Reward a partner for finishing a journey

Have the journey partners complete

Agree the bonus amount and how it is paid

Create the certificate and the segment

Create the workflow and pick Journey completed

Go to Workflows, select New workflow, select the trigger node, and choose Journey completed under Tasks & journeys.Journey completed fires when every task of the journey is done, not when the last one happens to be ticked in isolation, so it is a real completion event rather than a task event you have to reason about.

Narrow it to the journey that earns the bonus

• Which journeys count - pick your onboarding journey. Leave it empty and finishing any journey pays the bonus, which is exactly the kind of mistake that is expensive rather than merely wrong. Pick one.
• Only for partners in - the segments a partner has to be in to qualify. Use this if the bonus applies to some partner types and not others, for example resellers but not referral partners. Leave it empty to reward everyone.
• Only for partners matching - the same qualification over the partner’s own Introw and CRM fields, for a rule you would not keep a segment for. A bonus that only applies above a tier is Partner tier is any of Silver, Gold, Elite here.
• Only for journeys matching - conditions on the event’s own fields, Journey and Completed at. You have already narrowed by journey, so leave this empty.

Book the commission line

Select the + under the trigger, choose Action, then Give commission from the Rewards group.

• Amount - the fixed figure, for example 50. Use a positive number with at most two decimal places.
• Currency - leave it on Partner’s currency and the amount is resolved in each partner’s own currency when the run happens, so one workflow stays correct across a program that bills in several. Pin a specific currency only when the bonus is genuinely the same number of the same currency for everyone.
• Description - what the commission is for, for example “Onboarding completion bonus”. It is shown on the partner’s commission tab and on the payout, so write it for the partner reading their statement, not for yourself.

This books a single manual line, not a plan. A plan earns lines over time from CRM or billing data, and lives under Commission plans; this is the “fixed amount for doing a thing” case. The line is created as pending, so it still goes through your normal approval and payout run, and nothing is paid without the usual review.

Award the certificate

Add another Action, then Issue a certificate.

• Certificate - the onboarding completion certificate.
• Who earns it - All contacts of the partner or The partner champion. On this trigger, The contact this is about is not offered: a journey belongs to the partner rather than to one person, so there is no contact for it to resolve to. Choose The partner champion when the certificate represents the partnership, and All contacts of the partner when everyone at the partner should be able to show it.

Recipients are notified exactly as they are for a certificate issued by hand, so there is nothing extra to configure for the partner to receive it.

Move them into the activated segment

Add an Action, then Add to a segment from the Partner group, and pick your activated segment.Only static segments are offered. A dynamic segment’s members are whoever matches its audience, so an enrollment there would be undone at the next evaluation, and the picker refuses to offer one rather than letting you build something that silently unwinds. The partner keeps every segment they are already in, and adding a partner twice does nothing.This step is what makes the reward compound. Portal tab visibility, content and asset visibility, course auto-enrollment, discounts, and notification recipients all key off segments, so one enrollment can unlock the whole next stage of your program at once. See Layer segments to progressively unlock capabilities.

Consider tiering them at the same time

If completing onboarding also means a tier move, add Update partner properties and set Partner tier, with Write mode set to Overwrite so a partner who already holds a lower tier actually moves. If the tier is something your team also sets by hand and you do not want an automation overriding, use Fill in if not known instead.

Start the next journey, if there is one

If activated partners move onto a second program, add Enroll in a journey and pick it. A partner already on that journey keeps their progress, and only the steps they do not have yet are added, so re-enrollment is safe.Do not point this at the journey that triggers the workflow. Introw refuses to enable a workflow that enrolls partners in the journey whose completion started it, because it would cause itself.

Send the congratulations email

Add Send an email.

• Send to - All contacts of the partner so everyone who worked through onboarding hears it, or The partner champion for a single message to the main relationship.
• Email - name the bonus, the certificate, and what is now available to them. Generate with AI drafts it from this position in the flow, so it already knows a reward and a certificate came before it. Variables and CTA buttons behave as they do in an announcement, so a button can take the partner straight to the newly unlocked part of their portal.

Rehearse the whole reward

Select the play button beside the trigger, pick a partner, and select Run test. Nothing is written: no commission line is booked, no certificate is issued, no email is sent. Every node the run touched is badged Simulated. This is the rehearsal to do carefully, because this workflow spends money.

Name it and switch it on

Open Settings, name and describe it, switch Enable on, and Save. Only journeys completed from this moment on earn the bonus; partners who already finished are not paid retroactively, so handle that batch deliberately if you owe it.