How to set up a Workflow for the Affiliate Manager?

Workflows have automated actions to manage affiliates efficiently, including adding contacts to the affiliates list, updating their status, and adding or removing them from a campaign. The Affiliate Created trigger is also available, simplifying managing affiliates and making the journey more organized and efficient.

Covered in this Article:

What is the Affiliate Manager Workflow capability?

Who are these new Workflow Actions and Trigger useful for?

What are the benefits of these features?

How to set up the Affiliate Manager Workflow Actions and Trigger?

The Affiliate Created Workflow Trigger

Affiliate Workflow Actions

Add to Affiliate Manager

Update Affiliate

Add to Affiliate Campaign

Remove from Affiliate Campaign

What is the Affiliate Manager Workflow capability?

The Affiliate Manager now supports several automated actions and triggers to help manage affiliates efficiently. The four steps in the Workflow include adding a contact to the affiliates list with an active status by default, updating an affiliate's status as active or inactive, adding an affiliate to a campaign, and removing an affiliate from a campaign. steps

Additionally, the Affiliate Manager now features a trigger called Affiliate Created, activated when an affiliate is created. This new automation capability can help streamline and simplify managing affiliates, allowing for a more organized and efficient affiliate management journey.

Who are these new Workflow Actions and Trigger useful for?

The new automation features for the Affiliate Manager are helpful for anyone who manages a network of affiliates, such as affiliate managers, marketing teams, and business owners. These features can help streamline managing affiliates, allowing users to automate various tasks and ensure that affiliates are appropriately categorized and assigned to the appropriate campaigns. correctly

What are the benefits of these features?

The new automation features in the Affiliate Manager offer several benefits, including:

Increased efficiency: Automation can help streamline and simplify managing affiliates, saving users time and resources.

Better organization: The new features allow for more organized and structured management of affiliates, ensuring that each Affiliate is appropriately categorized and assigned to the appropriate campaigns.

Improved accuracy: Automation can reduce errors and improve accuracy in managing affiliates, ensuring that the right actions are taken at the right time.

Increased revenue: By automating various tasks, users can focus on more critical aspects of their business and potentially increase revenue and profitability.

How to set up the Affiliate Manager Workflow Actions and Trigger?

Head to Automation>Workflows>Create Workflow.

Click on Start from Scrarch> Create New Workflow (If your Workflow does not already exist)

The Affiliate Created Workflow Trigger

Click on Add new Workflow Trigger>Search for Affiliate Created>Choose i.t

Click on Save Trigger

This workflow trigger will be fired off when an Affiliate is created in that sub-account.

Affiliate Workflow Actions

There are four actions available for the Affiliate section of Workflow Actions.

Add to Affiliate Manager

Adds a contact to the Affiliates list in the Affiliate Manager with status as active by default.

Update Affiliate

Updates the affiliate as either active or inactive.

Supported options:

• Mark as Active
• Mark as Inactive

Add to Affiliate Campaign

Adds an affiliate to a campaign in the Affiliate Manager>Campaigns tab. It lets you choose the desired Affiliate Campaign from a dropdown.

Remove from Affiliate Campaign

Removes an affiliate from a campaign. It lets you choose which campaign to remove them from using a dropdown.