Introduction
This document outlines how to collect and attribute Channel Deal Registration information in the Integrous Analytics system. Channel Deal Registration is an important source of business that should be properly tracked in your Attribution system alongside marketing and sales activities.
How the System Works
The Integrous Analytics system automatically collects and propagates Channel Deal Registration information without requiring custom development. This attribution data is stored in the Engagement object and is automatically applied to Opportunities as they are created, ensuring complete visibility of channel contribution in your revenue reporting.
Setting Up Deal Registration Tracking
Configure Your Deal Registration Forms
To collect Deal Registration information, set the following fields in your deal registration form(s):
Required Fields:
IA - PROCESSING FC UTM MED (Admin Only): “Channel Deal Registration” (or similar value from your UTM Taxonomy)
IA - PROCESSING ENG TYPE (Admin Only): "Channel Deal Registration" (or similar value from your UTM Taxonomy)
Recommended Field:
IA - PROCESSING FC UTM SRC (Admin Only): [Channel Partner's Name, if possible]
This helps track which specific partners are registering deals
Important Implementation Notes
Do NOT use the Integrous JavaScript for Deal Registration forms
The JavaScript would capture how the partner found your registration page (e.g., Organic Search, Direct), not the deal registration activity itself
Instead, hard-code the values in the form processing as described above
DO NOT create duplicate Leads
Configure your deal registration process to check if the prospect already exists in your system
If they exist, update the existing Lead/Contact rather than creating a duplicate
Creating duplicates causes data problems even if they're later merged
How Deal Registration Connects to Opportunities
Configuring the Deal Reg form as outlined above is the only custom setup required for Deal Reg in the Integrous Analytics system. Once you've set up the form fields correctly, everything else happens automatically without any additional configuration.
Once your deal registration forms are properly configured:
When a partner submits a deal registration, the system creates an Engagement record with the specified attribution values
This Engagement will be either:
An Activation Engagement (if it's for a net-new Lead/Contact or reactivates a dormant one)
An Influencing Engagement (if it's for a Lead/Contact with an active sales process)
When an Opportunity is created and the registered Contact is added as a Contact Role, the system automatically connects the attribution data
Attribution Note: Deal Registration will receive Single-Source Attribution credit only if it generates a net-new Lead/Contact or reactivates a dormant one. If the registration is for an active Lead/Contact, it will appear in Multi-Touch Attribution reporting but won't be the primary source in single-source models.
System Limitations
While the system effectively tracks channel attribution, be aware of these limitations:
The system applies the same attribution logic to Deal Registration as it does to Marketing and Sales Engagements
It doesn't track information unique to Deal Registration processes, such as:
Deal Registration IDs or approval status
Channel partner compensation calculations
Special approval workflows
If you need to track these elements, you'll need to implement them separately from the attribution system.