sales-performcb

What this skill does

# Perform[cb] Platform Help

Help the user with Perform[cb] platform questions — from Outcome Engine campaigns and PerformSHIELD compliance through partner API integration, reporting, and payout management.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What's your role with Perform[cb]?**
   - A) Marketer/advertiser — running campaigns to acquire users
   - B) Affiliate partner — promoting offers and monetizing traffic
   - C) Developer — integrating via the Partner API
   - D) Agency — managing campaigns for clients
   - E) Evaluating Perform[cb] — deciding whether to join
   - F) Other

2. **What area do you need help with?**
   - A) Campaigns — creating, managing, or optimizing CPA/CPS/CPL/CPC campaigns
   - B) PerformSHIELD — compliance, fraud detection, traffic quality audits
   - C) Reporting — dashboards, lead rating, value-based payouts, segmentation
   - D) Partner tools — tracking links, suppression lists, offer discovery
   - E) API — Partner API integration, campaign automation, report pulling
   - F) Payouts — payment schedules, minimum thresholds, commission structures
   - G) Integrations — MMP connections (Branch, Adjust, AppsFlyer, Kochava, Singular)
   - H) Getting started — application, approval process, first campaign setup
   - I) Something else

3. **What's your specific question or goal?**

**If the user's request already provides context, skip directly to the relevant section.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- Affiliate program design / commission strategy → `/sales-affiliate-program`
- Email deliverability → `/sales-deliverability`
- Building prospect lists → `/sales-prospect-list`
- Contact enrichment → `/sales-enrich`
- Retargeting strategy → `/sales-retargeting`

Otherwise, answer directly using the reference below.

## Step 3 — Perform[cb] platform reference

### Platform Overview

Perform[cb] is the #1-ranked CPA network worldwide (six consecutive years per mThink Blue Book). Founded 2002, headquartered in Sarasota, FL. Operates as an outcome-based user acquisition platform connecting marketers (advertisers) with affiliate partners across 25+ digital channels.

**Key differentiator**: 90% of traffic comes from outside Facebook and Google — native, content, email, push, social, and display channels.

**Pricing models** (no activation fees):
- **CPA** (Cost Per Acquisition) — pay when a user completes a defined action
- **CPS** (Cost Per Sale) — pay on completed purchase
- **CPL** (Cost Per Lead) — pay on qualified lead submission
- **CPC** (Cost Per Click) — pay per click
- **CPI** (Cost Per Install) — pay per app install
- **CPE** (Cost Per Engagement) — pay per defined engagement event

### Outcome Engine

Perform[cb]'s proprietary AI-powered platform that:
- Optimizes campaign placement across 25+ channels in real-time
- Matches marketer KPIs with partner traffic sources
- Personalizes user acquisition campaigns to align with brand performance goals
- Manages budget allocation and bid optimization automatically

### PerformSHIELD — Fraud Detection & Compliance

Proprietary fraud-fighting technology processing 3,500+ audits monthly:
- Real-time traffic quality monitoring
- Bot detection and invalid traffic filtering
- Brand safety and compliance enforcement
- Source-level traffic quality scoring
- Automatic flagging and blocking of suspicious patterns
- Monthly compliance reports for advertisers

### Campaign Management

**For Marketers (Advertisers):**
1. Define your offer — action type (CPA/CPS/CPL), payout amount, targeting criteria
2. Set creative requirements — approved ad formats, landing pages, promotional guidelines
3. Configure lead rating — assign values to specific fields for value-based payouts
4. Segment traffic — by channel, device type, day-of-week, geography
5. Review PerformSHIELD reports — monitor traffic quality and compliance

**For Partners (Affiliates):**
1. Browse approved campaigns via dashboard or API (`FindMyApprovedCampaigns`)
2. Generate tracking links — unique click URLs and impression pixels per campaign
3. Assign custom tracking IDs for internal campaign tagging
4. Monitor performance — clicks, conversions, earnings, EPC in real-time
5. Manage traffic types — align allowed traffic types with campaign restrictions

### Reporting & Analytics

- **Custom dashboards** with real-time data
- **Traffic segmentation** — channel, device, day-of-week, geography
- **Lead rating** — assign quality scores to leads based on field values
- **Value-based payouts** — pay different amounts based on lead quality tiers
- **Event-level tracking** — track multiple conversion events per campaign
- **EPC (Earnings Per Click)** — key performance metric for affiliates

### Partner Payout Structure

- **Commission split**: Affiliates typically retain 70-80% depending on offer terms and traffic volume
- **Minimum payout**: $50
- **Payment methods**: Check, ACH, wire transfer, PayPal
- **Payment schedule**: Net-30 standard; weekly available for qualifying partners
- **Referral program**: Earn 5% additional commission on referred partner revenue; marketers earn 3% on referred advertiser spend for one year

### MMP Integrations

Perform[cb] integrates with industry-leading Mobile Measurement Partners:
- **Branch** — deep linking and attribution
- **Adjust** — mobile analytics and fraud prevention
- **AppsFlyer** — mobile attribution and analytics
- **Kochava** — real-time data solutions
- **Singular** — unified analytics platform

### Key Terminology

| Term | Meaning |
|---|---|
| Outcome Engine | Perform[cb]'s AI optimization platform |
| PerformSHIELD | Proprietary fraud detection and compliance system |
| Marketer | Advertiser running campaigns on Perform[cb] |
| Partner | Affiliate promoting offers |
| Lead rating | Assigning quality scores to leads for value-based payouts |
| EPC | Earnings Per Click — revenue per click metric |
| Sub-ID | Custom tracking parameter for affiliates |

For full API details, see [references/performcb-api-reference.md](references/performcb-api-reference.md).

## Step 4 — Actionable guidance

Based on the user's role and question, provide step-by-step guidance.

**For new marketers:**
1. Submit your campaign brief to your Account Manager
2. Define your target CPA/CPL and daily budget cap
3. Upload approved creative assets and landing page URLs
4. Set lead rating criteria if using value-based payouts
5. Launch with a test budget; review PerformSHIELD reports after 48 hours
6. Scale spend on high-quality traffic sources; pause underperformers

**For new affiliates:**
1. Apply at login.performcb.com — include your traffic sources and experience
2. Once approved, browse campaigns matching your traffic type
3. Generate tracking links via dashboard or API
4. Set up postback URLs for server-to-server conversion tracking
5. Start with a small test; monitor EPC and conversion rates
6. Scale winners; use the API to automate campaign discovery and link generation

**For developers integrating the API:**
1. Get your API Key and Account ID from the platform settings
2. Use the `FindMyApprovedCampaigns` endpoint to discover available offers
3. Filter campaigns by status, type, traffic type, and geography
4. Generate tracking links programmatically
5. Pull reports via the Reporting API for automated analytics
6. Set up postback URLs for real-time conversion notifications

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

1. **Approval isn't instant** — Perform[cb] reviews all partner applications manually. Include detailed traffic source information and past performance data in your application to speed approval.
2. **Traff