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Crear enlaces de seguimiento de referencias

Introducción

Los enlaces de seguimiento de referencias son enlaces a sitios web, páginas de destino, formularios de pedido, etc. Los enlaces de seguimiento indican a los socios dónde desea que envíen clientes potenciales. El enlace en sí incluye un código que rastrea qué socio le envió la perspectiva. Los enlaces deben conducir el tráfico a una página donde un cliente potencial puede inscribirse para una oferta gratuita (para que pueda empezar a seguir usted mismo) o hacer una compra. Los vínculos de seguimiento de referencias también se incluyen en banners promocionales y correos electrónicos.

Crea enlaces de seguimiento de referencias en Infusionsoft y proporciona a sus socios acceso a ellos a través del Centro de afiliados.

Instrucciones paso a paso

1 - Vaya a CRM> Referral Partners en el menú principal de navegación.

2 - Seleccione Enlaces de seguimiento de referencias en el menú de socios de referencia.

3 - Haga clic en el botón Agregar un vínculo de seguimiento de referencia.

4 - Ingrese la información del sitio web de ventas.

Esto puede ser un sitio web, página de destino, tienda en línea, formulario de pedido, enlace de producto, etc.

 - Nombre: Introduzca el nombre de la página web, el producto, etc. Los socios verán el nombre cuando vean una lista de enlaces en el Centro de afiliados. El nombre debe tener sentido para usted y para ellos.

 - Código: El código es parte del vínculo de seguimiento y es utilizado por usted y sus socios de referencia para identificar a qué página apunta el enlace. En el ejemplo anterior, el código es "haircare". Un socio que use este enlace sabrá que va a la página de aterrizaje "haircare". Esto es lo que el socio de referencia verá en el centro de referencia de socios:

 - Dirección del sitio web: Introduzca la dirección URL de la página web de destino (por ejemplo, http://help.infusionsoft.com). Ésta es la página que las referencias del socio visitarán para registrarse o para realizar una compra.

 - (Opcional) Parceiro de referencia: si este enlace va a una página de destino con marca compartida o un formulario de pedido con un descuento para un socio específico, no desea que otros socios vean o utilicen este enlace de redireccionamiento. Introduzca el nombre del socio y haga clic en él en la lista de resultados. Si utiliza esta opción, sólo un socio puede utilizar este vínculo de seguimiento.

 - (Opcional): Si este enlace va a una página de destino o formulario de pedido que se dirige a un tipo específico de perspectiva, es posible que no desee que todos sus socios vean y utilicen este enlace de seguimiento. Haga clic en los nombres de los programas para limitar el acceso al vínculo de modo que sólo los socios de referencia en esos programas puedan utilizar este vínculo de seguimiento. Mantenga presionada la tecla Ctrl en su teclado para seleccionar más de un programa.

5 - Haga clic en el botón Guardar para agregar o actualizar el vínculo de seguimiento de referencias.
Esto actualizará automáticamente los enlaces del Centro de afiliados para todos los socios elegibles. Puede obtener una vista previa del vínculo creando un registro de socio de referencia para usted mismo, agregándose a todos los programas relevantes y conectándose a su centro de referencia.

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