Affiliate Customer Conversion Workflow Action
G
George Webb
There seem to be a lot of issues around the Sub Account Affiliate Manager and tracking conversions into a Customer. These issues could be solved with HLs greatest asset... Workflows.
For example:
1) Currently, only Lead Tracking is supported for Forms, Calendars and Surveys
2) Websites and Funnel affiliate campaigns can only be run with a product
Having an 'Affiliate Lead Conversion' action to mark a lead as converted and assign a fixed/percentage payout to the affiliate would allow sub-accounts to completely automate the tracking of affiliate conventions and resolve the above issues.
Percentage payouts can be based on trigger event type i.e. percentage for 'payment received' as we have a reference to the value.
Fixed payouts can be used on any event type e.g. customer booked appointment.
This would also open up the affiliate manager to be less transactional and still track conversions into a customer at any activation point the sub-account owner needed.
Log In
Activity Feed
Sort by
G
George Webb
This functionality is NOT provided by the 'Add Manual Sales For An Affiliate' action as this mandates you specify the affiliate instead of using the affiliate associated with the contact who converted
G
George Webb
Linking another similar issue: https://ideas.gohighlevel.com/sub-account-affiliate-manager/p/track-purchase-conversion-via-invoice-payment
G
George Webb