Infusionsoft has a built-in referral partner (affiliate) module on certain versions of the software. This makes it easy for a business to track who is referring whom. Also, if orders are being recorded inside Infusionsoft as well, it empowers the automatic calculation of commissions.
There are two components that must be set up before we start adding referral partners:
We need to be logged in to Infusionsoft and inside a specific account. For this recipe, we are also assuming the following: