A Campaign is the hub of marketing activity in OptiPub. Campaigns identify the promotion and source, organize the marketing resources used in the initiative, and track subscription acquisition and revenue statistics. Each campaign link creates an Effort that tracks individual engagement metrics.

Key Features

• Campaign Builder — Visually design your campaign flow with primary offers, upsell/decline chains, and follow-up funnels using a drag-and-drop interface.
• Campaign Links & Efforts — Generate trackable links that record visitor and conversion statistics per effort.
• Partner Assignment — Assign partners to campaigns to track lead source performance.
• Tags — Group campaigns by promotion, event, or period using Tags to aggregate statistics.
• Resource Integration — Associate campaigns with ads, messages, auto responders, and landing pages for a cohesive subscriber experience.

Create a Campaign

📘

Before you start creating most types of campaigns, you should already have created an Order Page and/or a Promo, and you will need a Partner.

❗️

Deactivating a campaign does not deactivate previously generated links — it only hides the campaign from selection throughout the app. Attempting to generate new links on an inactive campaign will cause an error.

Step 1. Create the campaign.

1. Navigate to Marketing > Campaigns and click the green Create button.

2. Toggle Active on or off. Inactive campaigns are hidden from selection in most OptiPub tools.
3. (Optional) Add Tags to group this campaign with related promotions.
4. Select the Publication. This must match the publication of the primary offer.
5. Enter a Name for the campaign.
6. Write a Description for internal reference.
7. Choose the campaign Partner. You can override this later when generating individual links.

Step 2. Configure campaign data (optional).

Extra data can be added in the Data box. It can be referenced from message content and should be in JSON format:

{
  "report_link": "OptiPub",
  "report_url": "https://www.optipub.com"
}

Step 3. Build the campaign.

Under the campaign options is the campaign builder. Hover over the Primary Offer cell and click the blue edit button (or double-click) to start building.

Step 4. Edit the primary offer.

The primary offer type dictates what visitors see first when they click a campaign link:

You can also configure a secondary offer that displays when a visitor navigates away from the primary offer.

Click the green OK button to save the offer.

Step 5. Add a follow-up funnel (optional).

Click the red + button under the primary offer to add a follow-up funnel. Follow-up funnels trigger for visitors who do not convert, enabling abandonment/re-engagement emails.

Step 6. Build the upsell chain (optional).

Click the green + button under the primary offer to add upsells. Each upsell requires a name and an order page. You can chain multiple upsells together.

Step 7. Save the campaign.

Click Save to finalize, or Save & Close to return to the Campaigns list.

Generate a Campaign Link

A campaign link is a trackable URL that points to your campaign. Each link creates an effort with its own engagement and revenue statistics.

1. Navigate to Marketing > Campaigns and click the campaign's ID to open it.
2. Click the Generate Link button in the top right corner.
3. Enter an internal name and choose the link type. Optionally, override any of the campaign's default settings (e.g., partner).
4. Click OK and copy the generated link.

Generated links are listed at the bottom of the campaign page under Campaign Efforts.

Terms

Related

• Funnels
• Landing Pages
• Configure a Custom Domain for Campaign Links (under Domains)