Workflow Action - Add Leads under an Affiliate

Modified on: Thu, 7 Aug, 2025 at 12:02 AM

What it does

The "Add Leads under an Affiliate" action assigns a contact (lead) to an affiliate and their associated campaign, making sure affiliates are correctly credited.


You can now choose from three assignment methods for total flexibility.


TABLE OF CONTENTS


How to Use It

  1. In your workflow, add the action: Add Leads under an Affiliate

  2. Choose your assignment method:

    • Manual

    • Auto (Attribution)

    • Custom Mapping

  3. Configure additional fields based on the method

  4. Save and publish the workflow


Assignment Methods

1. Manual : Manually assign a lead to a known affiliate in a specific campaign.
Best for: Form submissions, internal routing, admin decisions.

Steps:

  • Select campaign
  • Select affiliate (from affiliates in that campaign)

2. Auto (Attribution via URL) : Automatically assign leads using am_id passed in the URL parameters.
Supports first or last click attribution.

Steps:

  • Choose Attribution Method: First / Last
  • Make sure am_id is passed earlier in the funnel (e.g., form/page URL)

3. Custom Mapping : Use if am_id is stored in a custom field or passed as a workflow value.
Best for: API pushes, third-party systems, hidden fields on forms.

Steps:

  • Choose mapping source: custom field or workflow value
  • System reads value and assigns the lead to the matching affiliate


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