Configure a Performance Campaign

Take the PXA Course

Note: This functionality is in beta. Contact your CSM or our support team if you'd like to test this feature.

Configure a Performance Campaign

Use a performance campaign to define eligibility, compensation, tasks, and tracking before partners apply. This setup controls how partners participate and how you measure results.

Create a campaign

1. From the left navigation bar, select [Engage] → Campaign Manager → Performance.
2. In the upper-right corner of the screen, select Create Campaign.
3. On the Create Campaign screen, complete each section of the checklist.

   • Select Next to access the next steps of the checklist.
   • Refer to the Campaign checklist reference below for more information on each section.

Campaign checklist

1

Campaign overview

Set up your campaign overview. See the Field reference below to learn how.

Field reference

Field name	Description
Name	Name your campaign using 100 characters or less. • Recommended: Share your love for organic beauty with Acme's giveaway! • Not recommended: Acme campaign.
Internal Campaign ID	Optionally, add your own unique identifier for this campaign. E.g., you can use this external ID to easily identify different versions of the same campaign. This identifier can have numeric or text values and is not visible to partners. You can view this ID when managing active campaigns.
Description	Describe your campaign. This description will be visible to partners, be sure to include engaging copy.
Cover Image	Upload a suitable cover image in .JPG, JPEG, or .PNG format for your campaign.
Goal	Select [Drop-down menu] to choose your campaign goal, e.g., Product Launch.
Budget	Set the total amount you want to spend on your campaign. The set budget is not a commitment or limit. You can spend less than or exceed your budget.
Desired partner hire count	Specify the total number of partners you want to hire for your campaign. The set partner count is not a commitment or limit. You can use the count as a guideline to meet hiring goals.
Categories	Select [Drop-down menu] to choose your campaign categories, e.g., Travel. You can find campaigns by searching and filtering by category. A campaign may have multiple categories.
Campaign Community Manager	Assign your campaign to an account user responsible for this campaign. Other account users can still interact with a campaign.

2

Eligibility

1. Select who can apply to your campaign:

   • All marketplace partners and my joined partners: Make the campaign available to all partners in the marketplace and those who are joined to your program.
   • My joined partners: Work with any of your joined partners.
   • Specific partners: Enter the names of specific partners joined to your program, and select their names from the drop-down list to make the campaign available to them.
   • Joined partners from my groups: Make the campaign available to partners from your created groups.
2. In the Who we're looking for section, describe the type of partner with whom you want to work.

3

Compensation

Choose a method for paying your partners. See the Compensation methods reference below.

Note: Once your campaign starts, you won’t be able to change or adjust the flat fee compensation method (i.e., if you chose to pay partners with a flat fee of $2, then you cannot decrease, increase or remove this fee). However, you’ll still be able to add performance-based compensation.

Compensation methods reference

Method	Description
Flat fee	Reward partners with a fixed payment amount for completing campaign tasks. Note: To use a flat fee payment method, make sure the Placement event type is enabled in your template terms. If you're unsure whether you have access to the Placement event type, contact support. Partner bids: Allow the partner to suggest a flat fee rate. You can review applications and accept or reject bids at your discretion. Set rate: Set the flat fee. Optionally, allow partners to negotiate the rate.
Performance-based	The performance-based payment option rewards partners for driving traffic that results in conversions (online sales). Performance-based compensation is only available for campaigns if you have at least one validated online sale event type under the program. There are a few options you can set: Pay joined partners' existing payout rates: Use this option to leverage your existing public template terms and contracts. Pay a specific payout rate for this campaign: Use this option to create a custom performance-based payout for this campaign without needing to change existing terms or contracts. See Set Up Campaign-Specific Payouts to learn how to configure this type of payout.

4

Content Rights

Define the content rights of your campaign. See the Content rights reference below.

Content rights reference

Field name	Description
Usage Rights	Optionally, [Toggle on] to request specific usage rights for all content generated for this campaign. Learn more about the content usage rights.
Start Date	Specify the trigger that signifies the start of usage rights for the campaign content: • When content is published/goes live • When the final assets are delivered
Duration	Specify the period of time you will have usage rights on the content for this campaign. • Optionally, Allow partners to negotiate start date and duration of the content usage rights. • Optionally, Allow partners to negotiate usage rights, that is, the type of usage rights.
Exclusivity	Optionally, [Toggle on] to restrict partners from working with any competitors for a specific timeframe. • Optionally, Allow partners to negotiate this exclusivity clause.
Brand Access	Optionally, [Toggle on] and specify dates for which you want access to your hired partners' content. • Optionally, Allow partners to negotiate this brand access clause.

5

Brief

Define your campaign placements, content guidelines, moodboard, brand materials, and draft submission method.

Placement timeline

1. Optionally, [Toggle on] to set a timeframe for task completion. Select either Absolute Dates by which the partner must submit content, or Relative Dates that require the partner to submit tasks within a set time after hire or task creation.

   • Absolute Dates

     Select dates or time periods for each of the following:

     • Draft Deadline: Specify the date when tasks are due.
     • Post Window: Specify the time frame in which partners are expected to publish or share content. This period can vary based on campaign requirements or deadlines and is important for ensuring timely delivery and engagement.
     • Metrics Deadline: Specify the date when the final deliverable’s metrics are due. This only applies to rare scenarios where the partner's social accounts aren't connected to impact.com.
   • Relative Dates

     Select dates or time periods for each of the following:

     • Draft Deadline: Specify the date when tasks are due.
     • Post Window: Specify the time frame in which partners are expected to publish or share content. This period can vary based on campaign requirements or deadlines and is important for ensuring timely delivery and engagement.
     • Metrics Deadline: Specify the date when the final deliverable’s metrics are due. This only applies to rare scenarios where the partner's social accounts aren't connected to impact.com.

       • Hire means the date the partner is hired to the campaign. If you select this option and then add tasks to the campaign post-hire, then impact.com will use the partner's original hire date to calculate the new task's due date.

       Example: You select a relative due date of 1 month after hire. You hire a partner on October 1, so the due date for their initial tasks is calculated as November 1. If you assign more tasks to this partner on October 15, the new tasks will also be due on November 1 because you picked the date of hire as the date from which impact.com calculates relative due dates.

       • Task creation means the date a new task is added to the campaign, regardless of when you hired the partner. If you select this option and then add tasks to the campaign post-hire, then impact.com will use the new task's creation date to determine when it is due.

       Example: You select a relative due date of 1 month after task creation. You hire a partner on October 1. The due date for their initial tasks is calculated as November 1 because the hire date is currently the same as the task creation date. If you assign more tasks to this partner on October 15, the new tasks will be due on November 15 because you picked the date of task creation as the date from which impact.com calculates relative due dates.
2. Optionally, select [Unchecked] Allow partners to negotiate to allow partners to propose different campaign-level due dates.

Note: If you disable the task timeline, partners can keep participating in your campaign and submit content until you end it.

Placements

Note: If you're unable to proceed to the next screen, then double-check that you've included link instructions for any tasks requiring a link in bio or a cadence duration for any tasks that are recurring.

Choose whether you or the partners define the tasks:

• Select [Radio button] Partner defines if you want partners to define their own tasks during the negotiation phase.
• Select [Radio button] Set tasks to define task specifications for partners to complete by the deadline in order to be paid.

---

Add a task

Proceed with these instructions if you opt to define your own tasks.

1. Select [Add] Add task.
2. From the Add Task slideout, select [Drop-down menu] to specify a placement type.
3. Complete the information associated with each task such as choosing your Content type and adding task Details. The fields available depend on the type of task you choose. To see what types of tasks you can add to your campaign, view the Task types & examples table below.

Note: If you select Dedicated Video as a YouTube task type, you must provide the video length in seconds. For example, input 60 for a 1-minute video.

1. Select the [Checked box] Require draft approval if you want to review a partner's post before they publish it.
2. [Toggle on] the following options if they're available to you:

   • Link in bio — When selected partners are required to add a link in the profile section of their social media page. Link instructions and the amount of Time in bio are required when this option is selected.
   • Recurring task — This option applies when partners post daily, weekly, or monthly without specific due dates. You can specify the number of repeats and the duration for your chosen cadence, such as weekly tasks every 5 weeks. An Ends option is required when selected.
   • Custom timeline — This option applies when individual tasks have their own content submission dates and are not subject to the default task timeline. See Task Timeline above for more information.

     • If you've defined a task timeline, any custom timelines you create must fall within that duration. Additionally, the formatting of both timelines must match (absolute-to-absolute or relative-to-relative).

Custom task timelines are currently in closed beta and are not available in every impact.com account.

1. Select Add Task to complete the task creation process and close the slideout.

   • Alternatively, select Save & Add Another to add another task to your campaign.
2. Optionally, select [Checkbox] Allow partners to negotiate their tasks.

---

Task types and examples

Task type	Task example
Onsite / In App Content	Create a listicle highlighting the top five benefits of our {product}, incorporating engaging visuals and a call-to-action to encourage in-app purchases.
Onsite / In App Placements and Ads	Create a banner ad for our {product} to be placed on the website's homepage, ensuring it captures attention and includes a strong call-to-action.
Newsletter	Create a visually engaging advertisement for our {product} to be featured prominently in next week’s newsletter.
Publish on Instagram	Publish a 3-frame story on Instagram that requires draft approval, and include a link in your bio to our product for 24 hours.
Publish on Facebook	Publish a Facebook reel that requires draft approval post and tag {Company name} in the post.
Publish on Pinterest	Upload an idea pin using one of the provided images and add a link to the description.
Publish on YouTube	Include a 10-second insert in your video mentioning {product name} and add a link in the description.
Publish on Twitch	Include a 5-second insert in your broadcast to mention {product name} and include a link in the description.
Publish on TikTok	Include a 5-second outro in your video to mention {product name} and include a handle and hashtag in your description.
Publish on Snapchat	Create a snap and add it to your story.
Create offline content	Create a video using {product} for television commercial purposes.
Custom task	Attend a movie premier and create an Instagram story with 10 frames.

YouTube Channel Id

Important: This section is only visible if you’ve added a YouTube task to the campaign during task creation.

1. Optionally, select whether you have a YouTube account.

   • If you do have an account, provide your YouTube handle or channel ID.
   • If you choose not to include your handle or channel ID this performance data won't be available to you.

To learn more about how to set up the YouTube Creator Partnerships integration in your campaign, see Set Up the YouTube Integration for Creator Campaigns.

Content guidelines

Specify any special instructions or guidelines for the partner's content. E.g., No other logos should be visible.

Handles and hashtags to use

Optionally, specify any handles and hashtags partners should use in their content.

Sample content

Optionally, upload up to 10 images of example content, or images that would act as inspiration for the partners.

Only JPEG, JPG, and PNG file formats are supported. The maximum file size is 2.7MB.

Brand materials

Optionally, add up to 5 documents with additional information about the campaign. Select [Checkbox] Restrict visibility to hired partners only to restrict these files to hired partners. Leave this box unchecked if you want prospective partners to see the files.

PDF, PPTX, PPT, DOC, DOCX, TXT, XLS, XLSX, HTML, HTM, ODT, ODS, PNG, JPG, and JPEG file formats are supported. The maximum file size is 7 MB.

Draft submission method

You can restrict creators to specific submission methods or allow them to submit their drafts using more than one method:

• File upload: Allow your creators to upload their task draft as a file.
• Submit URL: Allow your creators to submit a URL to their task draft. For example, creators can upload a Dropbox URL if they've stored their draft in Dropbox.

  • Optionally, you can provide URL instructions in the text box for your creators. Use this field to specify accepted URL types, such as Google Drive URLs only.
• Written description: Allow your creators to provide a written description of their task draft.

6

Tracking

1. If you're using performance-based compensation for this campaign, [Toggle on] Click and conversion tracking. When partners generate their tracking links, you can specify the page(s) to which they will drive traffic or you can have them drive traffic to any page on your website that they choose.

   • Partners drive traffic to landing pages they choose — This option enables partners to choose landing pages.
   • Partners drive traffic to specific landing pages I choose — This option enables you to add multiple specific landing pages.
   • Partners drive traffic to my program's default landing page — This option allows you to use your regular program defaults for partner campaign-related links.
2. Optionally, select [Checkbox] Add metadata to all campaign click and conversion tracking to add additional metadata parameters and follow these steps:

   1. Select [Checkbox], then select [Add] Add Metadata.
   2. From the [Drop-down menu], select the query parameter you want to pass and enter the value.
   3. You can add more parameters by selecting [Add] Add Metadata.

      • Metadata added to your campaign tracking link will be appended to the end of the link but won't be visible to partners when they generate vanity links.
      • If you select the Custom parameter you can set both the parameter name and value.

Note: You can use the dynamic tokens {iradid} and {irpid} as values for any of the metadata query parameters available, include Custom.

7

Review

Review the campaign details specified in the previous sections to see if you're happy with the outcome.

Save a campaign

1. Once you're done setting up the campaign, you can Publish campaign or Save as draft.

   • Publish campaign: The campaign is live, and partners can apply immediately.
   • Save as draft: The campaign is not live; you can edit and publish the campaign at a later stage.
2. Now you're ready to invite new partners and oversee your campaign applicants.