FinRev Affiliate Program

Clients may become [home-grown] affiliates for Financial Revolution by joining our FinRev Client Referral program.

Clients will receive 10% commission for any sales made through their referral link.

How To Apply

Clients can apply by completing the following sign-up form and agreeing to the RTR affiliate program terms.

For any enquiries received, please complete the following steps:

1. Check the customer's Ontraport profile to confirm they are a FinRev buyer
2. Send the customer the HelpScout saved reply titled: FinRev Customer Referral Program (Affiliates)

If you have any questions about sending the affiliate information, please ask Caroline.

Affiliate Workflow

After an affiliate has joined, they will receive a welcome email with a link to the following FinRev Affiliate Toolkit which explains the affiliate workflow.

Payments

Commission payments to affiliates will be made by the 15th of each month for any sales made in the prior month. All payments will be made via USDT transfer to the affiliate's wallet.

The following video shows the process for reviewing affiliate sales:

How to Record Referrals That Bypass The Affiliate Workflow

Customer referral sales can happen directly through the Enrolment Director who originally enrolled the referrer, and may bypass the automated affiliate workflow. If this happens, the Enrolment Director will send a notification via Slack. Locate the Ontraport profiles for both the Referrer and the new Client, and follow the steps below.

Note: the Referrer needs to have already signed up for the FinRev Customer Referral program. If they have not signed up, please send an email through HelpScout and ask them to join (so we can pay their commissions) by completing the following sign-up form. We cannot sign up on their behalf as we need them to submit their USDT payment details.

• Go the new client's Ontraport profile

  
  
• Go to: Referral Info
  • Find the following field: Last Referrer

  • Update the value with the name and email address of the referrer. If you can't find the referrer, see the note above. They need to join the affiliate program to receive commissions. Do not proceed until this step is complete.

    
    
• Go to: Purchases
  • Find the purchase transaction for which the affiliate commission is payable
  • Select the transaction
  • Select: 'Rerun commissions' from the menu

• Select: 'OK'

• Go back to to the Referrer's Ontraport profile

  
  
• Go to: Referral Info
  • Scroll to: Referred Contacts (Last Referrer)
    • Check that the client's name is listed
  • Scroll to: Commissions Earned

    • Check that the client's sale is listed

      
      
• Head to Process Street
  • Search for the following Saved View: '30. Customer Referral Payment'
  • Locate the workflow listed under the Referrer's name
  • Follow the steps in the workflow to review, approve and process the commission payment

A full walk-through video is available below, if required.

Note: If the commission status is already set to 'Pending' but there is no Process Street workflow, follow these steps to trigger the workflow:

• Go the new Sale Client's profile (not the referrer)
• Add the following contact tag: TRIGGER : FINREV : ZAPIER : AFFILIATE : PROCESS ST
• This will trigger the creation of a new Process St workflow.
• Once the workflow is located in Process St, delete the contact tag (so it can be used again for future sales).