Overview
The Update Affiliate is designed to update the status of affiliate as either active or inactive.
Action Name
Update Affiliate
Action Description
The Update Affiliate action is designed to update the status of affiliate as either active or inactive.
Action Details
Step by Step Guide
- Choose the Action Type: Select "Update Affiliate" from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Update Affiliate as Inactive"
- Select the Status: Choose if you want to change to status to either active or inactive.
Example
Mark Affiliates as inactive when they will up a exit form
Scenario: A business wants maintain their list of active affiliates. They have a form which is filled by current affiliates who want to leave the affiliate campaign and network
Action Setup:
Action: Update Affiliate
Name: Update Affiliate as Inactive
Workflow Trigger:
- Form Submitted: The entry point to the workflow will be when the selected form is submitted by an existing affiliate
- Filters: Forms is "Affiliate Exit Form"
Workflow Actions:
- Update Affiliate
- Select Mark Affiliate as Inactive
Outcome:
This ensures that whenever an existing affiliate fills up the "Affiliate Exit Form" the affiliate's profile will be marked as inactive so that they can no longer generate commissions and sales.