> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Launch a campaign to your partners

> Announce a campaign kit to the right segments, restrict tier-only kits, point the Marketing tab's buttons at the next step, and read who picked it up in the first week.

A kit nobody opens is a folder.
Launch day is when you tell the right partners the campaign exists, make sure only they can see it, and give them one obvious next step.
This guide covers that day and the week after it: the announcement, the access rules, the buttons on the Marketing tab, and reading who picked the kit up.

## What you'll achieve

The partners a campaign is for get an announcement in their portal and inbox that links to the kit.
Partners outside the campaign do not see it.
The Marketing tab's buttons lead to the form you want filled next.
A week later, you know which partners and which people opened which assets, and who to chase.

## Before you start

<Steps>
  <Step title="Publish the kit">
    The kit and the Marketing tab must already be live.
    See [Enable partners with a campaign kit](./enable-partners-with-a-campaign-kit).
  </Step>

  <Step title="Have the segments ready">
    Targeting and restricted access both use segments.
    Create the segment for this campaign first, such as Gold partners or HubSpot solution partners.
    See [Segments](/features/partners/segments).
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/steps/01.png?v=1791542193" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/video.webm?v=1791542193#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/walkthrough.html?v=1791542193" />
  </Tab>
</Tabs>

## Steps

### Decide who sees the kit

<Steps>
  <Step title="Keep it open, or restrict it">
    Go to [Assets](https://app.introw.io/assets/library), open the campaign folder and select an asset to open its detail panel.
    On the **Access** tab:

    * **Portal access** - every partner user with portal access sees it. Keep this for a campaign open to the whole program.
    * **Restricted access** - only a subset of partner users can view it. Pick the segments that should see it. With no segment picked, the list reads **All partners**.

    Set the same access on every asset in the kit, so no partner sees half a campaign.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/steps/03.png?v=1791542193" alt="A kit asset open in the asset library, with its Access options: Public access, Portal access and Restricted access." />
    </Frame>
  </Step>
</Steps>

### Announce it

<Steps>
  <Step title="Write the announcement">
    Go to [Announcements](https://app.introw.io/announcements) and create one.
    Lead with what the partner gets and what they do: the campaign, who it is for, and that the kit is on their Marketing tab.
    Add a link to the tab, and attach the banner from the kit as the image.
    Set **From** to the person partners know, usually their partner manager or your partner marketing lead, and **Assign replies to** to whoever answers campaign questions.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/steps/06.png?v=1791542193" alt="A new announcement in Introw, asking what to announce, with suggested starting points and an option to draft it with AI." />
    </Frame>
  </Step>

  <Step title="Target the campaign's segments">
    Under **Segments**, pick the same segments you used for **Restricted access**.
    An announcement about a kit a partner cannot open is worse than no announcement.
    Tag it with a **Categories** value such as Campaigns, so partners find it again next to past campaigns.
  </Step>

  <Step title="Pick the channels and publish">
    Choose **Portal** and **Email** at least, and **Slack** or **Microsoft Teams** where you share channels with partners.
    Publish.
    For every option on this screen, see [Send an announcement](/features/engagement/announcements/guides/send-an-announcement).
  </Step>
</Steps>

### Give the tab one next step

<Steps>
  <Step title="Point the hero buttons at what you want next">
    Go to the [Experience builder](https://app.introw.io/templates), open the experience and its Marketing tab.
    Select the settings icon next to a hero button to open **Configure Call to Action**.
    Under **When clicked**, choose **Open form** and select the form you want partners to fill in after picking up the kit: a request for marketing funds when the campaign is funded, or your deal registration form when it is not.
    Set **Button Text** to the action, such as Fund a campaign, and keep it **Primary**.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/steps/12.png?v=1791542193" alt="The Configure Call to Action dialog on the Marketing tab hero, set to open the 2026 - Request Fund form when a partner clicks Fund a campaign." />
    </Frame>
  </Step>

  <Step title="Republish the tab">
    Select **Publish** and apply the experience to the same partners, so their portal shows the updated buttons.
  </Step>
</Steps>

### Read the first week

<Steps>
  <Step title="See who opened each asset">
    In Assets, open an asset from the kit and go to its **Engagement** tab.
    **Partners** lists the partner companies that viewed it, and **People** lists the individual users, each with **Last viewed** and **Total views**.
    The brief is usually the first asset opened; partners who opened the brief but not the emails stopped before sending.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-kits/guides/launch-a-campaign-to-your-partners/steps/18.png?v=1791542193" alt="A kit asset's Engagement tab in the asset library, listing the people and partners who opened it." />
    </Frame>
  </Step>

  <Step title="Check the folder total">
    Open the campaign folder's details.
    **Views** shows the total across the kit, and the list underneath shows each viewer by **Name** with their **Total views**.
  </Step>

  <Step title="Follow up with the quiet ones">
    Compare the **Partners** list against the segment you announced to.
    Partners missing from it never opened the kit: a direct note from their partner manager moves them more than a second announcement.
  </Step>
</Steps>

## Verify it worked

Open a partner's portal in the targeted segment: the announcement sits in their feed and the kit is on their Marketing tab.
Open a partner's portal outside the segment: a restricted kit is not there.
On the kit's assets, the **Engagement** tab starts listing partners within hours of the announcement.

## What your partners experience

The partners the campaign is for get one message, in their inbox and their portal, that says what the campaign is and where the kit is.
They open the Marketing tab, pick up the kit, and the button under the headline takes them straight to the next form.
Partners the campaign is not for are never asked about it.

## Related

<CardGroup cols={2}>
  <Card title="Enable partners with a campaign kit" icon="book-open" href="./enable-partners-with-a-campaign-kit">
    Build the kit and the Marketing tab.
  </Card>

  <Card title="Send an announcement" icon="book-open" href="/features/engagement/announcements/guides/send-an-announcement">
    Every announcement option in detail.
  </Card>

  <Card title="Review asset engagement" icon="book-open" href="/features/content/asset-library/guides/review-asset-engagement">
    Read views per partner and per person.
  </Card>

  <Card title="Campaign Kits" icon="screwdriver-wrench" href="../technical">
    Settings and troubleshooting.
  </Card>
</CardGroup>


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