If you're tired of guessing which partners are actually engaged (and not just showing up for the free coffee), this guide is for you. Tracking partner engagement across email, social, webinars, and more is messy—unless you’ve got the right tools and a no-nonsense process. That’s where Alignedup comes in. I’ll walk you through how to use it to get real visibility into who’s actually interacting with your business, what works, and where you’re wasting your time.
Let’s get practical.
Step 1: Define What “Engagement” Actually Means for You
Before you even log in, pause and decide what “engagement” looks like for your partners. Otherwise, you’ll be staring at a bunch of dashboards with no clue what’s good or bad.
Ask yourself: - Do you care about email opens? Webinar attendance? Social shares? - Is a partner “engaged” if they show up once, or do you want consistent activity? - Which channels matter most for your goals?
Pro tip: Don’t try to track everything. Pick 2–3 key actions that actually move the needle for your business. The rest is noise.
Step 2: Set Up Your Channels in Alignedup
Alignedup lets you connect multiple channels—email, webinars, events, social, and more—so you can see partner activity in one place. But don’t just hook up every channel out of FOMO.
How to do it:
- Log into Alignedup and go to the Integrations or Channels section.
- Connect only the channels you actually use to communicate with partners. Usually, that’s:
- Email marketing tool (Mailchimp, HubSpot, etc.)
- Webinar platform (Zoom, GoToWebinar)
- Event tools
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Social accounts (LinkedIn, maybe Twitter—but only if you actually use them)
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Map each channel to your partner list so Alignedup knows which contacts belong to which partners. If your partner data is messy, clean it up first. Bad data = bad tracking.
What works:
Start with your top 1–2 channels. You can always add more later; don’t slow yourself down fiddling with every possible integration on day one.
What doesn’t:
Don’t bother connecting platforms you barely use. If your partners never respond on Twitter, skip it.
Step 3: Import and Organize Your Partner List
You need your partner info in Alignedup before you can track anything. Garbage in, garbage out.
Steps:
- Export your current partner list from Excel, your CRM, or wherever it lives.
- Clean up your data.
- Remove duplicates.
- Standardize company and contact names.
- Tag partners by segment or tier if you want to compare engagement later.
- Import into Alignedup.
- Use the import wizard or spreadsheet template.
- Double-check that email addresses and partner IDs line up correctly.
Pro tip: If you can, include metadata like partner type, region, or account manager. This lets you slice and dice engagement data later.
Step 4: Set Up Engagement Tracking Rules
Now, tell Alignedup what activities you actually care about. Otherwise, you’ll drown in vanity metrics.
How to do it:
- Go to the Engagement Tracking or Rules section.
- Define what counts as “engagement” for each channel.
- Email: Open, click, reply, or all three?
- Webinar: Registered, attended live, watched recording?
- Social: Liked, shared, commented?
- Assign weights if you want a score.
- For example: Attending a webinar = 5 points, opening an email = 1 point.
- Set thresholds for what makes a partner “highly engaged,” “somewhat engaged,” or “inactive.”
What works:
Keep it simple. You don’t need a fancy scoring model—just something that reflects reality.
What doesn’t:
Don’t go overboard with 10 different engagement levels. No one will care or remember the difference.
Step 5: Monitor Engagement Dashboards (But Don’t Get Obsessed)
Alignedup’s dashboards show you which partners are active and through which channels. Use this for insights, not endless navel-gazing.
What to look for:
- Top engaged partners: Who’s actually participating and worth more attention?
- Silent partners: Who’s dropped off and needs a nudge?
- Channel breakdowns: Is email dead, but webinars thriving? Adjust your efforts accordingly.
Pro tip: Set up simple, regular reports (weekly or monthly). Don’t spend hours every day staring at graphs.
What works:
Look for trends over time, not just one-off spikes.
What doesn’t:
Don’t obsess over small dips or jumps. Engagement ebbs and flows—focus on the big picture.
Step 6: Take Action Based on the Data
Tracking is useless if you don’t do anything with what you learn.
How to use your insights:
- Reach out personally to top partners.
Thank them, invite them to special events, or just ask what’s working for them. - Re-engage silent partners.
Send a “Hey, haven’t seen you in a while” email or a quick survey. Often, you’ll learn something useful—or realize it’s time to move on. - Double down on what’s working.
If partners love webinars but ignore newsletters, focus your efforts accordingly. - Drop what isn’t moving the needle.
If a channel is dead, don’t be afraid to cut it.
What works:
Real conversations. Automated scores are nice, but nothing beats actually talking to your partners.
What doesn’t:
Don’t try to “win back” every disengaged partner. Some aren’t a fit anymore and that’s fine.
Step 7: Iterate and Keep It Simple
This process isn’t one-and-done. As your partner program grows, so will your needs. But complexity is the enemy—keep your tracking lean and useful.
- Revisit your engagement rules every few months. Are they still relevant?
- Prune channels and reports that aren’t adding value.
- Ask partners for feedback: Do they feel engaged? What would help?
Pro tip: The simpler your setup, the more likely you’ll actually use it.
The Bottom Line
Tracking multichannel partner engagement in Alignedup isn’t rocket science, but you do need to be clear on what matters, set things up cleanly, and act on what you learn. Don’t get distracted by shiny dashboards or every metric under the sun. Start small, focus on what works, and tweak as you go. If you keep it simple and iterate, you’ll get real, actionable insight—and you’ll spend less time chasing ghosts.