It is essential to have a Funnel or Survey tested and finished: make sure wording, images, colors, font style, and all design aspects have been checked and tested.
Integration with Infusionsoft must be already set up. If not, please refer to the help article Integrate Infusionsoft directly with Bucket.io
Step 1
From the dashboard go to Add a Contact.
Step 2
Once created, go to Referral Partners from the top menu bar and click "Add a Referral Partner".
Step 3
Fill in the required information and click Save at the bottom-left corner.
Step 4
Then go to Referral Partners one more time and click "Referral Tracking Links".
Step 5
Click the green button Add Referral Tracking Link.
Step 6
This is the most important step in the entire process. at the Website Address field it requires to enter the Infusionsoft account URL followed by the bucket.io funnel, in the following order: