Updates — 10 Sep 2026
KPI Automation: Key to Successful Partner Program
Before launching an advertising campaign, the advertiser and agency need to build an effective partnership strategy. The essential element of a successful strategy is to determine and measure the right metrics and KPI’s, followed by an equally important process of campaign- and channel-oriented optimization. That is to say, the traffic sources that do not align with the specified KPI’s must be identified and subsequently blocked.
This time-consuming process requires automation, as the number and variety of traffic sources are continually growing, which makes manual data processing impossible. Until now, Affise has already provided two automation instruments to optimize customer acquisition: CR Automation and Click Automation. Today we are pleased to present our third tool – KPI automation – based on the event conversion rate.
As is well known, companies are keen to have long-lasting relationships with their clients making every effort to maintain and improve customer satisfaction. In the meantime, acquiring new ones is essential too. Is there a way to find a balance between these two and distribute resources, ensuring maximum return on investment? We have an answer.
KPI automation will allow you to focus on the audience that is most interested in the advertised product. Set the desirable action-to-action rate, and Affise will do the rest.
Simple setup
2. Change log tab contains a list of all changes applied by users.
3. Block log tab provides details on partner/traffic source block and conversion status change.
We recommend using all three automation tools mentioned above to understand the strengths and weaknesses, assess profitability and optimize every stage in the marketing funnel. Contact your Customer Success manager to access KPI Automation and further information.
KPI automation is a tool that automatically evaluates the performance of your offers and partners based on predefined key performance indicators, specifically the conversion rate between two goals. As described in the article, you can create a KPI rule by specifying the offer, the action to take (such as changing a conversion status or blocking a partner), the goal-to-goal rate, and a notification for your manager. For a detailed step-by-step guide on configuring these rules, you can refer to the dedicated help center article on setting up KPI automation. This automation is essential because manually processing the continually growing number of traffic sources is no longer feasible. It allows you to focus your resources on the audience most interested in the advertised product, ensuring maximum return on investment.
KPI automation works alongside other tools like CR automation and click automation to help you understand the strengths and weaknesses of every stage in your marketing funnel. By automatically blocking or declining traffic sources that do not meet your specified KPI thresholds, you can ensure that your budget is allocated to the most effective channels. To see how these automation features work together in practice, you can explore the full range of automation tools. This data-driven approach to optimization helps you assess profitability and make better decisions for scaling your partner program. The article recommends using all three automation tools in combination to achieve the best results.
Before implementing KPI automation, it is essential to formalize your goals and performance metrics, as these will form the foundation of your automation rules. You should establish both long-term and short-term business goals, such as increasing sales or building brand awareness, to guide your overall strategy. For a thorough walkthrough on setting clear OKRs and KPIs for your partner program, you can check out the guide on first steps to creating a successful partner program. Once your goals are clearly defined, you can then configure the KPI rules within the Affise platform to automatically enforce those standards. This preparation ensures that your automation efforts are aligned with your broader business objectives.
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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