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How To Create and Run a Sales Goal Campaign

Step-by-step guide to setting up a Sales Goal Campaign, including goal type, reward amount, member assignment, scheduling, and tracking performance after launch.

Written by Shelby Baldwin

Sales Goal Campaigns let you set a sales target for members to hit within a time frame. If they meet the goal, they earn a bonus reward on top of their regular per-order commissions.

How to create one

1. Go to Campaigns and click Create Campaign, then select Sales Goal.

2. Fill in the campaign details: Title (clear so members immediately understand the goal), Cover photo (optional), Description (what members need to do and what they'll earn).

3. Set requirements: Goal type (Quantity or Sum), Target (e.g., 5 orders or $200 in sales), Product eligibility (optional).

4. Set the reward amount (e.g., $50 bonus for hitting the goal).

5. Assign members: manually assign specific members or entire programs, or turn on Automatically Assign New Members. Important: see the warning below about members in programs without attribution sources.

6. Set dates: choose start and end date, or mark as Ongoing (no end date).

7. Preview the notification emails. Send yourself a test email to verify.

8. Click Schedule (or Launch if starting immediately).

[ SCREENSHOT: Campaign creation flow showing requirements section ]

[ SCREENSHOT: Assignee settings with auto-assign option ]

Important: members in programs without attribution sources can't complete a Sales Goal Campaign

A Sales Goal Campaign requires the member to drive attributed sales. To do that, the member's program needs at least one attribution source enabled: referral codes, affiliate links, or both.

If a member is assigned to a Sales Goal Campaign but their program has both referral codes and affiliate links disabled, they have no way to generate attributed sales and cannot complete the campaign goal, even if they're actively promoting your brand. The personal discount code does not count as an attribution source for sales goal tracking.

Before launching a campaign, check that every program you're assigning has at least one of the following toggled on: Referral Codes or Affiliate Links. If a program doesn't, you have two options:

  • Turn on referral codes or affiliate links for that program before launching the campaign.

  • Move the affected members to a program that has at least one attribution source enabled.

[ LINK: How to configure your program settings ]

[ LINK: How programs work across multiple tiers ]

Tracking performance

After launch, go to the campaign's Activity Dashboard to see members assigned, orders generated, rewards earned, and completion status.

Notes:

  • Once a campaign is Active, the requirements and reward amount are locked, so double-check everything before launching.

  • Campaign rewards are separate from regular commission, and a member can earn both.

  • To pay campaign rewards: go to Rewards > Source: Campaign > Type: Unpaid.

[ LINK: Why can't I edit my Campaign? ]

[ LINK: How Campaign rewards and payout methods work ]

[ LINK: How to pay out Campaign rewards ]

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