1. Understanding the Difference Between Affiliates and Referrals
2. Setting Up Affiliate Links for Tracking
- Go to Marketing → Funnels and open your main funnel.
- Copy your funnel URL (e.g.,
https://yourbusiness.gohighlevel.com/offer). - Add a tracking parameter like
?ref=partnername. - Example:
https://yourbusiness.gohighlevel.com/offer?ref=johnsmith.
3. Adding a Custom Field for Tracking Referrals
- Go to Settings → Custom Fields → + Add Field.
- Select Text and name it “Referral Source” or “Affiliate ID.”
- Add this field to your lead forms in the funnel.
{{ query.ref }}
This automatically records who referred the contact.4. Tracking Referrals in Workflows
- Go to Automation → Workflows → + Create Workflow.
- Trigger: Form Submitted or Contact Created.
- Add an If/Else Condition:
If Referral Source contains “johnsmith” → Tag as “Referred by John.” - Add actions such as:
- Send confirmation email to affiliate.
- Notify your team of new referral.
- Apply reward tag or coupon.
5. Creating a Referral Submission Form (for Manual Referrals)
- Go to Sites → Forms → Builder and create a form named “Referral Submission.”
- Add fields: Referred Person’s Name, Email, Phone, and Referrer Name.
- Save and embed the form on a page or portal.
6. Automating Commission Tracking
- Create a custom field called “Commission Amount.”
- Add a workflow trigger: Opportunity Status → Closed Won.
- Add an action: Update Field → Commission Amount (based on sale value).
- Use internal notifications or emails to alert affiliates when they earn commissions.
7. Creating an Affiliate Dashboard in the Client Portal
- Go to Sites → Memberships → Offers.
- Create an “Affiliate Dashboard” offer and include a page with:
- Their unique referral link.
- How-to instructions.
- Performance stats (optional via embed or Zapier).
- Send login credentials when someone joins your affiliate program.
8. Rewarding Referrals or Paying Affiliates
- Issue Stripe payouts or PayPal transfers manually each month.
- Send discount codes for future purchases (e.g., “10% off next order”).
- Automate gift cards using Zapier integrations (e.g., GiftUp or Tremendous).
9. Bonus: Integrating External Affiliate Platforms
Conclusion
Our GoHighLevel experts can build it for you — fast.

