Sub Account Affiliate Manager: New Workflow Actions

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We are thrilled to announce two new workflow actions for the sub-account affiliate manager: “Add Leads under an Affiliate” and “Add Manual Sales For An Affiliate”!

👀 What’s New?

  1. Action – Add Leads under an Affiliate: Automate the addition of leads under a specific affiliate and affiliate campaign.
  2. Actions – Add Manual Sales For An Affiliate: Automate the addition of manual sales and commissions for selected affiliate and affiliate campaigns.

👷 How It Works:

Add Leads under an Affiliate

  1. Select the action in your workflow.
  2. Choose the affiliate campaign and the specific affiliates.

Add Manual Sales For An Affiliate

  1. Select the action in your workflow.
  2. Choose the affiliate campaign and the affiliate.
  3. Enter the sales/revenue details, event date, and event ID.
  4. Save the action.

🌟 Why it Matters:

Add Leads under an Affiliate:

  • Reward Lead Generation: Easily reward affiliates for generating leads via forms, surveys, or calendars.
  • Custom Lead Nurturing: Automatically assign leads for targeted follow-up, increasing conversion rates.
  • Simplify Administrative Tasks: Automate lead assignments, saving time and reducing errors.

Add Manual Sales For An Affiliate

  • Automate Recurring Manual Commissions: Perfect for managing recurring sales outside the system, ensuring consistent commission payments.
  • Track Offline Sales: Capture and credit offline sales, improving commission tracking accuracy.
  • Reward Affiliate Engagement: Recognise and reward affiliates for non-monetary contributions or specific achievements.

🚀 Sample Use cases:

  1. Create a workflow where manual sales are attributed to an affiliate when leads fill out a form, calendar, or survey. Different branches can be created for different affiliates based on form replies or other custom values.
  2. Automate recurring manual sales for an affiliate using the wait and go-to functions in the workflows.

📌 Important Notes:

  1. The “Add Manual Sales For An Affiliate” action calculates commissions based on the selected affiliate campaign’s default commission settings.
  2. Click here for the detailed doc on Action – Add Leads under an Affiliate and Actions – Add Manual Sales For An Affiliate
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