32 min of content
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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.
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
Partners
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8 lessons
Learn how to launch a partner program that drives referrals and rewards your partners for their support.
14-day free trial. No commitment.
SECTION OVERVIEW
Lessons for Partners
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
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)
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
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
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
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
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
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
- How promo tools help your partners sell
- How to create promo tools
- The way to manually create links for partners
- Two ways to share affiliate links
- How to know what's working best
Features
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