Workflow Action - Add Leads Under an Affiliate

What is the Add Leads Under an Affiliate Action?

The Add Leads Under an Affiliate action is a workflow automation tool that automatically assigns new leads to specific affiliates and their associated campaigns. This ensures proper tracking for commission payments, performance analysis, and follow-up activities. You can use this action to connect leads generated through forms, ads, or other sources directly to your affiliate management system.

Benefits of Using the Add Leads Under an Affiliate Action

Implementing this workflow action offers several key advantages for managing your affiliate program.

• Automation: Eliminates the need to manually assign leads, saving significant time and effort.
• Accuracy: Reduces human error by automatically linking leads to the correct affiliate based on your chosen rules.
• Flexibility: Supports multiple assignment methods to fit different lead capture scenarios.
• Scalability: Efficiently manages lead distribution across large affiliate networks.
• Integration: Works seamlessly with other CRM features like forms and tracking links.

How to Configure the Add Leads Under an Affiliate Action

Access the Workflow Builder

To begin, navigate to the Automation section in the left-hand menu and select Workflows. Click the Create Workflow button in the upper-right corner. You can then choose to start from a template, a recipe, or build a workflow from scratch.

Add a Workflow Trigger

Before you can add the affiliate action, your workflow must have a trigger. The trigger determines when a contact enters the workflow and the action is executed. Common triggers include Form Submitted or Tag Added.

Add the Action to Your Workflow

Once your trigger is set, click the + Add button in the workflow builder and select Add Action. From the list of available actions, locate the Add Leads Under an Affiliate action, which is found within the Affiliate section.

Choose an Assignment Method

After adding the action, you must select a mapping method under the Choose Action Mapping setting. There are three primary methods available.

Manual Assignment

Use this method to assign all leads from this workflow to a predetermined affiliate.

1. Select Manual.
2. Choose a specific Campaign from the dropdown list.
3. Select the desired Affiliate from the list that appears, which shows affiliates linked to the chosen campaign.
4. Save the configuration.

Auto-Track via Attribution

This method automatically credits the affiliate based on a tracking link parameter (am_id).

1. Select Auto-Track Affiliate via Attribution.
2. Choose an Attribution Source: First Attribution (credits the first referring affiliate) or Latest Attribution (credits the most recent interaction).
3. Save the configuration.

Custom Mapping

This advanced method uses data from custom fields or workflow variables to dynamically assign the affiliate.

1. Select Custom Mapping.
2. Enter the source of the affiliate ID, such as a custom field (e.g., {{contact.custom_field.am_id}}) or a workflow variable (e.g., {{workflow.am_id}}).
3. Save the configuration.

Test and Publish Your Workflow

Before making the workflow active, use the Test Workflow feature to simulate a contact entering the workflow. Check the execution logs to confirm that the lead is correctly assigned to the intended affiliate. Once you are satisfied with the test results, you can publish the workflow to activate the automation.