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How to manually create referrals in FirstPromoter
How to manually create referrals in FirstPromoter

Adding leads or customers manually

Harvey Gil avatar
Written by Harvey Gil
Updated over a week ago

FirstPromoter allows you to assign referrals manually to a specific promoter.

Sometimes, promoters may bring in referrals without using their referral link, or the referrals may have signed up from a different device without the affiliate cookie. No worries, you can manually add them. However, this should be an exception – it's generally advisable to remind promoters to use their referral links whenever possible.

This is for FirstPromoter v2, if you are still using v1, please check this article
The lead should be in the trial/free period when you create it so when the purchase is made, the sale and commission will be attributed correctly to the promoter. After the first payment, the lead will become a customer.
If the lead already made a purchase, you can simply add it as well by selecting "Add commission".

There are two ways on how to add a referral:

  1. From the main Referrals section

  • Go to the "Referrals" section on the left menu

  • Click on the "+New Referral" button in the upper-right corner.

2. From a promoter's Referrals section

  • You can navigate to the "Promoters" overview section

  • Click on the "Referrals" tab

  • Select "+New Referral".

Fill in the Details

  • Enter the necessary information and click "Save";

  • If you want to assign a commission to the new lead, select "Add commission" after clicking "Save".

By following these steps, you can easily manually add leads for your promoters, ensuring a smooth process for crediting sales and commissions.

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