search
Partners Support Log In
Solutions
Ontraport’s solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Check Out Pricing
Give each customer a tailored experience to drive sales while eliminating busy work for your team.
Send emails that keep your customers engaged so your sales continue to grow with your list.
Land more leads and customers with web pages that promote your products and show off your brand.
Use visual analytics to make confident decisions for smarter marketing and more profits.
Create a custom subscription site and manage it from one place to earn recurring revenue with ease.
Optimize your entire sales process to generate more prospects, nurture your leads, and close more sales.
Online sales to seamlessly manage payments and subscriptions.
Personalize every customer interaction to generate more sales using all-inclusive customer data.
Automate your team’s most time-consuming, repetitive tasks to create more freedom in your business.
Drive and track revenue generated by referral partners who receive commissions for helping you grow.
Solutions
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software solutions.
Visit the Blog
Marketing Strategies
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Implement proven marketing processes with our easy-to-follow worksheets and checklists
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Resources
Customers
Ontraport empowers businesses large and small, all over the globe, and in every industry, to succeed.
Read the Reviews
Hear From Our Customers
Don’t just take our word for it. See why businesses from every industry love Ontraport’s marketing automation and CRM software.
Find out how our users have created thriving businesses and transformed their lives with Ontraport.
Industries We Serve
Personal Services
Professional Services
Online Retail
Coaches & Speakers
Author & Bloggers
Brick & Mortal Retail
Technology
Manufacture & Wholesale
Your Unique Business
Your Unique Business
Customers
Chat With Us chat
Start Free Trial
menu
close
Why
Ontraport?
Solutions keyboard_arrow_down keyboard_arrow_up
Marketing Automation
CRM
Email Marketing
Landing Pages
Marketing Analytics
Sales Force Automation
Ecommerce
Business Process Automation
Membership Sites
Referral Programs
Resources keyboard_arrow_down keyboard_arrow_up
Ontraport Blog
Step-by-Step Templates
In-Depth Guides
Modern Ontrapreneur Podcast
Marketing Blueprints
Software Comparisons
Feature Use Cases
Get the Facts
Exploring Ontraport
Calculate Your ROI
Customers keyboard_arrow_down keyboard_arrow_up
Customer Reviews
Success Stories
Support Center
Partner With Ontraport
Chat With Us chat
Check Out Pricing
Martin Cogburn
Updated

Contents

    Back to Top

    Partner Management FAQ

    About Partner Program Management

    Applies to: ONTRAPORT Plus level and above.

    First and Last Referrer FAQs

    Q. How are First Referrer and Last Referrer tracked?

    A. When a contact clicks through an affiliate link, their browser is "cookied". These "cookies" will be tracked when the contact submits through a Smart Form or Order Form block on an ONTRApage or in an ONTRAform. Upon submission of the form, either First or Last Referrer will be updated. Assuming the contact is not already in the system, both First and Last will update. If they are already in the system, whether they were imported or referred by another partner, only the Last Referrer will update.

    Q. What happens when the Last Referrer in the Contact Record is not for the Partner who "closed the sale" by having a great promo tool that caused the customer to purchase?

    A. The Last Referrer field updates with each opt in or order. The Partner with the great closing skills will be listed as the Last Referrer.

    Q. What happens when the Contact Record has a Last Referrer already, but the Contact clicks on another promo tool without opting in or buying? Does the Last Referrer change?

    A. No, the Last Referrer will not change automatically. If the Contact who is cookied with the new Last Referrer's information fills out an opt in or order form, then the Last Referrer field will be updated.

    Q. If I pay by Last Referrer and have a Partner with 10 subscription product sales, and on five of the Contacts the Last Referrer field changes, does the original Partner lose commission on those five subscription sales?

    A. No. As long as commissions are eligible to be paid the original Partner will collect the commissions.

    Q. If Last Referrer is selected, is there a way to simply have a “last cookie wins the sale”, meaning that the partner whose cookie is in the browser is the one who gets the sale, if there is no cookie in the browser then the sale is NOT credited to a partner?

    A. Yes, if you have your Partner Program set to pay the Last Referrer that is what will happen. The "last cookie" information from a new Partner will update the Last Referrer field.

    Partner Program Configuration FAQs

    Q. How do I track partner referrals on my website

    A. Include the ONTRAPORT tracking script on each page. We include it automatically on every page on a WordPress site integrated with Pilotpress, and on all ONTRApages. For other sites, obtain the tracking code from Administration > Developer Preferences and Resources > Get Tracking Code and include it on your pages.

    Q. How do I set up a two tier Partner Program before my launch starts?

    A. A one-tier program pays the Partner. A two-tier program would pay the Partner a commission, and also a commission to the Partner that referred them. Please see our Create a Partner Program article for more information.

    Q. If Last Referrer is selected, what happens if I re-run a commission on an open order?

    A. Because the Last Referrer field updates, it is possible to re-run commissions and change an earned commission for a prior Last Referrer to a new Partner. ONTRAPORT provides the ability to choose which Last Referrer to use when re-running commissions.

    Paying Partner Commissions FAQs

    Q. If I move a Partner from one Partner Program to another, will all their affiliate data (clicks, leads, sales, commissions) move seamlessly from one program to the other?

    A. When you move a Partner from one program to another all stats move with the Partner. That means if you move from Program B back to Program A, all stats are still there. The only thing that does change is which Partner Program the Partner is displayed in.

    If the Partner is removed from all Partner Programs, or his or her Contact Record deleted, then upcoming sales will not be credited to that Partner.

    Q. What happens if a refund is issued after commission has been generated for the Partner?

    • Commission generated and Partner paid: In this case, a "clawback" will be generated in which the amount generated in commission will be retrieved from future commissions for the Partner. The "clawback" appears as a negative commission.
    • Commission generated and Partner NOT paid: If the Partner has not yet been paid, then the funds will simply be subtracted from the Partner's earnings, reducing the total to be paid to them.

    Articles in this section

    See more
    Created - Updated
    Have more questions? Submit a request

    Comments