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Managing Campaigns in Provider Portal

Overview

Campaigns enable software providers to effectively promote their products and services by leveraging partner networks. Providers can create and manage campaigns via the Provider Portal, allowing them to incentivize partners through Cost-Per-Click (CPC) rewards. This guide covers the complete process of creating, managing, and optimizing campaigns for maximum impact.


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 from the main dashboard.
  • Click on the Add Campaign button to start the creation process.


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 you may edit the End date later)


4. Setting the Reward Structure



  • Choose an existing CPC reward or create a new one. Refer to this for more details.
  • CPC rewards ensure partners earn based on the number of unique clicks generated.


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.


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's preview



  • View analytics including:
    • Click counts
    • Partner participation
    • CPC reward distribution
  • 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 can be deleted.
  • 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

  • The system implements fraud detection mechanisms to count only unique clicks.
  • Multiple clicks from the same user/IP will not increase the reward count.


Future Enhancements

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

  • Approval Process for Partner Applications: Optional setting to review applications before link generation.
  • Auto-Generated Affiliate Links: Streamlining partner experience by eliminating manual link generation.
  • Additional Reward Structures: Beyond CPC, future updates may introduce CPA (Cost-Per-Action) and CPL (Cost-Per-Lead) rewards.

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 [email protected], 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.

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