Referral Types

There are three possible values that can be assigned to a referral:

  • Sale – This is the default referral type that has been generated for a typical sale. 
  • Opt-In – This referral type is automatically assigned with the [opt_in] shortcode. When placed on a page, the shortcode displays an opt-in form that integrates with MailChimp, ActiveCampaign, or ConvertKit. The opt-in referral type can also be assigned to any of the referrals created from the form integrations supported.  
  • Lead – This referral type can be assigned to any of the referrals created from form submissions for lead generation.