How can I refer Affiliate Customers to GHL Customer Care Pro?
Want to refer an existing affiliate customer to pro? Check out these steps so you can get steps for having an affiliate customer upgrade to pro! Need to…
4 min read996 words13 explained imagesUpdated Thu, 9 Apr at 10:20 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Heads up: we’re currently rolling out updates to the Affiliate Portal, so you may notice that some videos and images in this article don’t exactly match what you’re seeing on your screen just yet. Everything will be updated very soon to reflect the latest version. In the meantime, if anything feels unclear, reach out to your Affiliate Manager with any questions.
Note : The pro plan is also known as the "SaaS plan" or the "497/month plan".
Note : If a customer is already under you, no additional work is required. Your customer can just upgrade and you will continue to get credit and commission for their pro plan subscription.
IMPORTANT : Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.
1. Click on Affiliate Portal (image 1 of 13)What this shows 2.What this showsIllustrates the "1. Click on Affiliate Portal" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "1. Click on Affiliate Portal" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: 2. Referring Existing Customers 3. Referring New Customers. Immediately after, the guide continues: - Scroll to the bottom of the dashboard to find your links.Image 1 of 13What this covers2. Referring Existing Customers 3. Referring New CustomersNext step- Scroll to the bottom of the dashboard to find your links.
2. Scroll down and Click on Links
2. Scroll down and Click on Links (image 2 of 13)What this shows 2.What this showsIllustrates the "2. Scroll down and Click on Links" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "2. Scroll down and Click on Links" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: 2. Referring Existing Customers 3. Referring New Customers. Immediately after, the guide continues: - Scroll to the bottom of the dashboard to find your links.Image 2 of 13What this covers2. Referring Existing Customers 3. Referring New CustomersNext step- Scroll to the bottom of the dashboard to find your links.
3. You should see at least 3 links here.
- Default - 14-day trial for 97 starter accounts. - Link for EXISTING Customers to upgrade to the GHL Customer Care 497 Pro-plan - Link for NEW Customers to a 14-Day Trial to the GHL Customer Care 497 Pro-plan
3. You should see at least 3 links here.- Default - 14-day trial for 97 starter accounts.- Link for EXISTING Customers to upgrade to the GHL Customer Care 497 Pro-plan- Link for NEW Customers to a 14-Day Trial to the GHL Customer Care 497 Pro-plan (image 3 of 13)What this shows 2.What this showsIllustrates the "3. You should see at least 3 links here.- Default - 14-day trial for 97 starter accounts.- Link for EXISTING Customers to upgrade to the GHL Customer Care 497 Pro-plan- Link for NEW Customers to a 14-Day Trial to the GHL Customer Care 497 Pro-plan" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "3. You should see at least 3 links here.- Default - 14-day trial for 97 starter accounts.- Link for EXISTING Customers to upgrade to the GHL Customer Care 497 Pro-plan- Link for NEW Customers to a 14-Day Trial to the GHL Customer Care 497 Pro-plan" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: 2. Referring Existing Customers 3. Referring New Customers. Immediately after, the guide continues: - Scroll to the bottom of the dashboard to find your links.Image 3 of 13What this covers2. Referring Existing Customers 3. Referring New CustomersNext step- Scroll to the bottom of the dashboard to find your links.
How to Find via FirstPromoter
- Log in to First Promoter
- Scroll to the bottom of the dashboard to find your links.
How to Find via FirstPromoter (image 4 of 13)What this shows - Scroll to the bottom of the dashboard to find your links.What this showsIllustrates the "How to Find via FirstPromoter" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "How to Find via FirstPromoter" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: - Scroll to the bottom of the dashboard to find your links.Image 4 of 13What this covers- Scroll to the bottom of the dashboard to find your links.
2. Referring Existing Customers
1. Select the Existing Customer Trial link
1. Select the Existing Customer Trial link (image 5 of 13)What this shows - Scroll to the bottom of the dashboard to find your links.What this showsIllustrates the "1. Select the Existing Customer Trial link" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "1. Select the Existing Customer Trial link" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: - Scroll to the bottom of the dashboard to find your links. Immediately after, the guide continues: Make sure your customer places your link in this box.Image 5 of 13What this covers- Scroll to the bottom of the dashboard to find your links.Next stepMake sure your customer places your link in this box.
2. Copy the new URL Populated in the link
2. Copy the new URL Populated in the link (image 6 of 13)What this shows - Scroll to the bottom of the dashboard to find your links.What this showsIllustrates the "2. Copy the new URL Populated in the link" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "2. Copy the new URL Populated in the link" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: - Scroll to the bottom of the dashboard to find your links. Immediately after, the guide continues: Make sure your customer places your link in this box.Image 6 of 13What this covers- Scroll to the bottom of the dashboard to find your links.Next stepMake sure your customer places your link in this box.
3. Send your link to your customer!
4. Have your existing customer fill out the form!
Make sure your customer places your link in this box.
4. Have your existing customer fill out the form! (image 7 of 13)What this shows Make sure your customer places your link in this box.What this showsIllustrates the "4. Have your existing customer fill out the form!" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "4. Have your existing customer fill out the form!" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: Make sure your customer places your link in this box. Immediately after, the guide continues: IMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.Image 7 of 13What this coversMake sure your customer places your link in this box.Next stepIMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.
5. Please note the prorated note at the bottom of the page.
5. Please note the prorated note at the bottom of the page. (image 8 of 13)What this shows Make sure your customer places your link in this box.What this showsIllustrates the "5. Please note the prorated note at the bottom of the page." section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "5. Please note the prorated note at the bottom of the page." section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: Make sure your customer places your link in this box. Immediately after, the guide continues: IMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.Image 8 of 13What this coversMake sure your customer places your link in this box.Next stepIMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.
IMPORTANT : Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amount.
After that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal.
3. Referring New Customers
1. Click on Affiliate Portal
1. Click on Affiliate Portal (image 9 of 13)What this shows After that, you are all set!What this showsIllustrates the "1. Click on Affiliate Portal" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "1. Click on Affiliate Portal" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". The text alongside this image reads: After that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal.Image 9 of 13What this coversAfter that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal.
2. Click on Select to get your 14-day Trial link.
2. Click on Select to get your 14-day Trial link. (image 10 of 13)What this shows After that, you are all set!What this showsIllustrates the "2. Click on Select to get your 14-day Trial link." section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "2. Click on Select to get your 14-day Trial link." section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". For context, this section explains: After that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal.Image 10 of 13
3. Copy your New Customer Pro Trial link, to send to your customer
3. Copy your New Customer Pro Trial link, to send to your customer (image 11 of 13)What this shows Screenshot from "3. Copy your New Customer Pro Trial link, to send to your customer".What this showsIllustrates the "3. Copy your New Customer Pro Trial link, to send to your customer" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "3. Copy your New Customer Pro Trial link, to send to your customer" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".Image 11 of 13
4. Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!"
4. Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!" (image 12 of 13)What this shows Screenshot from "4. Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!"".What this showsIllustrates the "4. Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!"" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "4. Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!"" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". Immediately after, the guide continues: A: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.Image 12 of 13Next stepA: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.
5. Have your new customer fill out the Free Trial form and that's it! When their account is created they will show under your referrals. If not contact support!
5. Have your new customer fill out the Free Trial form and that's it!When their account is created they will show under your referrals. If not contact support! (image 13 of 13)What this shows Screenshot from "5. Have your new customer fill out the Free Trial form and that's it!When their account is created they will show under your referrals. If not contact support!".What this showsIllustrates the "5. Have your new customer fill out the Free Trial form and that's it!When their account is created they will show under your referrals. If not contact support!" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?".This screenshot appears in the "5. Have your new customer fill out the Free Trial form and that's it!When their account is created they will show under your referrals. If not contact support!" section of "How can I refer Affiliate Customers to GHL Customer Care Pro?". Immediately after, the guide continues: A: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.Image 13 of 13Next stepA: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.
FAQ:
What if my customer is on the $97 plan and wants to upgrade to the $297 plan?
A: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.
Will this form automatically upgrade my client or will they still have to upgrade afterward?
A: It will automatically upgrade your client, please e-mail affiliatepayments@https://ghlcustomercare.com if you have any questions about your ETA
Can I give a 14-day trial to existing customers?
A: No the 14-day trial is only for new customers.
I have seen other affiliates give out a 30-day Extended Pro trial link. How can I get that link?
A: The 30-Day trial offers are exclusively for high-performing affiliates. If you have 100 or more active customers and are interested in offering your referrals a 30-day trial, reach out to an Affiliate Manager to see if you qualify.
My customer was just charged for the Pro plan upon upgrading I thought this was a free trial?
A: For existing GHL Customer Care customers, upon filling out the upgrade form they will be immediately upgraded to the $497 plan in 1-3 business days and their billing date will be reset and charged the prorated amount. If you are a TOP affiliate they will also be upgraded and prorated for their current subscription but will receive all the features of pro for one month! This is noted on the upgrade form before customers submit it.
If the customer I am referring to GHL Customer Care Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion?
A: Since you did not refer this customer to GHL Customer Care, you will only be getting a commission for their GHL Customer Care Pro subscription and upgrade NOT the base subscription. Meaning if you referred a customer to upgrade from the 297 plan to the 497 Pro plan you would get 40% of the $200 difference of the upgrade every month they pay their subscription.
Frequently asked questions
What if my customer is on the $97 plan and wants to upgrade to the $297 plan?
A: We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive credit.
Will this form automatically upgrade my client or will they still have to upgrade afterward?
A: It will automatically upgrade your client, please e-mail affiliatepayments@https://ghlcustomercare.com if you have any questions about your ETA
Can I give a 14-day trial to existing customers?
A: No the 14-day trial is only for new customers.
I have seen other affiliates give out a 30-day Extended Pro trial link. How can I get that link?
A: The 30-Day trial offers are exclusively for high-performing affiliates. If you have 100 or more active customers and are interested in offering your referrals a 30-day trial, reach out to an Affiliate Manager to see if you qualify.
My customer was just charged for the Pro plan upon upgrading I thought this was a free trial?
A: For existing GHL Customer Care customers, upon filling out the upgrade form they will be immediately upgraded to the $497 plan in 1-3 business days and their billing date will be reset and charged the prorated amount. If you are a TOP affiliate they will also be upgraded and prorated for their current subscription but will receive all the features of pro for one month! This is noted on the upgrade form before customers submit it.
If the customer I am referring to GHL Customer Care Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion?
A: Since you did not refer this customer to GHL Customer Care, you will only be getting a commission for their GHL Customer Care Pro subscription and upgrade NOT the base subscription. Meaning if you referred a customer to upgrade from the 297 plan to the 497 Pro plan you would get 40% of the $200 difference of the upgrade every month they pay their subscription.
