Campaign Registration & ROI

Partners register every campaign they launch from a kit, keep it current themselves, and log the deals it produces. You see which campaigns are live, what they cost and what they returned, in your CRM.

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The problem it solves

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Impact

Partners run campaigns in their own tools, which is why they run more of them. Registration is the one step that keeps you in the loop, and it takes them a form, not a report.

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See it work

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How it works

A partner registers a campaign at the moment it goes out. The registration is a request on a marketing fund: the partner names the campaign, its dates, its channel and the budget they need, and you approve it like any other request. A fund does not have to pay anything back. Switch off its Claims and Invoices steps and it becomes a place partners register campaigns, with the budget at zero or used only as an approval limit. Once a campaign is approved, the partner follows it from the portal. They see it next to their budget with its status, and log the deals it produces through the campaign’s ROI form. Each deal they log is created in your CRM and counted toward that campaign, so the campaign’s ROI rises as deals come in. Introw shows the return against the approved budget, and reports can group deals by fund. Some programs want a campaign record without any fund at all. For those, a registration form can create a record of any type in your CRM, such as a Salesforce Campaign or a HubSpot custom object. The portal shows partners their own records, and they update the fields you open up, such as status, end date or audience size. Linking a later deal registration to one of those records is not something a form does today, so programs that need campaign ROI on deals use the fund route. Clicks and signups from a partner’s campaign are tracked separately, through affiliate links, and give you the top of the funnel the registered deals do not.

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Run it from your AI assistant

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Going deeper

Works with