Using the Remove From Affiliate Campaign Workflow Action

About the Remove From Affiliate Campaign Action

This workflow action allows you to automatically remove an affiliate contact from a specific affiliate marketing campaign within your CRM. It is useful for managing your affiliate roster, ensuring only active, opted-in participants can promote a campaign and earn commissions.

Configuring the Action

Step 1: Add the Action to Your Workflow

In your workflow builder, add a new action. From the list of available actions, select Remove From Affiliate Campaign.

Step 2: Name the Action

Give this step a clear, descriptive name for your internal reference, such as "Remove from Summer Promo Campaign."

Step 3: Select the Campaign

A dropdown menu will appear listing your active affiliate campaigns. Choose the specific campaign from which you want the contact removed.

Example Use Case

Scenario: Automatically Processing Affiliate Opt-Outs

Your business runs a seasonal affiliate campaign. To keep the participant list current, you provide an exit form for affiliates who wish to leave the program.

Setup

• Workflow Trigger: Form Submission, set to trigger when your specific "Affiliate Exit Form" is submitted.
• Workflow Action: Add the Remove From Affiliate Campaign action.
• Configuration: In the action settings, select your campaign (e.g., "Black Friday Sale") from the dropdown.

Outcome

When a contact submits the exit form, the workflow triggers. The action removes that contact's affiliation with the selected campaign. They will lose access to their unique referral link and will no longer accrue commissions for that promotion, maintaining an accurate and compliant affiliate list.