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Infusionsoft Cookbook by Paul Sokol

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Building a referral partner sign-up form

Once our referral partner commissions and links are set up, we can begin manually adding referral partners and sending them their login information.

However, we will save a bunch of time if we give people a web form where they can sign themselves up to be a referral partner.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign. We are also assuming that a commission program has been created already.

How to do it...

  1. Drag out a web form goal and a sequence; connect and rename accordingly:
    How to do it...
  2. Double-click on the web form goal.
  3. Add a Logo snippet, a Title snippet, a

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