Workflows

Workflows enable a user to set up an operation that modifies multiple entities (Offers or Partners) at the same time in Swaarm. Any task that you typically do daily like approving a partner to an offer or updating tags on offers you can most likely create a workflow for this. For example, you can set up a workflow that checks if a partner is beneath a certain conversion rate and set a reduced click budget if the condition is matched. There are many creative ways to use workflows, so let's go through how to create a workflow.

Create an Offer Workflow

Go to the menu and click on Automation > Workflows
You can view and manage all your workflows for offers here
Click + Create Workflow
You have 4 major steps to a workflow to setup which will be covered in the following steps
General Settings: Provide a name and description of the workflow
1. Name: Provide a human-friendly name to identify the workflow
2. Description: Some information to describe what the workflow is doing
  1. We recommend being detailed here so you understand fully what this workflow is trying to accomplish.
3. Check off the Active button if you want the workflow to be activated once saved, you can also set this active later.
Filters: Choose which offers should be modified. If no filters are added, all offers will be considered for the below-configured actions.
1. Select a field and then an operation and then a value to decide which offers should be modified
2. Helpful Note: The time frame is attached by default at the end of the stats filters (e.g., clicks, conversions, revenue, etc.). It is the period that would look back at the last X amount of hours you input here. The image above looks back at the last 10 hours if there were more than 10,000 clicks on Test Offer 2
Actions: Choose which actions should be applied to the above-filtered offers
1. Configure Status: Set the offer status to either Approved, Pending, Paused or Archived
2. Configure Offer: Set offer details
  1. Set if these values shown above are on or off.
3. Configure Targeting: Set the advanced targeting on the offer
  1. You can set up advanced targeting for the offer and override existing targeting.
4. Configure Budget: Add or update offer budgets
  1. The 'Override Existing Budgets' button will set a new budget on top of any budget that was already in place.
  2. For example: If you want the workflow offers to consider this budget configured here, no matter whether the budget already exists on the offer or not, then you need to check 'Override Existing Budgets'.
5. Configure Tags: Add or remove offer tags
  💡Note: For offer tags, the users who have permission for tag creation can create and add new custom tags to the offer. Other user roles will have access to only existing tags in the platform i.e. they can add/ remove tags from the list of existing tags.
6. Configure Partners: Select partners and configure partner-level budgets, payouts, and access status
  1. Select which partners should be configured by this workflow (you must target partners by including, excluding, or based on the partner status)
    Include specific partners for this workflow
    Exclude specific partners from this workflow
    Use Approved/Pending/Blocked partners based on the partner status of the targeted offers
    💡Note: If you want to exclude some partners, then before that, either add partners manually or select from approved/ pending/ blocked partners.
  2. Budgets: Configure partner budgets similar to the 'Configure Budgets' step above
  3. Payouts: Configure the payouts and margin of the partner and you can override existing payouts if there is already a payout in place before this workflow by checking the box
  4. Access Status: Configure the partner access status to the offer, and you can override any current access status that was in place before the workflow by checking the box
Schedule: Choose on which schedule the actions should run
1. Manual: The workflow is executed immediately after the rule is saved
  Helpful Note: If we 'edit' the existing workflow where the 'Manual' schedule is selected, then the workflow will be executed again when we Save it, this can be avoided by closing the dialogue using the 'x' icon on the top right corner or the close button at the bottom.
2. On Schedule: This allows you to schedule the workflow every day, week, month, and year at a specific time.
  1. Note: If you have a timeframe filter set in place to look back the last 10 hours and you select on schedule every day at 9 a.m., then this will look back the last 10 hours from 9 a.m. every day.
3. On Offer Change: The workflow is executed whenever an offer is manually or programmatically updated
  1. This could be an update via API or when a user edits the offer manually and clicks save
Last Step: Delete, Preview, or Save
1. Delete the workflow
2. Preview your workflow and see what entity will be affected and what actions executed
3. Save the workflow