WordPress Referral Program Integration

To install the Advocate Portal on WordPress, first, you have to generate the installation script in Genius Referrals and then install it in WordPress.

Generating the Advocate Portal Installation Script in Genius Referrals

1. Log in to your Genius Referrals account.
2. Click on the Integration section located on the left-side navigation menu.
3. Next, click on the Code Snippets tab. Once on this tab, click the Installation method you want to use. There are three methods of installation: Embedded Code, Modal Window, and Floating Bubble. Choose the method best suits your needs. Note that we are using the Embedded Code in this tutorial.
4. Once you choose an installation method, you'll be taken to a new screen to complete the installation process. Please follow the steps below.

Step 1. Select Template
Select the Advocate Portal template you want to install from the drop-down.
Step 2. Member Access
Next, click on the No button option. Here you can choose Yes or No for the question if you want your advocates to access the program without creating an account.
Step 3. Installation Instructions
Under Installation Instructions, copy the generated code snippet. You can copy the code snippet by clicking on the "copy code" action or manually highlighting the code snippet and right-clicking "copy."

Once you have copied the code, please follow the instructions below to install the Advocate Portal script in WordPress.

The next step is setting up Genius Referrals to work with WPForms. In this tutorial, we are using the plugin WPForms to capture referrals. Learn how to install the plugin. Note that you can get the same results using similar plugins like Profile Builder or Contact Form 7.

1. Log in to your Genius Referrals account.
2. Click on the Integration section located on the left-side navigation menu.
3. Next, click on the Code Snippets tab. Once on this tab, click on Conversion tracking.
4. There are two options for conversion scripts: Platforms and Scenarios. In this tutorial, we will use the Scenarios option.
5. Once you choose a conversion script, you'll be taken to a new screen to complete the installation process. Please follow the steps below.

Step 1. General information
Scenarios: Select the scenario that fits your needs. In this guide, we are using Scenario E016. After choosing a scenario, enter the WordPress URL where your WP Form is hosted, and click on the GO button. The system will crawl the URL and find the list of fields and buttons available. To continue the steps, click on the Next button.

Step 2. Generate the conversion script
This section allows you to match the fields found on your form with the system's required parameters. To track the referral, we only need the Email field. However, we also recommend adding the first and last names on the form. In the dropdowns that appear, select the matching form field. When all fields have been matched, the pairing is made on the fields.

Extra Fields: Optionally, you can add custom fields such as Phone Number, Address, etc. To add additional fields, click on the Yes button. Next, select the new field from the dropdown, enter the title field you want, and click Add. Repeat this process to add more fields.

Conversion Trigger Action. On the dropdown, select the button that triggers the conversion.

Cookie Expiration Time: Define the cookie expiration time by selecting the total of days or months. In this case, we leave it as it is. Once you're done, click Generate Code Snippet button. Click Next to go to step 3.

Step 3. Install the code snippet
Copy the generated code snippet. The code snippet can be copied by clicking on the "copy code" action or manually highlighting the code snippet and right-clicking "copy." Once you have copied the code, please follow the instructions below to install the script in WordPress.