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 Overview

    About Partner Programs

    Applies to: ONTRAPORT Plus and above.

    A Partner Program, commonly known as an affiliate or referral program, is a marketing tool that allows you to add measurable value to your business with little up front cost. By marketing and selling your products on your behalf, Partners create new leads and refer loyal customers and in turn, they can receive commission for helping you generate sales. You provide your partners with all your advertising tools such as trackable links and banner ads so they can promote your business. When a visitor to your site or listing clicks on an ad or link, the transaction is tracked. If this transaction results in a sale of your product, your partners get a commission for that sale.

    What You Can Do With Partner Management

    ONTRAPORT’s Partner Management system allows you to track who's sending you traffic and sales so you can reward them. Partner management does the following:

    • Manage one tier and two tier partner programs
    • Ability to run multiple partner programs. For instance, if you've got a couple of different levels of partners and you want to offer them different commissions or different products to sell. In this case, you could set up multiple programs, and since each affiliate can only be a member of one program, the system knows how to pay them.
    • Links to a Partner center via our PilotPress WordPress integration feature allowing your partners to log in and see their stats, get promo tools like banners and emails, and see the next payment amount.
    • Enables outstanding partner follow up to increase their overall experience.

    Create a Partner Program: Prerequisites

    Optional: Enable the Partner Center in Wordpress

    If you want your Partners to have access to a Partner Center where they can grab their links to promote, see stats on their sales and update their contact information, follow steps 1-2. This is not necessary but it does help Partners to be self-serviced and lowers support requests from Partners.

    1. Integrate ONTRAPORT with WordPress
    2. Create a membership level for Partners
    3. Enable the Partner Center in WordPress

    Setup and Test the Partner Program

    1. Configure Partner Global Settings
    2. Set up a Partner Program
    3. Set up the Promo Tools to send leads to a sales page (the sales page should contain an order form and an ONTRAPORT tracking script).
    4. Create a Partner Sign-up Form or ONTRApage
    5. Create a Partner Welcome process
    6. Test your Partner Program

    Monitor, Nurture and Pay Partners

    1. Monitor and Pay partners
    2. Nurture Partners with Thank You emails and Milestone programs

    Articles in this section

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

    Comments

    • Avatar
      Permanently deleted user

      Can I manually add partners?

    • Avatar
      Paul Nugent

      Hi Greg,

      Thank you for your question. This is Paul from support. You can Manually add a contact to an affiliate program by going into their contact record and selecting the Referral info tab. 

      - http://screencast.com/t/AEuNUTocNvO

      You can then select the partner program that you would like to assign.

       

    • Avatar
      Chris McAlister

      Is there any way to tag a "CONTACT" to a particular Partner and then the Partner would receive a commission once the new user went through a series of launch emails?

      I'm creating an evergreen launch sequence and would like partners to send folks directly to my opt-in page and then receive a commission once their referral purchases 6 days later. Is that possible?

    • Avatar
      Helene Pouwels

      Hi,
      I don't see where is the info to set up the actual partner centre reporting on the wordpress / pilot press? I have set it up so when they login they get to a page but that page has nothing on it yet. How can they access the reports that show their sales ? Thank you