Updated in Feature Release 2.9.1 (January 27, 2021): Partner Referral Report is now exportable and Partner IDs can be added as a column to the report.
The Partner Referral feature allows for referral reports with payment information and is viewable both in your Network portal and the Partner's portal. Referral payments appear as line items in partner invoices as part of the billing process.
There are two ways you can configure your Partner Referral Program:
- Global configuration for all Partners
To get started: Control Center - Configuration > Partner Referral (this is dynamic, so it may show Partner/Publisher depending on what name you're using for Partners) > Click Edit.
Once enabled, you can create a default configuration for all Partners under the Global Setting card.
You can choose to pay your Partners by either, 1) A flat fee (immediate payment when the referred Partner is Approved on your side) or 2) A Percentage of what the referred Partner generates. Additionally, you can choose to pay your Partners based on the referred Partner's generated payout, profit or revenue. Lastly, you can apply a minimum earnings threshold to be required before paying associated commissions and define a time duration in which referral commissions are active. If the duration box is left unchecked, the period is indefinite.
You choose Percentage, rate 10%, type Payout and duration one month: If Partner 1 refers Partner 2 and Partner 2 earns a $100 payout during that one month, Partner 1 would get paid $10 (10% of 100) for recruiting them.
Please Note: If you enable this feature with Percentage, you can start paying your Partners for their retroactive recruitment over your set Duration. To do this: Go to Partners - Manage > Choose Partner - Edit > Under 'Referred By' to assign the Partner that referred them. As soon as you assign this, the referring Partner will start earning a percentage for the following Duration.
2. Partner-level configuration for specific Partners
You also have the option of enabling this feature only for selected Partners. To do this, go to Partners - Manage > Choose Partner - Partner Referral Setting card on General tab - Edit. If you already have Partner Referral enabled at a global level, here, you can disable or customize it for selected Partners as well.
How do my Partners start using the Partner Referral tool?
Your Partner can find their unique sign-up link in their portal by going to Company - My Account. Any approved new Partner, who signs up using her link, is automatically associated with the "Referred By" partner.
Or, you can retroactively assign a Partner as the referral of another Partner. To do this: Go to Partners - Manage > Choose Partner - Edit > Under 'Referred By' and assign the Partner that referred them.
How do I view a Referral Report?
Navigate to Reporting - Partner Referrals for a breakdown of referral commission earned by each Partner. The Billed column displays the amount included in the Partner's invoices for the selected timeframe. The Balance column displays the total earned by the Partner in the selected time frame.
**A highlighted pink row indicates that the threshold has not yet been met in the selected timeframe to include the amount from the Partner's invoice.
How do referral payments appear on Partner invoices?
Once the minimum threshold is met, referral payments are automatically added to Partner invoices as a line item. To view, go to: Partners - Invoice > Choose Invoice - Details card.
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