The Affiliate Manager features a trigger called Affiliate Created, which is activated when an affiliate is created. This automation capability can help streamline and simplify managing affiliates, allowing for a more organized and efficient affiliate management journey.
The Affiliate Created Trigger will be triggered whenever a contact is added as an affiliate for your account’s Affiliate Manager.
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
Click “Add New Workflow Trigger”
Select Affiliate Created in the Affiliate section of the Workflow Triggers Menu or use the search feature.
This trigger does not need a filter, but you can add one for an affiliate URL or other custom fields if desired.
Press Save Trigger in the bottom right corner of the Trigger setup menu.
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow Action. Feel free to review our articles for more information on setting these up.
Select the “+” symbol below the trigger to add an action.
Pro Tip: You can use any Workflow Action to be activated by the trigger.
Step 4: Press Save in the top right corner of your browser to save the workflow
If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows.”
Utilize Filters: While the Affiliate Created trigger does not require a filter, adding one can help you refine your workflow by targeting specific affiliates based on custom fields or URLs.
Action Flexibility: This trigger can activate any Workflow Action. Use it to automate tasks such as sending welcome emails, assigning tasks, or updating records, ensuring efficient management of new affiliates.
Regular Testing: Frequently test your workflow to confirm that the Affiliate Created trigger and subsequent actions are working as intended. This helps in identifying any issues early on and ensures smooth operations.
Q: What is the purpose of the Affiliate Created trigger?
A: The Affiliate Created trigger activates whenever a new affiliate is added to your Affiliate Manager. It helps automate tasks related to the onboarding and management of new affiliates.
Q: Can I add filters to the Affiliate Created trigger?
A: Yes, while the trigger does not require filters, you can add them to further specify which affiliates should activate the workflow, such as filtering by affiliate URL or custom fields.
Q: What types of Workflow Actions can be used with the Affiliate Created trigger?
A: You can use any Workflow Action with this trigger, such as sending notifications, updating records, or initiating follow-up tasks, depending on your affiliate management needs.
Q: How do I activate the workflow after setting up the trigger and actions?
A: After setting up your trigger and actions, press the "Save" button and toggle the switch to "Publish" to activate your workflow.
Q: What should I do if the Affiliate Created trigger is not working?
A: Ensure that the trigger and associated actions are correctly configured. Test the workflow to verify that it operates as expected and check for any setup errors or misconfigurations.
