Crear un formulario de registro de socio de referencia
Introducción
Un formulario de registro de socio de referencia permite a las personas la posibilidad de inscribirse en su programa de socios de referencia. Antes de crear el formulario de registro, configure el programa de comisión al que se asignarán cuando llenen el formulario. Cuando alguien llena el formulario de registro de socio de referencia, se producen varias cosas automáticamente:
- Se crea un registro de contacto (si ya no existe).
- Se crea un registro de socio de referencia.
- El socio de referencia se asigna a un programa asociado.
Si desea comenzar con más rapidez, descargue la campaña Lanzar una campaña de programa de socios de referencia ahora.
Instrucciones paso a paso
1 - Vaya a Marketing> Generador de campañas para agregar o editar una meta de formulario web en una campaña.
2 - Vaya a la pestaña Fragmentos de campo y arrastre sobre el fragmento de socio y colóquelo en la ubicación deseada en el formulario.
Este fragmento agrega campos de nombre de usuario y contraseña que configuran el inicio de sesión para el Centro de socios de referencia.
3 - Configurar las opciones del Partner de referencia
- Padre: (Opcional) El padre es el compañero que remitió a la persona que llenó el formulario. Esto sólo se aplica si tiene dos o más niveles en su programa de referencia. El socio padre gana comisión cuando las personas que reclutaron venden sus productos.
- Ninguno: Elija ninguno si no tiene dos o más niveles en su programa de referencia.
- Socio de referencia: Elija al socio de referencia si desea que Infusionsoft asigne automáticamente un socio principal basado en el seguimiento de vínculos de referencia. También puede asignar un socio de referencia de copia de seguridad. La copia de seguridad será el socio principal si el nuevo socio de referencia no hizo clic en ningún tipo de vínculo de seguimiento de referencias antes de registrarse.
- Otro: Elija otro si desea que un socio de padre asignado a todos llenar este formulario web. Utilice esta opción cuando cree una página de registro compartido para contratar socios de referencia a través de un socio estratégico o de empresa conjunta específico.
Programas: Seleccione los cambios del programa que deben suceder cuando este formulario se rellene. Los cambios del programa dependerán de cómo esté utilizando el formulario.
- Inscribir nuevos socios de referencia: Seleccione un programa de la lista "Agregar a". No debería necesitar eliminar un nuevo socio de otro programa.
- Asociados graduados de un programa a otro: Seleccione un programa de ambas listas ya que necesitará agregar al socio al programa de pago más alto y eliminarlos del programa de pago más bajo.
- Poner a los socios en un programa adicional: En algunos casos, el socio de referencia será un miembro de más de un programa. Entonces sólo tendrá que seleccionar un programa de la lista "Agregar a".
Notificaciones de socios de referencias: ¿Quieres que los socios reciban un correo electrónico de notificación cuando alguien a quien se refieren se registre para obtener algo gratis (lead) o compre un producto (venta)? Seleccione Sí o No para elegir las notificaciones de socios de referencia o seleccione el proveedor de referencias definido si desea que los nuevos socios decidan al registrarse. Nota: Si deseas enviar notificaciones por correo electrónico a los socios de referencia, asegúrate de "Omitir notificaciones en pedidos y formularios web". (CRM> Configuración> Configuración del interlocutor de referencia> Parámetros del interlocutor de referencia) se establece en No. Esta es una configuración de notificación global.
Ventana de crédito: limite el número de días en que la cookie de seguimiento del socio de referencia está activa después de hacer clic en un vínculo. Deje este campo en blanco si no desea limitar la ventana de crédito. Limite la ventana de crédito para inspirar la competencia y la urgencia entre sus socios.
4 - Haga clic en el botón Guardar cuando haya terminado de configurar el formulario de registro.
5 - Vaya a la pestaña "Página de agradecimiento" y configure su página de agradecimiento.
Puede crear la página sobre la marcha o elegir enviarla a una de sus propias páginas web.
6 - Vaya a la pestaña Código y obtenga el código de formulario web o utilice la versión alojada del formulario web.
7 - Asegúrese de que el formulario está en modo Listo y, a continuación, haga clic en Volver a campaña.
8 - Publica tus cambios.
Asegúrese de que este formulario esté conectado a una secuencia de campaña para que los nuevos anunciantes reciban correos electrónicos de seguimiento adecuados para confirmar su registro y decirles cómo acceder al centro de socios de referencia.
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