Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Creating a clear procedure to follow is key to increasing profit and improving your onboarding process. To make it easier, we’ll explore the “Affiliate Created Trigger”, which allows you to start your workflow’s functioning upon an affiliate being added to your CRM.

Adding Your Trigger #

You can find this trigger in the Affiliate section of your workflow triggers. To add it, simply click “+ Add New Trigger” and select it.

Workflow Trigger Name #

Update the name that will be displayed in the builder.

Narrowing The Reach #

Define the contacts that should be added to the workflow by including filters based on the desired criteria. To add them, click “+ Add Filters.”

This trigger is only compatible with Custom Fields, you can add them by opening the drop-down menu and searching for them from the lists.

Once you are satisfied with your selections, click “Save Trigger” to establish your changes.

Add your actions as normal, then save your workflow. Using this trigger helps you contact affiliates immediately as they enter your CRM, leading to smoother communications, improved onboarding, and increased ROI on your affiliate campaigns.

Frequently Asked Questions #

What does the Affiliate Created Trigger do? #

It starts a workflow’s functioning as soon as an affiliate is added to your CRM, helping you reach affiliates immediately as they enter.

Where do I find the Affiliate Created Trigger? #

You can find it in the Affiliate section of your workflow triggers. Click “+ Add New Trigger” and select it to add it.

How do I narrow which contacts enter the workflow? #

Click “+ Add Filters” to define the contacts that should be added based on your desired criteria.

What field types are compatible with this trigger? #

This trigger is only compatible with Custom Fields, which you can add by opening the drop-down menu and searching for them in the lists.

How do I save my trigger settings? #

Once you are satisfied with your selections, click “Save Trigger” to establish your changes, then add your actions and save the workflow.

Why use the Affiliate Created Trigger? #

It enables smoother communications, improved onboarding, and increased ROI on your affiliate campaigns by contacting affiliates immediately as they enter your CRM.