Workflow Action - Add Leads under an Affiliate

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• How to Configure
• Example

Overview

The "Add Leads under an Affiliate" action in workflows empowers you to seamlessly add leads under specific affiliate campaigns and affiliates, streamlining the process of lead management and rewarding affiliates. This powerful feature not only simplifies administrative tasks but also enhances the effectiveness of your affiliate marketing strategy, driving better results and higher engagement.

Action Name

Add Leads under an Affiliate

Action Description

The Add Leads under an Affiliate action in workflows allows you to add leads under a specific affiliate campaign and affiliate. With this action, you can specify the affiliate campaign and then choose the affiliates within that campaign under whom you want to add the new lead.

How to Configure

• Select "Add Leads under an Affiliate" action
• Select the Campaign - Select the affiliate campaign from the dropdown. Post this the affiliate dropdown will only show the affiliates that are added in the selected campaign.
• Select the Affiliates

Before adding this action, ensure your workflow has a trigger—such as a Form Submission or Contact Tag. This is how the lead enters the workflow and is assigned to the affiliate.

Example

Scenario: Providing personalised communication to a lead

Objective: A commerce company wants to assign leads coming through a form to a specific Affiliate

Workflow Steps:

Trigger

• Form Submitted - Add a form submitted trigger and select the specific form

Action

• Add Leads under an Affiliate - Action is added to the workflow. Select the campaign and then the relevant Affiliate from the dropdown.

  
  

Outcome:

• Automatically assign leads to affiliates for targeted nurturing and follow-up. Affiliates can then engage with the leads, providing personalized communication to increase the likelihood of conversion.

Frequently Asked Questions

Q: Does this action require a sale or reward to work?

No. You can assign a lead under an affiliate even if no reward or dollar amount is involved. Rewards or commissions are only applied when a qualifying purchase or conversion is made through the affiliate’s link.