Campaign goals
Start by choosing one clear campaign goal:| Goal | Example target | FloKit focus |
|---|---|---|
| Validate a new channel | TikTok annual-plan acquisition | CAC, trial conversion, payback |
| Scale a proven campaign | Increase budget on strongest cohort | Spend, ROAS, payback window |
| Test creative quality | Compare UGC hooks | Conversion, renewal quality, CAC |
| Test offer or paywall signal | Annual plan emphasis | Trial-to-paid, refund rate, payback |
| Reduce waste | Cut weak cohorts | Budget shifts, creative pauses, exclusions |
Prerequisites
- Production workspace is active.
- Revenue source is connected.
- Attribution source is connected.
- Spend data is available.
- Campaign naming convention is documented.
- Target market, platform, channel, and offer are defined.
- Guardrails are configured.
- Review owner is assigned.
Campaign setup
Define the campaign brief
Document objective, channel, audience, market, budget, offer, creative set, target payback window, and decision date.
Confirm tracking
Make sure campaign, ad set, creative, country, platform, and offer fields are available in the attribution source and can be joined to revenue.
Set guardrails
Configure campaign-level spend caps, excluded campaigns, approval rules, and rollback triggers before launch.
Launch in the ad platform
Launch the campaign using your normal ad platform process. FloKit reads the resulting spend and attribution data.
Monitor early data quality
Confirm installs, spend, attribution, trial starts, and subscription events are arriving. Do not make budget decisions from incomplete data.
Review payback signal
Once enough data is available, compare CAC, ROAS, trial-to-paid conversion, renewal quality, and payback against the target.
Review recommendations
Use the action queue to approve, reject, defer, or manually test recommended budget shifts, creative pauses, or audience changes.
Campaign brief template
| Field | Example |
|---|---|
| Objective | Validate annual-plan acquisition on TikTok |
| Channel | TikTok |
| Market | US |
| Audience | Broad interest + lookalike |
| Offer | Annual plan with trial |
| Budget | $2,000/day initial cap |
| Primary metric | 60-day payback projection |
| Secondary metrics | CAC, trial conversion, refund rate |
| Decision date | 14 days after launch |
| Owner | Growth lead |
| Guardrails | Max $2,000/day, rollback if CAC rises 20% |
What to monitor
| Phase | Signals |
|---|---|
| Day 0-2 | Spend delivery, attribution mapping, event arrival, obvious tracking gaps |
| Day 3-7 | CAC, trial starts, paywall conversion, creative fatigue, early ROAS |
| Day 7-14 | Trial-to-paid conversion, cohort size, refund risk, projected payback |
| Day 14+ | Renewal quality, payback trend, scale or pause decision |
Using FloKit recommendations
FloKit may recommend:- Moving budget toward a stronger cohort.
- Pausing creative with declining conversion or weak payback.
- Excluding a low-LTV audience.
- Testing a different offer or paywall emphasis.
- Changing bids or target CPA where payback supports scaling.
Decision framework
| Result | Decision |
|---|---|
| Payback is strong and data quality is trusted | Increase budget within guardrails |
| Conversion is strong but payback is weak | Review offer, retention, refunds, and audience quality |
| CAC is high but renewals are strong | Extend observation window before cutting |
| CAC is high and revenue quality is weak | Pause, reduce budget, or change targeting |
| Data is incomplete | Fix tracking before deciding |
Campaign closeout
At the end of the first review window, document:- What was launched.
- What data was trusted.
- What data was missing.
- Which recommendations were approved or rejected.
- Whether the campaign scaled, paused, or became a new test.
- What guardrails should change before the next campaign.