Automating Affiliate Commissions with the 'Add Manual Sales For An Affiliate' Workflow Action

What Is the 'Add Manual Sales For An Affiliate' Action?

The Add Manual Sales For An Affiliate workflow action allows you to manually assign sales to specific affiliates within your chosen affiliate campaigns. When triggered, this action automatically calculates and assigns commissions based on the campaign's default settings, ensuring affiliates are rewarded accurately and promptly.

This feature simplifies commission management by integrating manual sales into your automated workflows, making it easier to track affiliate contributions—whether from online or offline sources.

Use Cases

Automate Recurring Manual Commissions

Use this action to automatically assign commissions for recurring sales that aren't tracked by your CRM. This is ideal for subscriptions or services processed outside the system, ensuring affiliates receive consistent payments.

Track Offline Sales

Capture commissions for sales made through offline channels—like phone orders or in-person transactions—that would otherwise go unrecorded. This ensures all affiliate-driven revenue is properly accounted for.

Reward Non-Sales Contributions

Recognize affiliates for activities beyond direct sales, such as participating in training sessions or delivering exceptional customer service, by manually adding a sales event to trigger their commission.

How to Use the Action with Attribution Tracking

To automatically assign sales based on a contact's affiliate attribution:

1. Select the Add Manual Sales For An Affiliate action in your workflow.
2. Enable the Auto-Track Affiliate Via Attribution option. This uses the affiliate ID from the contact's URL parameters to assign the sale.
3. Choose the relevant affiliate campaign from the dropdown.
4. Enter the revenue amount and any optional details, such as event date or transaction ID.
5. Save the action.

Note: Attribution tracking uses either the first interaction (e.g., form submission) or the latest interaction (e.g., purchase) to identify the affiliate. The latest attribution updates with each new session, while the first remains unchanged.

How to Use the Action Without Attribution Tracking

To manually assign a sale to a specific affiliate:

1. Select the Add Manual Sales For An Affiliate action in your workflow.
2. Choose the affiliate campaign from the dropdown. The affiliate dropdown will then show only affiliates linked to that campaign.
3. Select the desired affiliate.
4. Enter the revenue amount and any optional details.
5. Save the action.

By incorporating this action into your workflows, you can automate affiliate commission tracking for both online and offline sales, enhancing the accuracy and efficiency of your affiliate program.