If you work with referral partners or affiliates, this CRM update gives you a more practical way to reward them. Instead of paying only for leads, you can now set commissions based on completed sales that come from forms, surveys, and calendar bookings. That means your referral program can better reflect real revenue, not just inquiries.

📌 Why This Matters

For small business owners, every marketing dollar counts. Paying commissions on actual purchases helps you keep referral costs tied to revenue, making it easier to protect your margins and understand what is really driving sales. It also gives you more flexibility to use forms, surveys, and booking pages as part of your customer journey while still tracking the results that matter most.

✨ What’s New

• Choose how commissions are earned: You can decide whether a campaign pays per lead or per sale for forms, surveys, and calendar bookings.
• Set commission your way: Pay a flat dollar amount or a percentage of the final sale value.
• Track purchases after the initial action: A referral can earn a commission when someone submits a form, completes a survey, or books a calendar through their link and then makes a purchase within the tracking window.
• Use product-based attribution: You can limit commission tracking to specific products when needed.
• Avoid double payouts: Pay per lead and pay per sale stay separate so the same referral is not rewarded twice for one conversion path.
• Important notes: For forms or surveys embedded on pages with products, only the products tied to that page are counted for sale tracking. If that page has no products, form-level products are not automatically included. For calendar bookings, pay per sale works only when payment is enabled.

🛠️ How to Use It

1. Step 1: Open your affiliate or referral campaign settings inside the CRM and choose whether you want to reward partners per lead or per sale.
2. Step 2: Select the source you want to track, such as a form, survey, or calendar.
3. Step 3: Set the commission amount as either a flat payment or a percentage of the sale.
4. Step 4: If needed, assign specific products so commissions apply only to the sales you want counted.
5. Step 5: Test the customer journey to make sure referrals, purchases, and tracking windows are working as expected before promoting the campaign.

💡 Pro Tip

If you already get referrals by phone, booking links, or website forms, switching to sales-based commissions can help you reward what actually brings in revenue instead of paying for leads that never buy.