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Operations & Briefs

Campaign Brief Template

A template for briefing affiliates on new product launches, promotions, or campaigns with all the information they need to promote effectively.

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5 min read
Updated Dec 1, 2024

Legal Disclaimer

This template is provided for informational purposes only and does not constitute legal advice. We recommend consulting with a qualified attorney to ensure the document meets your specific needs and complies with applicable laws in your jurisdiction.

Affiliate Campaign Brief Template

Overview

Use this template when launching new products, promotions, or campaigns. A good brief gives affiliates everything they need to promote effectively.


Campaign Brief Template

[CAMPAIGN_NAME] — Affiliate Campaign Brief

Campaign Type: [PRODUCT_LAUNCH / PROMOTION / SEASONAL / EVERGREEN] Brief Date: [DATE] Campaign Period: [START_DATE] to [END_DATE]


Quick Summary

What[ONE_SENTENCE_DESCRIPTION]
When[START_DATE] — [END_DATE]
Commission[COMMISSION_RATE]% ([STANDARD/BONUS])
Target[TARGET_AUDIENCE]
Goal[CAMPAIGN_GOAL]

1. Campaign Overview

What's Happening

[2-3 paragraph description of the campaign. What is it? Why are you doing it? What's in it for customers?]

Why It Matters

  • For Customers: [Customer benefit 1], [Customer benefit 2]
  • For Affiliates: [Affiliate benefit — bonus commission, exclusive offer, etc.]

2. Key Dates

MilestoneDateNotes
Affiliate Preview[DATE]Early access for top affiliates
Public Launch[DATE]Campaign goes live
Peak Promo Window[DATE RANGE]Best time to promote
Campaign Ends[DATE]Last day for offer
Commissions Lock[DATE]Final tracking date

3. The Offer

Customer Offer

DetailInformation
Offer[DISCOUNT/BONUS/TRIAL]
Value[DOLLAR_OR_PERCENT_VALUE]
Code[COUPON_CODE] (if applicable)
Link[OFFER_LANDING_PAGE]
Fine Print[LIMITATIONS/EXCLUSIONS]

Affiliate Incentive

DetailInformation
Standard Commission[STANDARD_RATE]%
Campaign Commission[CAMPAIGN_RATE]%
Bonus Structure[BONUS_DETAILS_IF_ANY]
Tracking[TRACKING_NOTES]

4. Target Audience

Who to Target

Primary Audience:

  • [AUDIENCE_SEGMENT_1] — [Description]
  • [AUDIENCE_SEGMENT_2] — [Description]

Pain Points We Solve:

  1. [PAIN_POINT_1]
  2. [PAIN_POINT_2]
  3. [PAIN_POINT_3]

Who This Is NOT For:

  • [NON_TARGET_1]
  • [NON_TARGET_2]

5. Key Messages

Main Value Proposition

"[ONE_SENTENCE_VALUE_PROP]"

Supporting Messages

  1. [MESSAGE_THEME_1]: [Supporting point]
  2. [MESSAGE_THEME_2]: [Supporting point]
  3. [MESSAGE_THEME_3]: [Supporting point]

Proof Points

  • [STAT_OR_TESTIMONIAL_1]
  • [STAT_OR_TESTIMONIAL_2]
  • [STAT_OR_TESTIMONIAL_3]

6. Content Ideas

Blog Post Ideas

TopicAngleKeywords
[TOPIC_1][ANGLE][KEYWORDS]
[TOPIC_2][ANGLE][KEYWORDS]
[TOPIC_3][ANGLE][KEYWORDS]

Social Media Ideas

Twitter/X:

  • [TWEET_IDEA_1]
  • [TWEET_IDEA_2]

LinkedIn:

  • [LINKEDIN_IDEA]

Instagram/TikTok:

  • [SHORT_VIDEO_IDEA]

Email Ideas

Subject Lines:

  • [SUBJECT_1]
  • [SUBJECT_2]
  • [SUBJECT_3]

Email Angle: [Brief description of email approach]


7. Assets & Resources

Available Assets

AssetLinkNotes
Product Images[LINK]Various sizes
Banners[LINK]728x90, 300x250, 160x600
Social Graphics[LINK]IG, Twitter, LinkedIn
Email Graphics[LINK]600px width
Video Assets[LINK]B-roll, product demos
Logo Files[LINK]PNG, SVG

Landing Pages

PurposeURL
Main Offer Page[URL]
Affiliate Tracking Link[URL_WITH_TRACKING]

Swipe Copy

Pre-written copy available:

  • Email swipe (3 versions)
  • Social posts (5 variations)
  • Ad copy templates

Download at: [SWIPE_COPY_LINK]


8. Tracking & Attribution

Your unique tracking link for this campaign:

[AFFILIATE_TRACKING_LINK]

UTM Parameters (Optional)

Add these to track performance:

?utm_source=affiliate&utm_medium=[YOUR_CHANNEL]&utm_campaign=[CAMPAIGN_NAME]

Coupon Tracking

If using coupons, your code is: [AFFILIATE_COUPON]


9. Dos and Don'ts

DO ✅

  • Start promoting on [START_DATE]
  • Use provided assets and messaging
  • Disclose affiliate relationship
  • Update old content with new offer
  • Track your performance

DON'T ❌

  • Launch before [START_DATE]
  • Make claims not in this brief
  • Use competitor trademarks
  • Spam or mislead
  • Forget disclosure

10. Questions & Support

Campaign Contact

Email: [CAMPAIGN_CONTACT_EMAIL] Response Time: Within [RESPONSE_TIME]

Common Questions

Q: Can I promote before [START_DATE]? A: [ANSWER]

Q: Can I create my own landing page? A: [ANSWER]

Q: What if I need custom assets? A: Contact [DESIGN_EMAIL] with your request.


How to Use This Template

Creating Your Brief

  1. Fill in all sections — Don't skip parts; affiliates need complete info
  2. Prepare assets first — Have links ready before sending
  3. Review messaging — Ensure claims are accurate and approved
  4. Test links — Verify tracking and landing pages work
  5. Send early — Give affiliates [LEAD_TIME] days to prepare content

Distribution

Send to affiliates via:

  • Email to active affiliate list
  • Affiliate dashboard announcement
  • Slack/Discord community (if you have one)

Key Variables

VariableDescriptionExample
[CAMPAIGN_NAME]Campaign titleBlack Friday 2024
[START_DATE]Launch dateNov 20, 2024
[COMMISSION_RATE]Campaign rate30%
[COUPON_CODE]Offer codeBFRIDAY30

FAQ

How far in advance should I send this?

Give affiliates at least 1-2 weeks for major campaigns, 3-5 days for smaller promotions.

What if affiliates have questions not covered?

Include a clear contact for questions and respond promptly. Consider updating the brief if the same question comes up multiple times.

Should I create different briefs for different affiliate tiers?

For major campaigns, yes. Top affiliates might get exclusive offers or earlier access. Customize the incentives section for each tier.

Related Templates

Affiliate Welcome EmailBrand Guidelines for AffiliatesAffiliate Program Policy

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Contents

Affiliate Campaign Brief TemplateOverviewCampaign Brief Template[CAMPAIGN_NAME] — Affiliate Campaign BriefQuick Summary1. Campaign Overview2. Key Dates3. The Offer4. Target Audience5. Key Messages6. Content Ideas7. Assets & Resources8. Tracking & Attribution9. Dos and Don'ts10. Questions & Support