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Partner Cloud
Create a Partner-Facing Campaign with Eligibility Criteria

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Create a Partner-Facing Campaign with Eligibility Criteria

Publish an approved campaign to Campaign Marketplace and control which partners qualify when they request to sign up.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions in Agentforce for Sales with Partner Ecosystem Management - Members, Partner Ecosystem Management - Login.
User Permissions Needed
To create a partner-facing campaign: Create on Campaigns

Salesforce evaluates eligibility when a partner selects the sign-up action. As a result, a campaign can appear in Campaign Marketplace to partners who don't qualify.

  1. Create a standard campaign, or open the campaign that you want to offer to partners.
  2. Mark the campaign as partner-facing.
  3. Turn on campaign sign-up for partners.
  4. Choose whether partner users can add leads and contacts to the campaign.
  5. To restrict sign-up, turn on eligibility criteria and define the partner conditions in the expression builder.
  6. Add the approved marketing assets that each partner child campaign inherits.
  7. Click Save.
    The campaign appears in Campaign Marketplace. Salesforce evaluates the eligibility expression when a partner selects the sign-up action.
  8. To remove an existing eligibility criteria, navigate to the flow record, find the Enrollment Eligibility Criteria field.
  9. Click edit and deselect the eligibility criteria you want to remove.
  10. Click Save.
Example
Example

To offer a product-launch campaign only to Gold partners with available market development funds, combine the loyalty-tier and fund-availability conditions.

 
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