Referral Links and Attribution Checklist

Essential Referral Links and Attribution Tasks for Administrators

To enable partner-driven lead generation and automated referral tracking, the Referral Links and Attribution module must be properly configured with tracking script deployment, attribution model selection, domain security settings, and CRM integration. Referral Links and Attribution provides privacy-compliant partner attribution that automatically connects prospect engagement to referring partners while maintaining data integrity and supporting commission programs across your partner ecosystem.

Foundation Setup

☐ Understanding the Referral Links and Attribution Module Familiarize yourself with comprehensive partner attribution capabilities including unique referral link generation, privacy-compliant cookie-less tracking, cross-page attribution persistence, flexible attribution models (first-click and last-click), lead creation options (Magentrix-created or external system integration), CRM integration features, and anti-fraud protection mechanisms. Understand how referral tracking integrates with existing marketing platforms (HubSpot, Marketo, HTML forms) and CRM systems to create seamless attribution workflows.

☐ Administrator Access Requirements Verify that you have Administrator system role permissions to access Referral Settings configuration. Note that only administrators can configure referral tracking settings, generate PartnerTrack.js scripts, and manage marketing links. Partners will access their unique referral links through the Portal interface once configuration is complete. Navigate to referral settings through: Click your Avatar → Setup → Partner Management → Deal Settings → Referral Settings tab.

☐ Prerequisites and System Readiness Ensure your organization has identified target landing pages and form destinations where partner referrals will be directed. Verify access to website deployment tools or web development resources for PartnerTrack.js script installation. Confirm that your CRM system (Salesforce, HubSpot, or other connected platform) is properly integrated with Magentrix and that Lead object field mappings are configured correctly for partner attribution data.

Core Referral Tracking Configuration

☐ Enabling Referral Tracking Navigate to Setup → Partner Management → Deal Settings → Referral Settings tab. Check the "Enable Referral Tracking" checkbox to activate the referral attribution module. This enables partner referral link generation, PartnerTrack.js script functionality, and referral data capture throughout your portal ecosystem. Enabling this setting makes referral tracking available but does not automatically deploy tracking to your website.

☐ Selecting Lead Creation Approach Determine who will create CRM leads when referrals are submitted. Choose between two options based on your organizational needs: (Option A) Magentrix Creates Leads: Check "Create a lead when a referral is submitted" to have Magentrix automatically generate CRM lead records with partner attribution, Lead Source, and UTM parameters populated automatically. Use this approach when you want streamlined, automated lead creation directly from referral submissions. (Option B) External System Creates Leads: Leave "Create a lead when a referral is submitted" unchecked if your existing form system (HubSpot, Marketo, Magentrix forms, or custom HTML forms) already handles lead creation. In this scenario, your form system must capture and store the Partner Contact ID to maintain attribution. Your choice determines how the PartnerTrack.js script and form integration will be configured.

☐ Choosing Attribution Model Select the attribution model that aligns with your partner program objectives. Click the "Select Attribution Model" dropdown and choose between: First Click: Credits the first partner whose referral link the prospect clicked, rewarding partners who generate initial awareness and introduce prospects to your organization. Last Click: Credits the most recent partner whose referral link the prospect clicked before form submission, rewarding partners who provide the final influence driving prospect action. Consider your partner program goals, sales cycle length, and partner collaboration patterns when making this selection. Note that changing the attribution model later requires redeploying the PartnerTrack.js script to all web properties.

☐ Enabling Cookie-less Tracking (Recommended) Check the "Use Cookie-less tracking" checkbox to enable privacy-compliant device fingerprinting technology. This recommended setting creates persistent attribution without browser cookies, ensuring compliance with privacy regulations while maintaining accurate long-term tracking. Cookie-less tracking uses canvas fingerprinting to generate unique browser/device identifiers that persist across sessions and page views. Leave this setting unchecked only if your organization has specific requirements for cookie-based tracking. Note that changing this setting later requires redeploying the PartnerTrack.js script to all web properties.

Domain Security and Script Deployment

☐ Whitelisting Landing Page Domains Navigate to Setup → Security → Whitelisted URLs. Add all domains where partner referral traffic will land and where forms will be submitted. Include your Magentrix portal domain (if using Magentrix forms) and any external website domains hosting landing pages or forms. For example, whitelist "yourcompany.com" and "landing.yourcompany.com" if referrals will be directed to pages on these domains. Whitelisting ensures PartnerTrack.js operates only on approved domains, maintaining security and preventing unauthorized tracking script use. Without proper whitelisting, referral attribution will not function on your landing pages.

☐ Generating and Copying PartnerTrack.js Script Return to Setup → Partner Management → Deal Settings → Referral Settings tab. Click "Click here to get code snippet for PartnerTrack JS" to open the Get Embed Code modal. Verify that your selected attribution model and cookie-less tracking settings are correctly displayed in the modal. Click the "Copy" button to copy the complete PartnerTrack.js script to your clipboard. This script contains your organization-specific configuration including attribution model logic, cookie-less tracking settings, and security parameters. The script must be deployed exactly as provided without modifications.

☐ Deploying PartnerTrack.js to Website Install the copied PartnerTrack.js script in the <head> section of your website, either directly in your site template or through Google Tag Manager. Deploy the script to all pages where referral attribution should function, including landing pages, form pages, and any pages prospects may visit after clicking referral links. Coordinate with your web development team to ensure proper script placement and testing across all target pages. The script operates passively and only activates when form submission events occur, minimizing performance impact. Verify script deployment by checking browser developer console for "PartnerTrack initialized" confirmation message when visiting pages with the script installed.

Marketing Link Creation and Distribution

☐ Creating Marketing Links Navigate to Content → Document Library → Create Marketing Link. Enter the destination URL where partner referrals should be directed (your landing page or form page URL). Add optional UTM parameters to track campaign performance: utm_campaign (campaign name), utm_source (traffic source), utm_medium (marketing medium), utm_term (keywords), and utm_content (content variation). Save the marketing link to make it available for partner distribution. Create multiple marketing links for different campaigns, products, audience segments, or partner tiers to support targeted attribution and reporting. Each marketing link becomes a destination that partners can reference when generating their unique referral links.

☐ Adding Marketing Links to Partner Pipeline Navigate to Partner Management → Dashboard (or access partner-facing portal views to understand partner experience). Ensure the Pipeline module is enabled and accessible to partner users. Add created marketing links to the Referral Links section within the Pipeline interface so partners can view available campaigns and generate their unique referral URLs. Partners will click "Get Referral Link" next to each marketing link to receive their personalized referral URL in the format /referral/refer/{unique-id} that redirects to your destination page with partner attribution parameters appended.

Form Integration Configuration

☐ Selecting Form Integration Approach Determine which form platform you will use to capture referral submissions. Choose from: Magentrix Lead Forms: Native portal forms with streamlined integration requiring minimal configuration. HubSpot Forms: Third-party marketing platform requiring custom JavaScript integration. Marketo Forms: Third-party marketing platform requiring custom JavaScript integration. Standard HTML Forms: Custom forms requiring direct JavaScript integration. Your selection determines the specific integration steps and code requirements for connecting form submissions to PartnerTrack attribution.

☐ Implementing Form Integration Based on your selected form platform, implement the appropriate integration to connect form submissions to PartnerTrack.js attribution. Integration details vary by platform and are documented in the Developer Guide: Implementing PartnerTrack.js. Key integration requirements include: Binding form submit events to the PartnerTrack trackSignup() method, passing required fields (name, email, customerKey) and optional fields (LeadSource, product, custom attributes) to the tracking function, and ensuring Partner Contact ID is captured for lead attribution. For Magentrix Lead Forms, add a hidden Partner Contact lookup field and configure the form to automatically populate it using the mgxPartnerTrack.getPartnerKey() method. For external forms, implement platform-specific JavaScript to access form fields and trigger attribution tracking on submission. Refer to the Developer Guide for complete code examples and platform-specific implementation instructions.

Testing and Validation

☐ Testing End-to-End Referral Flow Validate complete referral attribution functionality before partner launch. Open an incognito/private browser window to simulate a fresh visitor. Access a partner's referral link from the Pipeline interface (copy the /referral/refer/{id} URL). Verify you are redirected to the intended landing page with magpk (Partner Contact ID) and magkey (session identifier) parameters appended to the URL. Complete and submit the form with test data. Verify that attribution tracking fires by checking browser developer console for PartnerTrack submission confirmation.

☐ Validating CRM Lead Creation and Attribution Navigate to your CRM system and locate the test lead record created from your referral submission. Verify that the Partner Contact lookup field is correctly populated with the referring partner's contact record. Confirm that Lead Source is set to "Partner Referral" (or your configured value). Check that Lead Ownership is set to "Partner" if using Magentrix Lead Forms. Verify that UTM campaign parameters are captured if included in your marketing link. Confirm that all expected lead fields contain accurate data from the form submission. If using external form systems, verify the integration correctly passes Partner Contact ID and other attribution data to the CRM.

☐ Reviewing Referral Reports Navigate to Setup → Partner Management → Referral Reports to view the administrative referral tracking interface. Locate your test referral submission and verify all captured data: Customer Key (email), Unique Key (magkey session ID), Fingerprint ID (device identifier), Lead Name and Email, User Agent and IP Address, Partner association, and UTM campaign parameters (Campaign, Source, Medium, Term, Content). Confirm that referral data is complete and accurate, demonstrating that tracking, attribution, and reporting are functioning correctly across the entire system.

☐ Testing Cross-Page Attribution Persistence Validate that attribution persists across multiple pages as designed. Using the same incognito browser session from your initial referral link click, navigate to a different page on your website that also has PartnerTrack.js installed. Submit a form on this second page without clicking another referral link. Verify that the resulting lead or referral is still attributed to the original referring partner. This confirms that device fingerprinting and cross-page attribution are functioning correctly, enabling accurate tracking even when prospects explore multiple pages before converting.

Partner Communication and Enablement

☐ Preparing Partner Documentation Create partner-facing documentation explaining how to access and use referral links. Include instructions for navigating to Pipeline → Referral Links within the portal, clicking "Get Referral Link" to generate unique URLs, and copying referral links for distribution to prospects and customers. Explain that each partner receives unique referral links that automatically track attribution, and that links remain valid indefinitely without expiration. Provide guidance on best practices for sharing referral links through email, social media, websites, and other marketing channels. Clarify how attribution works and how partners can monitor their referral performance through portal reports if available.

☐ Communicating Attribution and Recognition Inform partners about your organization's attribution model (first-click or last-click) and what this means for referral credit assignment. Explain how referral performance connects to partner recognition, rewards, commissions, or other incentive programs if applicable. Set clear expectations about lead qualification criteria, follow-up processes, and how partners will be notified when their referrals convert to opportunities or customers. Provide transparency about referral tracking capabilities and limitations to build partner trust and encourage engagement with the referral program.

☐ Enabling Partner Access to Referral Links Verify that partner users have appropriate security role permissions to access the Pipeline module and view Referral Links. Test partner access by logging in as a partner user (or creating a test partner account) and confirming that Pipeline → Referral Links is visible and functional. Ensure that only active, appropriate marketing links are shared with partner communities based on campaign targeting and partner tier segmentation. Monitor initial partner adoption and provide support for partners who have questions about accessing or using their referral links.

Ongoing Management and Optimization

☐ Monitoring Referral Activity Establish regular cadence for reviewing Referral Reports to monitor incoming partner referrals, track attribution accuracy, and identify high-performing partners. Analyze referral patterns including submission volume, conversion rates, and partner contribution to lead pipeline. Use referral data to recognize top-performing partners, optimize marketing link strategies, and refine partner engagement approaches. Monitor for any attribution issues, duplicate submissions, or technical problems that may require troubleshooting or configuration adjustments.

☐ Managing Marketing Links and Campaigns Review and update marketing links periodically to ensure they reflect current campaigns, products, and landing page destinations. Create new marketing links for seasonal campaigns, product launches, or targeted partner initiatives. Retire outdated marketing links by removing them from the Pipeline Referral Links interface while preserving historical referral data for reporting purposes. Maintain consistent UTM campaign naming conventions to support clean CRM campaign mapping and marketing attribution analysis. Coordinate marketing link management with marketing operations and partner program teams.

☐ Maintaining Script and Configuration Monitor for any website changes, landing page updates, or form platform modifications that may affect PartnerTrack.js functionality. If you change attribution models or cookie-less tracking settings in Referral Settings, remember that you must regenerate and redeploy the PartnerTrack.js script to all web properties for changes to take effect. Coordinate script updates with web development teams and establish change management processes to prevent attribution disruptions. Test script functionality after any major website updates or platform migrations to ensure continued accurate referral tracking.

☐ Optimizing Attribution and Lead Quality Analyze referral-to-opportunity conversion rates and lead quality metrics to assess referral program effectiveness. Identify patterns that indicate high-quality referral sources, effective partner engagement strategies, and successful campaign approaches. Use insights to refine partner enablement, adjust marketing link strategies, and optimize landing page experiences for referred prospects. Continuously improve attribution accuracy by monitoring for edge cases, reviewing partner feedback, and implementing best practices for long-term referral program success.

Best Practices for Implementation

Initial Setup Considerations

• Start with a single marketing link and limited partner cohort for pilot testing before broad rollout to validate tracking accuracy and identify any technical issues
• Choose the lead creation approach (Magentrix vs. external system) based on your existing marketing technology stack and CRM workflows to minimize integration complexity
• Enable cookie-less tracking (recommended) for privacy compliance and long-term attribution persistence across browser sessions and prospect interactions
• Whitelist all domains thoroughly including subdomains where referrals may land to prevent attribution failures due to security restrictions

Form Integration Strategy

• Implement form integration for one platform first (such as Magentrix forms) before expanding to multiple form types to establish baseline functionality
• Test form integration thoroughly across different browsers and devices to ensure consistent tracking behavior and attribution accuracy
• Document custom form integration code and maintain version control for future updates and troubleshooting efforts
• Coordinate with marketing operations teams to ensure form platforms and landing pages align with referral tracking requirements

Partner Enablement Approach

• Provide clear, simple instructions for partners to access and copy their unique referral links without overwhelming them with technical details
• Set realistic expectations about attribution persistence, explaining that links work indefinitely but attribution may reset if prospects clear browser data
• Celebrate early wins by recognizing partners who generate successful referrals to encourage continued program participation and engagement
• Offer ongoing support and address partner questions promptly to maintain confidence in the referral program and tracking accuracy

Data Quality and Monitoring

• Establish regular referral report review cadence (weekly or bi-weekly) to monitor for attribution issues, track program performance, and identify opportunities
• Create alerts or notifications for referral submissions if your organization wants real-time visibility into partner-driven lead generation activity
• Coordinate with sales teams to ensure they understand Lead Source values and partner attribution for proper lead routing and partner relationship management
• Periodically validate that CRM field mappings remain accurate especially after CRM system updates or Magentrix platform upgrades

Troubleshooting Common Issues

Attribution Not Working

No Partner Contact populated on leads: Verify that the hidden Partner Contact field is correctly mapped to the CRM lookup field (Salesforce: MagentrixOne__PartnerContact_mgtrx__c). Confirm that form integration code correctly calls mgxPartnerTrack.getPartnerKey() and populates the field value. Check that the PartnerTrack.js script is loaded and initialized before form submission occurs.

Referral Reports empty: Verify that onInitPartnerTracker() function is firing by checking browser console for initialization messages. Confirm that form submit button selector matches your actual button element. Ensure attribution model and cookie-less tracking settings have not changed since script deployment (changes require script redeployment).

magpk and magkey parameters missing from URLs: Verify that referral links are being accessed through the /referral/refer/{id} format rather than direct destination URLs. Confirm that Magentrix redirect functionality is operating correctly and appending parameters as expected.

Script and Security Issues

CORS or 403 errors: Add missing domains to Setup → Security → Whitelisted URLs, including all subdomains where PartnerTrack.js should operate. Verify that the PartnerTrack.js script matches your current Magentrix organization (scripts from sandbox environments will not work in production).

Script not loading or initializing: Verify script placement in the <head> section of pages where attribution should function. Check for JavaScript errors in browser console that may prevent script execution. Confirm that network requests to Magentrix tracking endpoints are not blocked by corporate firewalls or ad blockers.

Attribution resets unexpectedly: Understand that attribution persists based on device fingerprints which reset when browser data is cleared, private browsing mode is used, or different devices are used. Verify that domains remain properly whitelisted and that script has not been modified or removed during website updates.

Lead Creation and CRM Issues

Duplicate leads created: If both "Create a lead when a referral is submitted" is enabled AND your external form system creates leads, duplicate lead records will result. Choose only one lead creation approach and configure accordingly. Disable Magentrix lead creation when using external forms, or disable external form lead creation when using Magentrix lead creation.

Campaign association not working: Verify that utm_campaign parameter values exactly match CRM campaign names or IDs for automatic association. Understand that campaign mapping is case-sensitive and requires exact string matching. Note that HubSpot campaign mapping may have limitations compared to Salesforce campaign integration.

Lead Source not populated: Confirm that trackSignup() method includes LeadSource parameter with the desired value (such as "Partner Referral"). Verify that Lead Source field in CRM accepts the provided value and is not restricted by picklist values or validation rules.

The Referral Links and Attribution Checklist provides comprehensive configuration guidance for implementing partner-driven lead generation and automated referral tracking that connects partner engagement to CRM outcomes with defensible attribution data supporting partner recognition, program optimization, and commission management across your entire partner ecosystem.

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