Infusionsoft offers a pricing solution that fits exactly with your business based on the features you need and the number of users you have. Whether your goal is to sell a physical product, sell a digital product, produce leads, or even generate newsletter signups, you can boost your conversions by recruiting referral partners. Whether your goal is to sell a physical product, sell a digital product, produce leads, or even generate newsletter signups, you can boost your conversions by. By default, the toggle is set to have the hipaa controls disabled when you select and save the toggle to have hipaa security controls enabled, it can only be disabled again by contacting infusionsoft support and will be processed by an advanced support team member. Many businesses rely on extended teams, outside experts, and partners to get the job done. We created keap, the allinone crm, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.
In particular, on this page you can examine the overall performance of infusionsoft 9. When someone fills out the referral partner signup form, several things can automatically occur. To simplify growth for millions of small businesses worldwide. Okay, ill admit that the referral tracking module in infusionsoft isnt the best, but its so nice to have it all integrated into my crm and order forms. Manage the entire buyer journey from lead to customer with the infusionsofts marketing automation and crm products. Hubspots affiliate program is for individuals and companies looking to monetize their audience by including links to hubspot in their content. Referral tracking link a link that referral partners use in emails and banners to drive traffic to a businesss websites, landing pages, and order forms. Being an infusionsoft certified partner gives you access to partner only events as well as a community of over 1,000 likeminded marketing experts who support one another by sharing best practices, answering questions, and more.
Startup or established consultants looking to learn about our software and earn commission by reselling infusionsoft products. To support your partners infusionsoft offers a portal where your partners can log in and access their links, view their existing commissions, or consume training or resources youve created for them. A referral partner signup form allows people to signup as referral partners in your referral partner program. Infusionsoft operates a website at, through which it provides information on its products, solutions, customers, and partners. Infusionsoft s referral partner management means you can set up referral programmes and provide your referral partners with unique tracking links. Partner programs allow designated partners to receive commissions for helping your company generate sales, leads and traffic.
Our toptier product, infusionsoft, is for small businesses with more advanced sales and marketing automation needs. The idea here is that the business owner doesnt want to pay affiliate commission to an affiliate who send a promotion to someone who is. Automation consulting increase efficiency and productivity by integrating your software and automating repetitive steps. Infusionsoft also sells directly to end users and through certified consultants, referral partners and third party providers. Configuring a referral partner, commission program and referral link duration. A sales and marketing software solution for small businesses, infusionsoft was created to help its users get organized, grow sales, and save time.
How referral tracking works in infusionsoft monkeypod marketing. It allows business owners to both manage and automate their sales and marketing programs within one unified system. The system will also keep track of commissions for you, based on the levels you set. Are you an infusionsoft partner, icc, or other affiliate with a list of infusionsoft users. The referral partners module can be incredibly helpful to track the activities of your affiliates, understand which leads are coming in from where and reward your partners with commissions. Set up products, a merchant account, and billing automation. Introduction to referral partner commiss infusionsoft. You can set commissions by programme or by product, with up to 3 levels.
Create a custom referral program, provide partners a portal to access marketing materials and watch the revenue roll in. Create a referral partner signup form infusionsoft. With infusionsoft, you can create and share promotional pages, banners, and emails that your referral partners can easily incorporate into marketing. Unite with infusionsoft experts, leaders, and partners. The infusionsoft success lab training system combines online training modules with live campaign building workshops to give you on the ongoing support you need to master infusionsoft. Running your small business is challenging enough without having to worry about the daytoday hassles of promoting and marketing your business. Referral partners sixthdivision infusionsoft consulting. Infusionsoft australia partner referral program youtube. Create digital products in infusionsoft infusionsoft. Infusionsoft referral partner program how to set it up. A partner program can be a powerful way to grow sales, and serve a broader audience this post covers how the infusionsoft referral tracking. Infusionsoft business software crm infusionsoft pricing. Together, we help businesses succeed grow your business. Infusionsoft is marketing and sales automation software for small and medium businesses.
Our intuitive directory allows you to make an easy online referral marketing software comparison in just a few minutes by filtering by deployment method such as webbased, cloud computing or clientserver, operating system including mac, windows, linux, ios, android. I just purchased infusionsoft and need to set it up for the first time. Infusionsoft referral partner program how to set it up youtube. The companys does not operate a traditional online sales channel, but allows customers to begin free trial demonstrations of its products directly through its website. Provide better organization and personalized followup with infusionsofts starter edition. Packts video learning paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the. Its straightforward to configure, but you have to understand how all the pieces and. User logins, leads added, contacts added, and updates. Youll probably want to set a leadsource, tag, or both representing the fact that the lead came from an ad. Theres only one requirement which is that infusionsoft must be your shopping cart otherwise, youd be registering a whole bunch of affiliates but not paying them. What is better infusionsoft or osi affiliate software. Infusionsoft is sales and marketing software that can do all of that and more for you. It helps small businesses across various industries deliver sales volumes and customer service experiences.
Create orders and set up order forms and the shopping cart. Talk to our advisors to see if infusionsoft by keap is a good fit for you. Osi affiliate software vs infusionsoft 2020 comparison. Compare infusionsoft vs osi affiliate software 2020. Hear from leaders on new brand identity, strategy and the keap transformation story. Referral partner signup form a form used to register as a referral partner in a referral partner program. Gain understanding of the two product strategy and the tools available to you.
Infusionsoft also provides useful reporting on your broadcasts, so you can see how many got sent an email, open rates, click through rates and opt outs if applicable. Set up a referral partner commission program infusionsoft keap. Because it takes perseverance to grow a successful small business, and were here to help. Contacts companies sales team management referral partners contacts. From there, you can choose among the following packages. Partners can find and copy the resources that you create from the referral partner center. Use an easy sidebyside layout to quickly compare their features, pricing and integrations.
All tasks by user, type, due date, completion status, and associated notes. Basically the number one problem that i think a lot of marketing agencies is when they start to generate. Infusionsofts referral partner program is very well designed. Your first 2 weeks are free, and weve got videos that will walk. According to infusionsofts website, there are 66 certified consultants in the u. Learn how real users rate this software s easeofuse, functionality, overall quality and customer support. Set up the referral partner center so partners can manage their links and ledgers monitor and pay referral partners use reports and other features to manage your referral partner program. The allnew partner edition dashboard provides quick reporting and visibility across all client campaigns, and enables you to easily implement proven campaigns across multiple clients simultaneously. Jorge diaz, online marketing evangelist and speaker 2,953 views 7. Referral programs, referral partner center, link tracking. Tracking leads with the infusionsoft referral partner program. This video learning path aims to provide those who are new to infusionsoft with an introduction to the tool. When the visitor follows your affiliate link to our site, our affiliate system registers this referral and places a unique cookie on the visitors computer.
Each online training lesson is about 10 minutes long, allowing you to fit this into your busy schedule. Infusionsoft jobs, benefits, business model, founding story. In order to set up your affiliate program, go to crm and then click on referral partners. A parent partner can choose a child partner from the dropdown list to create a link for them instead so that the child partner will get credit for the leads andor sales. Upgrade your infusionsoft referral partner portal to awesome. How to setup an affiliate program in infusionsoft rui zhi dong. The question came up today, how do i set up infusionsoft so that i pay referral partners affiliates for orders processed by new contacts only. To avoid accidentally enabling this security control, you will have to double confirm before saving it as enabled. How referral partners generate tracking infusionsoft. As a sixthdivision referral partner, you can earn the following commissions on our offerings. Locate the program you want in the list, then click the name to edit. Expand your expertise through our selfpaced online certification program.
A referral partner commission program defines the payment structure for a specific group of referral partners. The ability to place conditional actions on whatever affiliate info appears in the prospect record. Needless to say, we are beyond happy with our results. Create an effective and profitable referral partner program with ontrpaorts easytouse partner management system. Infusionsoft by keap is a cloudbased sales and marketing solution that offers customer relationship management crm, marketing automation and ecommerce functionalities in a suite. Grow your business faster than ever with an army of referral partners. Use getapp to find the best referral marketing software and services for your needs. Referral partner tracking by default, infusionsoft identifies referral partners with a tracking cookie on referral computers. Be among the first to hear about the 2019 partner program and upcoming benefits unique to partners. Using the referral partner center is optional, but can be a good way to encourage partner engagement. It uses combination of cookies and ip address to track referrals for the best possible reliability. Referrals is a powerful yet often overlooked feature within the infusionsoft ecosystem. Infusionsoft also provides useful reporting on your broadcasts, so you can see how many got sent an email, open rates, click through rates and opt outs if. Infusionsoft referral tracking refer a friend referral rock.
Every small business could benefit from getting organized and closing more business and you could always use a little more cash. Analytics roadrunner crm infusionsoft consulting and training. Beginners setting up an affiliate program is pretty easy with infusionsoft. I use the referral partner system to automatically track who has referred whom. Infusionsoft reports can give you a toplevel view of the activity within your ecosystem.
If your company sells digital products and you have our ecommerce addon, like ebooks or audio downloads, you will need to create digital products in infusionsoft. Click the referral partners dropdown menu at the top of the screen and select commission programs. Earn easy commissions and turn them into better members of your network by referring them to sixthdivision for infusionsoft coaching, training, and implementation. Use infusionsoft affiliate tracking to pay referral partners for new. Infusionsoft is sales and marketing automation software. Our partner management system allows you to easily track the revenue generated by your referrals. A central source of truth for all contacts, companies, deals, and more. Before creating the signup form, set up the commission program they will be assigned to. Or, if the list of programs is very long, you can search for the commission program by name.
Certified pro partners will also have access to a partner manager to cocreate a targeted growth strategy. Set up a referral partner commission pro infusionsoft. The reason is because youll want to set yourself your house affiliate as the referring referral partner for any leads that you drive into your database through your own efforts, such as networking, advertising, etc. Add a referral partner that youll use for your own purposes. Note that in infusionsoft, the referral partner center doesnt actually use the user licences on the account and a separate signin is required. Infusionsoft is the leading affiliate tracking software and powers our affiliate program. How to get started with the infusionsoft referral partner program. A digital product is specially designed to store the product file under 10 mb, deliver a download link, and enforce download limitations. The technical ability to create referral partners, and referral redirects. If you are like most people, you have one tool for crm, one tool for project management, another for sending emails, and yet another for. Go to crm referral partners add a referral partner. Referral partners the health coach group customer service. As keap, we now offer a family of products designed. View default commissions in a referral partner program.