Purpose
1.2. Synchronize outreach, manage reciprocal offers, and automate sharing of promotional assets, loyalty incentives, and event announcements.
1.3. Capture, track, and analyze cross-promotion performance; identify high-performing partnerships for ongoing collaboration.
Trigger Conditions
2.2. Monthly/quarterly marketing calendar update.
2.3. Inbound API call from partner requesting a campaign.
2.4. Scheduled or recurring time-trigger (e.g., first day of each month).
2.5. Event-based trigger (e.g., successful co-hosted event, seasonal promotion cycle).
Platform Variants
• Feature: Workflow; Trigger: Signed partner agreement; Action: Auto-generate campaign and update CRM records.
3.2. HubSpot
• Feature: Sequences; Set trigger on contact list update from partner; Schedule outreach emails with promo details.
3.3. Twilio SMS
• Feature: Messaging API; Trigger: Campaign launch; Action: Send SMS offers to predefined contact group.
3.4. SendGrid
• Feature: Mailing List API; Trigger: New partnership; Action: Add partner’s customer emails & auto-send campaign.
3.5. Slack
• Feature: Incoming Webhooks; Notify staff with cross-promotion details as soon as collaboration is active.
3.6. Mailchimp
• Feature: Automation APIs; Trigger: Tag added for “Partner Promo”; Send scheduled email offer to segmented list.
3.7. Google Sheets
• Feature: Sheets API; Monitor rows tagged “Partner_x”; Trigger configuration for auto-pulling partner deal data.
3.8. Airtable
• Feature: Automations; Trigger when “Promotion Status” field flipped to "Go"; Push details to CRM & partner table.
3.9. Facebook Business Suite
• Feature: Scheduled Post API; Trigger: New cross-promo asset uploaded; Auto-schedule FB + Insta posts.
3.10. Instagram Graph API
• Feature: Content Publishing; Trigger: New content from partner; Schedule and publish co-branded stories.
3.11. WhatsApp Business API
• Feature: Template Messaging; Trigger: Campaign ready; Blast partner promotion to opt-in contacts.
3.12. Zapier
• Feature: Multi-step Zaps; Trigger: New partner spreadsheet entry; Chain: CRM update, email, and social alert.
3.13. Shopify
• Feature: Product Discount API; Trigger: Joint promo; Sync and activate co-branded discount codes on site.
3.14. WordPress
• Feature: REST API/Webhooks; Auto-publish cross-promotion posts; Notify partners with publish status.
3.15. Notion
• Feature: Automation via API & Integrations; Trigger: New “Partner Marketing” template; Notify campaign team.
3.16. Eventbrite
• Feature: Event Notification API; Trigger: Cross-partner event created; Auto-notify both audience segments.
3.17. Discord
• Feature: Webhooks; Alert group on cross-promotion launch or milestone.
3.18. Trello
• Feature: Automation Rules; Card created for new partnership; Board auto-updates for promo tracking.
3.19. Monday.com
• Feature: Custom Automation; Status “Partner Campaign Active”; Notify comms, sync campaign data.
3.20. Zoho CRM
• Feature: Blueprint/Workflow; Trigger: “Partner Stage = Active”; Assign tasks and auto-log promotions.
3.21. Google Ads
• Feature: API integration; Auto-schedule/adopt new partner creative for joint remarketing.
3.22. SurveyMonkey
• Feature: Send API; Survey triggered post-campaign to both partner and own customer lists.
Benefits
4.2. Achieves timely, synchronized marketing push across partners’ channels.
4.3. Granular platform-level tracking and analytics for each cross-promotion campaign.
4.4. Increases customer engagement and acquisition by leveraging each partner’s audience.
4.5. Scalable to manage multiple simultaneous partner campaigns with reduced overhead.