> ## 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.

# Log the deals a campaign produces

> Let partners log each deal a registered campaign creates, so it lands in your CRM, counts toward that campaign and shows as ROI against the approved budget.

A registered campaign tells you what is live.
The deals it produces tell you whether it was worth it.
This guide sets up the campaign's ROI form so partners log each deal on the campaign itself.
The deal is created in your CRM with the partner attached, it counts toward that campaign, and your team sees the campaign's return next to its budget.

## What you'll achieve

Every registered campaign carries its own ROI.
Partners log a deal from the campaign in the portal, the deal lands in your CRM, and Introw totals the campaign's deals against its approved budget.
You can also report on deals per fund across all campaigns.

## Before you start

<Steps>
  <Step title="Have a campaign fund">
    Partners register campaigns on a fund. See [Register partner campaigns on a marketing fund](./register-partner-campaigns-with-mdf).
  </Step>

  <Step title="Know how a deal should look in your CRM">
    Decide the pipeline, stage and owner a campaign deal starts in, the same way you would for a deal registration.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/steps/01.png?v=1791542193" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/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-roi/guides/log-campaign-deals-as-roi/walkthrough.html?v=1791542193" />
  </Tab>
</Tabs>

## Steps

### Make the ROI form create a deal

<Steps>
  <Step title="Open the fund's ROI step">
    Go to [Marketing Funds](https://app.introw.io/marketing-funds), open the campaign fund, use **Configure** and open the **ROI** tab.
    Make sure the switch at the top right of the tab is on.
  </Step>

  <Step title="Open the ROI form">
    In the **Intake form** section, use **Go to form**.
    This is the form partners use to log results against a campaign.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/steps/03.png?v=1791542193" alt="The fund's ROI step, with the ROI intake form, its acceptance steps and the ROI reporting window." />
    </Frame>
  </Step>

  <Step title="Add the deal fields">
    Add the fields a partner fills in for a deal: the customer company, the contact, the deal name and the expected amount.
    Map each one to its property in your CRM in the field's **CRM Mapping** section.
  </Step>

  <Step title="Create the deal on submit">
    Open the **Automation** tab and use **Add automation** to add a **Deal** automation.
    Set:

    * **Default values** - the pipeline, the stage and the owner a campaign deal starts in. Add a deal property such as lead source set to "Partner campaign" if your team reports on it.
    * **Partner links** - keep **Submitting partner** on, so the deal is linked to the partner like any deal registration.

    Add **Company** and **Contact** automations too, so the deal is associated with the customer.
    See [Connect a form to your CRM](/features/forms/crm-automations/guides/connect-a-form-to-your-crm).
  </Step>
</Steps>

### Count the deals toward the campaign

<Steps>
  <Step title="Turn on real-time tracking">
    Back on the fund's **ROI** tab, in **Real-time tracking**, set:

    * **Object type** - **Deal**, the object the ROI form creates. If the form does not create it, the fund flags a configuration error.
    * **Filters** - optional. Count only open and won deals, or only closed-won, depending on what you call a result.
    * **Aggregation** - **Sum of property** with **Field to sum** set to the deal amount, for revenue. Or **Count** with a **Monetary amount per object**, when every deal is worth a fixed value to you.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/steps/04.png?v=1791542193" alt="The Real-time tracking settings on the fund's ROI step: the object type to count, an optional filter, Count or Sum of property, and the amount each object is worth." />
    </Frame>
  </Step>

  <Step title="Set the reporting window">
    Toggle the **ROI reporting window** on and set how long after the campaign's activity date partners can log deals, for example 90 days.
  </Step>

  <Step title="Save the fund">
    Use **Save**.
  </Step>
</Steps>

### Log a deal on a campaign

<Steps>
  <Step title="Partner opens the campaign">
    In the portal, the partner opens their approved campaign from the **Marketing Funds** section.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/steps/08.png?v=1791542193" alt="An accepted market development fund request opened in Introw, with its ROI tile comparing the ROI logged against the approved budget." />
    </Frame>
  </Step>

  <Step title="Partner adds the deal">
    In the **ROI** section, the partner uses **Add** and fills in the deal.
    The form already knows which campaign it belongs to.
  </Step>

  <Step title="Or your team logs it for them">
    On the same request, your team uses **Add ROI** to log a deal on the partner's behalf, or **Request ROI** to ask the partner for it.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/log-campaign-deals-as-roi/steps/10.png?v=1791542193" alt="The ROI menu on an accepted request, offering Add ROI to log a result yourself or Request ROI to ask the partner." />
    </Frame>
  </Step>
</Steps>

## Verify it worked

Log a test deal on an approved campaign.
The deal appears in your CRM with the partner linked.
On the request, your team sees the **ROI** total and, when the campaign has an approved amount, its percentage of **Approved budget**.
In the [report builder](https://app.introw.io/reports), group deals by **Introw MDF** to see the same deals per fund.

## What your partners experience

The partner never re-enters a deal.
The deal they log on the campaign is created in your CRM with them on it, so it counts for them like any registered deal and for the campaign at the same time.

<Note>
  Only deals logged through the ROI form on a campaign count toward it.
  A deal a partner registers through your regular deal form is linked to the partner, not to the campaign.
  Point partners at the campaign's **Add** button for anything the campaign produced.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Register partner campaigns on a marketing fund" icon="book-open" href="./register-partner-campaigns-with-mdf">
    Set up the fund partners register campaigns on.
  </Card>

  <Card title="Track ROI on a fund" icon="book-open" href="/features/mdf/roi/guides/track-roi-on-a-fund">
    Real-time tracking settings, in depth.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Campaign registration and ROI settings.
  </Card>
</CardGroup>


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