Overview

Campaigns enable software providers to promote their products and services by leveraging partner networks. Through the Provider Portal, campaigns can be created, managed, and optimized with reward models such as Cost per Click (CPC), Cost per Action (CPA), and Cost per Lead (CPL).

Creating a Campaign

To set up a campaign, follow these detailed steps:

1. Accessing the Campaigns Section

• Log in to the Provider Portal.
• Navigate to the Campaigns tab.
• Click Add Campaign to begin.

2. Selecting Campaign Type

• Public Campaign: Available to multiple partners, increasing reach and engagement.
• Individual Campaign: Restricted to a specific partner for targeted marketing.

3. Defining Campaign Details

• Title: Enter a unique campaign title (duplicate titles are not allowed).
• Description: Optionally provide a description for clarity and partner reference.
• Start Date: Specify the date when the campaign will begin tracking clicks.
• End Date: Define the last day for tracking campaign performance. (Not mandatory and the user may edit the End date later)

4. Setting the Reward Structure

Choose either CPC or CPA

Choose either CPC, CPA, or CPL as the reward structure:

• CPL (Cost per Lead): Partners earn incentives based on qualified lead generation. This model rewards partners when valid leads (not necessarily conversions) are submitted through their affiliate link.

• CPC (Cost per Click): Partners earn rewards based on the number of valid unique clicks. The system uses fraud prevention techniques (e.g., IP/device/browser checks) to ensure fair distribution.

• CPA (Cost per Action): Partners are rewarded for specific actions like sign-ups, purchases, or subscriptions. This can include tier-based or flat rewards depending on campaign setup.

5. Assigning Eligible Partners

• Partner Program: Select a specific program for targeted participation.
• Partner Type: Filter eligible partners based on predefined types.
• Specific Partners: Or Manually select partners allowed to participate.

6. Configuring the Destination Link

• Enter the URL where traffic should be directed (e.g., product page, sign-up form).
• The system will generate unique affiliate links for partners based on this URL.

• For CPA campaigns, this field changes to Goal Destination Link. This reflects the need to track user actions beyond the click—such as sign-ups or purchases.

• For CPL campaigns, this remains a standard URL. However, the leads submitted via affiliate links will be validated using campaign rules.

7. Saving and Initializing the Campaign

• Click Save to finalize the setup.
• By default, newly created campaigns remain in Not Active status until manually activated by clicking on the Go Live button.

Managing Campaigns

1. Activating a Campaign

• Navigate to the campaign list.
• Click on the three dots action icon and select edit campaign.

• Click on Go Live to make it visible to partners.

2. Monitoring Performance vie Campaign Dashboard

• View analytics including:

           - Click counts

           - Partner participation

           - CPC reward distribution

           - Conversion tracking for CPA campaigns

           - Campaign performance trends over time

• Track the effectiveness of campaigns in real-time.

3. Editing Campaigns

• Extend or modify the End Date if required.
• Other campaign details remain locked after creation to maintain tracking integrity.

4. Cloning a Campaign

• Use the Clone function to create a duplicate campaign with the same settings.
• Adjust minor details such as the title or eligible partners if needed.

5. Deleting a Campaign

• Only Not Active or Finished campaigns without partner participation and without active offers can be deleted. If a campaign has active offers, those offers must be deactivated before deletion. Once a campaign is deleted, it cannot be restored. 
• Once a campaign is deleted, it cannot be restored.

Partner Engagement Process

Partners interact with campaigns through the Partner Portal, where they can:

• View and apply for available campaigns.
• Generate custom tracking links for sharing.
• Earn CPC rewards based on the traffic they generate.

1. Generating and Using Affiliate Links

• Partners can generate tracking links directly from the campaign preview page after Apply.
• These links ensure accurate reward tracking for CPC based compensation.

2. Fraud Prevention Measures

• To ensure accurate CPC rewards, the system implements browser fingerprinting and IP/device tracking.
• This prevents inflated click counts, multiple clicks from the same user, browser, or IP will not be rewarded.

CPL Reward 

• Performance-Based Incentives: CPL campaigns reward partners based on qualified lead submissions—users filling out forms, requesting demos, or other lead criteria set by the provider, rather than final sign-ups or conversions.
• Affiliate Link Integration: Each partner receives a unique affiliate link or form. Submissions through these links are automatically tracked and attributed to the correct partner.
• Automated Tracking and Validation: ChannelBoost captures submitted leads in real-time and validates them based on pre-set criteria (e.g., duplicate detection, email format, lead quality).
• Reward Triggers via Campaign Rules: Rewards are calculated and issued when certain thresholds or conditions are met (e.g., 10 qualified leads = $X reward).
• Insightful Reporting: Both the partner and the provider can view CPL campaign performance, including number of leads, reward status, and payout summary.

Once when a specific reward is selected the below Reward Setup tab appears 

Click here to know more about how to setup a reward and then based on the above guideline proceed "Creating a Campaign".

CPC Reward

• CPC stands for Cost Per Click, a digital advertising model where advertisers pay for each click on their ad or link.
• Commonly used in affiliate marketing, paid search campaigns, and partner marketing programs.
• Advertisers set a bid amount per click that they are willing to pay.
• Partners or affiliates promote the campaign using tracking links.
• Clicks are tracked, and commissions are calculated based on valid, unique clicks.

Note: Just like CPL, when CPC is chosen as reward then the above "Reward Setup" tab will appear.

CPA Reward

• Cost Per Action (CPA) rewards, allow partners to earn rewards for specific actions such as sign-ups, purchase or form submissions.
• Users can configure tier-based and non-tiered rewards for greater flexibility
• CPA rewards provide real-time commission calculations based on completed actions. 

Note: Just like CPL and CPC, when CPA is chosen as reward then the above "Reward Setup" tab will appear. 

However there is a difference between choosing CPC and CPA reward. When a CPA reward is chosen to create the campaign, then the destination link section part changes like the below. 

When setting up a CPA campaign, the Destination Link field is replaced with Goal Destination link. This change reflects the shift from tracking clicks (CPC) to tracking specific user actions. Campaign goals help define what qualifies as a conversion, such as sign-ups, purchases, or subscriptions. 

Campaign Goal

1. Goal Title:

• This is a descriptive name for the goal of the campaign.
• It helps partners and the system identify the purpose of the campaign (e.g., "Sign Up for Free Trial" or "Complete a Purchase").

2. Actions:

• Defines the specific user actions that qualify for a reward in the CPA campaign.
• Examples of actions include:

              - Sign-up (User creates an account)

              - Purchase (User completes a transaction)

              - Subscription (User subscribes to a service)

• These actions determine when a commission is earned and ensure tracking accuracy.

Generate Tracking Code

The Generate Tracking Code feature enables businesses to track key user actions on their website and attribute them to affiliate campaigns. This functionality ensures accurate CPA (Cost Per Action) campaign tracking by capturing user interactions such as sign-ups, purchases, or demo bookings.

Click the "Generate Tracking Code" button and the below tab appears

Key Notes: 

• The Generate Tracking Code button is available on the campaign's main page.
• However, tracking setup must be implemented on the provider's website by embedding the generated script. Partners must ensure proper integration for seamless CPA tracking, allowing accurate attribution of user actions to campaign conversions. 
• Once installed, the script enables seamless CPA tracking by capturing user actions and linking them to campaign conversions.

Dashboard

The Campaign Dashboard provides a centralized view of all active, past, and upcoming campaigns with key performance metrics. It offers graphical and chart-based insights, helping users track engagement, conversions, and overall campaign effectiveness.

For more information, move the mouse over the highlighted info icon next to the "Company Overview" field in the image above.

Email Delivery via SendGrid Integration

Campaign-related emails—such as invitations, notifications, and tracking links—are delivered using the SendGrid integration.

To ensure reliable delivery and reputation management, providers must configure SendGrid with full-access API credentials.

Using restricted keys may cause emails to fail silently or impact inbox placement.

This integration also enables tracking of email performance including open rates, click-through rates, delivery success, and bounce handling, contributing to overall campaign insights.

Future Enhancements

To further improve the campaign management experience, upcoming features include:

• Approval Process for Partner Applications: Providers will have an optional setting to approve partner applications before they can generate tracking links. 
• Auto-Generated Affiliate Links: This feature will streamline partner onboarding by automatically creating tracking links upon approval. 

By following this guide, software providers can efficiently create and manage campaigns, ensuring high engagement and optimized performance from their partner networks.

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.