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Affiliate Best Practices

Who to target

Convertly CRM is most valuable for:

  • Small to mid-size businesses running Google Ads or Meta Ads campaigns
  • Sales teams that want to know which campaigns produce revenue (not just leads)
  • Marketing agencies managing paid ads for their clients
  • Business owners who want one tool instead of CRM + form tool + attribution stack + Zapier

Messaging that converts

The core value proposition to lead with:

“Convertly CRM closes the loop between your ad spend and closed deals. When a deal closes, it automatically sends the conversion back to Google Ads or Meta — so the algorithm optimizes for customers, not just clicks.”

Key pain points to address:

  • “I don’t know which of my Google/Meta campaigns are actually making money”
  • “My CRM doesn’t connect to my ad account”
  • “I’m using Zapier to stitch together 4 different tools”
  • “My sales team doesn’t use the CRM because it’s too complex”

Content ideas that perform well

Content typeTopic idea
Blog post”Why your Google Ads data is lying to you (and how to fix it)“
YouTube video”How I connected my CRM to Google Ads offline conversions in 10 minutes”
LinkedIn post”We used to optimize for form fills. Now we optimize for revenue. Here’s how.”
Email newsletter”The attribution problem most sales teams don’t know they have”
Comparison post”Convertly CRM vs. [competitor]: Who wins for attribution-focused teams?”

Practical promotion channels

Website or blog

  • Write a review or case study of Convertly
  • Add your referral link to your site’s “Resources” or “Tools I use” page
  • Include a banner or CTA section in related blog posts

YouTube

  • Record a walkthrough of Convertly’s form builder and attribution feature
  • Include your referral link and code in the video description
  • Mention the code verbally in the video

Email

  • Include your referral link in your email signature
  • Feature Convertly in relevant newsletters to your audience
  • Write a dedicated email about CRM + attribution for ad-focused businesses

LinkedIn

  • Share insights about attribution and mention how Convertly solves it
  • Comment on posts about CRM or Google Ads with relevant context and your link

Using referral codes for live promotions

If you’re speaking at an event, running a webinar, or recording a podcast:

  • Create a referral code and use it as a verbal CTA: “Use code YOURNAME when signing up”
  • Track how many signups come from each live appearance using separate codes per event

Common mistakes to avoid

  • Do not make up features — only promote features that are documented and live
  • Do not compare to competitors without fact-checking — stick to Convertly’s own value proposition
  • Do not use paid ads that target Convertly’s brand name without explicit written permission
  • Do not share fake discount codes — this violates affiliate terms and will get your account suspended

Getting support

If you have questions about your affiliate account, commissions, or promotional materials: