Referral Links: Track and Manage Partner-Referred Leads

Set up partner-specific referral links, install the Kiflo tracking snippet, and manage referral codes to attribute leads automatically.

Referral links (also called affiliate links) give each partner a unique URL they can share with their network. When a visitor clicks a partner’s referral link and later submits a lead form on your website, Kiflo automatically attributes that lead to the correct partner — no manual matching required. The system works just like a traditional affiliate platform, but built directly into your PRM.

How tracking works

When a visitor lands on your website via a partner’s referral link, Kiflo sets a first-party cookie in the visitor’s browser. That cookie stores the partner’s referral code and persists across sessions. When the visitor submits a lead form connected to Kiflo, the referral code is read from the cookie and the lead is automatically associated with the referring partner.

Because Kiflo uses first-party cookies (set on your own domain), tracking is more reliable than third-party cookie-based solutions and aligns with modern browser privacy defaults.

Step 1: Install the Kiflo tracking snippet

Before referral links can track any visitors, you must install the Kiflo JavaScript snippet on your website. The snippet handles cookie management and the communication between your website and your Kiflo account. It works similarly to a Google Analytics tag.

Follow the installation guide in the Kiflo JS SDK documentation to add the snippet to every page of your site.

Step 2: Create referral links

You can create referral links at two levels: for all partners in a program at once, or for a single partner individually.

For a whole program

1. Open the program

   Go to Programs and select the program you want to create links for.

2. Add a link

   Click the Links tab, then click Add link.

3. Name and target the link

   Enter a Name — this is the label partners will see in their portal — and a Target URL — the page on your site visitors will land on after clicking.

4. Save

   Click Add. Kiflo immediately generates a unique referral link for every partner currently in the program.

For a single partner

1. Open the partner

   Go to Partners and select the partner you want to create a link for.

2. Add a link

   Click the Links tab, then click Add link.

3. Name and target the link

   Enter a Name and a Target URL for this partner’s specific link.

4. Save

   Click Add. The link is activated immediately.

View all partner links and metrics

To see every link across all your partners in one place:

1. Go to the Partners page.
2. Click the Links tab.

Each row shows the link name, the partner it belongs to, and performance metrics including unique visitors, leads, customers, transactions, and revenue.

Change a partner’s referral code

Kiflo auto-generates a referral code for every partner when they are created. You can change this code if, for example, a partner is renamed or you want to align the code with an existing tracking identifier in Google Analytics.

1. Open the partner

   Go to Partners and open the relevant partner’s profile.

2. Go to Links

   Click the Links tab.

3. Update the code

   Click Update referral code, enter the new code, and click Update.

Changing a referral code immediately deactivates all existing referral links for that partner. Any links the partner has already shared will stop working and visitors arriving via those old links will not be tracked. Only change referral codes for partners who have not yet shared their links.

Standalone lead form

In addition to tracked website forms, every partner team member has access to a standalone lead form — a unique, bookmarkable URL they can use to submit leads without logging in to the partner portal.

Partners can find their own standalone lead form URL by going to Account Settings → Forms inside the partner portal. As an admin, you can retrieve a team member’s URL directly:

1. Open the partner

   Navigate to the partner’s profile in the admin portal.

2. Go to the Team tab

   Click the Team tab to see all team members.

3. Copy the URL

   Click the team member’s name, then click Get personal lead form URL.

The standalone form does not require sign-in. The partner team member fills in the lead details, clicks Next, completes the contact information, and clicks Submit.

Share the standalone lead form URL with partners who prefer not to log in to the portal regularly. It is a fast, frictionless way for them to submit leads on the go.

Connect your lead form to Kiflo

Depending on your website stack, there are several ways to send leads captured on your site into Kiflo:

HubSpot Forms

Use Kiflo’s native HubSpot integration to connect your HubSpot forms in a few clicks — no code required.

Custom websites

Install the Kiflo JS snippet and call kiflo('lead', {...}) from your form’s submit handler to push leads directly to your account.

WordPress

Install the dedicated Kiflo WordPress plugin for a seamless tracking and lead-submission experience.

External forms

For Typeform, Cognito Forms, or other tools, contact Kiflo support at [e-mail] to discuss your integration options.