Organization Details
HubSpot: Legal Name
Required.
HubSpot: Affiliate Type
Required.
HubSpot: Country
Required.
HubSpot: Address
HubSpot: Org Registration Number
Primary Contact
HubSpot: Contact Name
Required.
HubSpot: Job Title
Required.
HubSpot: Email
Valid email required.
HubSpot: Phone
Required.
HubSpot: Preferred Comms Channel
Required.
Secondary Contact (Optional)
HubSpot: Secondary Contact Name
HubSpot: Secondary Email
HubSpot: Secondary Phone
GiveButter & Campaign
HubSpot: Affiliate Code
Required.
HubSpot: Affiliate GiveButter Campaign URL
Required.
HubSpot: Affiliate GiveButter Campaign ID
Required.
HubSpot: Campaign Period Type
Required.
HubSpot: Campaign Start Date
Required.
HubSpot: Campaign End Date
Required.
HubSpot: Tree Placement Option
Required.
HubSpot: Affiliate Placement Location
HubSpot: Affiliate Campaign Name
Status & Key Dates
HubSpot: Affiliate Status
Required.
HubSpot: Affiliate Start Date
Required.
Set to 90 days from start, or campaign end date.
HubSpot: Affiliate Review Date
Required.
15th of the month following first sales.
HubSpot: Next Payment Date
HubSpot: Affiliate Source
HubSpot: Values Alignment Confirmed
Required.
HubSpot: Payout Threshold Confirmed
Required.
Required.
Onboarding Completion Checklist
Internal Notes
HubSpot: Affiliate Audience Description
HubSpot: Affiliate Campaign Cause
Not shared with the affiliate. Stored in HubSpot contact notes.
Submitting will create or update the affiliate's HubSpot contact record with all fields above.
HubSpot Record Created
The affiliate's CRM record has been created and all fields populated. The GiveButter campaign link can now be sent to the affiliate. Don't forget to schedule the co-marketing post and set the review date in your calendar.