Navigation
Step 1:
Navigate to the Automation tab > Workflows.
Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s).
We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger the Add To Affiliate Campaign action or you could leave this workflow without any triggers.
Step 3: Setting up the Add To Affiliate Manager Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Add To Affiliate Manager in the Affiliate section of the Actions Menu or use the search feature
Press Save in the bottom right corner of the Action setup menu
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 make sure 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”
Now your Workflow is set up and ready to go with the Action Add To Affiliate Campaign!
FAQ’s
1. Is it necessary to add a trigger to use the Add To Affiliate Manager action?
Answer: No, it is not necessary to add a trigger to use the Add To Affiliate Manager action. You can leave the workflow without any triggers, allowing you to manually run the workflow when needed.
2. What types of Workflow Triggers can be used with the Add To Affiliate Manager action?
Answer: You can use any workflow triggers that fit your specific use case, such as form submissions, link clicks, or custom triggers. This flexibility allows you to automate the addition of affiliates based on various actions.
3. How can I ensure that my workflow is published and live?
Answer: Ensure your workflow is published and live by setting the toggle switch under Save to Publish. This action confirms that the workflow is active and ready to execute the Add To Affiliate Manager action.
4. What should I name my workflow when adding the Add To Affiliate Manager action?
Answer: Naming your workflow should be descriptive and relevant to its function, such as “Add New Affiliates” or “Affiliate Campaign Enrollment.” This helps keep your workflows organized and easy to identify.
5. Where can I find more information on setting up Workflow Triggers?
Answer: You can find more information on setting up Workflow Triggers by reviewing the related articles available, which provide detailed explanations of each trigger type and how to configure them.
6. What should I do after setting up the Add To Affiliate Manager action?
Answer: After setting up the Add To Affiliate Manager action, save your changes, test the workflow to ensure it works as intended, and publish it if everything is set up correctly.
7. Why is it important to test the workflow after setting it up?
Answer: Testing the workflow after setting it up ensures that all triggers and actions function as expected. It helps identify and fix any potential issues before the workflow goes live, providing a smoother experience for both you and your affiliates.