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What you’ll achieve

A live affiliate campaign where every enrolled partner has their own tracked referral link, clicks and conversions are attributed inside your chosen window, the attributed partner earns a fixed amount or a commission plan reward per conversion, and partners watch their own clicks, conversions, and earnings from their portal. This guide covers the whole job: creating the campaign, setting attribution, choosing the reward, enrolling partners, installing tracking, and publishing the partner view.

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Before you start

1

Confirm the campaigns module is on

Affiliate campaigns require the campaigns module to be enabled on your plan. If the Affiliate campaigns area is locked, ask your admin to enable it.
2

Create a conversion form

A campaign needs a conversion form. This form is submitted automatically when a conversion is recorded, with the partner attributed, so the record lands in your CRM. Build it in Forms first if you do not have one.
3

Decide your reward model

Know whether partners earn a flat amount per conversion or rewards governed by a commission plan. If you want a plan, create it first so you can link it.
4

Get access to your destination site

You will install a small tracking snippet on the site partners send traffic to, or record conversions from your backend or a HubSpot form. Confirm you can edit the site or its tag manager.

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Watch it

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Steps

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Create the campaign

1

Open Affiliate campaigns

Go to Affiliate campaigns and select New campaign. The campaign is where the whole referral program lives, so everything below hangs off this one record.
Open Affiliate campaigns
2

Fill in the new campaign details

In the New affiliate campaign dialog, set the three basics that define what is being tracked:
  • Name - the campaign’s internal label (for example, “Q3 Affiliate Program”). It is how you and your team find the campaign in the list, so make it descriptive.
  • Conversion form - the form submitted automatically when a conversion is recorded, with the partner attributed. This is what writes the conversion into your CRM, so pick the form that represents the goal you are paying for (a demo request, a signup, a purchase).
  • Destination URL - the page a visitor lands on after clicking a partner’s link (for example, your pricing or signup page). Every partner link redirects here, carrying the tracking that ties the click to the partner.
Select Create campaign. The campaign opens to its configuration tabs, ready to set up.
Every affiliate program lives on one campaign record; start a new one.

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Set attribution

1

Open the General tab

On the campaign, open the General tab. This is where you confirm the basics and define how credit is assigned. The Name, Conversion form, and Destination URL you just set appear here and can be edited any time.
2

Set the attribution rules

Attribution decides which partner earns credit, and for how long after a click:
  • Attribution window (days) - how many days a click stays valid for attribution. A conversion that arrives after the window closes is not credited to the partner. Accepts 1 to 365 days; choose a window that matches how long your buying cycle realistically takes (a short window for impulse signups, a longer one for considered B2B purchases).
  • Attribution model - which click wins when a visitor clicks more than one affiliate link before converting. Last click credits the most recent partner (the one who closed the visit); First click credits the partner who first introduced the visitor. Last click is the common default for affiliate programs.
Select Save changes to store the General tab.

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Set commission

1

Open the Commission tab

Open the Commission tab and turn on the Commissions switch. The reward is what motivates affiliates, so this connects each conversion to a payout. With commissions off, conversions are still tracked but no reward accrues.
2

Choose the reward type

Under Reward type, pick the model that fits your program. The two options are mutually exclusive, so a campaign pays one way or the other:
  • Fixed amount per conversion - a flat amount credited to the attributed partner on every conversion. Choose this for a simple bounty (for example, a set amount per qualified signup), then enter the value in Commission per conversion in your organization’s currency.
  • Commission plan - rewards governed by a commission plan (for example, a percentage of invoiced revenue). Choose this for indirect or revenue-based commissions and for stronger protection against conversion fraud, then select the plan from Commission plan. If you have no plans yet, create one first, then return here to link it.
Select Save changes. The Commission tab now reflects your model and conversions will accrue accordingly.
Most programs never have to do this by hand. Once the campaign is on a portal experience, Introw provisions each partner’s link for you (see Links are provisioned automatically below). Generate links explicitly when you want partners to have a link before they ever open the portal, for example to paste into a launch email.
1

Open the Links tab

Open the Links tab. Partners can only drive tracked referrals once they have a link, so this step activates the campaign for the partners you choose. Each partner gets exactly one tracked link.
2

Generate links for partners

Select Generate links, choose the partners to enroll in the Generate affiliate links picker, and confirm. Introw creates a unique, signed referral link for each selected partner. Partners who already have a link are skipped, so it is safe to run again as you add more affiliates. The table then lists each partner with their link, clicks, conversions, and quality counts.
You do not have to remember this step for a partner to get a link. Introw mints one on its own at two moments:
  • When you publish an experience that contains the campaign’s affiliate block, every partner in that publish gets a link for the campaign the block points at. There is no toggle on the block: an affiliate section a partner can see but has no link for is broken, so the block’s presence is the intent.
  • When a partner first opens the campaign block and has no link yet, Introw creates it on the spot, so campaigns and portals that existed before this behaviour heal themselves without a republish.
Both routes are safe to repeat and never issue a second link: a partner has exactly one link per campaign, and a link you revoked stays revoked rather than being quietly reissued. Provisioning only runs on active campaigns, and only for real partners, so an admin previewing an experience outside a partner room does not mint one. If provisioning fails, the affiliate section still renders its stats and conversions and simply shows no link, rather than failing the page. Reload, or use Generate links.

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Install conversion tracking

1

Open the Install tab

Open the Install tab. Clicks and conversions only record once tracking is in place, so this is what makes the whole campaign measurable.
2

Add the tracking snippet

Copy the snippet under Add the tracking snippet and paste it once into the <head> of every page on your destination site. One snippet covers every campaign in your organization; the click cookie decides which campaign and partner a conversion belongs to. The snippet looks like this:
Once it is live, the install status pill shows Installed when Introw detects the snippet on your destination URL. Use Re-check after you deploy.
3

Choose how conversions are tracked

Under Track conversions, pick the method that matches where your conversion happens. For full setup of each, see the conversion tracking guides; in short:
  • Client-side - recommended when conversions happen on your website. Call the browser tracking function when a visitor converts.
  • Server-to-Server - recommended when conversions happen on your backend. Post to the conversions API with a secret API key that has the affiliate:write scope. Most reliable.
  • HubSpot forms - recommended when conversions happen on a HubSpot form. Nothing else to do: once the snippet is installed, every HubSpot form submission on an allowed origin is attributed automatically.
4

Restrict allowed origins

Under Allowed origins, list the sites permitted to record browser conversions for this campaign, comma-separated, so only your own sites can submit conversions. This applies to HubSpot forms and client-side tracking. Leave it empty to allow any origin, but setting it is recommended to prevent spoofed conversions. Select Save.

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Show the campaign in the portal

1

Add a campaign section to an experience

Affiliates stay engaged when they can self-serve, so give them their own view. In Experience builder, open the partner experience and add a campaign section, then select this campaign. Each partner sees their own link, clicks, conversions, and earnings, and can add their own vanity alias.
Create the campaign: it opens ready to configure, with a tracked link generated for each partner you enroll.
2

Publish the experience

Publish the experience so the section goes live for partners. For the full builder workflow, see Build and publish a portal experience.

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Verify it worked

Open the campaign’s Conversions tab and confirm a test conversion appears with the right partner, value, and status. Open the Links tab to confirm each enrolled partner has a link with clicks and conversions counting up. Finally, open the portal as a partner and confirm the campaign section shows their own link and live stats. At that point the program is self-running: partners share, conversions attribute inside your window, and the attributed partner earns the reward you configured.

Set up affiliate conversion tracking

Install the snippet and verify conversions land.

Protect affiliate revenue from fraud

Turn on the Quality-tab fraud controls.

Create a vanity link alias

Give partners a cleaner link to share.

Implementation reference

Full configuration options.