Taylor Smith

Step 1: Start a new workflow or edit an existing one Step 2: Set up applicable Workflow Trigger(s). You can use any Workflow Triggers to trigger the Add To Affiliate Campaign action or you leave t...

Step 1: Start a new workflow or edit an existing one Step 2: Set up applicable Workflow Trigger(s).  Tip: You can use any Workflow Triggers to trigger the Update Affiliate action or you could lea...

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...

How to Import Contacts to the CRM: A .csv file with the contacts you want to import Prepare Your .csv File Headers: Ensure Row 1 includes essential headers like 'first name', 'last name', 'emai...

Step 1: Creating an Affiliate Manager Campaign Navigate to Marketing > Affiliate Manager > Campaigns. Click +Add to create a new campaign. You will be redirected to the Campaign Details Page. Fill...

How To Add Affiliates  Select in the blue tab Marketing > Affiliate Manager > Affiliates Click +Add and a dropdown will appear Select New Affiliate to add an individual affiliate, Import from con...

Before you get started be sure to have: A domain setup for your funnel/website A product setup (and added in your Payments section) When setting up an affiliate product, the process is simi...

The Affiliate Manager system allows you to manage your referral and affiliate network directly within Captivation Hub.  Getting Started:  To make your Affiliate Manager Campaign live, follow...

The Dashboard is an overview of your business and it is the first thing that you will see when you log into Captivation Hub. It will outline the progress and performance of your business: Row 1: O...

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