How to Sign In And Navigate The Referral Partner Centre
Introduction
The Referral Partner Centre is your password-protected portal that you can use to access your referral reports, generate redirect links, and acquire marketing and help materials - banner ads, email copy and links. The Referral Partner Centre will give you easy access to the tools and information you need to be successful.
Step-by-Step Instructions
Step One: Sign in to the Referral Partner Centre
Introduction
The Referral Partner Centre is your password-protected portal that you can use to access your referral reports, generate redirect links, and acquire marketing and help materials - banner ads, email copy and links. The Referral Partner Centre will give you easy access to the tools and information you need to be successful.
Step-by-Step Instructions
Step One: Sign in to the Referral Partner Centre
- Go to your account sign in page https://cx255.infusionsoft.com.
- Below the main sign-in form, you will notice a link that says, Referral Partner Sign-in (see the green arrow in the image below.) Click the Referral Partner Sign-in link.
3. Enter your sign-in details. When you signed up to become a referral partner you completed the box with your username and password. This is what you need to enter here.
Step Two: Navigating the Referral Partner Centre:
After signing in you can navigate the Referral Partner Centre by clicking on the relevant menu option on the left-hand side of the page.
There are three menu categories: Home, Resources, and Reports (For example, see Resources in the image below)
After signing in you can navigate the Referral Partner Centre by clicking on the relevant menu option on the left-hand side of the page.
There are three menu categories: Home, Resources, and Reports (For example, see Resources in the image below)
- Home: The Home section is where the Welcome message is, which gives you information on the commission payments as well as steps to take to start earning those commissions.
- Resources: The Resources section gives you access to the tools you need to promote your products.
- You can generate your links
- You can access your promotional material: Advertising banners, Email Copy, and Resource Pages.
- Reports: The Reports section gives you access to reports on the commissions you have earned, link tracking statistics, products sold and subscription sign-ups. The My Ledger report will be a valuable tool you can use to access your financial earnings.
How To Generate Your Referral / Tracking Links
Introduction
Use the link generator in the Referral Partner Centre to create and copy tracking links that you can use in websites, blog articles, social media, newsletter emails, and more.
Step-by-Step Instructions
Introduction
Use the link generator in the Referral Partner Centre to create and copy tracking links that you can use in websites, blog articles, social media, newsletter emails, and more.
Step-by-Step Instructions
- After signing in, you need to click on the Link Generator link in the Resources menu (see image below). This will take you to 'My Sales Websites', 'My Referral Partners', 'My Ads' and the 'Generate Link' sections.
2. The 'My Sales Websites' section lists the referral tracking links you have access to. You can click on the Website URL to view the site the link connects to (see example below).
3. The ''My Ads' section is a way to track the ads you have created to promote the products; and to create new ads as emails, banners or in social media.
Click on Create Ad and enter a name, description, media type, and start date. Click 'Save' and the ad will appear in the 'My Ads' section.
Having created an ad you now need to generate a unique link that will tie prospective customers to you when they click on your ad. See image below for the boxes that need completing in order to generate the link.
- Who is driving the traffic: Your name will be selected by default.
- Where are you driving traffic to: Select one of the redirect links from the dropdown list, for example BTEC 4 or Tri-Coaching Instructor Training.
- Which ad are you using to drive the traffic: If you have created an Ad (see above), choose your ad from the dropdown list - this will automatically include your unique code code in the link.
Click on the Generate Link button to create a custom URL with all of the options selected above.
Let's break down an example of a redirect link, using TICT (Tri-Coaching Instructor Training) as the product being advertised: https://cx255.isrefer.com/go/TCIT/Susan/Promote TCIT
- TCIT is the code for the tracking link that you created.
- Susan is the unique referral partner's code.
- Promote TCIT is the optional Ad that this example referral partner created for this redirect link.
How To Use Email Resources
Introduction
You can copy email templates from the Referral Partner Centre and paste them into emails that you send to your own contacts.
Step-by-Step Instructions
Introduction
You can copy email templates from the Referral Partner Centre and paste them into emails that you send to your own contacts.
Step-by-Step Instructions
- Click on the 'E-Mail Templates' link in the Resources menu section (see image below).
2. The drop-downs under the 'Options' section gives you control over the link that shows up in the email.
- Who is driving the traffic: Your name is selected by default.
- Where are you driving traffic to: Select one of the sales websites from the drop-down list.
- (Optional) Which ad are you using to drive the traffic: If you are using ad tracking, you can choose an ad from the dropdown list to include an ad code in the link.
3. Click on the Generate Email button. The link you selected from the "Where are you driving traffic" option list will be merged into the email.
4. Highlight the email template content to copy and paste it into your own email to send.
How To Use Banner Ads
Introduction
You can copy the banner embed code from your Referral Partner Centre and paste it into web pages or emails. The banner code includes your unique referral tracking link so that you will get credit for products sold.
Step-by-Step Instructions
Introduction
You can copy the banner embed code from your Referral Partner Centre and paste it into web pages or emails. The banner code includes your unique referral tracking link so that you will get credit for products sold.
Step-by-Step Instructions
- Click on the Banners link in the Resources menu (see image below).
- Who is driving the traffic: Your name is selected by default.
- Where are you driving traffic to: Select one of the sales websites from the dropdown list.
- (Optional) Which ad are you using to drive the traffic: If you are using ad tracking, you can choose an ad from the dropdown list to include an ad code in the link.
- Click on the Generate Banner button to view the banner and copy the 'embed code'.
3. Highlight the 'embed code' to copy and paste it into a website or HTML email e.g. a newsletter broadcast (see image below).
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