We are thrilled to announce two new workflow actions for the sub-account affiliate manager: “Add Leads under an Affiliate” and “Add Manual Sales For An Affiliate“!
👀 What’s New?
1. Action – Add Leads under an Affiliate: Automate the addition of leads under a specific affiliate and affiliate campaign.
2. Actions – Add Manual Sales For An Affiliate: Automate the addition of manual sales and commissions for selected affiliates and affiliate campaigns.
👷 How It Works?
Add Leads under an Affiliate:
1. Select the action in your workflow.
2. Choose the affiliate campaign and the specific affiliates.
Add Manual Sales For An Affiliate:
1. Select the action in your workflow.
2. Choose the affiliate campaign and the affiliate.
3. Enter the sales/revenue details, event date, and event ID.
4. Save the action.
🌟 Why it Matters?
Add Leads under an Affiliate:
– Reward Lead Generation: Easily reward affiliates for generating leads via forms, surveys, or calendars.
– Custom Lead Nurturing: Automatically assign leads for targeted follow-up, increasing conversion rates.
– Simplify Administrative Tasks: Automate lead assignments, saving time and reducing errors.
Add Manual Sales For An Affiliate:
– Automate Recurring Manual Commissions: Perfect for managing recurring sales outside the system, ensuring consistent commission payments.
– Track Offline Sales: Capture and credit offline sales, improving commission tracking accuracy.
– Reward Affiliate Engagement: Recognise and reward affiliates for non-monetary contributions or specific achievements.
🚀 Sample Use cases:
1. Create a workflow where manual sales are attributed to an affiliate when leads fill out a form, calendar, or survey. Different branches can be created for different affiliates based on form replies or other custom values.
2. Automate recurring manual sales for an affiliate using the wait and go-to functions in the workflows.
📌 Important Notes:
The “Add Manual Sales For An Affiliate” action calculates commissions based on the selected affiliate campaign’s default commission settings.
