Universal Forms Affiliate Program Integration

Connect Universal Forms once. Track every signup.

This is able to track sign ups / referrals from any form hosted on your website when it's submitted (This won't work if the form is in an Iframe)

Tracks signups, not sales. There is no checkout here, so connect a payment platform alongside it to pay per sale.

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Universal Formsby ReferlyIntegration

What arrives in Referly

Referrals trackedSales not tracked

4 steps to connect, none of which need a developer.

Overview

Referly and Universal Forms

This is able to track sign ups / referrals from any form hosted on your website when it's submitted (This won't work if the form is in an Iframe)

Running more than one platform? They all feed one ledger, so partners get a single link, a single balance and a single payout.

What connects

What Referly tracks in Universal Forms

Fourteen things, each one read from what Universal Forms reports rather than from a feature list. The two chips below are the short answer.

Referrals trackedSales not tracked

What it does

  • YesA signup, trial or new customer is recorded against the partner who sent them, before any money moves.
  • YesAn `rsubID` on the inbound link travels all the way to the sale, so an ad platform or a network can match the conversion back to its own click.

What it does not, or only sometimes

  • NoA form submission is a referral. Connect a payment platform alongside it to record what the referral goes on to buy.
  • NoRenewals arrive as their own payments, so a partner can be paid for a set number of payments, a set number of months, or for the life of the customer.
  • NoA refund reverses the commission it earned, so a partner is not paid for revenue you gave back.
  • NoA customer who types a partner's discount code at checkout is attributed to that partner, with no link click and no cookie involved.
  • NoReferly creates the discount code inside your platform when a partner joins, so you never mint codes by hand.
  • NoReferly reads your product catalogue, so a rule can pay one rate on one product and a different rate on another.
  • NoTarget a whole collection instead of listing its products one by one, and new products in that collection inherit the rate.
  • NoTax is subtracted before the commission is calculated, so you are not paying a percentage of money that belongs to a tax authority. On by default, and switchable.
  • NoShipping is subtracted before the commission is calculated. On by default, and switchable.
  • NoInstead of cash, a partner's balance can be issued as credit inside the platform they already shop in.
  • With a conditionSomeone has to add the tracking snippet to your site once.
  • NoThere is nothing to authorise. The snippet does the work.
  • NoPartners are added to a named list or group in your email platform as they join, so onboarding and announcements go out from the tool you already write in.
  • NoMoney actually leaves through this platform. Referly hands it the batch, and it moves the funds to each partner.
  • NoOne approval sends every partner what they are owed, rather than one transfer at a time.

Setup

Connect Universal Forms in four steps

Four steps, in order. The honest note underneath says which of them need someone technical and what the connection does not do.

  1. 1

    Add the tracking script to your site

    One line in your head tag on the page that holds the form.

  2. 2

    Point Referly at your form

    Name the form and the email field, and the submission becomes a referral.

  3. 3

    Connect the platform that takes the money

    Stripe, Shopify or any other payment platform, so the sale is recorded too.

  4. 4

    Set your commission and invite partners

    Pay per lead, or pay per sale once the payment platform is connected.

This tracks referrals only. A form submission has no revenue in it, so unless step 3 is done there is no sale to pay a commission on. That is the whole limitation, and it is the reason this integration is usually paired with a payment platform rather than used alone.

Read the Universal Forms setup docs

Guides

Step-by-step for Universal Forms

Written for the setup you actually have, not the one that makes the shortest article.

Customer stories

What a program on Referly looks like

Three businesses, three different stacks, and the numbers their partners produced.

OptimizePress
SaaSSite builder

We have been running affiliate programs for over a decade, and ours is one of the biggest parts of how OptimizePress grows. Referly is the first platform where an operation with thousands of partners actually feels manageable, from recruiting new affiliates to tracking every sale they send.

James Dyson

James Dyson

Founder & CEO, OptimizePress

7 figures
in affiliate-driven sales
4,554
active affiliates
10,536
referrals
Letterly
Mobile appAI writing

This platform is quite simple and easy to use, and you can start attracting people to your affiliate program very quickly. A big plus is that the founder, Ayo, is super responsive.

Ilfat Khayrullin

Ilfat Khayrullin

CMO & Co-founder, Letterly

300K+
app users
689
active affiliates
24,114
clicks tracked
Moov
EcommerceFitness

Affiliates drive a serious share of our revenue across three countries. Since we moved to Referly everything runs from one place, tracking has been spot on, and our partners get paid without me chasing spreadsheets.

Alexander Koppers

Alexander Koppers

Affiliate Manager, Moov

$6.9M

in total affiliate-driven revenue

1,154
active affiliates
19,017
affiliate sales
1,240,030
clicks tracked

FAQ

Before you connect anything

The questions founders ask in the first ten minutes.

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  • No. A form submission is a referral, and a referral has no revenue in it. Connect the platform that takes the money alongside it and partners can be paid per sale.