One of the most important aspects of having affiliates is tracking the leads they bring in for you. In cases where the leads they generate may not convert into sales, you can utilize Forms, Surveys, or Calendars as alternative sources to track these leads.

Begin by creating a new Affiliate campaign.

Your first step will be to select your preferred source from the Forms, Surveys, or Calendars category.

Open the Select source details drop-down menu to select the one you’ll use and click next.

In the Commissions section, you can set up commission amounts, define tiers, and configure pay-per-lead structures. Click the “Next” button to finalize the campaign.

When utilizing lead tracking, there is no need to configure commissions. However, you must still add affiliates, and you have the option to include a description or adjust the settings as though commissions were being tracked.

As your affiliates begin generating leads, you can quickly view the source by navigating to the Affiliates section. Simply click on the affiliate’s name to open their Affiliate Highlights, and scroll down to the Leads section for a detailed overview.

That’s all you need to do to start tracking leads. This process helps maintain organization with your affiliates, especially when you’re relying on appointments, submissions, and leads. It’s also beneficial if your sales occur outside the system, as it ensures leads remain linked to the appropriate affiliate, simplifying manual sales assignments.

Note: Custom Embeds are not supported for lead tracking. Forms, surveys, and calendars have to be added as components inside a funnel or webpage to enable tracking.

Frequently Asked Questions #

What sources can I use to track affiliate leads? #

You can use Forms, Surveys, or Calendars as sources to track leads generated by your affiliates, even when those leads do not convert into sales.

Do I need to set up commissions for lead tracking? #

No. Commissions are not required for lead tracking, though you still need to add affiliates and may optionally add a description or adjust settings.

Where can I view the leads an affiliate generated? #

Navigate to the Affiliates section, click the affiliate’s name to open their Affiliate Highlights, and scroll down to the Leads section for a detailed overview.

How do I start a lead tracking campaign? #

Create a new Affiliate campaign, select a Form, Survey, or Calendar source, choose the specific source, then proceed through the steps to finalize the campaign.

Are Custom Embeds supported for lead tracking? #

No. Custom Embeds are not supported; forms, surveys, and calendars must be added as components inside a funnel or webpage to enable tracking.

Why is lead tracking useful for offline sales? #

It keeps leads linked to the appropriate affiliate, which simplifies manual sales assignments when sales occur outside the system.