Skip to main content
Open in Introw: Commission plans

​
How it works

Commission plans are built in a wizard with five steps: general details, data source, conditions, reward, and enrollment. The data source connects the plan to your CRM or a billing system, the conditions decide which records qualify, and the reward defines how much partners earn and how often. Once partners are enrolled, Introw calculates commission lines for qualifying records on a schedule. You can start from a template, such as a fixed fee, a revenue share, or a tiered commission, and adjust it. Plans can be duplicated, archived, and edited, and editing can optionally recompute pending lines.

​
Prerequisites

  • Write access to commission plans.
  • A connected data source: your CRM, or a billing integration like Stripe or Chargebee.

​
Settings & configuration

Plans are built at Commission plans; start a new one at /commission/plans/new.

​
General

Name the plan, describe it, and set its start and end dates.

​
Data source

Choose where the plan reads from: your CRM, or a billing system. For a CRM source you pick the object type and the amount and date properties; for billing you connect the relevant integration.

​
Conditions

Set the conditions a record must meet to qualify, using property filters, so only the right deals or records generate commission.

​
Reward

Choose a fixed fee or a percentage, set the frequency (one-time, monthly, or yearly), and define the rate, tiers, and any maximum cap. You can target rates by partner, segment, or tier, and set installment amounts for recurring rewards.

​
Enrollment

Enroll the partners the plan applies to, individually or via filters and segments.

​
Setup walkthrough

1

Start a plan

On Commission plans, create a plan, optionally from a template.
2

Set the data source

Connect the plan to your CRM or billing system.
3

Define conditions

Set which records qualify.
4

Configure the reward

Set the type, frequency, rates, tiers, and caps.
5

Enroll partners

Add the partners the plan applies to.

​
How-to guides

Build and launch a commission plan

Take a commission plan from an empty wizard to live, partner-earning rewards end to end.

Set eligibility conditions

Define exactly which records earn on a commission plan - stack property filters with And/Or groups, target partner-attributed deals, and use the live data preview to confirm only the right records qualify.

​
Limits & gotchas

Billing data sources require the relevant integration to be connected and enabled. Editing a live plan can change future calculations, and recomputing pending lines reprocesses them, so review before saving. A maximum cap limits reward per rate, so set it deliberately to avoid unexpectedly small payouts.

​
Troubleshooting

  • No commission lines are appearing - no enrolled partners have qualifying records yet, or the conditions exclude them.
  • A billing source is unavailable - the billing integration is not connected or the module is off.
  • A reward is smaller than expected - a maximum cap or tier targeting is limiting it.