Workflow trigger or action for affiliate program
complete
A
Ali Turner
Need attribution for new leads & clients to affiliates
L
Lead Pipelyne
How ??/
S
Sales & Marketing
complete
S
Sales & Marketing
S
Sales & Marketing
S
Sales & Marketing
Merged in a post:
Affiliate Manager needs to be added to workflows, not require purchase, add affiliates via form, affiliate dashboard
S
Steve W
Affiliate Manager needs the following updates:
- They were in workflows. (As of now, we can't even send simple follow-up communitcation, can't opt them out of communication (DND), etc. )
- Affiliates should just be 'Contacts' with the option to 'add to affiliate manager campaigns' similar to how we can currently add contacts to opportunities and workflows. Afterall, 99% of the time the affiliate was a client first and are already in as a contact.
- Affiliate Manager campaigns didn't have to be connected to a purchase, but also be able to just have the 'goal' to be filling out a form and when submitted the affiliate that referred the lead is connected as the referring affiliate.
- Ability to add affiliates automatically via a form but with the option to either automatically add them to the selected affiliate manager campaign or the option to require admin approval (join requests sit in a 'pending' status).
- Affiliate facing reporting dashboard
J
Justin Tillman
agreeded
J
Justin Tillman
hey Cason, when you get a chance, could you elaborate a little more on what this means?
C
Clifford Paulick
Yes, with an approval process - so each form submission applicant can be approved or denied with feedback
F
Fernanda Lima Firman
Very Important!
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