Add a Contact to Affiliate Manager via Workflow
Overview
The Add To Affiliate Manager workflow action automatically enrolls a contact into your Affiliate Manager system. When triggered, this action adds the contact to your affiliates list and sets their status to active by default. This is particularly useful for converting existing customers or leads into affiliates without manual intervention.
Action Details
Step-by-Step Configuration
- Select the Action Type: In your workflow editor, choose Add To Affiliate Manager from the list of available actions.
- Name Your Action: Provide a clear, descriptive name for this step, such as "Enroll as Active Affiliate."
Example Use Case
Scenario
A business identifies engaged customers who express interest in joining their affiliate program—for example, by commenting on a social media post. These contacts are tagged accordingly, and the workflow automatically converts them into active affiliates.
Setup
- Action: Add To Affiliate Manager
- Action Name: Convert Tagged Contacts to Affiliates
- Trigger: Contact Changed (triggered when a specific tag is added)
- Filter: Tag added — "Affiliate Interest"
- Action: Add To Affiliate Manager
Outcome
Whenever a contact receives the "Affiliate Interest" tag, they are automatically enrolled as an active affiliate in your CRM's Affiliate Manager.