How SoundGTM Works: A Guide for Referral Partners
Let’s start with the important stuff.
Remember: a good referral is a referral that knows they're being referred!
Create an Account
Steps to Get You Paid
- Success fees with payout terms
- Promotional brand materials
- Personalized referral link
- Instructions to get started
- You choose which offer(s) you’d like to work
- Work the offer(s) like you would any normal sales process. Leverage your network, conduct cold outreach, and drive leads to your referral landing page.
- Lead converts and their information is sent to the company to close.
- Success criteria is met
- EVERYONE GETS PAID!
Data Flow: How we track and how you’ll get paid
- All the data starts with a landing page on the customer’s platform (this is the step where you generate the lead and send it to the company as a referral).
- When you get the landing page URL from the offer, it has all the information we need to track the lead and attribute it to you (the Referral Partner)
- When the landing page gets filled out, the data goes to two places:
- Name/email and tracking information go into SoundGTM
- You’ll see the lead in your Reports (if you don’t, let us know!)
- All the data goes into the customer’s system, however they set it up
- SoundGTM regularly checks the customer’s CRM platform to see the status of that lead
- The customer sets up the conversion (success) criteria by telling us what object, field, and value we’re looking for when they set up the offer - you’ll see it spelled out in the payout terms of each offer
- We check approximately once per hour
- When your lead fulfills the conversion (success) criteria, we prompt the company to pay you
- Companies cannot publish offers without valid forms of payment
- If the company does not meet the (usually) 30-day window for payment, we will follow up with them to get you paid
NOTES. THERE ARE ALWAYS NOTES. PLEASE READ THE NOTES.
- You will never put your own information into a landing page form - you will put the information of the person you’re referring (or they’ll put in their own information)
- If you’re registering a lead for referral, you’ll need to get the form filled out and send the introductory email
- Make sure you have adblocking software turned off before you fill out the form to ensure tracking
- DO NOT hit the “back” button on your browser to do multiple form fills. It breaks things. You can hit “back” and then refresh the page, but otherwise things…break.