Referral & Partner Program

Onboard partners, track who sent whom, and pay out without chasing a spreadsheet.

Use this template — free or sign in

Loading map…

Live preview — pan and zoom. Cloning gives you this exact map, editable.

What's inside

✓ Partner onboarding flow triggered by an approval tag
✓ A trigger link that forwards to your offer and fires the automation
✓ Purchase flow that records the referral as an attribution touch
✓ Payout notification plus a partner-active tag for reporting

How cloning works

Create a free account (no credit card).
The template lands on your canvas as a real map — every step, wait and branch already wired.
Swap in your copy and senders, then flip the flow live. The map IS the automation.

Clone it now

Terms worth knowing before you edit this

Plain-English definitions of the moving parts in this map.

Tag

A tag is a simple label attached to a contact that records a fact about them — a source, an interest, a state — and which automations can react to, branch on, and use as an exit condition.

A trigger link is a tracked URL that records who clicked it and can start or advance an automation before forwarding the visitor to the real destination — turning a click into an event without needing a form.

Or browse the whole automation glossary.