Una Introducción a la Gestión de Socios de Referencia con Infusionsoft


El componente Infusionsoft Referral Partner le ayuda a ampliar su alcance de marketing a través de las relaciones con los socios. Incluye herramientas para ayudarle a inscribirse, equipar, rastrear y recompensar a los socios de referencia (afiliados) que ayudan a vender sus productos. Trabaja mano a mano con los componentes CRM y E-Commerce para realizar un seguimiento automático de referencias y comisiones.

Instrucciones paso a paso

1 - Centro de referencia de socios
Cargue anuncios de banner, correos electrónicos y otras garantías para que sus afiliados utilicen sus esfuerzos de marketing. Los socios se registran en el Centro de afiliados para acceder a estos materiales de marketing y ver sus estadísticas de seguimiento (es decir, clics de enlace, opt-ins, ventas).

2 - Informes
Herramientas de informes que le permiten ver el número de nuevas pistas que sus socios están conduciendo a su sitio y rastrea automáticamente al socio como la fuente de referencia para que sepa a quién pagar cuando se realiza la venta.

3 - Rastreo
Seguimiento automático que calcula los pagos de la comisión y produce informes del libro mayor que le dicen cuánto pagar a los socios para que pueda emitir pagos a través de su sistema de contabilidad, PayPal, etc.

4 - MLM
Capacidad de crear una estructura de niveles que alienta a los socios a contratar a otros socios para su programa. El socio "padre" puede recibir comisiones por ventas hechas por las personas que reclutan (el "hijo").

5 - Inscribir socios de referencia
Utilice los formularios web de Infusionsoft para configurar una nueva cuenta de socio de referencia en Infusionsoft, asignarlos a un programa de comisiones y automatizar el seguimiento.

6 - Productividad de la pista
El componente Referral Partner controla automáticamente las referencias de socios en línea a través de vínculos de seguimiento. Los socios de referencia se conectan a un Centro de afiliados para acceder a sus vínculos de seguimiento y otros recursos de marketing, como correos electrónicos y banners de sitios web. También pueden supervisar su propia actividad mediante el acceso a los informes que les dan información en tiempo real sobre el número de clientes potenciales que le envían y los que convertir a las ventas.

7 - Comisiones de pago
Infusionsoft registra las ventas generadas por afiliados y calcula automáticamente las comisiones basadas en los programas que ha configurado. Los programas de comisión pagan una tarifa fija o un porcentaje basado en el precio del producto (s) vendido (s). Puede ejecutar un informe de libro de contabilidad cada período de pago para ver las comisiones debidas. Después de enviar cheques de socio de referencia o pagarlos electrónicamente, puede saldar saldos de libro mayor marcando los libros de contabilidad como "Pago".


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