Referral Partners should get commissions for future orders

Sorry, the below was posted as a belated Reply to Referral Partners should get commissions for future orders? but perhaps this is too obscure for a new question… so here goes:

FIRST ORDER

  • Contact clicks Referrer’s own hyperlink, gets cookie and thereby in OrderId the Sale Referral Partner = ReferrerId

  • Contact phones our orderline, our telephonists clicks the ReferrerId within Order from dropdown menu, thereby in OrderId the Sale Referral Partner = ReferrerId

SUBSEQUENT ORDERS

  • Contact clicks Referrer’s own hyperlink, gets cookie and thereby in OrderId the Sale Referral Partner = ReferrerId

  • Contact phones our orderline, our telephonists clicks ReferrerId within Order from dropdown menu, thereby in OrderId the Sale Referral Partner = ReferrerId OR WILL THE SALE REFERRAL PARTNER FIELD BE POPULATED AUTOMATICALLY (WHICH WOULD BE THE MUCH PREFERRED, FAILSAFE SITUATION)

If new OrderIds do not automatically generate the inclusion of the ‘First referring’ Referrer (i.e. in our case the Sale Referral Partner = ReferrerId) then how can this be made to work? Infusionsoft telephone staff mentioned that they would escalate this request.

I have changed the settings to How to choose Referral Partner = First referring.
I had the Referral Partner tracking method = Referral history and cookies.
I changed Use IP Address = Yes.
Are these settings enabling the above tracking requirement for subsequent orders?

Many thanks for your help! Han.
Referrer-Contact-permalink|690x263

1 Like

مرحبا صديقي ممكن ترسل لي مزايا و معلومات عن هدا الوقع انا لا اعرف عنه شيئا وشكر مع تحياتي

Dear Mouloud, thanks to Google Translate I understand what you wrote: “Hello my friend can send me advantages and information about this impact I do not know anything about him and thanks with my greetings”. If you do not own Infusionsoft software for your business yet then follow this link https://crm.infusionsoft.com/go/viewdemo/a41426/ which explains Infusionsoft beautifully. If you have people selling goods or services for you then the Referrer settings in this post are important to get right. مع أطيب التحيات لك ولعائلتك. (Best regards to you and your family), Han.