This article explains how to automate onboarding and communication for affiliates using the “Affiliate Enrolled In Campaign” workflow trigger in HighLevel. By capturing key affiliate data the moment they join a campaign, you can send personalized messages, tag contacts, and notify your team—all without manual work. This trigger helps streamline affiliate engagement, boost performance, and create a seamless onboarding experience.

TABLE OF CONTENTS

• What is Affiliate Enrolled In Campaign Workflow Trigger?
• Key Benefits of Affiliate Enrolled In Campaign Workflow Trigger
• How to configure Affiliate Enrolled In Campaign Trigger
• Frequently Asked Questions

What is Affiliate Enrolled In Campaign Workflow Trigger?

The Affiliate Enrolled In Campaign workflow trigger is used to automate actions when an affiliate is added to a specific campaign within HighLevel. This can happen either manually or automatically, and the trigger is especially useful for streamlining affiliate onboarding and internal team communication. When activated, it unlocks access to detailed affiliate data, including their name, email, phone number, campaign name, total revenue, commission earned, referral link, portal link, and magic login link. These custom values can then be used in emails, SMS messages, internal notifications, or CRM updates—making it easy to personalize outreach, track affiliate performance, and improve the overall onboarding experience. This trigger only appears if the Affiliate Manager is enabled and at least one affiliate campaign exists in the sub-account.

Key Benefits of Affiliate Enrolled In Campaign Workflow Trigger

This trigger unlocks automation opportunities that enhance affiliate onboarding, internal tracking, and campaign engagement. Below are five core benefits of using this workflow trigger effectively.

• Seamless Affiliate Onboarding: Automatically welcome new affiliates with personalized emails or SMS messages that include login links, campaign details, and expectations—eliminating manual setup and confusion.

• Access to Dynamic Affiliate Data: Gain instant access to custom values such as affiliate name, contact info, revenue earned, and portal links. These dynamic fields can be inserted directly into your automated messages.

• Improved Internal Communication: Use internal notifications to alert your team whenever a new affiliate joins a campaign. This ensures your staff can follow up or support new partners without delay.

• Campaign-Level Segmentation: Apply tags to affiliates based on the campaign they’re enrolled in. This allows for more targeted messaging, better reporting, and tailored follow-up sequences across campaigns.

• Scalable Affiliate Program Management: Automating these onboarding and notification steps makes it easier to manage affiliate growth at scale—without sacrificing quality or personalization.

How to configure Affiliate Enrolled In Campaign Trigger

Open the Workflow Builder

Navigate to Automation > Workflows in the left-hand menu of your HighLevel dashboard. Once inside the Workflow List, click the blue + Create Workflow button in the top right and select Start from Scratch from the dropdown menu to begin creating a new custom workflow.

Add the Affiliate Campaign Trigger

Click + Add New Trigger inside your workflow builder. From the trigger list, scroll to the Affiliate section and select Affiliate Enrolled In Campaign. This trigger activates the workflow when an affiliate joins a specific campaign.

Name the Trigger

Give your trigger a clear and relevant name such as “Affiliate Enrolled In Campaign.” Naming helps keep your workflow organized and makes it easier to identify its purpose later.

Add Filters

Click on “Add filters” to narrow down when this trigger should activate. Filters allow you to apply specific conditions like campaign name or custom fields so only relevant affiliate enrollments initiate the workflow.

Choose a Filter Type

Use the dropdown to select a filter type. You can choose from Standard Fields, like campaign or custom attributes, to define when the trigger should activate. This ensures your workflow responds only to the specific affiliate enrollments you care about.

Save the Trigger Settings

Once you’ve selected the campaign and defined your filter conditions, click Save Trigger to activate the configuration. This finalizes the setup and ensures the workflow is triggered only when affiliates are enrolled in the specific campaign you selected.

How to Use Custom Values in the Affiliate Enrolled In Campaign Trigger

Custom values allow you to personalize communication and streamline internal processes using affiliate-specific data. Once the workflow trigger is configured, you can pull in key data fields automatically—making your onboarding process more dynamic and informative for both affiliates and your team.

After setting the Affiliate Enrolled In Campaign trigger and applying the necessary filters (such as campaign name), you can begin using custom values in your workflow steps, such as emails, SMS, or internal notifications. These values include details like the affiliate’s name, contact information, revenue, commissions, and login links—enabling you to deliver context-rich, personalized content.

• Add an Internal Notification Step: Create an internal notification to alert your team when an affiliate joins a specific campaign. Use custom values like Affiliate Name, Affiliate Email, Affiliate Phone, and Campaign Name to provide full context for the enrollment event.

• Send a Personalized SMS to the Affiliate: Add a step to send a welcome SMS using the affiliate’s name and campaign details. Include the Magic Login Link so the affiliate can access their portal instantly. This ensures they’re ready to promote your offer without delays.

• Send a Welcome Email: Create a welcome email containing custom values such as Affiliate Referral Link, Total Revenue, or Commission Earned. You can also hyperlink the Client Portal Link and attach Terms & Conditions or Program Guidelines for clarity.

• Use Tags for Campaign Segmentation: Apply a unique tag during the workflow (e.g., “Luggage Campaign Affiliate”) using the campaign name. This allows you to segment affiliates for future workflows or promotional content based on the campaign they belong to.