Workflow & process illustration·Not the live Convertr One UI
Microsoft · Convertr One SPO
Microsoft campaign to delivery, with source_supplier captured and validated end to end
Microsoft submits a campaign to Partner 01. Partner 01 generates the lead through a Microsoft-approved supplier. Convertr One ingests the lead, validates that both the partner and the source_supplier are populated and that the supplier is on Microsoft's approved list for this partner, then delivers the record to Microsoft.
source_supplier is preloaded from Microsoft's approved list per partner. No free text, no unknown suppliers, no unaudited record ever reaches Microsoft.
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app.convertr.io/campaigns/microsoft---partner-spo
IllustrationPartner 01
P1
Connections›Microsoft SPO›Campaign to delivery
Convertr One · Microsoft campaign to delivery
Microsoft
Campaign owner · system of record
Issues the campaign brief and receives validated leads
Partner 01
Contracted with Microsoft
Generates via a preloaded, MSFT-approved supplier
1MSFT
MSFT Campaign
Issued to partner
2
Generate
Approved supplier
3
Ingest
Convertr One
4
Validate
Partner + supplier checks
5
Deliver
Microsoft system of record
Activity log
09:14:00.410
Campaign
Campaign 01 issued by Microsoft to Partner 01 · approved supplier list attached (4)
Microsoft · campaign brief
Issued to Partner 01MS
Campaign 01
Microsoft → Partner 01
Campaign
Campaign 01
Product line
Cloud Infrastructure
Audience
IT Directors, 1000+
Region
United Kingdom
Volume target
500 leads
Window
2025-07-15 → 08-15
Approved supplier list attached
4 suppliersSupplier 01Supplier 02Supplier 03Supplier 04
Partner 01 can only generate against these suppliers for this campaign. The list is maintained by Microsoft.
Now showing
1. Microsoft submits a campaign to their partner
Microsoft issues a campaign brief to Partner 01, including the volume target, the audience and the approved supplier list Partner 01 is allowed to generate against.
Why it matters
- ✓Campaign origin. Every lead is tied back to a Microsoft-issued campaign brief, so partner activity is scoped and measurable.
- ✓Approved-supplier only. Partner 01 can only generate against suppliers Microsoft has preloaded and approved. Free text is blocked.
- ✓source_supplier on the template. Convertr One carries source_supplier as a first-class field on Microsoft's master template through ingest, validation and delivery.
- ✓Validated before delivery. Partner present, source_supplier present, and supplier on the approved list for that partner. Only clean records reach Microsoft.
Talking points
- • Microsoft issues the campaign; Partner 01 executes against it.
- • Partner 01 generates via a preloaded, Microsoft-approved supplier list.
- • source_supplier is a first-class column on the master template, not a note field.
- • Validation confirms partner + source_supplier are present and that the supplier is approved for that partner.
- • Approved supplier lists are maintained by Microsoft, or by Convertr on Microsoft's behalf.