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⚠️ The CR Automation feature is available only for certain plans. Contact your Affise account manager to get the feature.

CR Automation is aimed to automate work with your campaigns based on CR percentage under specific conditions set by you.

Automation - Affise Checker _ Rocketcompany - Google Chrome 2022-02-22 at 3.15.00 PM

Why does CR Automation rely on CR %?

There can be two undesirable scenarios while promoting a campaign:

1) Low CR %: means that received traffic for a specific campaign is of low quality - there are a few conversions made on a large number of clicks, which is commonly not acceptable for advertisers.

2)High CR %: as a rule, high CR % says about fraud traffic, which is also not desirable for Advertisers who need to promote their campaigns successfully.

All you need to do is set a specific rule(-s) and let CR & sub-accounts optimization tools help you automate your campaigns based on your specific business needs and preferences.

CR & sub-accounts optimization contains three sections: rules, change log, and block log:

Below you’ll find the description of all three sections.


This section contains settings of automation by affiliate and sub-account 2 value. The following fields need to be filled to make the rule automate the campaign:

  1. Advertiser - Advertiser is a required field. Choose the required Advertiser (-s) the Automation should work for.

  2. Offer - Offer is not a required field and can be set optional. Choose the needed Offer (-s) the Automation should work for. Notice: if you have set the Advertiser (-s) earlier during the 1st step, you'll be able to choose only the offers that are run by Advertisers set. If no offer (-s) is chosen, the optimization will work for all the offers of this Advertiser(-s).

  3. Filters - 'Filters' is a time range that needs to be set when the optimization process will take place. It's set for 1 Hour by default, but you can choose a longer period of time out of a drop-down menu based on your needs. 'Conversion threshold' is a required field. You should set the min limit of the conversions, which will make optimization rule work.

  4. Schema - You can choose one of the two conditions out of a drop-down menu the automation should work under: by affiliate (-s), by affiliate(-s) and offer sub1 & by affiliate(-s) and offer sub2 per offer. Multiple affiliates can be chosen in the 'Affiliates' field.

  5. Affiliates - You can choose Affiliates CR Optimisation will work for. If you do not choose any, optimization will work for all the affiliates of chosen campaigns.

  6. CR Thresholds - Min CR % is a required field. Max CR % is an optional field that is set for the created rule. Min CR % - Max CR % (if one is set) is the desirable CR percent range for specified campaigns. If this percent is out of the set limits(for example, under the rule 3% <= CR <= 50% , Affiliate's CR is 2 %, automation tool will start optimisation process).

  7. Notify affiliate- Notify affiliate is not a required field, and notifications on blocking can be sent to the affiliate optional. Notice: the option is turned on by default.

How does it work?

CR Automation works with full hours: if you set up the rule at 5.40, it will start checking Stats at 6.00, not earlier. Then the Automation tool will check the data for a specified time range per min CR % (and max CR % if one is set) under one of the conditions: Affiliate(-s) or Affiliate (-s) and offer sub1/sub2 (sub/1sub2 value received via a tracking URL from the affiliate (-s)).

Once the min CR Threshold is not reached or exceeds the max CR percent (if one is set), CR optimization will do the following:

1) Once schema "By Affiliate" is set, Affiliate(-s) with undesirable CR will be automatically disabled from the offer.

2) Once schema "By Affiliate and offer sub1" or "By Affiliate and offer sub2" is set, sub1/sub2 value which does not comply with CR Threshold set will be blocked in the offer. This means that sub1/sub2 value will be blocked in two different ways depending on whether ‘Consider personal targeting only’ flag is ON/OFF:

If it is ON: sub1/sub2 value will be blocked only in those Personal targeting groups where the particular affiliate is presented.

If it is OFF: sub1/sub2 value will be blocked in all General targeting groups and Personal targeting groups where the particular affiliate is presented.

If you have set a rule for Affiliates 'X', 'Y', 'Z', CR % will be counted only for these specified Affiliates per offer.

❗ CR & sub-accounts optimization considers values whitelisted/blacklisted under 'Allowed sub-account 1/2' on offer's level and automatically makes the needed changes in this field based on how a specific rule has worked.

Let's have a look at how it works for the offers at the following example:

For offer 'Y' sub1/sub2 value 'abc' was manually whitelisted under 'Allowed sub-account 1/2': the 'Certain offer' -> 'Edit offer' -> 'Targeting groups':


Once the rule is set as "Affiliate and offer sub1/sub2", and 'abc' value received from the Affiliate via a tracking URL does not comply with CR Threshold set in the rule, sub1/sub2 value 'abc' set in the offer under 'Allowed sub-account 1/2' will be automatically removed from this field.

There are 4 scenarios related with sub value blocking regarding blacklist and whitelist in the offer:

  1. There is a sub value in the whitelist. CR Automation blocked it - it will disappear from the whitelist.

  2. There are no sub values in the whitelist. CR Automation blocked some value - it will appear in the 'Sub value' field and the tick 'Exclude' will be selected - the black list will be created.

  3. There is the blacklist with some values. CR Automation blocked some additional sub value - it will appear in the blacklist.

  4. There is the blacklist with some values. CR Automation blocked sub value, which is already in the blacklist - nothing will happen.

❗ Sub values support the following symbols only: (a-z A-Z), numbers (0-9) and these symbols: -,._{}+=/:~ . If the value contains some other symbol, it won't be blocked.

Change log

Use change log to see when a rule was added, updated, and deleted:

Or to find out more details on what was changed for a specific rule:

Block log

Once an affiliate or sub1/sub2 value is blocked, you can check the blocked data in Block Log section:

In Block log, you’ll find information on which affiliate(-s) or sub1/sub2 value were blocked for a specific offer and advertiser, current CR for the offer, and CR Thresholds

You also can export data from Block log by clicking on the 'Excel' icon.

It is possible to get Block log via API with the help of this method:


CR in Statistics

You always can check which sub values are coming from Affiliates in Statistics -> Custom slice.

❗ If you want to check CR value for a specific rule, mind the schema you've chosen in the rule:

1) Schema "By Affiliate": check CR for the particular affiliate. Choose the particular affiliate in the filter. Tick the following flags: 'Day' or 'Day' + 'Hour', 'CR'.

2) Schema "By Affiliate and offer sub1/sub2": check CR for the particular sub1/sub2 value. Choose the particular affiliate in the filter. Tick the following flags: 'Day' or 'Day' + 'Hour', 'Sub1'/'Sub2', 'CR'. If you use this schema, CR is calculated per unique sub1/sub2 value.

You may also find the following articles helpful:

Should you have any further doubts or questions on CR&sub-accounts optimization work, feel free to contact our support team via [email protected]

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