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.
Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Sales +
CRMarrow_forward
Segment + Organizearrow_forward
Smart Pipelinesarrow_forward
Unified Contact Historyarrow_forward
Task Automationarrow_forward
Lead Scoring + Routingarrow_forward
Mobile Apparrow_forward
Trends arrow_forward
Ontraport Calendar arrow_forward
No-code Web Appsarrow_forward
Custom Objectsarrow_forward
Dynamic CMSarrow_forward
Conditional Contentarrow_forward
Membership Sitesarrow_forward
Paymentsarrow_forward
Order Formsarrow_forward
Offline Transactionsarrow_forward
Complex Offersarrow_forward
Upsells + Order bumpsarrow_forward
Decline Recoveryarrow_forward
Customer Centerarrow_forward
Referral Trackingarrow_forward
Pages + Formsarrow_forward
Drag and Drop Editorarrow_forward
Form Buildersarrow_forward
WordPress Integrationsarrow_forward
Marketing
Automationarrow_forward
Campaign Automationarrow_forward
Email + SMS Messagingarrow_forward
Email Deliverabilityarrow_forward
Tracking + Attributionarrow_forward
Facebook Custom Audiencesarrow_forward
Platformarrow_forward
API arrow_forward
Integrations arrow_forward
Security and Scalabilityarrow_forward
Industries we serve
Select your industry to see how our CRM and marketing software can support your growth
Learn more Resources keyboard_arrow_down keyboard_arrow_up
Pricing Chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog Research and Education
Bootcamp
Coursearrow_forward
Attend a hands-on training course designed to give users a solid foundation of software skills and marketing strategy.
Expert Certification
Coursearrow_forward
A course for business owners and marketing professionals wanting to support our mutual clients. Learn advanced marketing strategies and get exclusive perks.
Ontraport
Blogarrow_forward
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-Step
Templatesarrow_forward
Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-Depth
Guidesarrow_forward
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Podcastarrow_forward
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Marketing
Blueprintsarrow_forward
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
Comparisonsarrow_forward
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
Libraryarrow_forward
Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
Get the
Factsarrow_forward
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
Casesarrow_forward
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
Calculate Your
ROIarrow_forward
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Try our free interactive customer portal demo!
Want to offer the convenient, self-service experiences your customers are looking for? Check out this free demo to see what you can create in Ontraport without code or developers.
Want to offer the convenient, self-service experiences your customers want?
Check out this free customer portal demo to see what you can build in Ontraport without code or developers.
error
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 > Sign up partners
Sign up partners
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
Sam Flegal
Sign up partners
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.
- 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
Course Instructor
Sam Flegal
Related resources
[Block//Author//First Name] [Block//Author//Last Name] on [Block//Date Added %F j, Y g:i a%+0d0h0m]
[Block//Comment]
Transcript
Now that you’ve got your program settings all dialed in, it’s time to sign up some partners!
This is actually pretty easy. All you have to do is go to a contact in your account, go to the “Referral Info” tab, find the partner program field and select a program.
And that’s it! That partner is now eligible to earn commissions.
You can update partners manually like this or use the “change field’” group action or you can add partners using an automation.
At Ontraport, with our own partner program we automatically assign everyone to a program as soon as they become a customer. But you might want to do it differently. Maybe you want people to sign up to be part of your program.
Ontraport has an automation template that’ll let you do just that. You can grab it from the Marketplace and launch it in minutes.
I’ll show you how to set this up in four simple steps. You’ll:
Search for “Partner” and find the “Partner signup welcome and thanks” automation, and click on that guy.
Click “Continue” to install the automation and the assets.
When the automation is finished downloading, you’ll get the automation itself, plus several new creative assets: an email message, and three pages that include a signup form, a thank you page for your form, and a bonus page that you can link people to from the thank you page or the welcome email.
Now, let’s configure the settings.
You have two tiny changes to make to this automation map.
Click on the “Update Contact” element.
The “Update the field” should be set to “Partner Program.”
In the dropdown below that, select the partner program you created.
Next, delete the “Give WP Membership Access” element. That’s for getting your partners access to a partner center, but we’ll deal with that in a later video. So, delete for now.
Now that that’s done, let’s edit our welcome email.
Where it says ‘“ADD PROMO LINK MERGE FIELD,” we’re going to do something tricky.
You can create promo tools later if you want, but there’s an easy way to make partner links on the fly. All you need to do is type in the URL that you want your partners to send their friends to, and then at the end of the URL, type ?ref=[Page//Contact ID]
This is going to merge each partner’s Contact ID into that URL… and since their affiliate tracking ID is their contact ID, this is going to work perfectly.
If you have more than one link you want to partners to send traffic to, you can go ahead and add another. For example, maybe you have different products, or take care of people with different sorts of problems, so giving your partners different resources is a great idea.
The only thing you need to be aware of is that any URL you’re having partners send traffic to needs to have your Ontraport tracking script on it and you need to be using Ontraport forms. Those are the tools we use to make all the tracking magic happen.
Ok, save your email and return to the automation.
Then, it’s time to publish your automation!
The last thing you’ll need to do is Edit your pages so they match your brand and the text reflects your offer. But you already know how to edit pages, so I won’t go over that now.
After you’ve done that, you just need to share this signup page with your prospective partners and it’s game on!
Great! Now you know how to add people to your partner program. Let’s keep going! If you’re ready to start having partners refer you to others, make sure to watch the rest of the videos in this Partners series.
This is actually pretty easy. All you have to do is go to a contact in your account, go to the “Referral Info” tab, find the partner program field and select a program.
And that’s it! That partner is now eligible to earn commissions.
You can update partners manually like this or use the “change field’” group action or you can add partners using an automation.
At Ontraport, with our own partner program we automatically assign everyone to a program as soon as they become a customer. But you might want to do it differently. Maybe you want people to sign up to be part of your program.
Ontraport has an automation template that’ll let you do just that. You can grab it from the Marketplace and launch it in minutes.
I’ll show you how to set this up in four simple steps. You’ll:
- Open the automation template.
- Configure the settings,
- Publish your automation, and
- Edit your pages.
Search for “Partner” and find the “Partner signup welcome and thanks” automation, and click on that guy.
Click “Continue” to install the automation and the assets.
When the automation is finished downloading, you’ll get the automation itself, plus several new creative assets: an email message, and three pages that include a signup form, a thank you page for your form, and a bonus page that you can link people to from the thank you page or the welcome email.
Now, let’s configure the settings.
You have two tiny changes to make to this automation map.
Click on the “Update Contact” element.
The “Update the field” should be set to “Partner Program.”
In the dropdown below that, select the partner program you created.
Next, delete the “Give WP Membership Access” element. That’s for getting your partners access to a partner center, but we’ll deal with that in a later video. So, delete for now.
Now that that’s done, let’s edit our welcome email.
Where it says ‘“ADD PROMO LINK MERGE FIELD,” we’re going to do something tricky.
You can create promo tools later if you want, but there’s an easy way to make partner links on the fly. All you need to do is type in the URL that you want your partners to send their friends to, and then at the end of the URL, type ?ref=[Page//Contact ID]
This is going to merge each partner’s Contact ID into that URL… and since their affiliate tracking ID is their contact ID, this is going to work perfectly.
If you have more than one link you want to partners to send traffic to, you can go ahead and add another. For example, maybe you have different products, or take care of people with different sorts of problems, so giving your partners different resources is a great idea.
The only thing you need to be aware of is that any URL you’re having partners send traffic to needs to have your Ontraport tracking script on it and you need to be using Ontraport forms. Those are the tools we use to make all the tracking magic happen.
Ok, save your email and return to the automation.
Then, it’s time to publish your automation!
The last thing you’ll need to do is Edit your pages so they match your brand and the text reflects your offer. But you already know how to edit pages, so I won’t go over that now.
After you’ve done that, you just need to share this signup page with your prospective partners and it’s game on!
Great! Now you know how to add people to your partner program. Let’s keep going! If you’re ready to start having partners refer you to others, make sure to watch the rest of the videos in this Partners series.
settings
Turn your business on with Ontraport.