Partners

Feature updates: Partner data is now available app-wide. You can build a powerful, unified partner center in Ontraport (without WordPress). The quickest and easiest way to build one is using our Partners app.

Learn more about the Partners app here, or learn how to set up a partner program from scratch in this article.

Home > Ontraport for marketing > Partners

SUMMARY

32 min of content

8 lessons

Learn how to launch a partner program that drives referrals and rewards your partners for their support.

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SECTION OVERVIEW

Lessons for Partners

1 What is a partner program More info arrow_drop_down schedule 4:31 min Start lesson play_circle

Meet Ontraport Partner Programs, our affiliate marketing tool. Learn how partner programs work, if they’re right for you and how to get started.

You'll learn

How partner programs work
What you need to build a successful partner program
How tracking links and commissions fit in to partner programs
What you’ll get out of the rest of this Partners section

2 Setting up Partner Global Settings More info arrow_drop_down schedule 2:58 min Start lesson play_circle

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.

You'll learn

What to consider when deciding how you’ll pay your partners
Our tips for setting up your pay limit
How to determine who gets credit for commissions
Our strategy for choosing when cookies expire
The way to apply these settings across multiple partner programs (if you have more than one)

3 Create a partner program More info arrow_drop_down schedule 4:18 min Start lesson play_circle

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

You'll learn

How to create a new partner program
What type of program you should run: one-tier or two-tier
The way to choose what information partners see about people they refer
How to give partners the right access and send notifications
When to create multiple partner programs

4 Adding products to your partner program More info arrow_drop_down schedule 2:02 min Start lesson play_circle

Before a partner can earn a commission on a product, you need to add that product to their program. Here’s how to do that.

You'll learn

Why you may not want to give commissions on every product you sell
How to select products to add to your program
To set the commission type and amount for each product
How to create a two-tier affiliate program
How to add more products to your partner program

5 Sign up partners More info arrow_drop_down schedule 3:24 min Start lesson play_circle

Put your new program into action by signing up your first partners. Here’s how to do it manually, using group actions or with automations.

You'll learn

How to manually sign up partners from their contact records in Ontraport
To add entire groups to your program with the “change field” group action
How to automatically add partners to your program
What to do after publishing your automation

6 Approving and paying commissions More info arrow_drop_down schedule 3:29 min Start lesson play_circle

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.

You'll learn

How to review pending commissions
The way to approve or cancel commissions
Steps for paying approved commissions
How to mark commissions as paid

7 Create a partner center More info arrow_drop_down schedule 4:10 min Start lesson play_circle

Using WordPress? Here’s how to create a partner center that lets partners access promo tools, track their own commissions and more.

You'll learn

How to turn on the Partner Center feature in PilotPress (Ontraport’s WordPress plugin)
Instructions for setting your login redirect for partners
The importance of adding a partner membership level in Ontraport to share login details
The way to give partners access to your Partner Center

8 Creating links and promo tools for partners More info arrow_drop_down schedule 7:42 min Start lesson play_circle

With Ontraport, you can use promo tools and generate links to better understand your partners’ referrals. See how it works in this deep dive tutorial.

You'll learn