Infusionsoft Cookbook – Chapter 8.10 – Collecting W-9 Forms From Referral Partners Automatically

To close this chapter, we’re going to explore how to automatically collect necessary tax documents from our referral partners. Since the author is American, this recipe is going to be for a U.S. tax form, but the recipe will work for any tax document in any country. Specifically, we are going to be collecting a W-9 form.

Infusionsoft Cookbook – Chapter 7.4 – Setting Up A Basic Referral Partner Program

Infusionsoft has a built-in referral partner (affiliate) module on certain versions of the software. This makes it easy for a business to track who is referring whom. Also, if orders are being recorded inside Infusionsoft as well, it empowers the automatic calculation of commissions. There are two components that must be set up before we start adding referral partners:* Commission program: This is where we tell Infusionsoft how much to pay out for specific products and subscriptions.* Referral tracking links: This is where we can set up different URLs for our referral partners to promote.