HubSpotTemplate

HubSpot Event Partner & Affiliate Revenue Tracking Template

Establish a clear system for tracking external referrals and partner ticket sales directly within your HubSpot CRM using custom properties and workflows.

Managing Event Referral Revenue

Event growth often depends on partners, influencers, and affiliates. Without a proper tracking system in HubSpot, you cannot accurately attribute ticket sales to these sources.

Recommended Custom Properties

Create these properties in HubSpot to enable partner tracking:

  • Referral ID (Text): The unique code assigned to the partner.
  • Partner Name (Dropdown): A list of active event partners.
  • Affiliate Commission (Currency): Calculated based on ticket price.
  • Tracking URL (Link): The unique Tixified link used by the partner.

Workflow Logic for Attribution

Use the following logic to automate your partner reporting:

Trigger: New Ticket Purchase (Sync from Tixified)

Condition: If UTM_Source matches Partner_Name

Action 1: Update HubSpot Deal Property 'Partner ID'

Action 2: Send Internal Notification to Partner Manager

Action 3: Add Contact to 'Active Affiliate Leads' List

Reporting Dashboard Setup

Build a report based on Deals with the following settings:

  • X-Axis: Partner Name (Custom Property)
  • Y-Axis: Sum of Amount (Ticket Revenue)
  • Goal: Identify your top 20% of partners driving 80% of ticket sales.

Start tracking partner ROI today

Tixified automatically sends referral data directly to HubSpot Deals.

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