Affiliate Filter – Trigger actions for specific affiliates only.
Campaign Filter – Narrow the trigger to sales from a specific campaign.
Payout Method Filter – Add a condition to check if the affiliate has added a payout method.
Tax Forms Filter – Trigger only if the affiliate has submitted (or not submitted) their tax forms.
Go to Automations > Workflows
Add the "New Affiliate Sales" trigger.
Use the new optional filters: Affiliate(s), Campaign, Payout method status and Tax form status
Add your desired steps, such as sending an email notification.
Click Save and your automation is live.
These enhancements give you smarter targeting and automation options.
Send personalized congratulatory emails after a sale.
Remind affiliates to complete payout setup or submit tax forms after their first sale.
Build more relevant and timely affiliate engagement flows, all based on clean sales signals.
