Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s).
We have multiple articles available explaining the setup of each of the Workflow Triggers. Feel free to review our articles for more information.
Pro Tip: You can use any Workflow Triggers to trigger the Add To Affiliate Campaign action or you leave this workflow without any triggers.
Step 3: Setting up the Add To Affiliate Campaign Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Add To Affiliate Campaign in the Affiliate section of the Actions Menu or use the search feature
Select the Campaign you’d like to add them to
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 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.”
Now your Workflow is set up and ready to go with the Action Add To Affiliate Campaign!
Pro Tips
Campaign Selection: When configuring the Add To Affiliate Campaign action, ensure you select the correct campaign. Double-check the campaign details to avoid adding affiliates to the wrong campaign.
Trigger Considerations: While you can set up this action with any Workflow Trigger, choose triggers that align with your campaign goals to ensure timely and relevant affiliate additions.
Testing: Regularly test your workflow using the Test Workflow button to confirm that affiliates are added to the correct campaign and that the workflow operates as expected.
FAQ
Q: Can I use multiple triggers for the Add To Affiliate Campaign action?
A: Yes, you can use multiple triggers to activate this action. This allows you to add affiliates to a campaign based on various conditions or events.
Q: What should I do if the Add To Affiliate Campaign action isn’t functioning correctly?
A: Check that your triggers and action settings are properly configured. Ensure the selected campaign is active and verify that the affiliate details are correct.
Q: How do I activate my workflow after setting it up?
A: After saving your workflow, ensure you toggle the switch to "Publish" to activate it. This will allow the workflow to run based on the defined triggers.
Q: Can I set up the Add To Affiliate Campaign action without a trigger?
A: Yes, you can set up the action without a trigger, but it will not run automatically. You may need to execute it manually or add appropriate triggers to automate the process.
Q: How often should I test my workflow?
A: It is advisable to test your workflow regularly, especially after making any changes. Testing ensures that the Add To Affiliate Campaign action works as intended and that affiliates are added correctly.