Run joint campaigns with partners — align on the offer, split the production work, co-promote, and reconcile the leads each side sourced.
Partner-marketing teams running joint campaigns with allies.
Quick answer
The Partner co-marketing template is a ready-made workspace for Partner-marketing teams running joint campaigns with allies.
Partner co-marketing template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Co-marketing
Joint webinar with the integration partner
Split: we host + present, they drive registration list.
Co-authored guide: 'workflows on one schema'
Agree the lead-sharing and attribution terms
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A co-campaign moves to 'Co-promoting'
Then
Notify both teams to publish their halves on the agreed date
When
Campaign moves to 'Leads reconciled'
Then
Split the lead list per the agreement and hand each side its share
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Content calendar
An editorial pipeline from idea to published, with channel labels and a recap loop — your whole content engine on one board.
View templateLaunch plan
A cross-functional launch board — assets, channels, and a go-live checklist — coordinated as one parent issue with sub-issues per workstream.
View templateEvent planning
Coordinate a conference, webinar, or field event end to end — logistics, content, and promotion tracked as one parent project.
View template