Creator Lane: affiliate comment-to-DM campaign checklist
Reviewed 20 September 2026
https://creatorlanehq.com/tools/dm-templates/affiliate

An editable checklist, not a conversion benchmark or earnings forecast.
Work in your own copy. Do not record customer details, passwords or private order IDs.

CAMPAIGN BRIEF
Campaign label:
Instagram account and intended post:
Keyword and matching mode:
What the reel promises:
Product names and exact variants:
Affiliate program and allowed sharing channel:
Terms reviewed on:
Approved product or resource URL:
Message reviewed on:

BEFORE ACTIVATING
[ ] I can deliver exactly what the reel and caption promise.
[ ] The program permits this sharing channel and any redirects I use.
[ ] The message clearly identifies affiliate links or a commercial relationship.
[ ] Every square-bracketed placeholder has been replaced.
[ ] Only {name} and {username} remain as intended personalization tokens.
[ ] Any price, stock, discount, deadline or trial condition is verified and dated.
[ ] I have not invented personal use, customer results or scarcity.
[ ] The destination opens without my login and contains no private notes.
[ ] Product labels and variants match the reel; alternatives are identified.
[ ] The selected account, post, keyword mode and campaign status are correct.
[ ] No other automation sends an overlapping reply for this post and keyword.
[ ] A permitted test checks the message and link separately.
[ ] I will not manufacture commission through prohibited self-purchases.

RESULTS FOR ONE DEFINED PERIOD
Period:
Checked on:
Qualifying comments, if known:
API-accepted sends:
Reported campaign link clicks:
Tracked orders shown by the affiliate provider:
Estimated commission:
Confirmed commission:
Rejected or returned amounts:
Gross commission settled:
Deductions shown on the statement:
Net amount received:
Currency:

Do not treat an accepted send as a read receipt, a click as a purchase,
or pending earnings as money received. Check how each reporting tool defines
its counts; different periods, reporting delays and attribution rules can differ.
Leave unavailable metrics blank. Do not add different currencies together.

IF A STEP IS MISSING
No send: check account connection, selected post, keyword, status and error log.
No click: verify the received message, destination and match to the reel's promise.
No order: check the provider's eligible-product and attribution rules and reporting delay.
No payout: reconcile returns, confirmation and payment processing in the provider statement.

Keep earnings in the worksheet at:
https://creatorlanehq.com/affiliate-platforms-india#earnings-worksheet
Model scenarios (not promises) at:
https://creatorlanehq.com/tools/instagram-dm-roi-calculator