Q4 checklist
For advertisers and agencies
Scroll down to discover key points for reviewing your advertiser account, communicating offers, and promoting your program. Discover program maintenance tips and our recommended tech partners for maximizing Q4 results.
Prep and Planning
2-3 months out
Pro tips
- Consider negotiating TM+ rights with search partners for maximum reach
- Complete all new publisher recruitment by Oct 31 as most publishers will not accept new partners in Q4
Review last year‘s Q4 strategy to shape new campaign
- Identify top publishers, sale periods, successful placements, etc.
- Conduct internal SWOT analysis to highlight strengths/weaknesses
Determine placement budget
Define goals/expectations for Q4 (KPI, ROI, ROAS, etc.)
Identify specific Q4 holidays to participate in
Plan your promotional calendar and communicate to your Awin contact by Oct 31
Ensure your website is optimized on both mobile and desktop for increased Q4 traffic (no Q4 development work!)
Complete all new publisher recruitment by Oct 31
Review Your Advertiser Account
2-3 months out
Pro tip
Schedule bonuses or commission changes ahead of time
Check that your program overview is current and relevant with statistics and details
Update/confirm profile image and brand logo (88 x 31)
Update/confirm T&C’s and PPC policy
Update/confirm key search terms to be monitored by your account manager for compliance
Update/confirm all relevant users have access to your account
Update/confirm datafeed is seasonally relevant and accurate
Update/confirm commission rates in the Commission Manager tool
Review pending validations every 15 days
Review Creative Performance report to identify top performing banners/sizes
Review tracking details by running a test transaction via the Tracking Diagnosis tool
Communicate Your Offers
1-2 months out
Pro tip
To ensure new design assets are automatically updated anywhere publishers had existing ones live, upload over previous creatives instead of uploading as new and hiding old ones.
Update ‘My Creative’ under the Links & Tools tab
Add seasonally-relevant banners and remove old ones
Update click thrus and landing page URLs
Update new affiliate sign up email under the Account tab to quickly activate new publishers
Review pending publisher applications
Consider contacting inactive affiliates to re-engage prior to Q4
Compile contact information for top publisher “hit list”
Program Exposure
1-2 months out
Pro tips
- Create landing pages for specific promos and deals
- Placements can be paid for via Awin's Exposure Planner. Ask your Awin contact for more details
Add evergreen promotions to ‘My Offers’ under the Links & Tools tab
Consider exclusive coupons (work with your Awin contact for more guidance)
For each promotion added, brainstorm a creative title
Ensure offers have a call to action and link to the relevant page
Communicate promotions and deals directly to top 20 publishers
Book all exposure by Oct 31
Under the Publishers tab, review ‘Opportunity Marketplace’ for niche placements
Request Q4 media decks from your top publisher “hit list”
Request exposure proposals from top publishers ($, sales, etc.)
Compile list of all required assets for booked exposure and dates
Take screenshots of placements and request copies of newsletters
Program Maintenance
1 month out and continuing throughout Q4
Check monthly period comparison on your dashboard daily for a quick pulse of program performance month over month and year over year
Check top publishers have correct offers, creative and links
Review inventory weekly to avoid affiliates promoting an out of stock product
Review your budget and performance to consider booking last-minute exposure
Consider running a competitor Q4 promotional analysis
Recommended Tech Partners
Maximize revenue and profitability with BrandSwap’s Gift-with-Purchase mechanism. Offer strategically selected, value-adding rewards to customers at scale, increasing loyalty and encouraging frequent repeat purchases.
With Contester, integrate social commerce into your marketing strategy and boost customer engagement and sales through interactive, shoppable video experiences that amplify your goals, and help shoppers buy with confidence.
Enhance customer experience and boost cross-selling with Envolve’s AI-driven conversational marketing platform. Automate chats with personalized answers and recommendations to convert more website visitors into customers.
Convert more store visitors into happy customers with generative A.I. for detailed, hyper-personalized recommendations, covering features, relevance, and pricing to boost confident purchase decisions.
Boost your revenue with intent.ly's conversion optimization platform. Engage shoppers with perfectly timed, brand-aligned prompts and messages, to turn sessions into successful conversions.
Reach highly engaged audiences via trusted influencer recommendations with ORPIVA's influencer marketing platform and boost performance with authentic product presentations.
Leverage CTV advertising with tvScientific to reach 95% of Advertising Video On Demand (AVOD) inventory and accurately measure your ad exposure and results.
Boost basket revenue and customer satisfaction with Increasingly. The AI platform intelligently sells bundles on-site, in Google Shopping and Facebook ads, increasing AOV by 30%.
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