Share Referral Links & Sign-Up Assets
Every partner record carries the assets that partner needs to refer, already attributed to them. Which one to send:
Assets appear once the one-time Automate partner signup step is complete and the partner’s referral code has synced. Funding Machine never guesses a link — if it can’t build a correct one, it says so instead of showing something that attributes to nobody.
1
1. Find the Referral assets card
Open a partner; Referral assets is the first card on the Overview tab.
2
2. Copy the referral link
Applications through it are credited to the partner. The label on the right shows where it came from: Synced from CRM or Manual override. Use the open-in-new-tab button to confirm it loads your application page before sending.
3
3. Copy the sub-affiliate signup link
Anyone who signs up through it is recorded under this partner — how you build a tiered program.
4
4. Click "Show code" for the embed
The snippet is an iframe plus a loader script, already attributed to this partner. Paste both lines — removing the script stops the form from resizing.
5
5. Override a missing referral link (admins)
If the CRM never published a usable link, click the pencil on the Referral link row, paste the link from Affiliate Manager, and save.
6
6. Use the generic assets when nobody should get credit
On the main Partners page under Setup & health → Generic affiliate signup: the same form, unattributed. Sign-ups arrive with no referring partner, ready for your CRM workflow to add as top-level partners.
FAQ
The card says the signup link and embed code aren't available yet.
The card says the signup link and embed code aren't available yet.
No sub-affiliate sign-up form is selected for the account. An admin selects it once in Setup & health → Automate partner signup.
The card says attributed assets aren't available for this partner.
The card says attributed assets aren't available for this partner.
The form is selected but this partner has no referral code yet. Confirm they are enrolled in the campaign that owns the form, then Refresh from CRM. Do not substitute the generic link if the signup must credit this partner.
Can partners see these links without me sending them?
Can partners see these links without me sending them?
Not from Funding Machine — this workspace is internal. Partners get their links from your CRM’s affiliate emails and portal, or from you.
Does the generic sign-up form create a partner on its own?
Does the generic sign-up form create a partner on its own?
No. The submission is captured as a contact; your CRM workflow turns it into a top-level partner.