Launch Your First Campaign

Use this walkthrough when you are launching a campaign in JV Copilot for the first time.

Before You Start

Have these details ready:

• Campaign name and launch window.
• Partner list or CSV file.
• Sender name and sender alias.
• Promo resources, swipe copy, and affiliate links.

Create The Campaign

Add Campaign Details

Open the new campaign and add the details partners need before they commit:

• Campaign description.
• Campaign goal.
• Promo resources.
• Swipe copy.
• Referral portal details.

Use labels that make the purpose of each resource clear. Partners should be able to tell the difference between swipe copy, registration links, checkout links, and asset folders.

Add Partners

Click Add Partners from the campaign page. Add existing partners, import a CSV, or add a partner group.

For a first campaign, review the partner list before launch and remove test contacts or duplicates.

Review Emails And Links

Open the campaign email editor and review each partner-facing email. Confirm that the intro email, follow-up emails, dashboard link email, kickoff email, and thank-you email match the campaign.

Add campaign-specific affiliate links when partners need unique tracking URLs.

Launch

Click Launch Campaign and review the launch checklist. Fix required issues before continuing.

When you confirm launch, JV Copilot queues intro emails for campaign partners and moves the campaign into an active state.

Next Step

After launch, use the campaign page to monitor partner confirmations and resend invite emails when needed.

Related Feature Guides

• Creating & Managing Campaigns — every campaign setting, timeline option, and management action in depth.
• Campaign Partners — adding, removing, and managing partners within a campaign.
• Sender Identity — configuring the sender name and alias partners see on campaign emails.