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.
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.
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.
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.
Head to Automation>Workflows>Create Workflow
Click on "Start from Scratch" > "Create New Workflow" (If your Workflow does not already exist)
Click on Add new "Workflow Trigger " > Search for "Affiliate Created"
This workflow trigger will be fired off when an Affiliate is created in that account.
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". From there, you can pick the desired affiliate campaign from a dropdown menu.
Remove from Affiliate Campaign
Removes an affiliate from a selected campaign. You can use a dropdown menu to choose which campaign they will be removed from.
