Affiliate Manager Automation (1)

Automate Lead Assignment & Notifications in Affiliate Manager Workflows

Trigger: Lead Created What it does The "Lead Created" trigger starts a workflow when a new lead is referred by an affiliate — giving you instant automation opportunities.

You can apply it across all campaigns or filter to trigger for a specific campaign only.

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How to Use It

1. Go to Workflows and click + Create Workflow

2. Set the Trigger as Lead Created

3. (Optional) Use the Campaign Filter to narrow it to a specific campaign

4. Add actions like:

   • Send email to affiliate

   • Notify internal team

5. Use custom values from the Lead Created section in emails/messages

6. Save and publish your workflow

Use Cases

• Send a “Congrats!” email to affiliates when they generate a lead

• Alert your sales or support team about new affiliate leads

• Automatically track and tag affiliate leads for nurturing

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Action: Add Leads under an Affiliate What it does The "Add Leads under an Affiliate" action assigns a contact (lead) to an affiliate and their associated campaign, making sure affiliates are correctly credited.

You can now choose from three assignment methods for total flexibility.

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How to Use It

1. In your workflow, add the action: Add Leads under an Affiliate

2. Choose your assignment method:

   • Manual

   • Auto (Attribution)

   • Custom Mapping

3. Configure additional fields based on the method

4. Save and publish the workflow

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Assignment Methods

1. Manual: Manually assign a lead to a known affiliate in a specific campaign. Best for: Form submissions, internal routing, admin decisions.

   Steps:

   • Select campaign

   • Select affiliate (from affiliates in that campaign)

2. Auto (Attribution via URL): Automatically assign leads using am_id passed in the URL parameters. Supports first or last click attribution.

   Steps:

   • Choose Attribution Method: First / Last

   • Make sure am_id is passed earlier in the funnel (e.g., form/page URL)

3. Custom Mapping: Use if am_id is stored in a custom field or passed as a workflow value. Best for: API pushes, third-party systems, hidden fields on forms.

   Steps:

   • Choose mapping source: custom field or workflow value

   • System reads value and assigns the lead to the matching affiliate

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Use Cases

• Reward Lead Generation Example: A lead fills a form → system assigns them to the affiliate who shared the link → sends a “Congrats!” email.

• Custom Lead Nurturing Example: Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.

• Simplify Administrative Tasks Example: Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.