Getting Started

This quickstart takes you from a fresh workspace to a launched campaign. Onboarding already covered the account basics — your name and sender identity — so everything here happens on the campaign itself.

1. Create Your Campaign

In the Create Campaign modal:

The campaign type defaults to One-off — right for a single launch or event. Pick Recurring or Hub only if you already know you need them.

The draft campaign page opens. The rest of the setup happens there.

2. Add Partners

Partners are the people who receive your invite and promote the campaign. The Invite partners panel on the campaign page gives you two ways to add them — use whichever fits each partner, or both:

1. Copy the join link and send it out — partners sign themselves up.
2. Add manually — pick partners from your partner database.

Clicking Add manually opens the Add Partners modal. Select partners individually, or switch to the By Group tab to add a whole partner group at once.

If your partner database is still empty, add people on the Partners page first — one at a time or from a spreadsheet with the CSV import.

3. Add Promo Materials

The Swipe copy card on the campaign page holds everything partners use to promote you. It has two entry points — they're not either/or, most campaigns use both:

1. Set up swipe copy — turn your existing promo copy into partner-ready emails.
2. Add materials — attach links, files, and notes (registration pages, asset folders, product info).

Import Swipe Copy

Clicking Set up swipe copy opens a three-step import:

On the review step:

1. Detected fields — variables the AI found in your copy, like the partner's first name and affiliate link. JV Copilot fills these in automatically for each partner: auto-filled fields (like the affiliate link) come from the system, while partner-set fields (like the reader's first name) stay editable so each partner can personalize them. Change a field's dropdown if it's mapped wrong.
2. Emails — expand or Edit any email to fix wording before it goes live.
3. Save swipe copy when everything looks right.

For extra materials, Add materials takes a title plus a link, file, or note. Use labels that make each resource's purpose obvious — partners should be able to tell swipe copy, registration links, and asset folders apart at a glance.

4. Add Affiliate Links

If partners need unique tracking links, set them up from the Affiliate links card. It has two entry points, depending on where the links come from:

1. Manage affiliate links — you already have each partner's link and supply it yourself.
2. Add referral portal — your platform (affiliate network, cart, course host) gives partners a portal where they grab their own link and view their stats. Add the portal URL and partners handle the rest.

Supplying Links Yourself

The two ways of giving partners their links:

1. Add on a partner's row to paste their link individually.
2. Paste links or Upload CSV to bulk-import the whole list — paste partner emails with their links, or upload a spreadsheet, and JV Copilot matches each link to its partner by email.

More detail on both paths in Campaign Partners.

5. Launch

JV Copilot handles the partner emails for you — sensible defaults go out at each stage of the campaign. If you want to review or reword them first, Customize Emails on the campaign page opens the editor; see Set Up Campaign Emails.

When the campaign is ready:

Once confirmed, JV Copilot takes over the invitations, follow-ups, reminders, and tracking.

6. Track Progress

After launch, the campaign page shows who has been invited, who confirmed, and who needs a nudge. See Track a Live Campaign for statuses, resends, the promo calendar, and importing results.

Next Guides

• Creating & Managing Campaigns
• Campaign Partners
• Set Up Campaign Emails
• Track a Live Campaign