Partner marketing
automation software
Partners want to drive demand, but most of them can't build the marketing to do it. Unifyr gives partners pre-built campaigns they can launch in minutes and traces every lead back to the campaign that produced it.
Through-channel marketing your partners will run
Most partners don't have a marketing team, and most of the ones who do don't have the bandwidth to spend on your brand. Through-channel marketing automation closes that gap. You build a campaign once, partners customize a few fields, and the platform handles the delivery and the attribution back to the partner who ran it. Your brand integrity holds, and every lead traces to its source.

Email templates and landing pages that partners can co-brand and launch in minutes without a marketing team or agency.
Partners select a campaign and send to their list. Customization is limited to fields you expose, so brand integrity stays intact.
Every lead carries the campaign source through deal registration and into your CRM, so attribution survives the handoff.
Email campaigns partners can launch without a marketer
Build the email template once in the platform. Partners customize a handful of fields you choose to expose, then send to their own list. Deliverability and compliance are handled by the platform, so partners aren't managing ESP relationships on top of selling.
- Template built once
- Partners customize allowed fields
- Delivery and compliance handled
- Unsubscribe handling included

Social posts partners can share with one click
Publish approved posts into the portal with the copy and imagery you want partners representing. Partners pick up the posts to share on their own channels, optionally adding a personal comment where their voice carries weight. Every share links back so you can see which partners share what and which posts drive traffic.
- Approved posts in portal
- Partner comment optional
- One-click share to channels
- Traffic attributed per partner

Within 14 months of launch, SAS partners were generating as many leads in Unifyr as were being generated by SAS themselves. This has helped scale growth and efficiency at SAS, a leader in trusted Data and AI solutions.
Content syndication that respects partner tier
Upload a piece of marketing content once, and it flows to the partners eligible to use it based on their tier or product focus. Partners get a notification when something relevant lands, and every asset they download or share is attributed to them.
- Eligibility by tier or product
- Notification on new content
- Downloads attributed per partner
- Share tracking included

Campaign attribution through to closed-won
A lead generated from a partner-executed campaign carries the source through deal registration and into your CRM. Marketing sees revenue attribution back to the original partner campaign, not just the opportunity. Finance sees which partners are producing pipeline, rather than just consuming budget.
- Source travels into CRM
- Revenue attributed to campaign
- Pipeline visible per partner
- No manual reconciliation

How SAS scaled channel marketing
In peak months, Unifyr-distributed leads reached almost 40% of total channel leads. Half of active partners generated leads through the platform in year one.
Read case studyThrough-channel marketing automation gives partners the tools to execute marketing on the vendor's behalf without having to build campaigns from scratch. The vendor creates campaign templates in the platform, partners customize the fields the vendor allows, and the platform handles delivery and attribution. TCMA scales marketing execution across a partner network without requiring every partner to have a marketing team.
You control what partners can change. Brand colors and logos stay locked on every template; partners customize only the fields you choose to expose. Every template goes through your marketing team before it's published to partners, so what partners see is what you've already signed off on.
Yes. Partners can upload their own contact lists and send approved campaigns against them. Unifyr handles email deliverability and keeps anti-spam compliance intact. Partners own their contacts and don't hand them over to the vendor; the vendor sees campaign performance without seeing the underlying list.
Track campaign metrics inside Unifyr alongside the downstream pipeline they produced. Per campaign, the platform records opens and clicks through to conversions. Per partner, the platform records campaigns launched and leads produced. At program level, you can see spend-to-pipeline and which asset types perform best across the partner base.
Co-branding is a field-level control. You expose the fields a partner can customize (usually their logo and a personal line) and lock everything else. Partners can't change brand colors or swap imagery, and the final email carries both your brand and theirs in combinations you approved.
Emails sent through Unifyr go through the platform's sender reputation rather than the partner's. Partners aren't managing their own SMTP or ESP relationships; that work stays with Unifyr. Domain authentication and opt-in enforcement are in place on every send, and bounces are handled at the platform level.
Opt-outs propagate across the platform. A contact who opts out of one partner's campaign is recorded on the Unifyr side, so the same contact doesn't get targeted by another partner campaign without explicit re-opt-in. Unsubscribe links appear on every send, and record retention follows standard B2B marketing practice.
Yes. Approved social posts are published into a library that partners can browse. Partners can share a post to their social accounts in a single action, optionally adding a personal comment. Every share is tracked back to the originating post, so you can see which posts drive the most sharing and which partners are most active on social.
Yes. Every partner action inside the platform logs against the partner who did it. Dashboards show aggregate usage across the program alongside usage per partner. The data lets you retire assets nobody touches and invest more behind the ones partners clearly value. It also flags partners whose content appetite suggests they're ready for deeper investment.
Unifyr integrates with the major CRMs so leads generated by partner campaigns sync into your pipeline automatically. Out-of-the-box connectors cover Salesforce and HubSpot, with Microsoft Dynamics and other CRMs supported through additional integrations. Marketing automation platform integrations let nurtures and scoring continue against those leads, and social connectors allow partners to publish approved content from the portal.