Infusionsoft Integration: How to know referral links?

  • CLC8595
    Asked on December 12, 2017 at 4:26 PM

    I already have several JotForms integrated with InfusionSoft, but I can't figure out how to automatically have the Referral Partner added to the contact in IFS.  I got this email from IFS support last night...

    "My name is Ron and I am on the Advanced Support Team.  Ashley sent this my direction to help out with. The link that was set up for the tracking link was not correct. It should just be the link you are directing to.

    I corrected the link and then tested it.  The issue is the website that is being directed to is not acknowledging the tracking cookie when submitting the information to Infusionsoft. This would need to be configure on the site.  Essentially the cookie is present and the site needs to see that cookie and when the form information is sent to Infusionsoft Jot Form also needs to send the info for the Referral Partner.  You may need to reach out to Jot Form and see what else needs configured on their side."

    I was trying to use the Referral Tracking Links, but if you have a better option I'm all for it.  Thanks!

  • Kevin Support Team Lead
    Replied on December 12, 2017 at 6:41 PM

    I think you're referring to this feature: https://help.infusionsoft.com/userguides/referral-partners/set-up-a-referral-partner-program/create-referral-tracking-links

    As far as I know that's would not be possible to do with the InfusionSoft integration, but I would recommend you to take a look on the following widgets: 

    1. Get Referrer: https://widgets.jotform.com/app/get_referrer 

    2. Get Form Page URL: https://widgets.jotform.com/widget/get_form_page_url 

    This guide will help you adding the widgets to your form: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-Your-Form 

    I think the information can be passed over to a text field in InfusionSoft. 

    I hope this helps.