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GHL Customer Care Affiliates Program

Affiliate Referral Page - Leads, Customers, Cancelled Statuses

View and track affiliate referrals by status — leads, customers, and cancellations, all in one place on the Affiliate Referral Page.

2 min read487 words2 explained imagesUpdated Thu, 9 Apr at 10:20 PM
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On this page
  1. Your Referral Categories
  2. Any
  3. This shows all your affiliate customers from every referral category.
  4. Active / Paying
  5. Free / TrialSignup
  6. Lead (or, "Subscribed")
  7. Canceled
  8. Related Articles

The Affiliate Referral Page is a vital component for affiliates using GHL Customer Care’s Affiliate Manager system. This article exists to help affiliates and administrators clearly understand how contacts are categorized within the affiliate referral lifecycle—specifically as Leads, Customers, or Cancelled.

TABLE OF CONTENTS

Heads up: we’re currently rolling out updates to the Affiliate Portal, so you may notice that some videos and images in this article don’t exactly match what you’re seeing on your screen just yet.
Everything will be updated very soon to reflect the latest version. In the meantime, if anything feels unclear, reach out to your Affiliate Manager with any questions.  

Where can I find the Referral page?


In the Affiliate Portal, navigate to the Referrals section from within your dashboard to view all referral activity.

1. Click on Affiliate Portal

2. Click on Referrals at the top of the dashboard.

Where can I find the Referral page? (image 1 of 2) What this shows 2. What this shows Illustrates the "Where can I find the Referral page?" section of "Affiliate Referral Page - Leads, Customers, Cancelled Statuses". This screenshot appears in the "Where can I find the Referral page?" section of "Affiliate Referral Page - Leads, Customers, Cancelled Statuses". The text alongside this image reads: 2. Click on Referrals at the top of the dashboard. Immediately after, the guide continues: Note: You can now see the First name of your Referrals in this view as well! Image 1 of 2 What to click2. Click on Referrals at the top of the dashboard. Next stepNote: You can now see the First name of your Referrals in this view as well! 
Note: You can now see the First name of your Referrals in this view as well!

Your Referral Categories

  • Any
  • Active / Paying
  • Signup
  • Lead (or, "Subscribed")
  • Canceled


Any

This shows all your affiliate customers from every referral category.

Active / Paying

These are your current active affiliate customers who are paying a GHL Customer Care subscription. You are earning a commission on these customers every time they renew their subscription!

Note: You will only earn a commission on customers who pay thier subscriptions. If customers pause, cancel, or request a refund you will not get a commission for those customers.

Free / TrialSignup  

These customers have completed the sign-up, and they have active GHL Customer Care accounts on a free trial

These customers will have a status that says Not A customer yet. This means they are in trial and will become a customer when they pay their first subscription.

Lead (or, "Subscribed")

These are customers that have only completed step one of the free trial sign-up. They began the sign-up process using your referral link, but did not complete it to begin their free trial.

Lead (or, "Subscribed") (image 2 of 2) What this shows These are customers that have only completed step one of the free trial sign-up. What this shows Illustrates the "Lead (or, "Subscribed")" section of "Affiliate Referral Page - Leads, Customers, Cancelled Statuses". This screenshot appears in the "Lead (or, "Subscribed")" section of "Affiliate Referral Page - Leads, Customers, Cancelled Statuses". The text alongside this image reads: These are customers that have only completed step one of the free trial sign-up. They began the sign-up process using your referral link, but did not complete it to begin their free trial. Immediately after, the guide continues: Note: For referrals in this state, you might notice a discrepancy between State "Lead" and State “Subscribed”). In this context, “Subscribed” and “Lead” are interchangeable. Image 2 of 2 What this coversThese are customers that have only completed step one of the free trial sign-up. They began the sign-up process using your referral link, but did not complete it to begin their free trial. Next stepNote: For referrals in this state, you might notice a discrepancy between State "Lead" and State “Subscribed”). In this context, “Subscribed” and “Lead” are interchangeable. 
Note: For referrals in this state, you might notice a discrepancy between State "Lead" and State “Subscribed”). In this context, “Subscribed” and “Lead” are interchangeable.

Canceled

These customers have canceled GHL Customer Care subscriptions. You are currently not getting a commission on these customers. When these customers renew their subscription they will switch back to the paying category.

Note: There is a bug where sometimes affiliate customers will cancel a Marketplace Service and the affiliate software will temporarily mark them as “cancelled”. As soon as they make their next payment for GHL Customer Care, their account will show as “Active” again in your account. We are aware of this problem and working on a fix. Please reach out to Support if you need any help clarifying your cancelled customers.

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