Automation
Automation lets you set up simple "when this happens, do that" rules that keep an eye on your program around the clock. Instead of checking dashboards constantly, you tell Affilync what to watch for and what to do when it happens — so you find out about problems early and can respond before they cost you.
Affilync checks your active rules on a regular schedule. When a rule's condition is met, it runs the action you chose.
Automation is available on paid plans (Starter and above). Each brand can keep a generous number of active rules.
How a Rule Works
Every automation rule has two parts:
- A trigger — the condition Affilync watches for.
- An action — what happens when that condition is met.
You also set how the rule behaves:
| Setting | What it does |
|---|---|
| Enabled | Turn the rule on or off without deleting it |
| Cooldown | A waiting period (in hours) after the rule fires before it can fire again, so you aren't alerted repeatedly about the same situation |
| Allow automatic actions | Required for any rule that changes your program (rather than just alerting you). Leave it off and the rule will only notify you |
Triggers
Choose what each rule watches for:
| Trigger | Fires when… |
|---|---|
| Clicks drop | Clicks on your campaigns fall by a meaningful amount compared with the previous week |
| Conversions drop | Your conversions fall week over week |
| Missed calls rising | The number of missed calls climbs over your chosen window |
| Low call wallet balance | Your call-tracking wallet balance falls below an amount you set |
Actions
Choose what happens when a trigger fires:
| Action | What it does |
|---|---|
| Notify | Sends you an in-app and email alert so you know right away |
| Pause campaign | Automatically pauses a specific campaign you choose |
Pause campaign changes your program, so it only runs if you've turned on Allow automatic actions for that rule and chosen one of your own campaigns to pause. If automatic actions are left off, the rule simply alerts you instead of pausing anything — keeping you in full control.
Create a Rule
- Go to Automation in your brand dashboard.
- Click New Rule.
- Give the rule a name.
- Pick a trigger and set its condition (for example, the percentage drop or balance threshold).
- Pick an action — Notify, or Pause campaign with the campaign you want it to act on.
- Set the cooldown and decide whether to Allow automatic actions.
- Save. The rule starts being checked on the next scheduled run.
Review What Your Rules Have Done
Each rule keeps a history of every time it was checked and acted on, so you can see exactly what happened and when. Each entry shows an outcome:
| Outcome | Meaning |
|---|---|
| Fired | The condition was met and the action ran successfully |
| Skipped (cooldown) | The condition was met, but the rule was still in its cooldown window, so it held off |
| Blocked | A change-making action was met but didn't run because automatic actions were turned off |
| Failed | The condition was met but the action couldn't be completed |
This history makes it easy to confirm a rule is working and to fine-tune its conditions over time.
Tips
- Start with Notify rules to learn how your triggers behave before letting any rule change your program.
- Use the cooldown to avoid repeat alerts about the same dip.
- Only turn on Allow automatic actions once you're confident a rule fires at the right moment.
- Review the run history regularly to adjust thresholds that fire too often or too rarely.