Partner marketing
automation
Empower partners to run professional marketing campaigns with pre-built templates and automated tools. From email campaigns to social syndication, help every partner drive leads without requiring marketing expertise.
Enable partners to generate demand effectively
Through-channel marketing automation provides partners with pre-built campaigns they can launch in minutes. No marketing agency required, no design skills needed—just effective, co-branded campaigns that generate qualified leads. Programs using marketing automation through partners see 4x more lead generation.
Pre-built campaign templates
Provide partners with ready-to-launch email campaigns and landing pages. They add their logo, review content, and launch.
Automated execution
Partners select campaigns and audiences; the platform handles delivery, tracking, and follow-up automatically.
Real-time performance data
Both partners and vendors see campaign metrics—open rates, clicks, conversions, and pipeline generated.
Email campaigns designed for partners
Unifyr One provides drag-and-drop email builders, professionally designed templates, and automated deployment. Partners co-brand messages while maintaining your brand standards. Campaigns launch to partner databases or lists you provide, with deliverability and compliance handled automatically.
Create social content partners can share instantly
Build professional social posts about product launches, customer success stories, or industry insights. Partners access your content library, customize posts with their own commentary, and publish to their social channels with one click. This amplifies your message across the partner network while positioning partners as thought leaders. Track which content drives the most engagement to guide future creation.
FeatureAutomated content syndication to partners
Upload marketing assets once and automatically distribute them to partners based on their tier, product focus, or region. Partners receive notifications when new content is available and can deploy it immediately. Track which assets partners use most and measure engagement across your network without manual coordination.
FeatureAutomated lead routing and distribution
Leads generated from partner campaigns are automatically routed based on territory rules, product specialization, or partner capacity. The system handles assignment, notifications, and follow-up tracking without manual intervention. Partners receive qualified leads instantly while you maintain visibility across the entire pipeline.
Track progress with automated success plans
Define specific goals for each partner tier or program level, then track their progress automatically. Success plans monitor key metrics like registered deals, closed-won opportunities, marketing campaign leads generated, and certifications completed. Partners see their progress in real time, understand what's required to reach the next level, and stay motivated to achieve program goals.
Goal tracking dashboards
Partners see visual progress toward revenue targets, deal registrations, lead generation, and certification milestones all in one place.
Automated milestone updates
Success plan progress updates automatically as partners complete activities, close deals, and generate leads.
Tiered achievement paths
Define clear requirements for partner advancement with targets for certifications, revenue, and marketing engagement.
Automated data flow across your entire stack
Unifyr One integrates with your CRM, marketing automation platform, and analytics tools to create seamless data flow. Leads from partner campaigns automatically sync to Salesforce or HubSpot with proper attribution. Campaign performance data flows back to inform optimization. Partner activity, deal registration, and training completion all update in real time—eliminating manual data entry and ensuring your entire team works from a single source of truth.
- Automatic lead sync with CRM platforms
- Real-time campaign performance tracking
- Unified partner data across all systems
- Attribution tracking for partner-driven revenue
Through-channel marketing automation provides partners with tools to execute marketing campaigns without requiring deep marketing expertise. Vendors create pre-built templates for emails, landing pages, and social posts. Partners customize and launch to their audiences, making marketing execution accessible to all partners.
Unifyr allows you to lock down core brand elements while giving partners flexibility where appropriate. Email templates include approved messaging and design—partners can customize specific sections but can't change brand colors or key messaging. You review and approve templates before they're available to partners.
Yes. Partners can upload their own contact lists and send approved campaigns to their databases. Unifyr handles email deliverability, compliance with anti-spam regulations, and bounce management. Partners maintain ownership of their contacts while you track campaign performance.
Unifyr tracks metrics at both the partner and program level. See which partners run the most campaigns, generate the most leads, and drive the highest conversion rates. Track email performance, landing page conversions, social engagement, and pipeline influenced by partner marketing.
Unifyr integrates with your CRM (Salesforce, HubSpot, Microsoft Dynamics) to sync leads generated by partner campaigns. Integration with marketing automation platforms allows for lead nurturing and scoring. Social platform connections enable partners to schedule and publish approved content directly.