Debbi Sherman Web Design + Tech VA

Best Way to Work With Infusionsoft Affiliate Links

Want to get an army of affiliates on board to promote your product/service?

Do you use InfusionSoft? LeadPages? WordPress?

Sometimes it doesn’t all play nicely together and that can make you pull your hair out (believe me!).

It comes down to how Infusionsoft Affiliate Links work. 

When someone clicks the link, it triggers a ping back at InfusionSoft. That ping then lets InfusionSoft know who the link belonged to (affiliate) and then does several things:

  1. Makes the new contact referred by that affiliate
  2. Registers the ‘click’ as being referred by that same affiliate
  3. Assigns any ‘optin’ actions to the same affiliate
  4. Assigns any future purchases to same affiliate

To do that, it uses a combination of JavaScript and tracking cookies. Are you with me so far?ove).

Now Play Nice Affiliate Links!

Now, the problem comes in when any other program comes into play, such as Leadpages as well as many others. 

Even if it worked ‘before’ it can stop working. These programs are updated constantly to stay on top of security issues and sometimes they stop playing nicely together. It is what it is.

With Leadpages, if you have a lead that clicks an Affiliate link that goes to a Leadpages page / form, that adds another program (LP) into the mix that ALSO uses javascript and tracking cookies to make it’s program work.

They essentially fight each other. I have discussed this with InfusionSoft support at length and it comes down to ‘InfusionSoft doesn’t support 3rd party integrations’, which is what happens with LeadPages.

To sum up, the click tracking should work, the optin tracking doesn’t consistently work and the purchase tracking should work.

The InfusionSoft solution is to use InfusionSoft forms. 

It will work 100% of the time and if it doesn’t, we get InfusionSoft to fix it. Once we stop using InfusionSoft forms, we are on our own. Leadpages also doesn’t touch 3rd party integrations.

So, the options are:

Use InfusionSoft forms. It is the simplest and 100% accurate option
Build a page in Leadpages for each Affiliate. To make this work, you have to:

  1. create a separate form for the affiliate
  2. use that form on the affiliate’s page
  3. set up a trigger in InfusionSoft that will assign any contact that comes thru that form to the appropriate affiliate.

    That trigger is native to InfusionSoft, meaning that it triggers directly based on a form action – no cookies or JavaScript tracking is involved, therefore, it doesn’t run the risk of conflicting with other cookies or JavaScript tracking.

    This is more time consuming to set up and maintain because you are essentially creating separate pages, forms and actions for every affiliate. Every time something changes, it has to be changed over multiple locations. 

    It is 100% accurate though. I have worked with these issues for about 10 years.

Tracking how many people click the link from LinkTree and then optin

Now, as I said, if you want to know how many people click on the link from Linktree, Google Analytics is the way to go. In fact, the absolute best way to do it would be to set up a goal conversion in Analytics. Here is a very good explanation as to how this works.

That (above) is the absolute best way to track the metric of (who clicks the optin link from LinkTree and then if they optin).

The other way would be to make a copy of the calculator page in Leadpages for LinkTree and using it only on LinkTree.

That said, you will still have the same potential issues as discussed above (see InfusionSoft and affiliate link tracking issues) and so would need to create a unique form for that page, etc. (see Build a page in Leadpages for each Affiliate, above).

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