Referral Links and Codes

Two attribution methods

Convertly supports two ways to track referrals:

Method	How it works	Best for
Referral link	A URL containing your partner parameter	Website CTAs, ads, email signatures
Referral code	A short text code the visitor enters at signup	Verbal promotions, podcasts, videos, conferences

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Referral links

Creating a referral link

1. Log in to your affiliate dashboard
2. Go to Referral Links
3. Click + New Link
4. Enter a label (internal only, e.g., “YouTube description link”)
5. Click Create

Your link looks like:

https://convertlycrm.com/?ref=YOUR_CODE

Or for a direct waitlist route:

https://convertlycrm.com/waitlist?ref=YOUR_CODE

How referral links work

When a visitor clicks your link:

1. The ref parameter is validated by Convertly’s API
2. A click is recorded in your dashboard
3. A signed attribution cookie is set (valid for 30 days)
4. When the visitor signs up (within 30 days), the signup is attributed to your account
5. When the customer makes their first payment, a commission is created

Tracking your links

Each link in your dashboard shows:

• Total clicks
• Signups attributed to this link
• Active customers from this link
• Earnings from this link

Create separate links for each promotion channel (one for your blog, one for YouTube, one for email) to track performance per channel.

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Referral codes

Creating a referral code

1. Log in to your affiliate dashboard
2. Go to Referral Codes
3. Click + New Code
4. Enter your desired code (e.g., PARTNER20 or your name)
5. Click Create

How referral codes work

Referral codes are applied by the visitor manually:

• During account onboarding, there is a Referral code field
• The visitor enters your code
• Attribution is recorded at the time of signup
• Cookie-based attribution is not used for code-based referrals

Use referral codes for

• Podcasts and video content where you verbally mention the code
• Live events and conferences
• Situations where you cannot use a clickable link

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Attribution rules

Scenario	Attribution outcome
Visitor clicks link → signs up within 30 days	Attributed to your link
Visitor clicks link → signs up after 30 days	Not attributed
Visitor clicks link AND enters a code at signup	Code attribution takes precedence
Visitor enters code at signup (no link click)	Attributed to your code
Visitor clicks two different affiliate links	Most recent click within 30 days wins

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Sharing your referral link

Best places to share your referral link:

• Your website or blog with a CTA (“Try Convertly CRM →”)
• YouTube video descriptions
• Email newsletters
• LinkedIn posts and articles
• Ad campaigns (if running paid promotions for Convertly)