A flow is a rule that tells Tolt what to do when something happens in your program. For example, pay 20% on every payment, pay $5 for every new lead, or move a partner to another group. Every commission Tolt creates automatically comes from a flow.
You'll find your flows under Flows. To start from a ready-made setup, see Create flows from templates.
The four parts of a flow
Name your flow: a name, a description and the partner group the flow applies to.
Flow trigger: the event that starts it.
New payment: runs for each new payment from a referred customer, including subscription renewals.
New signup: runs when a new referred customer signs up as a lead or a free user.
Flow action: what happens.
Generate commission: a percentage or a fixed amount. New signup flows pay fixed amounts only.
Switch group: moves the partner to another partner group.
Conditions: optional rules about the partner, customer or transaction that must be true for the flow to run. See Flow conditions explained.
Options for commission flows
In step 3, a commission flow can also have:
Approve commissions: immediately, after a number of days, or manually. See Approve commissions automatically or manually.
Prorate yearly payments: splits yearly payments into smaller periods of 3, 6 or 12 months.
Product limits: caps how many commissions each product ID can generate per partner. See Limit commissions per product.
Partner overrides and Link overrides: custom rates for specific partners or partner links. See Custom rates for a partner or a link.
Good to know
How many flows you can have depends on your plan: 3 on Basic, 5 on Growth, and unlimited on Pro and Enterprise. See Plans and feature availability.
Each partner group has its own flows. A flow only runs for partners in the group it's assigned to.
Every flow whose trigger and conditions match runs, and there's no priority order. If two commission flows match the same payment, the partner earns both, so keep conditions from overlapping.
Changing a flow only affects new payments and sign-ups. Commissions that already exist stay as they are.
On the Flows page, the trigger shows as Transaction created for New payment flows and Lead created for New signup flows.