Use modern strategy and automation tools for new workflows while preserving older plans during transition.
When to Use This Guide
Use this when you are planning, generating, or scaling affiliate content while keeping quality control.
Before You Start
- You are logged into WordPress with an Administrator account.
- You can open PassiveWP content tools (Articles/Strategies/Automations).
- OpenAI is connected if the workflow uses AI generation.
Exact Menu Path
WordPress Admin -> PassiveWP -> Content Strategies -> Add New Strategy
Step-by-Step Walkthrough
Step 1: Audit legacy planner items still driving traffic.
Go here WordPress Admin→PassiveWP→Content Strategies→Add New Strategy
Do this In Add New Strategy, complete steps in order: Mode, Inputs, Content Mix & Guardrails, AI Models, Final Review, then create.
Confirm The strategy should save and appear in My Strategies with item count/status visible.
Step 2: Migrate active campaigns into current strategy workflows.
Go here WordPress Admin→PassiveWP→Content Strategies→Add New Strategy
Do this In Add New Strategy, complete steps in order: Mode, Inputs, Content Mix & Guardrails, AI Models, Final Review, then create.
Confirm The strategy should save and appear in My Strategies with item count/status visible.
Step 3: Keep archive notes so historical decisions remain traceable.
Go here WordPress Admin→PassiveWP→Content Strategies→Add New Strategy
Do this In Add New Strategy, complete steps in order: Mode, Inputs, Content Mix & Guardrails, AI Models, Final Review, then create.
Confirm The strategy should save and appear in My Strategies with item count/status visible.
Step 4: Retire stale legacy plans once replacements are proven.
Go here WordPress Admin→PassiveWP→Content Strategies→Add New Strategy
Do this In Add New Strategy, complete steps in order: Mode, Inputs, Content Mix & Guardrails, AI Models, Final Review, then create.
Confirm The strategy should save and appear in My Strategies with item count/status visible.
Quick Troubleshooting Checks
- Confirm OpenAI is connected before running generation jobs.
- Run one draft first and review quality before bulk operations.
- Check article/strategy status logs for stalled phases.
Common Mistakes to Avoid
- Publishing AI drafts without human edits.
- Targeting broad topics with weak buyer intent.
- Over-automating without weekly quality review.
Success Checklist
- Article serves a clear search intent.
- Monetization blocks match article context.
- Disclosure and compliance language is present where needed.
Pro Tips for Affiliate Marketers
- Use AI for speed, then add personal examples and comparisons.
- Refresh top articles monthly instead of publishing only new posts.
- Map each article to one conversion goal.
If You Get Stuck
Open the matching troubleshooting article in this help center and repeat one step at a time instead of changing multiple settings at once.
