> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share Referral Links & Sign-Up Assets

> Copy a partner's referral link, their attributed sign-up link and embed code, and the generic unattributed sign-up assets for the account.

# 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:

| Situation                                              | Use                                        |
| ------------------------------------------------------ | ------------------------------------------ |
| Partner wants to refer funding clients                 | Their **referral link**                    |
| Partner wants to recruit partners under them           | Their **sub-affiliate signup link**        |
| Partner wants the form on their own website            | Their **signup form embed code**           |
| You are recruiting partners yourself, with no referrer | **Generic affiliate signup** link or embed |

Assets appear once the one-time [Automate partner signup](/operators/partners/getting-started#step-2-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.

<Steps>
  <Step title="1. Find the Referral assets card">
    Open a partner; **Referral assets** is the first card on the **Overview** tab.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-01.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=a52b2cdace43cdffbc9453d56374d340" alt="Referral assets card with referral link, sub-affiliate signup link, and embed code" width="1848" height="746" data-path="images/partners-referral-assets/step-01.jpg" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-02.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=81bd885b9c8c0078542456b7acfd6c9e" alt="Copying a partner's referral link" width="1848" height="746" data-path="images/partners-referral-assets/step-02.jpg" />
    </Frame>
  </Step>

  <Step title="3. Copy the sub-affiliate signup link">
    Anyone who signs up through it is recorded under this partner — how you build a tiered program.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-03.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=c4e5fce6f181d832022f4a64ac718dde" alt="Copying a partner's sub-affiliate signup link" width="1848" height="746" data-path="images/partners-referral-assets/step-03.jpg" />
    </Frame>
  </Step>

  <Step title="4. Click &#x22;Show code&#x22; 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.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-04.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=3e2b420900897d70eeda2f4c27b0ab8d" alt="Expanded signup form embed code attributed to the partner" width="1848" height="1440" data-path="images/partners-referral-assets/step-04.jpg" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-05.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=7a0b342f202d7f0486dd4d57ee5cfc8f" alt="The edit control that lets admins override a partner's referral link" width="1848" height="746" data-path="images/partners-referral-assets/step-05.jpg" />
    </Frame>

    <Warning>
      A manual override always wins over the synced value, even after later syncs. Use it only when the CRM link is genuinely missing, and clear it once the CRM catches up.
    </Warning>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/fundingmachine-b7281907/CRF3oDJaY9tiNxe3/images/partners-referral-assets/step-06.jpg?fit=max&auto=format&n=CRF3oDJaY9tiNxe3&q=85&s=3af85ecf00701b9261d6323a1cafe096" alt="Generic affiliate signup card with unattributed link and embed code" width="2496" height="588" data-path="images/partners-referral-assets/step-06.jpg" />
    </Frame>
  </Step>
</Steps>

<Warning>
  Never hand-edit a link — the tracking code inside it is what credits the partner. Shorten with a redirect service if needed, but keep the destination byte-for-byte.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="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**.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>
