Setting Up Pay Per Sale Commissions for Forms, Surveys, and Calendars

Understanding Pay Per Sale for Forms, Surveys, and Calendars

Pay Per Sale commissions enable you to reward affiliates when a contact they refer completes a purchase after interacting with your Form, Survey, or Calendar. Unlike lead-based commissions that trigger upon form submission or appointment booking, this model ties affiliate earnings directly to revenue generation. It allows businesses to leverage these tools for sales-focused affiliate campaigns.

Key Benefits

This commission structure offers several advantages for aligning affiliate efforts with business outcomes:

• Revenue-Based Incentives: Affiliates earn commissions only when their referrals result in actual sales.
• Flexible Payout Options: Choose between fixed dollar amounts or percentage-based commissions.
• Broader Campaign Channels: Transform lead generation tools into sales conversion sources.
• Accurate ROI Measurement: Track the direct revenue impact of affiliate activities.
• Duplicate Payment Prevention: The system prevents paying both lead and sale commissions for the same contact journey.

Pay Per Lead vs. Pay Per Sale

These two commission models serve different business objectives:

• Pay Per Lead: Affiliates earn when contacts submit forms, complete surveys, or book appointments.
• Pay Per Sale: Affiliates earn when tracked contacts make qualifying purchases within the designated tracking period.

Select Pay Per Lead to incentivize lead generation. Choose Pay Per Sale to reward actual revenue generation. Note that you cannot enable both commission types for the same Form, Survey, or Calendar campaign.

Commission Type Options

When configuring Pay Per Sale commissions, you have two primary options:

• Flat Amount: Affiliates receive a fixed commission per qualifying sale.
• Percentage: Affiliates earn a percentage of the total sale value.

Use flat commissions for consistent sale values, and percentage-based commissions when sale amounts vary significantly.

Product-Based Attribution

This feature ensures affiliates are compensated only for sales of specific products connected to their campaign. When you associate products with a campaign setup, Pay Per Sale tracking applies exclusively to those products.

For Forms and Surveys embedded in Funnels or Websites:

• If the Funnel or Website has associated products, only sales of those products qualify for commissions.
• If the Funnel or Website lacks product associations, Form-level products won't automatically enable Pay Per Sale tracking.

Calendar-Specific Considerations

Pay Per Sale commissions for Calendars require payment-enabled booking flows. If a Calendar doesn't include payment processing, bookings may still qualify for lead tracking but won't trigger sale-based commissions.

Setup Instructions

Follow these steps to configure Pay Per Sale commissions:

1. Navigate to Marketing > Affiliate Manager in your CRM.
2. Access the Campaigns section.
3. Create a new affiliate campaign or modify an existing one.
4. Select Forms, Surveys, or Calendars as your campaign source.
5. Choose the specific Form, Survey, or Calendar for affiliate promotion.
6. In commission settings, select Pay Per Sale.
7. Choose your commission type (flat amount or percentage) and set the value.
8. Associate relevant products if using product-based tracking.
9. Review and adjust the tracking window settings.
10. Ensure Pay Per Lead is disabled for the same campaign setup.
11. For Calendar campaigns, verify that payment processing is enabled.
12. Save and publish the campaign.
13. Assign affiliates and distribute their unique tracking links.

Frequently Asked Questions

Can I enable both Pay Per Lead and Pay Per Sale simultaneously?

No. These commission models are mutually exclusive for any given Form, Survey, or Calendar campaign setup. You must choose one approach based on your primary campaign objective.