HOW DO I…
CREATE A PARTNER
PROGRAM?
How Do I Set Up My Partner Program?
Introduction
You’ve got your sales funnel set up and you’re ready to get more customers. A great way to do this is by using a referral or affiliate system. ONTRAPORT offers a full Partner Program to help you automate the process of getting Partners and more sales!
This guide will walk you through the six essential steps to gaining referrals with ONTRAPORT.
How Do I Set Up My Partner Program?
To Do List
1. Set up your Global Settings 2. Create your Partner Program
3. Add your Product and Promo Tool to the Program 4. Create your Thank You Email with Promo Tool 5. Create your Welcome Sequence
6. Create your Partner Sign Up Smart Form and Host
Before we can move forward with setting up your Partner Program, we need to set up your overall Global Settings for your Partners. These settings will apply to all of the programs you set up.
Got it? Jump to Step Two
Set up your Global Settings
This section will set up the following:
1. Paying your Partners: Check, PayPal, or their choice.
a. If you choose PayPal you can download a CSV file formatted for PayPal Mass Payments.
b. If you choose to pay Partners via check, you can download a CSV file which you can use to send out your checks. 2. Pay Threshold: How much do they need to sell before you pay them out?
What are Global Settings?
This area will set up the following: 3. First or Last Referrer Program?
a. First Referrer: When a sale gets made, the very first person whose affiliate link got clicked will get the commission no matter how many other affiliate links they clicked.
b. Last Referrer: When a sale gets made, the very last person whose affiliate link got clicked will get commission no matter who was the first to refer the sale.
4. When will cookies expire?
When a person clicks an affiliate link, their computer gets a cookie, which is how we track who referred them. If that person buys after the cookie expires, the referrer won’t get credit for the sale. If they click a new affiliate link after cookies have expired, this new referrer will now get credit.
What are Global Settings (continued)?
Is there any advantage or disadvantage to picking First or Last Referrer? Well the simple answer is, there are advantages and disadvantages to both! Here’s a little overview to help you decide:
First Referrer:
a. Advantage: It encourages Partners to mail early in a launch cycle to lock in the most prospects.
b. Disadvantage: Partners may become discouraged if they feel other affiliates have already signed up the best prospects.
Last Referrer:
a. Advantage: It encourages Partners to promote your offer frequently as the most recent referral gains the commission.
b. Disadvantage: They may not promote your offer early in a launch cycle, preferring to wait until the last minute with the hope that prospects will click on their link right before buying.
First or Last Referrer… which should you pick?
1. In the Navigation Bar, select Partners
> Settings.
2. Choose GLOBAL SETTINGS.
3. Set up your desired settings and click the Save button in the upper right hand corner.
Next
Now it’s time to set up your Partner Program! Unlike the Global Settings, these settings will be relevant only to the program you’re creating.
Got it? Jump to Step Three
Create your Partner Program
This area will set up the following settings:
1. Name your Program.
2. Program Type: 1 Tier or 2 Tier.
a. 1 Tier: Only the first or last referrer earns a commission on the sale.
b. 2 Tier: This system encourages your Partners to sign up other affiliates. When a
commission is earned by any of their affiliates they receive the Level 2 commission. 3. Choose the type of personal information to share with your Partners.
4. Notify a Partner when they have made a commission.
What do these settings mean?
1. In the Navigation Bar, select
Partners > Programs.
2. Click on the New Partner Program button.
Next
3. Set up your desired settings and click Save in the upper right hand corner.
Your Partner Program settings are all adjusted to your preference, and now we need to make sure that we get your commissionable Product in the program and set up the link for your Partners to market your Product!
Got it? Jump to Step Four
Add your Product and Promo Tool
to your Program
Available Promo Tools:
1. Banner: Design the ad and upload it.
2. Email Messages: Marketing emails written by you with the Promo Tool Merge Field.
3. Lightbox: Upload any image.
4. Direct Link: URL that leads directly to the sales page.
5. Standard Link: URL that can be redirected, eg. sends to home page with “Buy Now button” that
leads to sales page.
Note: If you are considering using the Banner, Email, or Lightbox Promo Tools, you will have to set up
the Affiliate Center on a new or existing WordPress site. Tools for these additional steps will be provided at the end of this presentation.
What are my Promo Tool options?
1. In the Navigation Bar, select
Partners > Programs.
2. Click on your newly created Partner Program.
Next
3. Under the sections COMMISSIONABLE
4. Select your Product from the Select Product dropdown. Enter your desired commission levels. If you have a Tier 1 program, put 0% for the Level 2 Commission. Click the Save button when you’re
finished.
5. In the right hand corner, navigate to PROMO TOOLS.
6. Click NEW PROMOTIONAL ITEM.
Next
3. Fill out the fields:
a. Promo Tool Name: Only seen by you.
b. URL to Promote.
c. Product Group: This would be how
your Promo Tools are grouped in the Affiliate Center.
d. Campaign Name: Only seen by you, if
you want to categorize by campaign. e. Ad Name: Only seen by you, if you
want to categorize by ad. f. Promo Tool Type
g. If you chose Lightbox or Banner, it will pull down a new field to upload an image.
This email is not only thanking your Partners for signing up, it is also going to deliver their Promo Tool so they can start marketing your product.
Got it? Jump to Step Five
Create Your Thank You Email
with Promo Tool
1. In the Navigation Bar, select
Contacts > Messages.
2. Click the New Message button.
Next
4. Customize your email with your personalized
content. To add your Promo Tool, click on the Merge
Fields drop down that says “Insert Merge Field.” Start typing in your Program Name and select your Promo
Tool. When you are finished, Click on the Save button
in the upper right hand corner. 3. Under the email heading, select
We’ve got your amazing new offer in ONTRAPORT and in your email. Now, how do we deliver that? In ONTRAPORT, we use Sequences! There are two different types of Sequences, but for this specific funnel, we will be utilizing the Step Sequence. This is a great way to set up steps to fire in
chronological order to perform a multitude of actions without you even being around to witness it! Almost magical, right? Well, let’s go create our first magic trick!
Got it? Jump to Step Six
Create your Welcome Sequence
1. In the Navigation Bar, select
Contacts > Sequences.
2. Click on New Sequence.
Next
Next
4. First, title the Sequence. Something like “Partner Welcome Sequence.”
6. This rule will add your Contact to your Partner Program. Name it and set the following criteria:
a. 0 Days, Immediately.
b. Leave IF THIS IS TRUE blank. c. Under THEN DO THIS select
Change the value of a field.
Click the dropdown, choose “Select Field…” and select
Partner Program.
A new dropdown will pop up that says “Select Partner Program”. Select your Program.
Next
Note: The delay for this Rule step is all dependent on how long you want to give the client to actually purchase
7. The next step will be an Email. This email will be your Thank You Email with the Promo Tool created earlier.
Create the email and set it to send immediately after the Rule step you just created.
Next
For additional resources, check out the Sequences forum. 8. You can now Save the
How cool is it that you just pop your name into a form and you get the exact information you asked for! ONTRAPORT has incorporated this streamlined funnel for clients using our Smart Forms.
ONTRAPORT takes it to an even higher level by utilizing these Smart Forms to help automate our Partner funnels.
Let’s Finish This!
Create your Partner Sign Up
Smart Form
Next
1. In the Navigation Bar, select
Contacts > Smart Forms.
Next
3. Click on the text box in the upper left hand corner that says Untitled Form and name your Form something familiar so that you know what it’s being used for -- e.g. “Partner Sign Up Form.”
4. Our Smart Forms come with default fields every time you start a new Form. These are First Name, Last Name, and Email. Depending on how you chose to pay your Partners, you will need to add specific fields:
a. Check: You will need address fields so you
know where to mail the check.
b. PayPal: You will need the PayPal address field.
Next
5. Choose your field from the dropdown.
6. Next, click on the Settings tab and scroll down to the
MANAGE FORM FILLS section. In the box that says SEQUENCES click on the dropdown menu that says
ADD NEW… and select your Partner Welcome
7. Click on the Publish Form button in the right hand corner.
8. Select your appropriate form code and paste on your page!
For additional resources, check out our Smart Form forum.
Note: If you need to host via our Landing Pages, please visit our Landing Page forum.
Additional Resources and funnel ideas:
1. Partner Center on a New or Existing WordPress site (need if using Banner, Lightbox, or Email Promo Tools).
a. WordPress Integration b. Partner Center
c. Partner Welcome with Membership Details
2. Manual Approval of Affiliates
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