> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>
  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.
</Note>

## 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](/developers/js-sdk) 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.

<Tabs>
  <Tab title="For a whole program">
    <Steps>
      <Step title="Open the program">
        Go to **Programs** and select the program you want to create links for.
      </Step>

      <Step title="Add a link">
        Click the **Links** tab, then click **Add link**.
      </Step>

      <Step title="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.
      </Step>

      <Step title="Save">
        Click **Add**. Kiflo immediately generates a unique referral link for every partner currently in the program.
      </Step>
    </Steps>
  </Tab>

  <Tab title="For a single partner">
    <Steps>
      <Step title="Open the partner">
        Go to **Partners** and select the partner you want to create a link for.
      </Step>

      <Step title="Add a link">
        Click the **Links** tab, then click **Add link**.
      </Step>

      <Step title="Name and target the link">
        Enter a **Name** and a **Target URL** for this partner's specific link.
      </Step>

      <Step title="Save">
        Click **Add**. The link is activated immediately.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## 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.

<Steps>
  <Step title="Open the partner">
    Go to **Partners** and open the relevant partner's profile.
  </Step>

  <Step title="Go to Links">
    Click the **Links** tab.
  </Step>

  <Step title="Update the code">
    Click **Update referral code**, enter the new code, and click **Update**.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## 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:

<Steps>
  <Step title="Open the partner">
    Navigate to the partner's profile in the admin portal.
  </Step>

  <Step title="Go to the Team tab">
    Click the **Team** tab to see all team members.
  </Step>

  <Step title="Copy the URL">
    Click the team member's name, then click **Get personal lead form URL**.
  </Step>
</Steps>

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**.

<Tip>
  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.
</Tip>

## Connect your lead form to Kiflo

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

<CardGroup cols={2}>
  <Card title="HubSpot Forms" icon="hubspot">
    Use Kiflo's native HubSpot integration to connect your HubSpot forms in a few clicks — no code required.
  </Card>

  <Card title="Custom websites" icon="code">
    Install the Kiflo JS snippet and call `kiflo('lead', {...})` from your form's submit handler to push leads directly to your account.
  </Card>

  <Card title="WordPress" icon="wordpress">
    Install the dedicated Kiflo WordPress plugin for a seamless tracking and lead-submission experience.
  </Card>

  <Card title="External forms" icon="envelope">
    For Typeform, Cognito Forms, or other tools, contact Kiflo support at [help@kiflo.com](mailto:help@kiflo.com) to discuss your integration options.
  </Card>
</CardGroup>