{"id":56163,"date":"2020-11-06T18:32:27","date_gmt":"2020-11-06T18:32:27","guid":{"rendered":"http:\/\/impartner.flywheelsites.com\/?page_id=56163"},"modified":"2022-05-04T15:56:21","modified_gmt":"2022-05-04T15:56:21","slug":"referral-automation","status":"publish","type":"page","link":"https:\/\/impartner.com\/referral-automation\/","title":{"rendered":"Referral Automation"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0vw||0vw||true|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{%22gcid-b9ce30cc-9f4d-4d1a-8307-a745d0bf6531%22:%91%22background_color%22%93}&#8221; background_color=&#8221;gcid-b9ce30cc-9f4d-4d1a-8307-a745d0bf6531&#8243; sticky_enabled=&#8221;0&#8243;][et_pb_fullwidth_header _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;cef188e2-eede-4654-832c-190c342bef43&#8243; background_position=&#8221;center&#8221; custom_padding=&#8221;6vw||5vw||false|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{%22gcid-b9ce30cc-9f4d-4d1a-8307-a745d0bf6531%22:%91%22background_color%22%93}&#8221; background_enable_image=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243; background_enable_color=&#8221;off&#8221; title_text_align=&#8221;center&#8221;]<\/p>\n<h1>Referral <strong>Automation Platform<\/strong><\/h1>\n<p>[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-5dcddc52-91c9-4095-8d66-1b08104a92ec&#8221; custom_padding=&#8221;3vw||3vw||true|false&#8221; global_colors_info=&#8221;{%22gcid-5dcddc52-91c9-4095-8d66-1b08104a92ec%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_4,3_4&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;238722d7-5e76-4dbf-9985-cce26006a91d&#8221; custom_padding=&#8221;|5vw|||false|false&#8221; custom_padding_tablet=&#8221;|5vw||5vw|false|true&#8221; custom_padding_phone=&#8221;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/impartner.com\/wp-content\/uploads\/2019\/08\/Icon-Referral-yellow-hex-line.png&#8221; title_text=&#8221;Icon-Referral-yellow-hex-line&#8221; align=&#8221;right&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; width=&#8221;50%&#8221; width_tablet=&#8221;25%&#8221; width_phone=&#8221;50%&#8221; width_last_edited=&#8221;on|desktop&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;06bdbc72-500e-444c-97f5-90101b25d356&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2>Generate More Quality Leads from Your Advocates<\/h2>\n<h3>Impartner makes referring business to you by your customers, employees, or other brand advocates easy and rewarding<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;d3e381e8-f88d-432e-9c25-114c56b404db&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>You have brand advocates in many forms \u2013 employees, customers, and more \u2013 and they possess great powers in both market reach and influence.<\/h4>\n<p>However, managing each of your brand advocates requires a different tool set to maximize the business relationship with every type of partner and accelerate revenue for everyone. Companies with an intentional versus ad hoc process for managing these increasingly critical relationships see an average revenue increase of over 30 percent from these advocates.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;b24f8775-6cb9-4cb5-abbf-b79848c92dc1&#8243; custom_padding=&#8221;|0vw||0vw|false|true&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Referral Program Portal Screenshots<\/h4>\n<p>[\/et_pb_text][et_pb_gallery gallery_ids=&#8221;56165,4528,4527,4526&#8243; show_pagination=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;|700|||||||&#8221; title_text_align=&#8221;center&#8221; title_font_size=&#8221;0.9em&#8221; caption_text_align=&#8221;center&#8221; custom_margin=&#8221;||3vw||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; border_radii=&#8221;on|8px|8px|8px|8px&#8221; border_width_all=&#8221;6px&#8221; border_color_all=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_gallery][et_pb_button button_url=&#8221;https:\/\/www.youtube.com\/watch?v=ctjPYNtBCv8&#8243; url_new_window=&#8221;on&#8221; button_text=&#8221;Watch the video&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;0306a501-27df-41ed-afd9-6d578211f7cf&#8221; custom_margin=&#8221;22px|||||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; button_bg_color__hover=&#8221;rgba(28,33,35,0.1)&#8221; button_text_color__hover=&#8221;#1C2123&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;06bdbc72-500e-444c-97f5-90101b25d356&#8243; custom_margin=&#8221;||0px|||&#8221; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2>Consistent, Predictable Flow of High-Quality Leads<\/h2>\n<p>Impartner\u2019s Referral Automation Platform brings the same process and structure we\u2019ve brought to managing traditional partner models to managing and rewarding the advocates in your referral program. This automated solution ensures you have a consistent, predictable flow of high-quality leads from your advocates \u2013 such as customers and employees \u2013 who have a unique ability to understand the pains of your target buyers and leverage their trusted relationships.<\/p>\n<h4>Our Referral Automation Platform helps you:<\/h4>\n<ul>\n<li>Remove hassle by automating communication, tracking and fulfillment<\/li>\n<li>Increase referral output without increasing headcount<\/li>\n<li>Provide CAN\/SPAM and tax compliance info<\/li>\n<li>Provide content to help them promote your products<\/li>\n<li>Remove management hassles by automating W-8\/W-9 collection and tax management<\/li>\n<li>Provide a personalized homepage with the ability to keep track of their referrals and gather new referrals in the method that works for them<\/li>\n<li>Provide reward structures that motivate advocates for activity such as single payment revenue sharing and escalating reward amounts<\/li>\n<li>Provide payment options including ACH, gift cards and wire transfer<\/li>\n<\/ul>\n<h4>Increase Referral Revenue by increasing your ability to:<\/h4>\n<ul>\n<li>Understand advocate performance with rich analytics<\/li>\n<li>Track offline referrals, including verbal<\/li>\n<li>Prove the value of your referral program with access to direct ROI<\/li>\n<li>Capture a deep understand of your program through customized reports with advanced analytics<\/li>\n<li>Manage unique reward rules by advocate entity and\/or their referral sources<\/li>\n<li>Easily supervise each referral program with registration and approval management<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;5px||10px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;06bdbc72-500e-444c-97f5-90101b25d356&#8243; custom_padding=&#8221;|9vw||9vw|false|true&#8221; custom_padding_tablet=&#8221;|0vw||0vw|false|true&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2>Make Referral Payment Processing Easy<\/h2>\n<h4>One of the quickest ways to lose referral enthusiasm is to mess up their payment<\/h4>\n<p>Having a central place for managing payments and getting them out the door is one of the reasons companies work with Impartner.<\/p>\n<p>Impartner\u2019s payment processing solution provides just that: a simple, single source of truth for managing referral payments. With or without Impartner\u2019s Referral Automation Platform, the payment processing solution allows you to:<\/p>\n<ul>\n<li><b>Make batch payments<\/b><span>\u00a0<\/span>\u2014 easily organize and manage groups of advocates\u2019 rewards. This feature is a favorite of the finance departments we work with because it makes budgeting for rewards funding easy.<\/li>\n<li><b>Review and edit pending payments<\/b><span>\u00a0<\/span>\u2014 another popular feature. This allows each payment to be reviewed and approved before being scheduled for delivery to your advocate network. You can also quickly adjust and update reward amounts in the same view.<\/li>\n<li><b>OnDemand payments<\/b><span>\u00a0<\/span>\u2014 with this function, you can create a payment for an advocate in a matter of seconds. sometimes you need to pay an advocate quickly and not just for a successful referral. This feature gives you the flexibility to pay your advocates quickly and keep them happy.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-98d3bfcd-7dc9-4c3b-9004-2f1aed2b8965&#8243; custom_padding=&#8221;7vw||||false|false&#8221; top_divider_style=&#8221;arrow&#8221; top_divider_color=&#8221;gcid-5dcddc52-91c9-4095-8d66-1b08104a92ec&#8221; top_divider_height=&#8221;4vw&#8221; hover_enabled=&#8221;0&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{%22gcid-5dcddc52-91c9-4095-8d66-1b08104a92ec%22:%91%22top_divider_color%22%93,%22gcid-98d3bfcd-7dc9-4c3b-9004-2f1aed2b8965%22:%91%22background_color%22%93}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;8babc2c1-049b-4db5-9017-3e9a3009f12d&#8221; header_3_font_size=&#8221;30px&#8221; custom_padding=&#8221;2vw|3vw||3vw|false|true&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; animation_style=&#8221;none&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjY1MzAwIn19@&#8221; global_colors_info=&#8221;{}&#8221; transform_styles__hover_enabled=&#8221;on|hover&#8221; transform_scale__hover_enabled=&#8221;on|hover&#8221; transform_translate__hover_enabled=&#8221;on|desktop&#8221; transform_rotate__hover_enabled=&#8221;on|desktop&#8221; transform_skew__hover_enabled=&#8221;on|desktop&#8221; transform_origin__hover_enabled=&#8221;on|desktop&#8221; transform_scale__hover=&#8221;105%|105%&#8221;]<\/p>\n<h3>REQUEST A DEMO<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;&#x3d;||divi||400&#8243; icon_color=&#8221;#FFFFFF&#8221; image_icon_width=&#8221;5em&#8221; _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjY1MzAwIn19@&#8221; icon_font_size=&#8221;5em&#8221; circle_color__hover=&#8221;rgba(255,255,255,0.21)&#8221; circle_color__hover_enabled=&#8221;on|hover&#8221; global_colors_info=&#8221;{}&#8221; icon_color__hover_enabled=&#8221;on|hover&#8221; icon_color__hover=&#8221;rgba(255,255,255,0.5)&#8221; image_icon_background_color__hover_enabled=&#8221;on|hover&#8221;][\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;8babc2c1-049b-4db5-9017-3e9a3009f12d&#8221; header_3_font_size=&#8221;30px&#8221; custom_padding=&#8221;1.5vw|3vw||3vw|false|true&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjY1MzAwIn19@&#8221; global_colors_info=&#8221;{}&#8221; transform_styles__hover_enabled=&#8221;on|hover&#8221; transform_scale__hover_enabled=&#8221;on|hover&#8221; transform_translate__hover_enabled=&#8221;on|desktop&#8221; transform_rotate__hover_enabled=&#8221;on|desktop&#8221; transform_skew__hover_enabled=&#8221;on|desktop&#8221; transform_origin__hover_enabled=&#8221;on|desktop&#8221; transform_scale__hover=&#8221;105%|105%&#8221;]<\/p>\n<p><strong>Learn more<\/strong> about why you<br \/>should choose Impartner<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Referral Automation PlatformGenerate More Quality Leads from Your Advocates Impartner makes referring business to you by your customers, employees, or other brand advocates easy and rewardingYou have brand advocates in many forms \u2013 employees, customers, and more \u2013 and they possess great powers in both market reach and influence. However, managing each of your brand [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Referral Automation - Impartner PRM<\/title>\n<meta name=\"description\" content=\"Impartner makes referring business to you by your customers, employees, or other brand advocates easy and rewarding\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/impartner.com\/referral-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Referral Automation - Impartner PRM\" \/>\n<meta property=\"og:description\" content=\"Impartner makes referring business to you by your customers, employees, or other brand advocates easy and rewarding\" \/>\n<meta property=\"og:url\" content=\"https:\/\/impartner.com\/referral-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Impartner PRM\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/impartnersoftware\" \/>\n<meta property=\"article:modified_time\" content=\"2022-05-04T15:56:21+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@ImpartnerPRM\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/impartner.com\/referral-automation\/\",\"url\":\"https:\/\/impartner.com\/referral-automation\/\",\"name\":\"Referral Automation - 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