Once our referral partner commissions and links are set up, we can begin manually adding referral partners and sending them their login information.
However, we will save a bunch of time if we give people a web form where they can sign themselves up to be a referral partner.
We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign. We are also assuming that a commission program has been created already.
Drag out a web form goal and a sequence; connect and rename accordingly:
Add a Logo snippet, a Title snippet, a Paragraph snippet, Divider, and another Paragraph snippet. Update the snippet text with instructions:
Using the Field Snippets tab, add required fields for:
First Name and Last Name
Phone Number
Email
Add another Divider, a Paragraph snippet, and update the snippet text.
Using the Field Snippets tab, add in the required billing address fields:
Add an...