner program and choose the right settings in Ontraport.
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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