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    Partner Management Overview

    What is a Partner Program?

    A Partner Program, commonly known as an affiliate program, is a marketing system where people can receive commission for helping you generate sales. You provide your partners with all your advertising tools such as banner ads and tracked links which they in turn promote. 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 percentage of 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. It's simple to get started, with powerful features for advanced marketers. Affiliate management does the following:

    • It allows you to manage one tier and two tier partner programs.

    • It gives you the 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 on different products, 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.

    • It links to the completely customizable affiliate center, thanks to the WordPress integration feature (which is the place where your partners can log in and see their stats, get promo tools like banners and emails, and see when their next payment is coming).  

    • It has simple and powerful partner pay options. And, it is tightly integrated with ONTRAPORT’s marketing automation engine for outstanding partner follow up.

    Create Your First Partner Program for a Product Launch


    How to set up your first Partner Program

    1. Integrate ONTRAPORT with WordPress

    2. Enable the Partner Center in WordPress

    3. Configure your Partner Global Settings

    4. Set up your Partner Program

    5. Create a Partner Welcome sequence

    6. Create a Partner Sign-up Form

    7. Place the Partner Sign-up Form on a web page (or Landing Page)

    8. Set up the Promo Tools to send leads to your sales page (the sales page should contain an order form and the ONTRAPORT tracking script). 

    9. Create a Partner Login/Welcome page (optional)

    10. Ensure that any exclusive membership content on your WordPress site is protected from your Partners’ view using membership levels

    11. Ensure that your product delivery sequences are functioning for when referred customers buy your product(s)

    12. Test your Partner Program

    13. Launch the Partner Program

    14. Monitor and nurture your partners

    15. Pay your partners

    16. Thank your partners


    Have more questions? Submit a request


    • Avatar
      Greg Gomez

      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.

      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?

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