Referral links

A referral link is a unique, trackable URL you give a partner to share with prospective customers. When someone clicks it and later becomes a deal, Lasso credits the partner who sent them, so referral-based programs run on their own instead of through spreadsheets.

How it works

Each partner gets their own link. When a prospect clicks it, Lasso records the click and sends them to your site. If that visitor fills in a form and becomes a customer, the deal is attributed to the partner who referred them, and flows into your rewards and payouts automatically.

The whole path is connected end to end:

• Create links automatically. Set a link template per partner type and every partner gets their own link the moment they join, no manual setup per partner.
• Capture clicks on your site. A lightweight tracking snippet remembers which partner sent each visitor and carries that through to your lead forms.
• Register the deal to the partner. When the deal lands in your CRM, Lasso recognizes the referral and credits the right partner, with the contact and company linked too. No CRM-side automation to build.

Partners get their own view, with their links, QR codes, and click and conversion analytics, so they can share and track performance themselves.

What you can configure

• Link templates per partner type: where each partner’s link points, with personalized details filled in per partner.
• Self-service for partners: let partners create their own links from your templates.
• First-touch or last-touch attribution: whether the first partner to send a visitor keeps the credit, or the most recent one wins.
• Automatic deal registration: have Lasso recognize referred deals in HubSpot or Salesforce and attribute them for you. See Connect HubSpot and Connect Salesforce.

Set it up