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Allow affiliates to see the names of leads they referred to a form
Allow affiliates to see the names of leads they referred to a form
Updated over a week ago

Monto now allows shops to display the names of leads that were referred by an affiliate in that affiliate's dashboard.

First, go to the Affiliate > Configure page.

Then, toggle on the option "Display names on form submissions for affiliates"

Note: This will only work on forms that have been enabled by adding the Monto Affiliate custom attribute (see how here)

In Webflow or your website builder, select the name form field input, go to the settings panel and ensure the "Text Field Settings" name is set to "Name"

(this is what we use to determine which field to display)

Publish your site.

Now when an affiliate logs into their portal, they will see the form submissions they have referred in the bottom right. They should now also see the name field that was submitted with each form.

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