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Affise CR optimization tool – CRucial step to full automation
In the field of digital marketing it is always a challenge to automate various aspects of work, especially those falling within relationships with people. Marketers spend plenty of time on running reports, analyzing and comparing data, contacting affiliates, negotiating with them and, in case of bad performance indicators and failed talks, disabling them from offers.
Following the 2019 Affise’s mission to automate as many processes in affiliate marketing as possible, we gladly introduce a new CR and sub-accounts optimization tool that filters traffic according to the performance of affiliates and traffic sources. With more automation features to come shortly, the released CR optimization tool will become the initial step towards prompt data analysis and will help to automatically block affiliates or traffic sources which fall short of the target rate.
A metric you can rely on
CR is one of the most significant and illustrative metrics for marketers. Its simple formula shows a clear picture about the performance of affiliates and traffic sources: low CR level may be an indication of the poor quality traffic, high CR, in turn, may be a result of fraudulent activities.
In general, advertisers establish both conditions under which agencies must not fall outside the scope. What is more, the number can change fast and you should always be ready to act decisively and quickly. In case of a great amount of offers to keep control over CR becomes all the more difficult. But now it is fair to say that CR control challenge left behind and we can talk about it in the past tense.
Overview of CR & sub-accounts optimization at Affise
The procedure of optimization includes four stages:
- Affise’s customer sets the CR range for particular offers or advertisers per specific affiliates or values received via subaccounts.
- Once the rule is applied, the tool checks the compliance of data with the restrictions on CR in accordance with a given frequency.
- The tool filters traffic based on the resulting statistics.
- Auto-notifications may be sent to the corresponding affiliates.
How to enable a new feature?
CR & sub accounts optimisation tool constitutes a separate page in Automation section, which is available on Enterprise and Custom plans. The page is divided into three tabs: Rules, Change log and Block log.
Rules
The page contains a set of conditions which Affise’s customer assigns in accordance with the expected result.

Where:
- Advertiser is a required field. Multiple advertisers can be chosen.
- Offer is an optional field. Multiple offers can be chosen. Note: If no offer is chosen, the rule will be applied for all the offers of the selected Advertiser(-s).
- Filters stand for the frequency of optimization sessions.
- Conversion threshold is a required field. It is a minimum number of conversions that starts the process of optimization.
- Schema stands for the objects of optimization. There are 2 conditions: by affiliate, by affiliate and sub2. Multiple affiliates can be chosen.
- CR Thresholds regulate CR in percentage terms. Min CR % is a required field.
- Notify affiliate is an optional field. It is designed in order for the affiliates to be aware of blocking.
Change log
The log contains a list of records on rules updates with detailed information.

Block log
The page provides a detailed report on blocking actions.

If you require any further information on CR & sub-accounts optimization – feel free to contact [email protected] or ask your account manager.
Frequently Asked Questions
1. What is the primary purpose of the Affise CR Optimization Tool?
The Affise CR Optimization Tool is designed to automate the process of filtering and managing traffic based on conversion rate (CR) performance indicators. In digital affiliate marketing, abnormally low CR can signify poor-quality traffic, while excessively high CR may indicate potential affiliate fraud. Managing these shifts manually across hundreds of campaigns is time-consuming, but this feature automatically monitors performance and blocks affiliates or sub-accounts that fail to meet established conversion thresholds. By evaluating incoming data at set frequencies, the tool eliminates tedious manual checks and helps streamline overall account operations. To explore how this feature integrates into a broader partner marketing setup, you can learn more about our affiliate software management platform for scaling performance campaigns.
2. How do users configure and manage optimization rules within the Affise platform?
Setting up CR optimization is managed directly through dedicated controls in the Automation section of the platform. Account owners set conditions by picking specific advertisers or offers, setting evaluation frequencies, and defining minimum conversion thresholds alongside target CR percentage ranges. The rule engine gives users granular control by allowing optimization either at the overall affiliate level or drilled down by specific sub-accounts (e.g., sub2 values). Additionally, administrators can track all modified configurations via the Change log and review every automated action inside the Block log. To stay up to date on new platform features, technical tutorials, and product updates, feel free to visit our marketing insights and updates blog.
3. Who has access to the CR Optimization feature, and what notification options are available?
The CR & sub-accounts optimization tool is available for customers subscribed to Affise Enterprise and Custom plans. Once an automated traffic check flags a source for failing to meet the assigned CR threshold, the platform executes the configured blocking action immediately. To ensure smooth communication with network partners, users can toggle an option to automatically send notifications directly to affected affiliates regarding their block status. This balance of automated enforcement and clear reporting protects advertiser budgets while maintaining transparency across partner channels. If you want to train your team on using these automated tools effectively, you can explore the free courses at Affise Academy.
Written by
Affise Academy
Affise is a partner marketing platform for brands, advertisers and agencies to scale via all possible performance marketing channels. Synergy of technology and our long standing experience lets you expand your partnerships, automate every step of the campaign lifecycle and make data-driven decisions.
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