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.
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Feature updates: Since this video was produced, partner data is available app-wide. You can build a powerful, unified partner center in Ontraport (without WordPress)
Learn how to set up a partner program in this article.
Learn how to set up a partner program in this article.
Home > Ontraport for marketing > Partners > Setting up Partner Global Settings
Setting up Partner Global Settings
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)
Sam Flegal
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 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)
Course Instructor
Sam Flegal
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Transcript
Let’s set up your Partner Global settings. With these settings, you indicate how your partners are paid for their commissions and what kinds of referrals earn commissions. These settings apply to all your partner programs, if you happen to have more than one, so you’ll only have to do this once… which is why we call them Global Settings I guess.
Here are the steps I’ll walk you through:
Before we get into it, go to “Administration,” “Advanced Features” then “Partner Programs.” Toggle the switch to green. Then go to “Partners,” “Settings” and “Global Settings.”
In step 1 you’ll decide how you’ll pay your partners.
The most common setup is using a PayPal account to pay commissions. Payable commissions will export from Ontraport and connect to PayPal.
If you’d rather, you can write business or personal checks to your partners for their commissions.
The last option is the dealer’s choice. Maybe instead of PayPal or checks, you have another idea for how you want to pay out commissions.
On to step 2, setting your pay threshold.
With this setting, you specify the dollar amount in commissions your partner must earn before you pay them.
It’s typical to pay out commissions when they’re owed more than fifty or one-hundred dollars. That way, you won’t spend time paying a bunch of $3 commissions.
Now, let’s decide who gets credit.
Sometimes, more than one referrer will send the same person to your site. This normally won’t happen much, but if you have a bigger program it can.. And it can cause some real upset for partners. So, you’ll wanna decide and make sure everyone knows if yours is a first or last referrer program.
You’ll see two options here:
“First Referrer” — This is the first partner to share a promo tool and have prospects click on it, and then opt in or make a purchase. The “First Referrer” field in the partner’s contact record never changes after that.
“First Referrer” programs encourage people to promote you early and “close the deal.” But there may be less incentive for partners to keep supporting the contacts they’ve given you, because they’ll never lose credit.
“Last Referrer” — This is the most recent partner to share a promo tool and have a contact fill out an opt-in or order form.
“Last Referrer” programs encourage people to keep promoting you, and maybe even offer bonuses for making a purchase with their link. This is the most common setting by far, and the recommended one.
In the end, neither setting will make everyone happy, and it’s up to you to decide which one works best for your sales cycle and business strategy. But when in doubt, I recommend choosing “Last Referrer.”
Finally, you’ll decide when cookies expire.
This setting determines how long after the initial click you’re willing to give credit to a referrer.
If someone sent a contact to your site two years ago, do you still want to give them credit if the lead buys today? Maybe you do, and your partners will love you for it.
But the most common settings are 30 to 90 days. If you’re feeling more generous, or if your sales cycle typically takes months, set it up for six months or even longer.
Awesome, now you know how to set up your Partner Global Settings!
Let’s keep going.
Here are the steps I’ll walk you through:
- Deciding how you’ll pay your partners,
- Setting up your pay limit,
- Deciding who gets credit for commissions, and
- Choosing when cookies expire.
Before we get into it, go to “Administration,” “Advanced Features” then “Partner Programs.” Toggle the switch to green. Then go to “Partners,” “Settings” and “Global Settings.”
In step 1 you’ll decide how you’ll pay your partners.
The most common setup is using a PayPal account to pay commissions. Payable commissions will export from Ontraport and connect to PayPal.
If you’d rather, you can write business or personal checks to your partners for their commissions.
The last option is the dealer’s choice. Maybe instead of PayPal or checks, you have another idea for how you want to pay out commissions.
On to step 2, setting your pay threshold.
With this setting, you specify the dollar amount in commissions your partner must earn before you pay them.
It’s typical to pay out commissions when they’re owed more than fifty or one-hundred dollars. That way, you won’t spend time paying a bunch of $3 commissions.
Now, let’s decide who gets credit.
Sometimes, more than one referrer will send the same person to your site. This normally won’t happen much, but if you have a bigger program it can.. And it can cause some real upset for partners. So, you’ll wanna decide and make sure everyone knows if yours is a first or last referrer program.
You’ll see two options here:
“First Referrer” — This is the first partner to share a promo tool and have prospects click on it, and then opt in or make a purchase. The “First Referrer” field in the partner’s contact record never changes after that.
“First Referrer” programs encourage people to promote you early and “close the deal.” But there may be less incentive for partners to keep supporting the contacts they’ve given you, because they’ll never lose credit.
“Last Referrer” — This is the most recent partner to share a promo tool and have a contact fill out an opt-in or order form.
“Last Referrer” programs encourage people to keep promoting you, and maybe even offer bonuses for making a purchase with their link. This is the most common setting by far, and the recommended one.
In the end, neither setting will make everyone happy, and it’s up to you to decide which one works best for your sales cycle and business strategy. But when in doubt, I recommend choosing “Last Referrer.”
Finally, you’ll decide when cookies expire.
This setting determines how long after the initial click you’re willing to give credit to a referrer.
If someone sent a contact to your site two years ago, do you still want to give them credit if the lead buys today? Maybe you do, and your partners will love you for it.
But the most common settings are 30 to 90 days. If you’re feeling more generous, or if your sales cycle typically takes months, set it up for six months or even longer.
Awesome, now you know how to set up your Partner Global Settings!
Let’s keep going.
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