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A partner campaign is only worth running if you can see what it drove. This guide wires the attribution behind a through-channel campaign: affiliate links that tag every click to the partner, end-user forms that capture leads, and the tie-in to a commission plan and announcement that turns attribution into activation. The result is a closed loop from partner outreach to attributed revenue in your CRM.

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What you’ll achieve

Partner-driven clicks and form submissions attributed to the right partner in your CRM, feeding reporting on the pipeline and revenue a campaign generated, with the campaign tied to an incentive so partners are rewarded for the demand they create.

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Before you start

1

Have a campaign kit ready to distribute

The assets partners will launch with should already exist. See Enable partners with a campaign kit.
2

Confirm affiliate and forms are available

You need affiliate links and forms on your plan to capture attributed traffic and leads.
3

Confirm permission to manage commissions

You need access to commissions if you tie the campaign to a dedicated plan.

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Steps

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Wire attribution

1

Create partner-attributed affiliate links

Generate affiliate links so each partner’s traffic is tagged to them. See Affiliate Links & Attribution.
2

Add an end-user form to capture leads

Attach a form to the campaign destination so end-user submissions are captured and mapped to the partner. See Set up affiliate conversion tracking.
3

Include the links and form in the kit

Add the attributed links and form to the campaign assets so partners launch with attribution built in.

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Activate and reward

1

Tie the campaign to a commission plan

Enroll participating partners in a dedicated commission plan so they earn on the demand the campaign drives. See Commissions & SPIFFs.
2

Announce the campaign

Send an announcement so partners know the campaign is live and incentivized. See Send an announcement.

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Verify it worked

Launch a test through the attributed link and submit the form: the click and submission appear attributed to the partner in your CRM. As conversions land, they roll up under that partner, ready for reporting on campaign-sourced pipeline.

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What your partners experience

Partners launch the campaign in their own tooling using the attributed links and form. Every click and lead they drive is credited to them automatically, and they earn through the commission plan tied to the campaign, no manual reporting or claims.

Affiliate Links & Attribution

Generate the partner-attributed links behind the campaign.

Set up affiliate conversion tracking

Capture end-user conversions from partner campaigns.

Implementation reference

Full through-channel marketing configuration options.