Build the campaign in five steps.
Confirm the program
Start with your manufacturer, dealer program, available balance and activity and submission deadlines. Save the current rules from your dealer account or representative alongside the campaign plan.
Choose the business goal
Define the service area, installation capacity and kind of homeowner inquiry you want. Set a budget your business can support while a claim is being reviewed. A useful campaign needs a sales plan as well as a funding plan.
Prepare the actual creative
Bring the ad, offer, brand assets and landing destination together before launch. Obtain any required approval for the versions you intend to run, and keep that decision with those versions.
Keep evidence as you go
Save the delivered ads, campaign dates, media invoices, payment records and spend reports. Separate brands and expense categories while the records are easy to find.
Track both outcomes
Measure qualified inquiries, booked estimates and sold installations. Separately record the claim's requested amount, decision and payment. Campaign performance and reimbursement progress answer different business questions.
Review the costs one line at a time.
Ask which activity qualifies, which costs count and what proof is required. Eligibility for paid media does not establish eligibility for the complete marketing system.
Media spend
Confirm the channel, campaign dates, eligible spend and required delivery report.
Creative production
Check whether design, video or print production qualifies independently of the placement.
Agency services
Ask specifically about strategy, campaign management and other service fees.
Websites and SEO
Confirm each proposed activity separately, including landing pages, hosting and ongoing search work.
Forecast reimbursement using the rate and cost base confirmed for your activity, within your available funds and program limits. Keep that forecast separate from money received. Use the generator marketing cost guide to plan the wider investment.
One campaign. One complete claim folder.
Organize records by manufacturer, program year and campaign. An invoice shows a charge; a spend report shows delivery; a payment record shows what was paid. Keep the records together so the reviewer can follow the same dates and activity.
Save this checklist
- Current program rules and dealer identifiers
- Campaign plan, dates and itemized budget
- Actual creative versions and required approval
- Delivered-ad evidence and date-matched spend reports
- Invoices and supporting payment records
- Submission receipt and requested amount
- Decision and any follow-up requirements
- Payment confirmation and final amount received
Keep homeowner and payment information in your private business records. For campaign performance, follow the same inquiries through estimates and installations using the dealer acquisition scorecard.
Start with your current dealer program.
Official starting points checked October 5, 2026. Obtain the terms that apply to your own account and planned activity.
Generac
The residential dealer program describes tiered marketing-development support. Confirm your program and activity before building a claim.
Briggs & Stratton
Start with your Energy Solutions dealer representative. Request the current eligible activities, submission requirements and authorized agency-access process.
Kohler
Use your MARC account and current dealer documentation to confirm the applicable program, balance and campaign requirements.
Cummins
Ask your ChannelOne contact for current program-year materials. The public archive includes historical documents; use the current account rules for a new campaign.
Bring your program information into the marketing plan.
We can help organize campaign creative and supporting records around your current dealer program. Bring your rules, available funds, deadlines and target service area when discussing SwiftSocial's marketing services.
SwiftSocial is an independent marketing company. Manufacturer approval and payment are determined by the applicable dealer program.
