> ## 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.

# Register partner campaigns as a CRM record

> Let partners register each campaign as a record in your CRM, such as a Salesforce Campaign or a HubSpot custom object, and keep its status, dates and audience current from the portal.

Some programs never pay for partner campaigns but still want to know what is running.
For those, the campaign does not need to be a fund request.
It can be a record in your CRM: a Salesforce Campaign, or a custom object you created for partner campaigns in HubSpot.
The partner registers it with a form when it goes out, then keeps it current from the portal.

## What you'll achieve

A campaign record per partner campaign in your CRM, created by the partner's registration and linked to the partner.
Partners see their campaigns in the portal and update the fields you allow, such as status, end date or audience size.

## Before you start

<Steps>
  <Step title="Have a campaign object in your CRM">
    On Salesforce, use the standard Campaign object.
    On HubSpot, create a custom object for partner campaigns with the properties you want to track.
  </Step>

  <Step title="Link the object to partners">
    Partners only see records linked to them.
    Add the campaign object on the **Object Linking** screen of your CRM connection and give it an attribution method.
    See [Configure deal attribution](/features/co-selling/shared-pipelines/guides/configure-deal-attribution).
  </Step>

  <Step title="Check your plan for custom-object collaboration">
    Partners editing a custom-object record need custom-object collaboration on your plan.
    See [introw.io/pricing](https://introw.io/pricing).
  </Step>
</Steps>

## Watch it

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

## Steps

### Build the registration form

<Steps>
  <Step title="Create the form">
    Go to [Forms](https://app.introw.io/forms) and create a form named after the motion, such as "Register a campaign".
  </Step>

  <Step title="Add the campaign fields">
    Add the fields that tell you what is live:

    * **Campaign name** - what the partner calls it.
    * **Campaign kit** - which of your kits it comes from, as a dropdown.
    * **Channel** - email, LinkedIn, webinar or event.
    * **Start date** and **End date** - how long it runs.
    * **Audience size** - how many contacts it goes to.

    Map each one to the matching property on your campaign object in the field's **CRM Mapping** section.
  </Step>

  <Step title="Create the campaign record on submit">
    Open the **Automation** tab, use **Add automation** and pick your campaign object.
    Keep **Match or create** on, so a partner who registers the same campaign twice updates it rather than creating a duplicate.
    On a custom object, pick the campaign name under **Match on these fields**, so Introw recognizes the same campaign.
    Under **Default values**, set a starting status, such as "Planned" or "Live".

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/register-campaigns-as-a-crm-record/steps/05.png?v=1791542193" alt="A form's Automation tab, choosing whether the form creates a new CRM record or matches an existing one, shown here on the Deal form." />
    </Frame>
  </Step>

  <Step title="Link it to the partner">
    In the automation's **Partner links** block, keep **Submitting partner** on.
    This is what puts the campaign in the partner's portal.

    <Frame>
      <img src="https://assets.introw.io/docs/features/tcma/campaign-roi/guides/register-campaigns-as-a-crm-record/steps/06.png?v=1791542193" alt="The Partner links setting on a form's Automation tab, which attaches the submitting partner to the record the form writes." />
    </Frame>
  </Step>
</Steps>

### Show partners their campaigns

<Steps>
  <Step title="Add the campaign list to the portal">
    Go to the [Experience builder](https://app.introw.io/templates), open the tab that holds your campaign kits, and open the section picker.
    Under your CRM, choose a list of your campaign object.
  </Step>

  <Step title="Choose what partners see and edit">
    In the list configuration, add the properties partners should see: name, channel, start date, end date, audience size and status.
    Mark status, end date and audience size as editable, so partners keep them current.
    Leave the rest read-only.
  </Step>

  <Step title="Add the registration button">
    Add a call-to-action button next to the list that opens the "Register a campaign" form.
  </Step>

  <Step title="Publish the experience">
    Publish to the partners who run your campaigns.
  </Step>
</Steps>

## Verify it worked

Register a test campaign from the portal as a partner.
The record appears in your CRM, linked to the partner, and in the partner's campaign list.
Change its status from the portal and confirm the change reaches the CRM.

## What your partners experience

The partner registers a campaign in one form when it goes out, and updates it from the portal as it runs.
They never send you a status email.

<Note>
  A form cannot yet link a later deal to one of these campaign records.
  When deals must count toward a campaign, register campaigns on a marketing fund and log the deals with the campaign's ROI form.
  See [Log the deals a campaign produces](./log-campaign-deals-as-roi).
  Otherwise, add a campaign property to your deal registration form so the partner names the campaign on each deal.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Register partner campaigns on a marketing fund" icon="book-open" href="./register-partner-campaigns-with-mdf">
    The fund route, with approval and ROI.
  </Card>

  <Card title="Connect a form to your CRM" icon="book-open" href="/features/forms/crm-automations/guides/connect-a-form-to-your-crm">
    Every automation setting, in depth.
  </Card>

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


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