How to Set Up Affiliate and Referral Programs in CRM Support

1. Go to Marketing → Funnels and open your main funnel.
2. Copy your funnel URL (e.g., https://yourbusiness.gohighlevel.com/offer).
3. Add a tracking parameter like ?ref=partnername.
4. Example: https://yourbusiness.gohighlevel.com/offer?ref=johnsmith.

1. Go to Settings → Custom Fields → + Add Field.
2. Select Text and name it “Referral Source” or “Affiliate ID.”
3. Add this field to your lead forms in the funnel.

{{ query.ref }}
          

1. Go to Automation → Workflows → + Create Workflow.
2. Trigger: Form Submitted or Contact Created.
3. Add an If/Else Condition:
   If Referral Source contains “johnsmith” → Tag as “Referred by John.”
4. Add actions such as:
   • Send confirmation email to affiliate.
   • Notify your team of new referral.
   • Apply reward tag or coupon.

1. Go to Sites → Forms → Builder and create a form named “Referral Submission.”
2. Add fields: Referred Person’s Name, Email, Phone, and Referrer Name.
3. Save and embed the form on a page or portal.

1. Create a custom field called “Commission Amount.”
2. Add a workflow trigger: Opportunity Status → Closed Won.
3. Add an action: Update Field → Commission Amount (based on sale value).
4. Use internal notifications or emails to alert affiliates when they earn commissions.

1. Go to Sites → Memberships → Offers.
2. Create an “Affiliate Dashboard” offer and include a page with:
   • Their unique referral link.
   • How-to instructions.
   • Performance stats (optional via embed or Zapier).
3. Send login credentials when someone joins your affiliate program.

• Issue Stripe payouts or PayPal transfers manually each month.
• Send discount codes for future purchases (e.g., “10% off next order”).
• Automate gift cards using Zapier integrations (e.g., GiftUp or Tremendous).

• FirstPromoter
• Rewardful
• Tapfiliate