JV Copilot Docs

Track A Live Campaign

Your first days after launch — confirm invitations went out, watch confirmations, resend where needed, import results, and read the leaderboard.

Use this walkthrough in the days right after you launch a campaign.

1. Check That Invitations Were Sent

Open the campaign page and review the Partner Summary. Confirm that the total and Awaiting response counts match the partner list you launched with.

Campaign page after launch with the Partner Summary panel highlighted

2. Watch For Confirmations

Partner statuses update as people receive invitations and respond. See Campaign Partners for each status.

3. Resend Where Needed

Open a partner's row actions menu ().
Click Resend invitation if they have not responded, or Email dashboard link after they confirm.

For a specific partner's link or activity, open their campaign partner page for Quick Actions and Copy Confirmation Link.

Campaign partner page on a live campaign with the activity feed and Quick Actions highlighted

More on statuses and resends in Campaign Partners and Running A Live Campaign.

4. Import Results

Once partners are sending and results start coming in, import them from the Leaderboard card: click Import Sales Data, drop your CSV, and pick which column holds the revenue amount.

Sales import column-picker step asking which column contains the revenue amount

The full import flow — column mapping, linking partners to sales, and what re-importing does — is in Importing Sales Data.

5. Read The Leaderboard

After import, the Leaderboard card ranks partners by their results.

Leaderboard card showing partners ranked by revenue

See Leaderboards for settings and templates, and Campaign Stats & Calendar for the stats card and promo calendar.

Next Step

Turn the sales you just imported into a shareable leaderboard image — see Create A Leaderboard.

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