Campaign Management (Advanced)

Available in:

Post Affiliate Pro Ultimate , Post Affiliate Network

Campaign Management Overview

Post Affiliate Pro provides advanced campaign management capabilities beyond basic campaign creation:

• Campaign Scheduler - Automate campaign status changes based on time or performance
• Campaign Categories - Organize campaigns into hierarchical structures
• Campaign Statuses - Multiple status options for different operational states

These features help you manage complex affiliate programs with many campaigns, seasonal promotions, and performance-based controls.

Campaign Statuses

Campaigns can have the following statuses:

Status Effects

Campaign Types

Campaigns can be configured as different types based on affiliate access:

Campaign Scheduler

Campaign Scheduler automates campaign status changes based on rules you define. This eliminates manual work for seasonal campaigns, limited-time offers, and performance-based limits.

Enabling Campaign Scheduler

1. Go to Configuration > Features
2. Enable Campaign Scheduler
3. Access scheduler rules in each campaign’s settings

Rule Types

Campaign Scheduler supports two types of rules:

Time-Based Rules

Schedule campaigns to activate or deactivate based on time:

Specific Date/Time

Set campaigns to start or stop at exact dates and times:

Daily Schedule

Run campaigns during specific hours:

Weekly Schedule

Run campaigns on specific days of the week:

Monthly Schedule

Run campaigns on specific days of the month:

Statistics-Based Rules

Automatically control campaigns based on performance metrics:

Available Conditions

Rule Configuration

Example Rules

Stop campaign after 1000 sales:

IF sales_count >= 1000 (all time)
THEN set campaign status to Stopped (Invisible)

Activate backup campaign when main exceeds budget:

IF commission_total >= 10000 (this month)
THEN set campaign status to Stopped
AND activate backup campaign

Pause low-performing campaign:

IF conversion_rate < 0.5% (last 30 days)
THEN set campaign status to Stopped (Visible)

Rule Status

Each rule can be:

• Enabled - Actively monitoring and will execute when conditions met
• Disabled - Rule exists but won’t execute

Creating a Scheduler Rule

1. Navigate to Campaigns > [Campaign Name]
2. Go to the Scheduler tab
3. Click Add Rule
4. Configure:
   • Rule type (Time or Statistics)
   • Conditions
   • Action to take
   • Status (Enabled/Disabled)
5. Save the rule

Multiple Rules

A campaign can have multiple scheduler rules:

• Rules are evaluated in order
• Multiple rules can apply simultaneously
• Time rules are checked before each transaction
• Statistics rules are checked after each transaction

Rule Execution Logging

All rule executions are logged in the Audit Log for tracking:

• When the rule was triggered
• What condition was met
• What action was taken
• Who or what initiated the check

Campaign Categories

Campaign Categories provide a hierarchical organization system for your campaigns.

Enabling Campaign Categories

1. Go to Configuration > Features
2. Enable Campaigns Categories
3. Access categories in Campaigns > Categories

Creating Categories

1. Navigate to Campaigns > Campaigns Categories
2. Click Add Category
3. Enter category name
4. Optionally select a parent category for nesting
5. Save

Category Hierarchy

Categories support unlimited nesting levels:

All Campaigns
├── Seasonal Campaigns
│   ├── Holiday 2026
│   ├── Summer Sale
│   └── Black Friday
├── Product Lines
│   ├── Software
│   │   ├── Desktop Apps
│   │   └── Mobile Apps
│   └── Services
│       ├── Consulting
│       └── Support
└── Partner Types
    ├── Content Partners
    └── Coupon Sites

Assigning Campaigns to Categories

1. Navigate to Campaigns > [Campaign Name]
2. Go to the Categories tab
3. Select one or more categories
4. Save

A campaign can belong to multiple categories simultaneously.

Default Category

Configure a default category for new campaigns:

1. Go to Configuration > Campaigns Categories
2. Set Default Campaign Category
3. New campaigns are automatically added to this category

Filtering by Category

Categories enable powerful filtering throughout the system:

Campaign List

In the campaigns list:

1. Click the category filter
2. Select one or more categories
3. Only campaigns in those categories are shown

Reports

Filter reports by campaign category:

• Transaction reports
• Click reports
• Banner reports
• Trends report

This helps analyze performance by business unit, product line, or any organizational structure you define.

Affiliate Panel

Affiliates can filter their available campaigns by category, making it easier to find relevant campaigns when you have many options.

Category Actions

When copying campaigns, you can choose to:

• Copy category assignments to the new campaign
• Start fresh without category assignments

Use Cases

Seasonal Campaign Management

Goal: Run a holiday campaign from November 15 to December 31

1. Create the campaign with holiday-specific creatives
2. Add a time-based scheduler rule:
   • Start: November 15, 00:00
   • End: December 31, 23:59
   • Action: Active during range, Stopped outside
3. Organize under “Seasonal Campaigns” category

Flash Sale Campaigns

Goal: Run a 24-hour flash sale with limited inventory

1. Create the campaign with sale pricing
2. Add scheduler rules:
   • Time rule: Active from 8 AM to 8 AM next day
   • Statistics rule: Stop after 500 sales
3. The campaign automatically stops when either limit is reached

Business Hours Tracking

Goal: Only track conversions during business hours

1. Create the campaign
2. Add a daily time rule:
   • Active: 09:00 - 17:00 (local time)
   • Stopped: Outside these hours
3. Sales outside business hours won’t generate commissions

Organized Multi-Brand Program

Goal: Manage campaigns for multiple product brands

1. Create category structure:
   • Brand A
   • Brand B
   • Brand C
2. Assign campaigns to appropriate brand categories
3. Run brand-specific reports using category filters
4. Allow affiliates to find campaigns by brand

Budget-Limited Campaigns

Goal: Stop campaign when commission budget is exhausted

1. Set monthly commission budget of $5,000
2. Add statistics rule:
   • IF commission_total >= 5000 (this month)
   • THEN Stop campaign (Invisible)
3. Campaign automatically pauses when budget is reached
4. Manually reactivate next month or create monthly time reset

Best Practices

1. Plan Your Category Structure

Before creating categories:

• Consider your organizational needs
• Think about how affiliates will browse campaigns
• Design for future growth
• Keep depth reasonable (3-4 levels max)

2. Use Meaningful Category Names

Choose clear, descriptive names:

• “Q1 2026 Promotions” instead of “Promos”
• “Physical Products” instead of “Category A”

3. Combine Scheduler Rules

Use multiple rules for complex requirements:

• Time rule for scheduling
• Statistics rule for limits
• Both work together

4. Test Scheduler Rules

Before going live:

• Create test rules with short time frames
• Verify actions trigger correctly
• Check audit logs for execution records

5. Document Your Rules

For each campaign with scheduler rules:

• Document the business reason
• Note who to contact about changes
• Review rules periodically

6. Monitor Rule Execution

Regularly check:

• Audit logs for rule triggers
• Campaign status changes
• Unexpected deactivations

Integration with Other Features

Campaign management features integrate with:

• Private Campaigns - Invitation-only access control
• Commission Groups - Different rates per affiliate group
• Performance Rewards - Bonus triggers based on campaign performance
• Audit Log - Track all campaign changes

Related Features

• Private Campaigns - Restrict campaign access
• Commission Groups - Flexible commission structures
• Reporting - Analyze campaign performance
• Audit Log - Track configuration changes