Table of Contents
The Partner Referral feature allows for referral reports with payment information and is viewable both in your Network Portal and the Partner Portal. Referral payments appear as line items in partner invoices as part of the billing process.
There are three ways you can configure your Partner Referral Program:
Partner-level configuration for specific Partner(s),
OR, to track referrals without paying a referral commission, you may:
Global configuration for ALL Partners
Navigate to Control Center - Configuration > Partner Referral > 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.
Partner-level configuration for specific Partner(s)
Navigate 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. Navigate 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 commission (Billed/Balance columns) is calculated based on the dates of the report being pulled.
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.
The Referral Status column indicates whether or not the Partner is using that particular referral commission structure. Please note that if the Referral Status is "Inactive", then the Balance column is not calculated.
The Partner Status column shows the current status of the Referred Partner account in Everflow.
The Referred Date indicates the actual date when the referral commission structure was set up between the Referred Partner and Referred By partner. When a Commission Structure is changed in the Partner or Network settings, a new row appears to indicate the new commission structure with the updated Referred Date.
**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.
Tracking Referrals without Paying Commission
If you do not want to pay your Partners a referral commission, but you do want to track their referrals, navigate to Control Center - Configuration > Partner Referral. Be sure the Enable Partner Referral setting is turned off.
Please note that the Partner Referral Link is hidden when this feature is turned off. However, the link is still functional, and will automatically associate any Referred Partners with the Referring Partner using the Referred By field, which is shown at the Partner level.
Taking the above into account means that you must turn on the feature long enough to copy the Partner Referral Link to share with the Partner. That is, IF you wish for your Partner to use a Partner Referral Link, as it is optional.
If you do not want to use Partner Referral Links with your Partners, then you can simply retroactively assign a Partner as the referral of another Partner. Simply click Edit on the General card shown above, and select the Referred By Partner from the drop-down menu.
A view of your Partners and their Referred By Partners is available by navigating to Partners - Manage.
NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!
We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing email@example.com.