Automating Affiliate Campaigns with Workflows

Automating Affiliate Campaigns with Workflows

If you add an affiliate manually or using the "Add To Affiliate Manager" action, you can trigger a workflow to automatically add them to a campaign and more.

Step 1: Start a New Workflow or Edit an Existing One

1. Begin by starting a new workflow or editing an existing one.

Step 2: Create and Edit the Trigger

1. Click “Add New Workflow Trigger”.
2. Select Affiliate Created in the Affiliate section of the Workflow Triggers Menu, or use the search feature.
3. This trigger does not require a filter, but you can add one for an affiliate URL or other custom fields if desired.
4. Press Save Trigger in the bottom right corner of the Trigger setup menu.

Step 3: Set Up Applicable Workflow Action(s)

1. Select the “+” symbol below the trigger to add an action. For instance, you can automatically add affiliates to a campaign.
2. We have multiple articles available to explain the setup of each Workflow Action. Feel free to review our articles for more information.

Tip: You can use any Workflow Action to be activated by the trigger.

Step 4: Save and Test Your Workflow

1. Press Save in the top right corner of your browser to save the workflow.
2. If your workflow is ready to be enabled, ensure the toggle switch under Save is set to Publish.
3. Test your workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch.