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Infusionsoft Cookbook by Paul Sokol

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Setting up a basic referral partner program

Infusionsoft has a built-in referral partner (affiliate) module on certain versions of the software. This makes it easy for a business to track who is referring whom. Also, if orders are being recorded inside Infusionsoft as well, it empowers the automatic calculation of commissions.

There are two components that must be set up before we start adding referral partners:

  • Commission program: This is where we tell Infusionsoft how much to pay out for specific products and subscriptions
  • Referral tracking links: This is where we can set up different URLs for our referral partners to promote

Getting ready

We need to be logged in to Infusionsoft and inside a specific account. For this recipe, we are also assuming ...

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