Adaptive AI Knowledge Base
Marketing, Reputation & Social
This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in Adaptive AI. You’ll learn what the Affiliate Level-Up feature does, why it’s useful, and how to configure it step by step. By the end, you’ll be able to build a performance-based affiliate structure with minimal manual effort.
What is the Affiliate Manager Level-Up Feature?
Key Benefits of the Sub Account Affiliate Manager Level-Up
- Affiliates are automatically moved to higher-tier campaigns when they hit set goals, reducing manual effort.
- Set performance-based triggers such as customer count or revenue generated.
- Choose which campaign affiliates are promoted to, supporting diverse program structures.
- Decide whether existing customers remain in the current campaign or move with the affiliate.
- Affiliates are incentivized to reach higher goals, boosting engagement and performance.
- Level up between Website, Store, and Funnel campaigns for maximum flexibility.
How To Setup Automatic Affiliate Level-Up
Setting up automatic affiliate promotions ensures your program remains fair and motivating. Follow these steps to configure the feature:
Access Affiliate Campaigns
From the left sidebar, go to Marketing and click on the Affiliate Manager dropdown in the top navigation. Then select Campaign from the list to open your affiliate campaigns dashboard.
Create or Locate a Campaign
Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list.
Fill Campaign Details (For New Campaigns)
If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign.
Enable Level-Up Option
In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones.
Select Destination Campaign
Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define.
Set Promotion Criteria
Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign.
Choose Customer Handling
Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked.
Complete and Publish
Review all the campaign settings including commission structure, level-up logic, and customer handling rules. Once everything looks good, click Next and publish the campaign to activate your performance-based affiliate flow.
Frequently Asked Questions
Q: Is it possible to pause level-up automation temporarily?
There’s no native “pause” button, but you can temporarily disable level-up by switching the selected campaign in the dropdown back to “No level up campaign.” Be sure to reconfigure it manually if resuming later.
Q: Can affiliates be leveled up across campaigns in different sub-accounts?
No, the level-up process is scoped within a single sub-account. If you manage multiple sub-accounts, you’ll need to manually replicate the affiliate and campaign configuration across each account and manage transitions manually.
Q: What happens if a product is removed from the source campaign after affiliates have already been leveled up?
Removing a product from the original campaign won’t impact already leveled-up affiliates, but it will stop
future tracking of commissions for that product in the original campaign. If the product also exists in the destination campaign, future purchases will be tracked there based on the level-up rule and customer handling option you chose.
Q: Can I use tags, contact attributes, or affiliate-specific filters to control who qualifies for a level-up?
Currently, level-up is only triggered by quantitative performance (Customers or Revenue). Filters based on tags, attributes, or manual qualification logic are not supported, but you can use workflows to assign tags post-level-up as part of a broader automation strategy.