Skip to main content

​
Get Started with Partners

Setup is two steps in Setup & health, done once: confirm your application domain (Funding Machine then creates the Funding Partners campaign for you), then automate partner signup. There is no separate login — opening Funding Machine from your CRM signs you in.

​
Step 1: Domain and campaign

Every partner referral link lands on your Apply for Funding funnel, so Funding Machine needs that funnel served from a domain connected in your CRM before it can create the campaign.
1

Confirm the domain

In Setup & health, check what Connect your application domain reports. Any subdomain attached to the Apply for Funding funnel works. After attaching one, click Re-check domain rather than waiting.
2

Let Funding Machine create the campaign

Once the domain is confirmed, the same step offers Create the Funding Partners campaign, with funnel and commission settings prefilled.
3

Publish it in your CRM

The campaign arrives as a draft. Open Marketing → Affiliate Manager → Campaigns, check the reward, and publish. Partners can’t enroll or get attributed links until it is live.
Do not add a second Funding Partners campaign by hand. Duplicates cannot be deleted through the CRM’s API, and partners enrolled in the wrong one get links that attribute nowhere useful.
Could not be confirmed means the check failed on our side — nothing to change in your CRM; retry, then contact support. Connect a domain means the funnel genuinely has no domain attached.

​
Step 2: Automate partner signup

Each campaign needs a published CRM enrollment workflow named Partner Enroll — [Campaign Name] that adds the contact as an affiliate and enrolls them in the matching campaign (see Enroll a Partner for overrides). Setup & health cannot verify the workflow exists — the test below does. Selecting the sign-up form is optional if you add every partner by hand in your CRM. The enrollment workflow itself is required for Enroll in campaign and for attributed sign-up assets.

​
Step-by-Step

1

1. Click "Partners"

Click Partners in the Funding Machine top navigation
2

2. Review the workspace

Setup & health sits under the header, then four account totals, then the partner table. Anything urgent appears as a banner on top.
The Partners workspace with account totals and the partner table
3

3. Open "Setup & health"

The collapsed row summarizes where you stand: All set with the last sync time, or a named action.
The Partners page header above the collapsed setup row
4

4. Clear the health checks

Health reports cached data, last sync, and whether commissions carry the referred-contact link. Fix amber warnings at the source in your CRM, then refresh. If Lead linking reads No cached commission carries a referred contact id, contact support — no referrals will link until it’s resolved.
Health checks listing sync, cache, linking, and reporting
5

5. Complete Automate partner signup

Scroll to step 2, Automate partner signup. Entries marked Do this in your CRM must be done there. The last entry is done here: pick the sign-up form your campaign’s Sub-Affiliate Sign-Up Page uses.
The Automate partner signup step with the sign-up form selected
Match the form exactly. Pick the wrong form and every attributed sign-up link points at the wrong place. Check the campaign’s Additional Settings → Sub-Affiliate Sign-Up Page in your CRM.
6

6. Click "Refresh from CRM"

Pulls partners, commissions, and payouts immediately. Sync otherwise runs about hourly.
Click Refresh from CRM to pull partner data now

​
Test a partner

Start in your CRM: the partner table only lists people who exist as affiliates there, and enrollment only works for an affiliate built from a CRM contact. An affiliate typed straight into Affiliate Manager can arrive with no linked contact and a disabled enroll control.
1

Create a synthetic CRM contact

In Contacts, create something like Test Partner (QA) with an email your team controls. Do not use a team member’s or a client’s personal information.
2

Turn the contact into the affiliate

In Marketing → Affiliate Manager → Affiliates, choose Add → Import from Contacts and import it. Do not use New Affiliate or Upload Affiliate — neither starts from a contact. (Submitting through the Generic signup link also works if your CRM workflow converts sign-ups into affiliates.)
3

Refresh

Back in Partners, click Refresh from CRM. The test partner appears once sync picks it up.
4

Confirm the contact link

Open the partner and check Open in CRM offers Contact record. If it’s missing, the partner has no linked contact — see Enroll a Partner before going further.
5

Enroll in the campaign

On Settings, pick the campaign and click Enroll in campaign (admin-only). This confirms your Partner Enroll — {Campaign Name} workflow can be found.
6

Wait, then refresh again

Your CRM workflow creates the enrollment; it is not instant.
7

Verify assets and attribution

The Overview tab should show a referral link and attributed signup assets. Submit one synthetic lead through the attributed signup link and confirm it appears under the partner after the CRM records the commission.

​
Generic signup assets

Generic affiliate signup (inside Setup & health) recruits partners when no existing partner should get credit: an unattributed signup link and an embed code. Your CRM workflow turns those sign-ups into top-level affiliates. For a referral that should credit a specific partner, use that partner’s attributed assets instead.

​
You are set up when

  • Setup & health reads All set with a last-sync time
  • Enrollment form shows your campaign’s sign-up form
  • The campaign is published with 2+ tiers (sub-affiliate signup links only work from tier 2 up)
  • The test partner appears, shows Contact record under Open in CRM, enrolls, and gets a referral link
  • A test lead through the attributed link lands under the right partner
Do the CRM-side steps first, refresh after every CRM change, and note amounts are whole dollars exactly as your CRM shows them. If anything fails, see Troubleshooting.