Getting Started on Keen

Partnerships work best when everyone has clarity: who is sharing leads, where those leads are tracked, when rewards are earned, and how data moves between systems.

Keen is built to make that process structured from day one. In this guide, we'll walk through the basic setup: signing up, creating your first channel, inviting a partner, defining the reward structure, and connecting your CRM.

1. Sign Up and Create Your Company Profile

Start by creating your Keen account.

When you sign up, Keen connects your user profile to your company. This company becomes your workspace for managing partner channels, leads, rewards, reports, and integrations.

During setup, make sure your company information is accurate. Your company name will appear in partner invites and shared partnership views, so use the name your partners will recognize.

Once you are inside Keen, you will see the main areas of the app, including partner channels, leads, rewards, reports, analytics, and integrations. If you see a "Getting started" checklist, use it as a quick way to track your setup progress.

2. Create Your First Partner Channel

A channel is the core unit of partnership management in Keen.

Think of a channel as the shared workspace between your company and a partner. It defines how leads move between the two companies, who is referring leads, who is receiving them, and what reward rules apply.

To create a channel:

• Go to Partner channels.
• Click Create channel.
• Give the channel a clear name.

Use a name that both internal users and partners will understand. For example:

• Acme referral partnership
• Nordic reseller channel
• Agency partner leads
• Partner referrals - Denmark

Next, choose the lead direction. If your partner will send leads to you, choose the option where your company is the receiving side. If you will send leads to the partner, choose the referring direction instead.

This distinction matters because Keen uses the channel direction when showing analytics, partner performance, lead ownership, and reward logic.

You may also choose the channel currency. This is important if you plan to calculate rewards, commissions, or partner payouts from this channel.

Once the channel is created, Keen opens the channel page. This is where you manage the partnership's leads, reward triggers, form page, statuses, properties, integrations, and settings.

3. Invite Your Partner to the Channel

After creating the channel, invite your partner so both sides can collaborate in Keen.

Go to Partner channels and click Invite partner, or open the relevant channel and invite the partner from there.

Keen can generate an invite link that your partner can use to join. You can copy the link and send it manually, or send an email invite directly from Keen.

A good invite should explain three things:

• Why you are inviting them.
• What they will be able to do in Keen.
• What happens after they accept.

For example:

We're inviting you to collaborate with us in Keen so we can track shared leads, partnership activity, and rewards in one place. Once you accept the invite, we'll be able to manage this partnership channel together.

If your team uses branded invite templates, you can customize the invite with your logo, sender, and message. This makes the experience feel more professional and gives your partner more context before accepting.

Once the partner accepts, they become connected to your partnership setup and can participate based on the channel configuration.

4. Set Up Your Partnership's Reward Structure

Next, define how your partner should be rewarded.

In Keen, rewards are managed through reward triggers. A reward trigger is a rule that says when a reward should be created and how much it should be worth.

Open the channel and go to the Reward triggers tab. When setting up a reward trigger, decide the following.

Reward receiver

Choose who should receive the reward.

In a typical referral setup, the referring partner receives the reward because they introduced the lead. In other cases, the receiver may depend on your partnership model. For partner programs or reseller structures, the reward receiver may be resolved based on the enrolled partner or lead ownership.

Trigger event

Choose what event should create the reward. Common options include:

• New lead: The partner earns a reward when they submit or refer a new lead.
• Specific lead status: The partner earns a reward when a lead reaches a milestone, such as Meeting booked, Qualified, or Won.
• Purchase or transaction: The partner earns a reward when the lead becomes a paying customer or has a recorded transaction.

For most B2B partnerships, a status-based trigger is often the safest starting point. For example, rewarding only when a lead becomes Won ensures you are paying for actual business outcomes rather than raw lead volume.

Calculation model

Choose how the reward should be calculated. You can use:

• Fixed amount: For example, DKK 500 per qualified lead.
• Percentage: For example, 10% of the deal value.

Use fixed rewards when the value of each conversion is predictable. Use percentage-based rewards when deal sizes vary.

Payout frequency

Choose how often rewards should be paid. Typical options include monthly, quarterly, bi-annually, and annually.

Monthly payouts are useful for active referral partnerships. Quarterly payouts may work better for larger reseller or agency partnerships where finance teams prefer batch reviews.

Automation

Decide whether generated rewards should be auto-accepted or manually reviewed.

Auto-acceptance is useful when the reward logic is simple and trusted. Manual review is better when you want finance or partnership managers to approve rewards before they become payable.

Name and activation

Give the reward trigger a clear name, such as:

• 10% commission on won deals
• Fixed reward for qualified lead
• Partner referral payout
• Monthly reseller commission

Then choose whether the trigger should be active immediately. Once active, the trigger applies to future lead, status, or purchase activity. It does not usually create historical rewards retroactively, so set this up before you start running large volumes of partner leads through the channel.

5. Integrate Your CRMs

Once your channel and reward structure are ready, connect Keen to the systems your team already uses.

Go to Integrations. Keen supports CRM and workflow connections such as HubSpot, Pipedrive, and Zapier-based workflows. The goal is to reduce manual updates and make sure partner-sourced leads move into the right systems.

A useful CRM setup should answer these questions:

• Where should new partner leads be created?
• Which CRM fields should map to Keen lead fields?
• When a lead changes status in the CRM, should Keen update too?
• Should won deals or purchases trigger rewards in Keen?
• Which team owns follow-up after a partner submits a lead?

For example, you might configure a workflow like:

1. A partner submits a lead through Keen.
2. Keen sends the lead to HubSpot or Pipedrive.
3. Your sales team works the lead in the CRM.
4. When the deal reaches Won, Keen records the status.
5. Keen creates the correct reward event for the partner.
6. The reward appears in a report for review and payout.

If you use Zapier, you can connect Keen to thousands of other tools, including CRMs, spreadsheets, Slack, email platforms, and internal operations systems. This is especially useful if your company has a custom sales process or uses several tools across sales, partnerships, and finance.

Final Checklist

Before launching your first partnership, make sure you have completed these steps:

• Your company profile is set up.
• Your first partner channel is created.
• The lead direction is correct.
• Your partner has been invited.
• Your reward trigger is configured.
• The reward calculation and payout frequency are clear.
• Your CRM integration is connected.
• Your team knows where to review leads, rewards, and reports.

Once this foundation is in place, Keen gives you a structured way to manage the full partnership lifecycle: from partner onboarding to lead tracking, reward automation, reporting, and performance insights.