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    Add Partner Promotional Tools

    What are Promo Tools?

    These are the tools you will give your partners the tools they need to promote & sell your stuff for you. Promo Tools can come in the form of links, banners, lightboxes or email copy. Once you’ve uploaded a promotional tool into the settings of one of your partner programs, your partners can receive their promotional tools as merge fields in messages you send from your ONTRAPORT account or automatically access them through their partner center enabled on your integrated WordPress website. See the list of available promotional tools below.


    Available Promo Tools


    A banner ad is a commonly used method of attracting a click. You'll design the ad, then upload it. Partners download the banner, which is already linked with their partner information and embed it onto their web pages.


    Email message

    These are marketing emails written by you, usually with links in it to your sales pages or order forms. These links come pre-populated with the partner's referral links so all they have to do is copy/paste the whole email into their email service of choice and mail their people with it. You'll simply create the email in the editor provided.



    Upload any image, like a banner type image, and when your partners download it, they'll get special code which they can paste onto their web page, which will make it pop up a lightbox that has that image on it, linked with their partner referral link.


    Direct Link

    This is their partner link that uses the raw url of the page you're linking to. Some like this option because it is the exact URL that you're directing traffic to. Please reference Standard Link below for the difference between direct and standard links. We highly recommend that you use Standard Links for the most flexibility.


    Standard Link

    This promo tool briefly redirects clicks through your new tracking domain: or through your custom domain if you’ve got one set up. The advantage of this promo tool is that if you ever need to change the location of the page you want prospects driven to, you can easily do so, and all your partner’ links will still work as normal.

    Creating/uploading a Promo Tool

    1. If you haven’t setup your Partner Program, start here.

      Go to the
      Navigation bar > Partners > Programs


    2. Click on the partner program on which you wish to add a promo tool

    3. Click on the Promo Tools tab

    4. Open the Actions menu > Add Promotional Tool


    5. Name the tool

    6. Type in the URL this tool will promote (the URL of the page where your order form is located)

    7. Select which product group this promotional tool will belong to

    8. Select what type of tool you wish to create

      1. Banner

      2. Light box

      3. Standard Link

      4. Direct Link

      5. Email message

    9. Type in a campaign name (optional)

    10. Type in an ad name (optional)

    11. Select a stored image (if using lightbox or banner only). These images will be available for your Partners to download from their WordPress Partner Center.

    12. Save

    Important Facts

    • The URL that the promo tool leads to MUST have tracking scripts installed, otherwise, the referrer will not be tracked.

    • You do not need to install tracking scripts on the URL that the promo tool leads to if the URL is a WordPress site that’s integrated with ONTRAPORT using the pilotpress plugin or if the URL leads to an ONTRAPORT landing page.

    • Do not have a promo tool lead to a redirect landing page.


    Other Resources

    Partner Management Overview

    Create a Partner Program

    Partner Global Settings

    Add Partner Promotional Tools

    Creating a Partner Signup Form

    Create a Partner Welcome & Thank You Process

    Enable the Partner/Affiliate Center in WordPress

    Test your Partner Program

    Partner Management FAQ

    Manage Commissions and Payments

    Partner SubID Tracking

    Partner Tracking Pixel



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    • Avatar
      Comrade iVan

      Just a clarification about the difference between the direct and standard link for anyone else reading this page (thank Lance for the clarification).

      The direct link does not credit the affiliate if and when their prospect leaves the page page without buying. So that is a link that you would use to link directly to a page that has the order form.

      The standard link is used to track the visitor with affiliate's cookie throughout the funnel. So that is a link you would use for sending affiliates to the page that is typically at the top of the funnel.

    • Avatar
      Dave Jaworski

      Thank you Comrade! Your note saved me time already. 

    • Avatar
      Scott Elhenicky

      Agreed.  Thanks Comrade.  They need to add a "this was helpful" link to your comment. 

    • Avatar
      Devin Slavin

      Heads up, I ran into a problem when an affiliate mailed my promo tool...

      They mail with sendgrid which added the code "?utm_campaign=website&" which broke the Ontraport Promo Tool Link when clicked. (Instead of redirecting them, it gives some strange code on an otherwise blank page)

      I was able to create a work around by having them make a link that points to the affiliate link instead.

      I thought I'd offer this up here as a solution in case Ontraport users run into a similar problem in the future.


    • Avatar
      Brad Edmundson

      @Devin Slavin Thanks for reaching out!

      If you have the Click Tracking or Google Analytics features enabled in your Sendgrid account it will strip out any other URI variables that you already have in place. (E.G. our affiliate tracking data).

      If you turn off tracking in Sendgrid and you continue to have this issue please feel free to contact us at or call us at 855-6687276 x2.

    • Avatar
      Anton Kraly

      What about if you want to let affiliates send traffic to different URLs?  

      For example:


      Can they just add their code to the end of any URL that is on our domain?

    • Avatar
      Frank Hagan

      As long as the ONTRAPORT tracking script is on the page the visit will be tracked. We cookie the contact's browser with the Partner ID number so if the tracking script is there the cookie will be populated with the Partner ID. When they eventually opt in or purchase that information will be used (subject to the first referrer / last referrer rules). You can add the &opid=xxxxx to the end of any URL and it will work for that purpose as long as the tracking script is on the page.

      However, you lose tracking ability that way, and the affiliate will not be able to see the number of leads, etc. he has generated to those pages. We recommend you always use standard promo tools to preserve your ability to have tracking stats that are accurate.

      The tracking script is automatically added to every page on a WordPress site integrated with Pilotpress, and all on all ONTRAPORT landing pages. To add it to other pages, obtain it from Administration > Tracking Code.

    • Avatar
      Vanessa Halloum

      This is the worst ever affiliate / Partnership program to setup.  It is soooooooo cumbersome and not easy to do.  Also the customer support is atrocious and I don't think they know how to do it.  The instruation guide is a waste of time as it is not up to date.  I am now seriously considering infusionsoft who my friend rave about.

    • Avatar
      Frank Hagan

      Hi Vanessa - I removed your duplicate comment from the Feature Request forum as it won't get the same kind of attention there. 

      There's a nice overview of the Partner Program that might help at Understanding how all the pieces fit together usually makes it easier and that presentation usually helps.

      Usually our support gets high marks, so it's surprising to see the word "atrocious" in the same sentence. I have forwarded your comments to our team so they can reach out to you.

      There is also peer to peer support available in the Facebook Community at And, if you are really stuck, one of our Certified Consultants would certainly be able to help: 

    • Avatar
      Jack Mize

      I've been successfully tracking affiliate link with clickfunnels by creating a standard link to a redirect landing page that then takes them to my clickfunnels landing page. I see in the "Important Facts" section above it says "Do not have a promo tool lead to a redirect landing page".  What are the known problems with this?

    • Avatar
      Jonathan Bender

      AGREE w/ Vanessa!

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