Set Referral Partner

OVERVIEW

Set the contact's Referral Partner.

INTEGRATIONS NEEDED FOR SET REFERRAL PARTNER

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Set Referral Partner is only available on Keap.

Set Referral Partner Configuration Options

Selecting a Referral Partner

Simply select the Affiliate and provide a description (optional). You can also decide if you want to set the Referral Partner based on whether or not the contact going through the HTTP post has any duplicate contacts that also have a Referral Partner.

"Need to Know" Items for Set Referral Partner

We will only set a Referral Partner if one does not already exist for the contact.