I would like to automate the process of adding a new contact as a referral partner, generating a referral link for them and sending them an email with the link after 3 weeks of setting an initial tag for them. In other words, I add them as a contact and once they sign up for our program a tag gets set for them and 3 weeks later, I want them to automatically become a referral partner and get sent their unique link in an email. Is that possible, or does it have to be done manually?
That is totally possible, @Greg_Gardner. It does require a bit of setup and testing.
- You would create an action set that adds them to the commission program. How do I automatically create referral partner on product purchase?
- Then send them an email with their custom links with aff codes merged in. Is there a way to insert referral partner tracking links into an email, with their custom codes, and have it be clickable in the email?