Partner (Referral) Programs

Once your leads become clients the next step is to have them become advocates! Learn how to set up the tracking system around creating promotional tools for your partners so we can work together to bring you more leads and sales. This section covers the types of Partner Programs available in ONTRAPORT, how to set up affiliate links, and how to set up and pay out based on a commission structure you decide.

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 ...

Create a Partner Program

    Create a Partner Program Applies to: ONTRAPORT Plus and above. Once you've set your Global Settings, you can create an Partner Progra...

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 L...

Add Partner Promotional Tools

What are Promo Tools? Applies to: ONTRAPORT Plus and above. These are the tools you will give your partners the tools they need to promot...

Creating a Partner Signup Form

  About Applies to: ONTRAPORT Plus and above. A Partner signup form is an ONTRAPORT smart form that allows new Partners to sign up for yo...

Create a Partner Welcome & Thank You Process

    About Creating a Partner Welcome Process Applies to: ONTRAPORT Plus and above accounts. A Partner welcome process delivers a welcome ...

Enable the Partner/Affiliate Center in WordPress

What is the Partner Center? Applies to: ONTRAPORT Plus and above. The partner center is a user-friendly place where someone who has signe...

Partner Global Settings

What Are the Partner Global Settings? Applies to: ONTRAPORT Plus and above. Before you can create your first partner program, you’ll need...

Manage Commissions & Payments

Where do I manage my Partner commissions? Applies to: ONTRAPORT Plus and above. If you haven’t setup your Partner Program, start here. If...

Test your Partner Program

About The ONTRAPORT Partner Program uses cookies to track your prospects and identify the Partner who referred them. The cookie is a smal...

Partner SubID Tracking

What is Partner SubID tracking? Applies to: ONTRAPORT Pro and above. This feature allows your Partners to track their promotional efforts...

Partner Tracking Pixel

About the Partner Tracking Pixel Applies to: ONTRAPORT Pro and above. The Partner Tracking Pixel is designed to facilitate using a third-...