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A partner program is not one shape, so its setup is not one checklist. These tracks walk you click by click through configuring Introw for the specific partner type you run, starting from what that partner actually needs to work with you, and linking into the in-depth guide at every step.

Pick the track for the partner you run

Partner types differ most in one question: who closes the deal. That single axis decides what the partner needs from you, which modules you set up, and the order you do it in. Start from the partner types overview if you are not sure which one you are running, then open its track below.

Affiliate

Tracked links at scale, conversion attribution, fraud protection, and frictionless payouts. The vendor closes.

Referral

Dead-simple off-portal registration, channel-conflict protection, auto status updates, and referral fees. The vendor closes.

Co-sell

Collaboration on the live CRM deal, account mapping, a shared pipeline, co-branded assets, and MDF. Shared close.

Reseller

Tiering, deal registration that protects margin, self-serve CPQ, certification, and margin accounting. The partner closes.

Distributor

Multi-tier attribution on one CRM deal, sub-partner team access, and sell-through roll-up reporting. A partner network closes.

Implementation

A clean sales-to-delivery handoff on the CRM deal, scoped delivery access, onboarding and go-live tracking, and certification. Someone else closed.

How every track works

Each track is built the same way, so you always know what you are looking at.

Why on every step

Each step opens with why it matters for this partner type, tied to the outcome you are trying to create, not just the click path.

Minimum viable first

The opening steps get you live with the smallest real program. The deeper steps add modules only when this partner type needs them.

Only relevant modules

A track never sends you to configure something this partner type does not use. Setting up less is the point: lower cost, faster launch.

Time and people per step

A best-effort time estimate and the personas to involve, so you can plan the rollout and pull in the CRM admin or finance at the right moment.

The shape every track shares

However different the partner types are, the foundation is identical because the CRM is always the source of truth. Every track starts here before it diverges:
1

Connect your CRM

Introw reads and writes to HubSpot or Salesforce as the system of record. Nothing to migrate, nothing to reconcile.
2

Import partners and their contacts

Partners are detected from your CRM, and their contacts come with them, so attribution and access have something to attach to.
3

Attribute the right objects

Decide which CRM objects this partner type links, edits, or collaborates on, and how their contribution is credited on the record.
From there each track follows the motion that fits how that partner actually works. The result is the same in every case: a program owned by your partnerships team, configured without engineering, live in days, and trustworthy because it runs on the CRM.

Where to go next

Partner types

Compare the full partner spectrum before you pick a track.

The ROI of Introw

The upside of each partner type, modeled by ecosystem scale.

Explore the product

Every domain, feature, and guide from one place.