How can I refer Affiliate Customers to Patient Copilot Pro?

Heads up: we’re currently rolling out updates to the Affiliate Portal, so you may notice that some videos and images in this article don’t exactly match what you’re seeing on your screen just yet. Everything will be updated very soon to reflect the latest version. In the meantime, if anything feels unclear, reach out to your Affiliate Manager with any questions. Note: The pro plan is also known as the “SaaS plan” or the “497/month plan”. Note: If a customer is already under you, no additional work is required. Your customer can just upgrade and you will continue to get credit and commission for their pro plan subscription. IMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the plan in 1-3 business days and thier billing date will be reset and charged the prorated amount. ## Refer Highlevel Customers to PRO! Covered in this article: #### How to find your PRO Affiliate links #### How To Find your PRO affiliate links via Affiliate portal #### How to Find via FirstPromoter - #### 2. Referring Existing Customers - #### 3. Referring New Customers #### FAQ: - #### What if my customer is on the plan and wants to upgrade to the plan? - #### Will this form automatically upgrade my client or will they still have to upgrade afterward? - #### Can I give a 14-day trial to existing customers? - #### I have seen other affiliates give out a 30-day Extended Pro trial link. How can I get that link? - #### My customer was just charged for the Pro plan upon upgrading I thought this was a free trial? - #### If the customer I am referring to Highlevel Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion? ## How To Find your PRO affiliate links via Affiliate portal ## ### 1. Click on Affiliate Portal ### 2. Scroll down and Click on Links * * * ### (https://app.tango.us/app/workflow/1cdc951c-e547-41c8-a7a9-10f70d8c156e?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links) ### 3. You should see at least 3 links here. - Default - 14-day trial for 97 starter accounts. - Link for EXISTING Customers to upgrade to the Patient Copilot 497 Pro-plan - Link for NEW Customers to a 14-Day Trial to the Patient Copilot 497 Pro-plan!(https://assets.patientcopilot.ai/8f3650cbc664374b.png) * * * - Log in to First Promoter - Scroll to the bottom of the dashboard to find your links.!(https://assets.patientcopilot.ai/33d11a0800b8178a.png) ## 2. Referring Existing Customers * * * ### 1. Select the Existing Customer Trial link ### 2. Copy the new URL Populated in the link ### 3. Send your link to your customer! ### 4. Have your existing customer fill out the form! Make sure your customer places your link in this box. ### 5. Please note the prorated note at the bottom of the page. * * * IMPORTANT: Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the plan in 1-3 business days and thier billing date will be reset and charged the prorated amount. After that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal. ## 3. Referring New Customers * * * ### 1. Click on Affiliate Portal ### 2. Click on Select to get your 14-day Trial link. ### 3. Copy your New Customer Pro Trial link, to send to your customer ### 4. Upon clicking the link, have your customer click on “Start A Free Trial of the Pro SaaS Plan Today!” ### 5. Have your new customer fill out the Free Trial form and that’s it! When their account is created they will show under your referrals. If not contact support! * * * ## FAQ: ### What if my customer is on the plan and wants to upgrade to the plan? A: We are now offering split credit for upgrades to the Unlimited (nth) plan. Make sure your referral uses your affiliate link when they upgrading from the to the plan to receive credit. ### Will this form automatically upgrade my client or will they still have to upgrade afterward? A: It will automatically upgrade your client, please e-mail [email protected] if you have any questions about your ETA ### Can I give a 14-day trial to existing customers? A: No the 14-day trial is only for new customers. ### I have seen other affiliates give out a 30-day Extended Pro trial link. How can I get that link? A: The 30-Day trial offers are exclusively for high-performing affiliates. If you have 100 or more active customers and are interested in offering your referrals a 30-day trial, reach out to an Affiliate Manager to see if you qualify. ### My customer was just charged for the Pro plan upon upgrading I thought this was a free trial? A: For existing Patient Copilot customers, upon filling out the upgrade form they will be immediately upgraded to the plan in 1-3 business days and their billing date will be reset and charged the prorated amount. If you are a TOP affiliate they will also be upgraded and prorated for their current subscription but will receive all the features of pro for one month! This is noted on the upgrade form before customers submit it. ### If the customer I am referring to Highlevel Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion? A: Since you did not refer this customer to Highlevel, you will only be getting a commission for their Patient Copilot Pro subscription and upgrade NOT the base subscription. Meaning if you referred a customer to upgrade from the 297 plan to the 497 Pro plan you would get 40% of the difference of the upgrade every month they pay their subscription.