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Affiliate Manager
Sub Account Affiliate Manager: New Workflow Action
Streamline and automate lead assignment to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you’re assigning manually, attributing via tracking links, or using custom fields — we’ve got you covered.
👀 What’s New?
Assign leads to affiliates automatically with three flexible methods:
- Manual: Assign a lead to a specific affiliate in a selected campaign.
- Auto (Attribution-based):Automatically assign based on affiliate tracking (am_id) in the URL — supports first or last click attribution.
- Custom Mapping:Map an am_id or affiliate identifier from a custom field or workflow value.
❔ Use Cases
- Reward Lead Generation :A lead fills a form → system assigns them to the affiliate who shared the link → sends a “Congrats!” email.
- Custom Lead Nurturing :Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.
- Simplify Administrative Tasks :Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.
👷 How It Works:
- Go to Workflows
- Add the action: Add Leads Under an Affiliate
- Select your method: Manual, Auto, or Custom Mapping
- Fill in relevant settings based on your method
- Save and activate your workflow
⭐ Why it Matters:
Automating lead assignment improves tracking accuracy, reduces manual errors, and ensures your affiliates receive the credit they deserve — instantly.
