Assign Leads to Affiliates in Workflows

What It Does

The Add Leads under an Affiliate workflow action assigns contacts (leads) to affiliates and their associated campaigns, ensuring proper attribution. This action supports three distinct assignment methods for flexibility.

How to Use It

To use this action:

1. In your workflow, add the Add Leads under an Affiliate action.
2. Choose your preferred assignment method.
3. Configure any additional fields based on the selected method.
4. Save and publish the workflow.

Assignment Methods

Manual Assignment

Manually assign a lead to a specific affiliate within a chosen campaign. This is ideal for form submissions, internal routing, or administrative decisions.

Steps:

• Select the campaign.
• Choose an affiliate from the list available for that campaign.

Auto Assignment (Attribution via URL)

Automatically assign leads using an affiliate ID (am_id) passed through URL parameters, supporting either first-click or last-click attribution.

Steps:

• Select the attribution method: First Click or Last Click.
• Ensure the am_id parameter is included earlier in the funnel, such as in a form or page URL.

Custom Mapping

Use this method when the affiliate ID is stored in a custom field or passed as a workflow value, suitable for API integrations, third-party systems, or hidden form fields.

Steps:

• Choose the mapping source: custom field or workflow value.
• The system reads the value and assigns the lead to the matching affiliate.