Deal Summary Pages and Referral Links Integration

The Deal Summary Pages module integrates seamlessly with the Referral Links and Attribution module to create comprehensive partner deal and referral management experiences that combine pipeline visibility with referral link access. This integration transforms Deal Summary Pages from pure deal reporting interfaces into multi-functional partner dashboards where partners can review their current deal pipeline, track performance metrics, and access referral links for lead generation activities without navigating between multiple portal sections.

Integration Overview

Deal Summary Pages and Referral Links integration enables administrators to embed referral link access directly within deal summary dashboards, provide partners with dropdown selection of multiple referral link options, support drag-and-drop referral link prioritization during configuration, and create unified partner experiences that combine deal management with referral activities in cohesive workflows.

Integration benefits:

Unified partner interface: Partners access both deal pipeline visibility and referral link generation from a single dashboard, reducing navigation complexity and supporting partners who engage in both deal registration and referral activities
Contextual referral access: Referral link access appears within deal visibility context, encouraging partners to leverage referral strategies alongside traditional deal registration workflows
Multi-link support: Partners with access to multiple referral link types (e.g., campaign-specific links, product-specific links, general referral links) receive organized dropdown interfaces that guide appropriate referral link selection
Flexible link prioritization: Administrators control referral link display order through drag-and-drop configuration, ensuring most relevant or promoted referral options appear first in partner selection interfaces
Consistent partner experience: Integration combines reporting, analysis, deal submission, and referral generation in unified workflows that align with comprehensive partner engagement models

How the Integration Works

Referral Links Module Foundation

The Referral Links and Attribution module provides the foundational referral link infrastructure that Deal Summary Pages leverage. Administrators configure referral links through the Referral Links module (Setup → Referral Links and Attribution) defining link names, target URLs, tracking parameters, and attribution settings. These configured referral links become available for assignment to Deal Summary Pages.

Referral link configuration prerequisites:

Referral Links and Attribution module must be enabled and configured
At least one referral link must be created in the Referral Links module
Referral link configuration includes:
- Link name and description for partner identification
- Target URL where referrals will be directed
- Tracking parameters for attribution and analytics
- Any additional referral link settings supported by the Referral Links module

"Get a Referral Link" Button

When referral links are added to a Deal Summary Page through the Referral Links configuration option, the system automatically displays a "Get a Referral Link" button on the summary page banner. This button appears alongside the "New Deal Registration" button (if enabled), providing partners with consolidated access to both deal submission and referral generation capabilities.

Button activation:

Navigate to Deal Summary Page edit interface
Access Referral Links through More Actions menu
Click "Add/Remove Links" to select referral links
Select one or more referral links from the available options
Save referral link configuration
"Get a Referral Link" button appears automatically on summary page banner for all users with access to the page

Referral Link Selection Interface

When partners click the "Get a Referral Link" button, the system displays a dropdown menu listing all referral links configured for the Deal Summary Page. The dropdown presentation enables partners to select the appropriate referral link for their specific use case, campaign, or target audience.

Dropdown display behavior:

Button displays with dropdown indicator when one or more referral links are configured
Clicking button reveals dropdown menu listing all assigned referral links
Referral links appear in the order specified during configuration (controlled by drag-and-drop reordering)
Each referral link displays with its configured name from the Referral Links module
Partners select desired referral link from the dropdown
System generates the referral link and provides it to the partner (specific display mechanism depends on Referral Links module configuration)

Single referral link scenario:

Even when only one referral link is assigned, the dropdown interface appears
Single-link dropdown provides consistency with multi-link experiences
Partners click dropdown and select the single available referral link option

No referral links scenario:

If no referral links are configured for the Deal Summary Page, the "Get a Referral Link" button does not appear
Button visibility is conditional on referral link assignment
This prevents partner confusion from non-functional buttons

Referral Link Configuration and Reordering

Administrators control which referral links appear on each Deal Summary Page and their display order through the Referral Links configuration interface within the Deal Summary Page edit screen.

Adding/removing referral links:

From Deal Summary Page edit screen, click More Actions menu (...)
Select "Referral Links"
The Referral Links modal displays currently assigned links with Title and Description columns
Click "Add/Remove Links" to access selection interface
Selection interface displays all referral links configured in the Referral Links and Attribution module
Each link shows Title, Description, and Last Modified Date
Use search bar to filter available links by keyword
Select or deselect checkboxes to add or remove links from the summary page
Click "Save & Close" to apply changes

Reordering referral links:

Within the Referral Links selection interface, selected links can be reordered via drag-and-drop
Click and hold on a selected referral link
Drag the link to the desired position in the list
Release to set the new order
Link order in configuration determines display order in the partner-facing "Get a Referral Link" dropdown
Position most important, frequently used, or promoted referral links at the top of the list for prominent placement

Common Integration Patterns

Organizations leverage Deal Summary Pages and Referral Links integration across various use cases that combine deal management with referral generation:

Hybrid Partner Programs

Reseller and referral partner dual-activity dashboard:

Deal Summary Page configured for partner roles that engage in both deal registration and referral activities
Lists display registered deals at various stages (Pending, Approved, Closed Won)
Summary tiles show deal pipeline metrics and performance indicators
"New Deal Registration" button enabled for direct opportunity registration
"Get a Referral Link" button enabled with multiple referral link options:
- General referral link for broad market leads
- Product-specific referral links for targeted campaigns
- Event or promotion-specific referral links for time-limited initiatives
Partners choose engagement model (deal registration vs. referral) based on opportunity type and partner capacity

Tiered partner program with referral incentives:

Different Deal Summary Pages created for bronze, silver, and gold partner tiers
All tiers include referral link access supporting lead generation
Higher tiers receive access to premium or co-branded referral links
Referral link ordering prioritizes tier-specific or high-value referral options first
Partners leverage referral strategies to generate leads while maintaining deal registration capabilities

Campaign-Driven Referral Programs

Seasonal promotion dashboard:

Deal Summary Page configured specifically for partners participating in seasonal campaign
Lists display campaign-related deals and performance metrics
"Get a Referral Link" button provides access to campaign-specific referral links
Referral links ordered by campaign priority:
- Primary campaign referral link (top position)
- Secondary campaign referral link
- General referral link (fallback option)
Partners generate campaign-attributed referrals while tracking campaign deal performance in unified interface

Product launch referral enablement:

Deal Summary Page created for product launch partner engagement
Lists filtered to show launch-related opportunities and pipeline
Summary tiles track launch performance metrics
"Get a Referral Link" dropdown includes:
- New product-specific referral link
- Launch promotion referral link
- General product category referral link
Partners access launch-specific referral links directly from launch performance dashboard

Internal Team Dashboards with Referral Oversight

Channel manager oversight with referral tracking:

Deal Summary Page configured for internal channel management teams
Company-wide record visibility shows all partner deal activity
"Get a Referral Link" button provides channel managers with same referral link access as partners
Enables channel managers to:
- Test referral link functionality from partner perspective
- Generate referral links for direct lead generation when appropriate
- Understand complete partner workflow including referral components
- Support partners with referral link questions or issues

Configuration Requirements

Prerequisites for Integration

Referral Links and Attribution Module: Ensure Referral Links and Attribution module is enabled and configured
Referral Link Creation: Create at least one referral link through Setup → Referral Links and Attribution
Deal Summary Pages: Create Deal Summary Pages for partner roles that should access referral links
Referral Link Assignment: Add referral links to Deal Summary Pages through Referral Links configuration option
Page Sharing: Share Deal Summary Pages with appropriate security roles to enable partner access

Configuration Validation

Test button appearance:

Use Preview functionality to view Deal Summary Page from partner perspective
Verify "Get a Referral Link" button appears on banner when referral links are configured
Confirm button does not appear when no referral links are assigned
Validate button placement relative to "New Deal Registration" button (if enabled) for visual hierarchy

Test dropdown functionality:

Click "Get a Referral Link" button to open dropdown menu
Verify all configured referral links appear in dropdown
Confirm referral link order matches configured sequence (first configured link appears at top)
Test referral link selection and generation workflow
Verify referral link tracking and attribution functionality operates correctly

Validate referral link sources:

Review Referral Links and Attribution module to confirm all intended referral links are created
Verify referral link names and descriptions clearly communicate link purpose to partners
Test referral link targets to ensure URLs direct to correct destinations
Confirm tracking parameters generate correctly for attribution reporting

Best Practices for Integration

Referral Link Selection Strategy

Relevance over quantity: Only add referral links to Deal Summary Pages when referral workflow is relevant to partners accessing that specific page; avoid interface clutter from irrelevant referral options
Campaign alignment: Create campaign-specific Deal Summary Pages with campaign-specific referral links rather than loading all pages with all referral options
Partner segment targeting: Assign different referral link sets to different partner tier summary pages based on tier-specific benefits or co-branding opportunities
Temporary link management: Remove time-limited or expired campaign referral links from Deal Summary Pages after campaign conclusion to avoid partner confusion

Referral Link Ordering

Priority-based sequencing: Position highest-priority or most-promoted referral links at the top of the dropdown (first in drag-and-drop order)
Usage-based optimization: Monitor referral link usage analytics and reorder based on partner selection patterns, promoting frequently-used options
Campaign emphasis: During active campaigns, position campaign-specific referral links first regardless of general usage patterns
Fallback positioning: Place general or catch-all referral links at the bottom of dropdown as fallback options after specific campaigns or products

Referral Link Naming and Descriptions

Partner-facing language: Configure referral link names in Referral Links module using clear, partner-facing terminology that communicates link purpose without technical jargon
Differentiation clarity: Ensure referral link names clearly distinguish between different link types, campaigns, or products when multiple options are presented
Description utilization: Populate referral link descriptions in Referral Links module to provide additional context visible during selection (if supported by referral link interface)
Consistent terminology: Maintain consistent naming conventions across all referral links to reduce partner cognitive load during selection

Integration with Deal Registration

Complementary positioning: Position "Get a Referral Link" and "New Deal Registration" buttons with clear visual hierarchy communicating both options to partners
Workflow guidance: Consider banner subheading text that explains when partners should register deals vs. generate referral links based on opportunity characteristics
Activity segmentation: Create separate Deal Summary Pages for partners who primarily register deals vs. partners who primarily generate referrals when workflows are distinct
Combined metrics: Configure summary tiles and lists that reflect both deal activity and referral activity when partners engage in both workflows

Partner Communication

Referral link education: Provide partner training or documentation explaining referral link purpose, appropriate usage, and attribution tracking
Campaign communication: Alert partners when new campaign-specific referral links are added to their Deal Summary Pages
Link retirement notification: Communicate when referral links are removed from Deal Summary Pages, especially if partners have bookmarked or expect continued access
Performance reporting: Share referral link performance data with partners to encourage continued referral activity and optimize link selection

Troubleshooting Integration Issues

"Get a Referral Link" button does not appear

Verify at least one referral link is assigned to the Deal Summary Page through Referral Links configuration
Confirm referral link assignments were saved after selection
Check that Referral Links and Attribution module is enabled in system configuration
Refresh browser cache and reload Deal Summary Page
Verify user's security role has View permission to Deal Summary Page

Dropdown displays but expected referral links are missing

Review Referral Links configuration modal to confirm which links are assigned to the specific Deal Summary Page
Verify referral links still exist in Referral Links and Attribution module (links may have been deleted)
Check that referral links are in active or published status if the Referral Links module includes status management
Confirm referral link selection was saved after checking boxes in Add/Remove Links interface

Referral link order does not match expected sequence

Review referral link drag-and-drop order in the Referral Links selection interface
Reorder links via drag-and-drop and save configuration
Refresh Deal Summary Page to reload with updated referral link order
Clear browser cache if order changes do not display after configuration save

Clicking referral link generates error or incorrect URL

Verify referral link configuration in Referral Links and Attribution module includes correct target URL
Test referral link directly from Referral Links module interface to isolate issue
Check that tracking parameters in referral link configuration are properly formatted
Confirm target website or landing page is accessible and operational
Review referral link attribution settings for configuration errors

Referral link attribution not tracking correctly

Verify tracking parameters are configured correctly in Referral Links module
Confirm attribution reporting system is properly configured and receiving data
Test referral link click-through to verify tracking parameter transmission
Review referral link analytics or reporting to identify data capture issues
Contact Referral Links module administrator for attribution troubleshooting

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