Skip to main content

Channel Marketing: What It Is, Examples & Strategy (2027 Guide)

Channel marketing explained: how it works, mid-market examples, a 7-step strategy, tactics that drive pipeline and how to run campaigns and portals in a PRM.

a cover page showing a manager running channel marketing

Channel marketing is how a company markets and sells through third parties, such as resellers, managed service providers, distributors, referral partners and affiliates, instead of reaching every customer itself. The vendor supplies the product, messaging, campaigns, funding and tools. The partner brings customer relationships, local knowledge and trust that a vendor can't build quickly on its own.

If your direct sales are optimised and growth still feels like pedalling harder for the same speed, this is usually the missing piece. In most B2B markets, the customer already trusts someone else. Channel marketing makes that someone recommend you.

This guide covers how channel marketing works, what mid-market companies do well, a 7-step strategy, the tactics that produce pipeline, and how to run it all in a PRM.

What is channel marketing?

Channel marketing is a go-to-market strategy in which a vendor reaches end customers through intermediaries (channel partners) that market, sell, implement or recommend its products. The vendor's job shifts from selling to every buyer to making partners willing and able to sell for it: recruiting the right partners, giving them campaigns, funding joint activity, protecting their deals and measuring results.

Unlike direct marketing, channel marketing trades some control of the customer journey for reach, credibility and speed. Unlike peer-to-peer partner marketing, it is about your route to market: partners sell, resell, implement or refer your product.

How channel marketing works

Every channel marketing programme follows the same loop, whether you have 10 partners or 1,000:

1. The vendor builds the programme: partner types, tiers, margins or commissions, and rules of engagement.

2. Partners join and get enabled: onboarding, training, certification and access to a partner portal.

3. Campaigns go to market: the vendor provides co-branded campaigns, content and funding; partners run them to their customers.

4. Partners register leads and deals: registration protects the partner's opportunity and gives the vendor visibility.

5. Deals close and partners are rewarded: commissions, margins or MDF flow back to partners.

6. Both sides measure and optimise: sourced and influenced revenue decide where the next budget goes.

The three directions of channel marketing

Most programmes that stall are only doing one of these.

Direction

What it means

Typical activities

Example

Marketing to the channel

Convincing partners to join, prioritise and sell your product

Recruitment campaigns, programme pages, partner events, incentives

A cybersecurity vendor recruits MSSPs with a margin calculator and a certification offer

Marketing with the channel

Running joint campaigns where both brands contribute

Co-hosted webinars, co-authored guides, MDF-funded events

A SaaS vendor and an implementation partner co-host a webinar for finance leaders

Marketing through the channel

Giving partners ready-made campaigns they run under their own brand

Co-branded kits, landing pages, through-channel marketing automation

A manufacturer gives 300 dealers localised ads they can launch in one click

The strongest programmes run all three: they attract the right partners, build campaigns with the most committed ones and make it effortless for the long tail to market on their behalf.

Why channel marketing matters now

A smaller share of technology money passes through partners' invoices, yet partners matter more to buying decisions than ever.

Data point

What it tells you

The share of global IT spending flowing through the channel fell from 69% to 65% this year, according to Omdia as reported by Channel Dive

Direct AI infrastructure mega-deals are skewing the total

Omdia estimates well over 90% of tech purchases are assisted by partners in some way (Channel Dive)

Partner influence, not just partner-transacted revenue, is the number to plan around

67% of B2B partner ecosystem leaders plan for indirect revenue to grow more than 30% year over year (Forrester)

Channel budgets and targets are rising

94% of business buyers use AI during their buying process, and 68% have a front-runner in mind at the start (Forrester)

Preference forms early, often shaped by trusted partners

Who your channel partners are

Channel marketing usually runs through a mix of resellers and VARs, MSPs, distributors, referral partners, agencies, technology partners, system integrators and affiliates. Each needs different campaigns and incentives: an MSP wants demand generation it can package into a service, while a referral partner wants a simple form and fast payouts. For a full breakdown of each type, read what is a channel partner.

Channel marketing examples from mid-market companies

You don't need Big Tech budgets to make channel marketing work. These examples come from each company's own disclosures.

Telnyx: rewarding every role in the sales cycle

Voice AI and communications platform Telnyx launched a new partner programme in June 2025, backed by a newly formed partner team, for channel partners, distributors, solution providers and system integrators. Partners can resell, refer qualified leads or act as strategic advisers, and the Telnyx Partner Program rewards each role in the sales cycle, with co-marketing through joint campaigns, partner spotlights and shared success stories. To support those different motions, Telnyx set up separate deal registration forms for each partner type in Journeybee, gaining around 30% in partner programme efficiency, as described in our Telnyx case study.

Inspiration to take: give each partner role its own path, from registration to rewards, instead of forcing referrers, resellers and advisers through the same process.

Pipedrive: separate tracks for implementers and referrers

Pipedrive's revamped solution provider programme introduced Authorized, Gold and Platinum tiers, a partner portal with performance insights and co-marketing resources for its 700+ partners. Eligible partners can apply for co-marketing funds, while a separate affiliate programme pays a 20% revenue share for a new customer's first 12 months, rising to 30% for affiliates who refer two to five customers a month.

Inspiration to take: give partners who implement and partners who only refer their own rewards and marketing support.

Salsify: benefits that grow with each tier

Commerce experience platform Salsify runs a Solution Partner Program for agencies and consultancies with five tiers, from Registered to Platinum. Every partner gets the partner portal, sales and marketing collateral and a website listing. Leads from Salsify start at Bronze, co-marketing and case study support at Silver, and joint customised marketing campaigns at Gold. Salsify also publishes partner case studies, such as how furniture brand Walker Edison worked with implementation partner Aleysian to launch on 10 retail channels within six months. Salsify has said that more than half of its local customer base in EMEA also works with its partner ecosystem.

Inspiration to take: publish exactly which marketing support each tier unlocks, so partners know what they gain by investing more in your product.

HubSpot: agencies as a revenue engine

Solutions Partners and the customers they referred accounted for about 49% of HubSpot's 2025 revenue, according to HubSpot's annual report. HubSpot's sales rules separate "partner sourced" deals from "partner assisted" ones.

Inspiration to take: publish clear rules of engagement and reward each kind of contribution differently.

How to build a top channel marketing strategy in 7 steps

Step 1: Set goals and define your ideal partner profile

"Grow partner-sourced revenue to 20% of new ARR within 12 months" is a goal you can plan around. "Do more with partners" isn't. Then define your ideal partner profile: the customers they serve, their technical capability and whether your product makes them more money or less work. Then package it all into a channel partner programme with clear tiers and benefits.

Step 2: Recruit with a clear value proposition

Find partners through industry associations, events, LinkedIn, your customers' advisers and integration overlaps. Give them a reason to choose you: margin or revenue share, a product their clients ask for, marketing support and a programme that is easy to work with. Journeybee's partner recruitment tools help you find and qualify them. See our guide to recruiting B2B channel partners.

Step 3: Onboard and enable partners quickly

Signing an agreement and hoping for the best is why most partner onboarding fails. Aim to get every partner to a first campaign and a first registered deal within 30 days, with structured partner onboarding, training and partner enablement, certification, a partner portal full of current assets and a named contact.

Step 4: Agree joint plans and rules of engagement

With your top partners, build a joint business plan with target accounts and a campaign calendar. Then prevent channel conflict with deal registration, protection periods and clear rules for when your direct team and a partner chase the same opportunity.

Step 5: Choose your tactics and fund them

Offer three levels of effort: ready-to-run kits for the long tail, market development funds (MDF) for partners with a plan, and fully joint campaigns with your top partners. The tactics section below explains which tactic fits which partner, and our B2B partner marketing campaigns guide shows ten formats in full. Most budgets combine three funding types:

Fund type

How it works

Best used for

Watch out for

MDF

The vendor pre-approves funding for a partner's marketing plan

Events, paid media and webinars that create new pipeline

Spend that can't be tied to pipeline

Co-op funds

Partners accrue a percentage of sales to spend on marketing

Keeping proven partners investing

Rewarding past sales over future growth

SPIFFs

Short-term cash rewards for partner reps

Launches and quarter-end pushes

Discounting and short-term spikes

Our comparison of MDF vs. co-op vs. SPIFF and guide to tracking MDF ROI go deeper.

Step 6: Build relationships and community

Partners give their time to the vendors that are easiest to sell, so a great partner experience is a competitive advantage. Communicate regularly, act on feedback and give partners a place to learn from each other, such as a shared Slack channel or a partner summit.

Step 7: Measure and optimise

Review these KPIs with key partners in quarterly business reviews:

KPI

How to calculate it

Partner-sourced revenue

Closed-won revenue on partner-registered deals

Partner-influenced revenue

Closed-won revenue with any partner touch

Active partner rate

Partners with a deal or campaign this quarter ÷ total partners

Time to first deal

Average days from partner signature to first registered deal

Campaign activation rate

Partners who launched a campaign ÷ partners who received it

MDF ROI

(Revenue from MDF-funded leads − MDF spent) ÷ MDF spent

Reliable partner attribution and partner analytics make these numbers credible to your CFO. For more, see our 33 partnership KPIs and guide to partner marketing metrics.

Channel marketing tactics that work

The best tactics give buyers something useful neither you nor your partner could create alone, and make every lead traceable to the partner and campaign behind it. For ten fully worked formats, from a partner podcast sprint to a CISO incident tabletop, see our guide to B2B partner marketing campaigns.

Tactic

Best partner types

Effort for partners

Key metric

Co-branded campaign kits

Resellers, MSPs, dealers

Low

Campaign activation rate

Joint webinars and LinkedIn Lives

Agencies, technology partners

Medium

Registrations to meetings booked

Workshops and field events

MSPs, resellers, SIs

High

Attendee-to-opportunity rate

Integration launches

Technology partners

Medium

Influenced pipeline on shared accounts

Customer evidence campaigns

Implementation partners, resellers

Medium

Win rate on deals using the asset

Referral campaigns

Consultants, advisers

Low

Referrals per active partner

SPIFFs and affiliate programmes

Reseller reps, creators

Low

Deals or sign-ups during the offer

Co-branded campaign kits

A kit bundles emails, social posts, a landing page and a one-pager, with the partner's logo added automatically. It's the fastest way to get the long tail marketing for you. Build kits around a buyer problem, not your product launch, and refresh them quarterly. For large dealer or reseller networks, through-channel marketing automation lets each partner launch localised versions in a few clicks.

Joint webinars and LinkedIn Lives

Put your partner's practitioner on screen answering a question buyers already ask, not two sales pitches. Agree in advance who owns registrations and how leads are registered. Our campaigns guide shows how to turn a webinar into a hands-on workshop for the accounts that attend.

Workshops and field events

Small, high-intent formats, such as a half-day workshop, a tabletop exercise or an executive dinner, often beat a conference stand for pipeline and suit MDF well. Invite from the partner's customer list and follow up within 48 hours. See how to generate leads at partner events.

Integration launches

For technology partners, you already share customers. Use account mapping to find overlapping accounts, run a launch week with a demo and a sales play for both teams, then co-sell on the accounts that engage.

Customer evidence campaigns

Buyers trust customers more than vendors or partners. Turn joint wins into case studies, short videos and reference calls, and give partners the assets for late-stage deals.

Referral campaigns

Consultants and advisers don't want to run campaigns; they want a timely reason to mention you. Give them a seasonal message tied to a client deadline, a one-click referral form and fast payouts. See our tips on getting more referrals from partners.

SPIFFs and affiliate programmes

A SPIFF rewards partner reps for a specific sale over a few weeks, which suits launches and quarter-end pushes. Affiliates suit self-serve products; give them tracking links, creative and clear commission rules. See our guide to building an affiliate network.

Match each tactic to the partner's capacity: partners with marketing teams can run webinars and events with MDF; partners without them need kits and referral campaigns that take minutes. Start with one or two tactics per tier, measure for a quarter and double down on what produces pipeline.

Channel marketing best practices

1. Make the first 30 days count. Partners who launch a campaign and register a deal early are far more likely to stay active.

2. Segment partners by tier. Joint plans for the top tier, MDF for the middle, self-serve campaigns for the long tail.

3. Keep assets current automatically. Outdated decks and pricing in partners' hands damage your brand.

4. Reward influence, not just transactions, as Telnyx and HubSpot do.

5. Tie every euro of MDF to pipeline with approved plans and proof of performance.

6. Track every lead from campaign to closed deal. Without attribution you can't fund what works.

7. Put an owner on it. A channel marketing manager aligns sales, product and marketing with the channel.

Channel marketing opportunities

Three shifts are creating the biggest openings right now:

  • Influence over transactions: with well over 90% of tech purchases partner-assisted, fund partners that advise and implement, not only those that resell.
  • AI-mediated buying: Forrester argues partner expertise only creates advantage if buyers, and the AI systems assisting them, can find it (Forrester). Partner directories, certifications and customer evidence are now channel marketing assets.
  • AI agents in partner programmes: AI is moving from writing content to recommending assets, routing leads and answering partner questions. See PRM and MCP.

We cover these in depth, alongside ecosystem-led growth, in our channel marketing trends guide.

How to use a PRM to run channel marketing

Once you have more than a handful of partners, spreadsheets and email threads stop working. A PRM platform becomes the system that runs channel marketing, from first campaign to final payout.

Channel marketing job

Without a PRM

With a PRM

Campaigns

Assets emailed as attachments, no idea who used them

Co-branded campaigns launched from one place, tracked per partner

Partner portal

Shared drives with outdated decks

One branded portal with current assets, playbooks and pricing

MDF

Requests in email, claims in spreadsheets

Requests, approvals, proof and payouts in one workflow, tied to pipeline

Deal registration

Duplicate deals and channel conflict

Protection rules, synced to your CRM

Reporting

Manual reports from several tools

Live dashboards for sourced revenue, activation and MDF ROI

Campaigns

Build a campaign once and push it to the partners or tiers it's meant for. Journeybee's partner marketing software delivers co-branded campaigns in Slack, Teams and the partner portal, keeps assets up to date automatically and scores engagement, so you know which partners are active and which assets drive leads. Need ideas for what to send? Start with our B2B partner marketing campaign examples.

Partner portals

A partner portal is where partners find campaigns, collateral, training, deal registration and their own performance. Journeybee's portal is headless and customisable, so it matches your brand and programme structure. Courses and certifications live in the partner LMS.

Funding, leads and reporting

Partners request market development funds and upload proof of performance in the same platform, and every fund links to the leads and revenue it produced. Campaign leads flow into deal registration, which can use a separate form for each partner motion, as Telnyx does with Journeybee. Registered deals then sync to your CRM through native integrations with HubSpot, Salesforce, Pipedrive, Attio, Zoho and Microsoft Dynamics 365. Buzz, Journeybee's MCP-native AI copilot, helps channel teams with everyday partner work.

Comparing tools? Our roundup of the best partner marketing software explains what to look for.

Next steps

Channel marketing works when it runs as a system: the right partners, campaigns they can launch, funding tied to pipeline and measurement both sides trust. Start with one partner type and one region, prove the model, then scale. To see how teams such as Telnyx do this, read the Telnyx case study or browse more customer stories.

Want to see channel marketing campaigns, partner portals, MDF and deal registration in one platform? Explore Journeybee or book a demo.

Published Updated

Related Articles

Frequently Asked Questions

Channel marketing is a strategy in which a company markets and sells its products through third-party partners, such as resellers, managed service providers, distributors, referral partners, affiliates and cloud marketplaces, rather than only through its own sales team. The vendor equips partners with campaigns, content, funding and tools, and partners use their customer relationships to drive sales.

Telnyx, a voice AI and communications platform, runs a partner programme where partners can resell, refer leads or act as strategic advisers, with rewards and co-marketing for each role. Salsify offers tiered benefits from partner portal access to joint marketing campaigns, and HubSpot's Solutions Partners and the customers they referred accounted for about 49% of its 2025 revenue.

Channel marketing is about a vendor's route to market: partners resell, refer or implement the vendor's product and the vendor's marketing helps them sell it. Partner marketing is usually peer-to-peer, where two non-competing companies run joint campaigns to reach each other's audiences. The two overlap, and many programmes use both.

The main types are resellers and value-added resellers (VARs), managed service providers (MSPs and MSSPs), distributors, referral partners, agencies and solutions partners, technology and integration partners, global system integrators, cloud marketplaces and affiliates.

Set measurable channel goals and define your ideal partner profile, recruit partners with a clear value proposition, onboard and enable them quickly, agree joint go-to-market plans and rules of engagement, fund and run co-branded and joint campaigns, build a partner community, and measure partner-sourced and partner-influenced revenue to optimise the programme.

Track partner-sourced revenue, partner-influenced revenue, active partner rate, time to first deal, campaign activation rate and MDF ROI. Lead-level attribution from campaign to closed deal, synced with your CRM, makes these numbers reliable.

Effective channel marketing tactics include co-branded campaign kits, joint webinars, small workshops and field events, integration launches with technology partners, customer evidence campaigns, referral campaigns, SPIFFs and affiliate programmes. Match each tactic to the partner's marketing capacity and measure it by the pipeline it produces.

A PRM runs channel marketing in one place: it delivers co-branded campaigns to partners, hosts the partner portal with current assets and training, manages MDF requests and payouts, protects deals through registration and syncs partner leads to your CRM, with dashboards for sourced revenue and campaign performance.