In this help doc
Introduction to Tracking Referrals
MetaPulse is a valuable tool for consultants and coaches who want to track the performance of their clients.
Your unique Referral Link provides an easy way to track clients who create their own MetaPulse Account.
Once setup, you can share your Referral Link and clients will be sent to your branded signup page where they can create their account.
Affiliate Setup
To sign up as a MetaPulse Affiliate, follow these steps:
1. Affiliate Sign Up
2. Create a Referral Link
NOTE: Please ensure your referral code doesn't have any typos when you create it. You can still correct it if nobody opened your referral link. When your referral link is opened for the first time, it will be recorded on your Affiliate Portal page and your referral code will be greyed out and unable to be changed.
3. What do your prospects see when they open your referral link
Once your prospects open your referral link, they will be taken to a sign-up page with your custom details that you entered when you were creating your referral link:
4. Understanding the difference between Visitors, Signups and Paid
When you go to your Affiliate Portal, you will see a number of Visitors, Signup and Paid displayed for your campaign:
Visitors is the number of people/devices that have visited the referral link. It remembers them for 30 days.
Signups is the number of people who sign up after visiting the referral link.
Paid is the number of active paid accounts associated with the campaign.
Create additional campaigns
You can create additional campaigns to track visitors and signups. Each campaign has a unique referral link to share.
NOTE: Please ensure your referral code doesn't have any typos when you create it. You can still correct it if nobody opened your referral link. When your referral link is opened for the first time, it will be recorded on your Affiliate Portal page and your referral code will be greyed out and unable to be changed.
Edit Affiliate Details
Edit Campaign Details
NOTE: Your referral code can only be changed if nobody clicked on your referral link. When your referral link is opened for the first time, it will be recorded on your Affiliate Portal page and your referral code will be greyed out and unable to be changed.