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What is the Add Manual Sales For An Affiliate Action?

The Add Manual Sales For An Affiliate action is a workflow tool that lets you manually record a sale for a specific affiliate within a chosen affiliate campaign. When this action runs, the CRM will automatically calculate the affiliate's commission based on the default payout rules set up for that campaign and assign it to the affiliate. This is useful for logging sales that occur outside of the automated tracking system.

When Should You Use This Action?

This workflow action is ideal for several scenarios where you need to manually credit an affiliate for a sale.

Automating Recurring Commissions: For sales that happen on a regular basis but are not processed through your standard e-commerce system, you can use this action in a workflow to automatically assign the commission to the affiliate on a schedule.
Tracking Offline Sales: If an affiliate makes a sale over the phone or in person, you can use this action to ensure that sale is recorded and the affiliate receives proper credit and commission.
Rewarding Non-Sales Activities: You can also use this action to reward affiliates for valuable contributions that aren't direct sales, such as attending training sessions or generating high-quality leads, by assigning a manual sale with a corresponding commission.

How to Configure the Action

Step 1: Add the Action to Your Workflow

In your workflow builder, select the Add Manual Sales For An Affiliate action from the list of available actions.

Step 2: Select the Campaign and Affiliate

First, choose the relevant Affiliate Campaign from the dropdown menu. Once a campaign is selected, the Affiliate dropdown will update to show only the affiliates who are enrolled in that specific campaign. Select the appropriate affiliate.

Step 3: Enter Sale Details

In the provided fields, enter the details of the sale:

Revenue: Enter the total sale amount or revenue for the transaction.
Event Date (Optional): Specify the date when the sale actually occurred.
Event ID (Optional): Add a reference or transaction ID for your own internal tracking.

Step 4: Save the Action

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

Important Note: This action only creates a record of a manual sale. The commission paid to the affiliate is calculated automatically based on the default commission settings of the selected affiliate campaign.