Campaigns, Links, and Rules
Campaigns define economics and structure. Links deliver traffic. Rules personalize routing.End-to-end operating flow
- Create campaign with cost model and currency.
- Create links and assign them to campaign/folders/tags.
- Attach rules to links in explicit priority order.
- Configure deep links, tracking, and security controls.
- Validate behavior in link and campaign analytics.
Campaign setup
A campaign should define:- objective and naming convention
- cost model and reporting currency
- ownership and lifecycle status
- active
- paused
- archived
Link setup
Each link should define:- destination and fallback behavior
- campaign assignment
- tags/folders/UTM pattern
- lifecycle controls (expiry, password, click limits)
- slug/short-code customization
- title/label conventions for reporting
- access controls (password-protected links)
- expiration and archival behavior
- click-limit protection for capped promotions
- Basic: destination, slug, domain, metadata
- Rules: attach and order routing rules
- Advanced: security, tracking, attribution, UTM, deep-link options
- QR: generate and manage QR assets
Rule behavior
Rules are evaluated by priority and specificity. Good practice:- keep highest-confidence rules at top
- use explicit fallback rule
- avoid overlapping broad rules that mask precise targeting
- start from narrow conditions and expand outward
- keep one unambiguous default destination
- validate priority order after each rule edit
- a link can have multiple rules attached
- priority determines evaluation order
- broad fallback rules should be last
Rule targeting dimensions
Supported targeting dimensions include:- geography
- device and platform signals
- browser and OS
- referrer and source attributes
- query and request attributes
- time windows and quality/fraud signals
Deep links and intent routing
For app journeys:- define platform-specific deep-link targets
- ensure web fallback exists
- test routing under unsupported device/app cases
QR and offline acquisition
For QR use cases:- use campaign-specific QR tracking
- validate destination behavior for scan contexts
- monitor QR-specific analytics views
- generate code assets per link
- select visual style and format
- download for print/web usage
- monitor scans and unique scans in analytics
Organization controls (Tags, Folders, UTM)
Use these together for clean operations:- Tags: campaign semantics and segmentation labels
- Folders: ownership and access organization
- UTM templates: consistent attribution parameters at scale
Security and lifecycle controls at link level
Frequently used controls:- password protection
- expiration date/time
- expired-target URL
- click limits
- archive/unarchive behavior
Cost and tracking alignment
Campaign sets default economics; links may override in selective cases. Practical guidance:- avoid unnecessary per-link cost overrides
- keep conversion tracking enabled where revenue attribution is required
- align UTM and external IDs with CRM/BI conventions
Pre-launch checklist (campaign + links + rules)
- Confirm campaign cost model and currency.
- Confirm each link destination/fallback/domain.
- Validate rule order and fallback catch-all behavior.
- Validate deep-link and QR behavior (if enabled).
- Send test clicks/conversions before going live.
/user-guides/manual/monetization/currencies-cost-models-and-fx/user-guides/manual/data/analytics-and-reporting/user-guides/manual/growth/tags-folders-utm-reference

