Follow up with referrals to encourage successful purchases

As an official affiliate, organizing and actively managing your referral purchases and pending orders is paramount to your continued success. A constant stream of pending orders creates a tremendous opportunity to drive revenue growth. This comprehensive step-by-step guide is designed to help you efficiently navigate and maximize this process to improve your overall performance.

I. Finding Incomplete Orders in HubSpot

1. log in to HubSpot=> under "Sales" select "Deals".

2. Checking the Referrer's Information

You can review the details made by the person you referred by clicking on "Contact owner" and selecting "Me"

3. Using the Filters
Click on "Advanced Filters" and select "Order status." To find uncompleted purchases, select "Pending." 

Click "Apply Filter" to see a list of pending orders.

4. Alternatively, you can select an existing view that we have created: click on "Add View" and select "Pending Orders".

5. To filter out pending orders for a specific date and time, select "Create Date," then select a specific time period. All applicable open orders will then be displayed.

II. Use HubSpot's email feature to send customized follow-up messages to increase purchase intent

After a comprehensive assessment of the situation and streamlined order processing, you can contact them to find the best strategy to maximize revenue.

1. Click on the name of the referrer in the "Deal->Contact" column. The referrer's details page will open.

2. Choose from a variety of options to contact us, including phone and email.