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highlevel-affiliates-programAffiliates ProgramHow can I refer Affiliate Customers to TWIM CRM Pro?

How can I refer Affiliate Customers to TWIM CRM Pro?

Modified on: Fri, 20 Jun, 2025 at 2:24 PM

Want to refer an existing affiliate customer to pro? Check out these steps so you can get steps for having an affiliate customer upgrade to pro!

Need to refer new customers to pro? Check out your pro plan 14-day link in your affiliate portal. Click on “Where can I find my Affiliate link”

If you have 100 ACTIVE Trials and are looking for your 30-day link, reach out to an Affiliate Manager! 

Refer TWIM CRM Customers to PRO!

Covered in this article:

How to Find via FirstPromoter

FAQ:

How to find your PRO Affiliate links

Reach out to support via live chat/or call us if you have any questions!

How To Find your PRO affiliate links via Affiliate portal

1. Click on Affiliate Portal

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 TWIM CRM 497 Pro-plan - Link for NEW Customers to a 14-Day Trial to the TWIM CRM 497 Pro-plan

How to Find via FirstPromoter

  • Log in to First Promoter

  • Scroll to the bottom of the dashboard to find your links. 
     

2. Referring Existing Customers

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.

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

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 $97 plan and wants to upgrade to the $297 plan?

A:  We are now offering split credit for upgrades to the Unlimited ($297/month) plan. Make sure your referral uses your affiliate link when they upgrading from the $97 to the $297 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 affiliatepayments@goTWIM CRM.com 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.

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 TWIM CRM customers, upon filling out the upgrade form they will be immediately upgraded to the $497 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 TWIM CRM 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 TWIM CRM, you will only be getting a commission for their TWIM CRM 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 $200 difference of the upgrade every month they pay their subscription.

Affiliate Payouts: Where, How, When Can I Get Paid?How to find your Affiliate Customers and Commission in your Affiliate Portal