Affiliate Ontraport

Created by Andrew Swanscott, Modified on Sat, Aug 5, 2023 at 12:38 AM by Breakout Trading Academy

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Affiliate Ontraport

SUMMARY: A one-sentence description of the process.

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WHY: Briefly explain why the process is important.

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INTERVAL: How often does this process need to be complete?

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SECTION TWO: PROCESS EXECUTION

STEP #1

Create the contact in OP

Example is: jeffswanson@systemtradersuccess.com

STEP #2

Create partners links

In partners - programs:


  1. Create a new partner program for the person (a copy of existing one).

  2. Check the partner program information and add the products.

  3. In partners, check the partner is there

  4. In promo tools add the links that will be used to promote the product

STEP #3

Add affiliate campaign

Update campaign: Partner signup, welcome and thanks

  • Change update contact field - the partner program with the new one that you have created previously

STEP #4

Check access

The link is: members.bettertraderacademy.com/affiliate_center/

Example is:

jeffswanson@systemtradersuccess.com

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Check if the links are there - those from promo tools (can take up to 1 hour to appear after they are created).

     

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

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WHAT: What are you expecting to see in the outcome?

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WHEN: When does the person reviewing the outcome want it?

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HOW: How should the outcome be delivered?

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