Using the Add Manual Sales For An Affiliate Workflow Action

Overview

The Add Manual Sales For An Affiliate action is a workflow tool that lets you manually record a sale for a specific affiliate within an affiliate campaign. When this action runs, the system automatically calculates the commission based on the campaign's default settings and assigns it to the affiliate. This helps streamline commission tracking and ensures your affiliates are rewarded accurately.

Configuring the Action

To set up this action in your workflow, follow these steps:

Step 1: Select the Action

Choose Add Manual Sales For An Affiliate from the list of available workflow actions.

Step 2: Configure Attribution Tracking (Optional)

Toggle on the Auto-Track Affiliate via Attribution option if you want the system to automatically identify the correct affiliate based on the affiliate ID present in the URL associated with the contact. When enabled, you must select whether to use the contact's First Attribution or Latest Attribution data.

• First Attribution refers to the data recorded from the very first interaction a contact had with your system, such as when they first filled out a form.
• Latest Attribution refers to the data from the contact's most recent interaction, which will update each time they engage again.

Step 3: Select the Affiliate Campaign

Choose the relevant affiliate campaign from the dropdown menu.

Step 4: Enter Sale Details

Enter the revenue amount for the sale. You can also optionally specify the event date (the date the sale occurred) and an event ID (such as a reference or transaction ID) for your records.

Step 5: Save the Action

Once you have filled in the necessary information, save the action to add it to your workflow.

Configuring Without Attribution Tracking

If you prefer not to use automatic attribution, you can manually assign the sale to a specific affiliate.

Step 1: Select the Action

Choose Add Manual Sales For An Affiliate from the workflow actions.

Step 2: Select Campaign and Affiliate

First, select the affiliate campaign from the dropdown. After selecting the campaign, a second dropdown will appear listing only the affiliates associated with that campaign. Select the desired affiliate from this list.

Step 3: Enter Sale Details

Provide the revenue amount and any optional details like the event date and event ID.

Step 4: Save the Action

Save the configuration to complete the setup.

Example Use Case

Scenario: Automatically awarding commission when a form is submitted.

Trigger: Form Submitted. This form is part of an affiliate campaign, and affiliates are sharing their unique links to generate leads.

Action: Add the Add Manual Sales For An Affiliate action to the workflow. Enable the Auto-Track Affiliate via Attribution option and fill in the required fields.

Outcome: When a lead fills out the form using an affiliate's unique link, the workflow action automatically identifies the correct affiliate and records the sale, ensuring the commission is assigned without needing to create complex conditional branches for each affiliate.