We all know the regular affiliate model, you give them a link, they get you a sale and they get a commission for it right? When your business relies more on leads than sales this might become a bit murky especially if you have sales happening offline. With the “Add Leads under an Affiliate” action, you can ease the process for yourself and your team and streamline your lead management. But how does it work?
Add a new action to your workflow, and from the action menu select “Add Leads Under An Affiliate”.
Action Name #
Rename the action to align it with its intended purpose.
Choose Action Mapping #
- Manual Assignment: Assign leads directly to a known affiliate within a selected campaign. This is best for form submissions, internal routing, and admin control.
- Auto Assignment (URL Attribution): Automatically assign leads based on the am_id in the URL. Supports first-click or last-click attribution and is best for Affiliate tracking links and marketing campaigns.
- Custom Mapping: Use am_id from a custom field or workflow value for assignment. This is best for API pushes, hidden form fields, third-party systems.
Manual Action Mapping #
Select the campaign from the drop-down menu, then choose affiliate from the list.
Auto Assignment #
Choose attribution method: First or Last Click. Ensure am_id is passed earlier in the funnel (e.g., form/page URL).
Custom Mapping #
Map an am_id or affiliate identifier from a custom field or workflow value. The system will read and map leads to the correct affiliate.
Save the action and you’re done. This feature intends to make administrative tasks easier and your affiliate marketing strategy more effective, you can pair it with the “Add Manual Sales For An Affiliate Action” to automate the process further ensuring your affiliates get rewarded for the leads they bring you in and stay motivated.
Frequently Asked Questions #
What does the Add Leads Under an Affiliate action do? #
It assigns leads to a specific affiliate within a workflow, making lead-based affiliate management easier—especially useful when your business relies on leads rather than direct online sales.
What mapping options are available? #
There are three: Manual Assignment (assign to a known affiliate in a campaign), Auto Assignment via URL Attribution (using the am_id in the URL), and Custom Mapping (using an am_id from a custom field or workflow value).
When should I use Manual Assignment? #
Manual Assignment is best for form submissions, internal routing, and situations requiring admin control, where you select the campaign and then choose the affiliate from the list.
How does Auto Assignment determine the affiliate? #
It reads the am_id passed in the URL and assigns the lead based on your chosen attribution method, either first-click or last-click. Make sure the am_id is passed earlier in the funnel.
What is Custom Mapping best for? #
Custom Mapping suits API pushes, hidden form fields, and third-party systems, where an am_id or affiliate identifier is read from a custom field or workflow value.
Can I combine this with other affiliate actions? #
Yes. You can pair it with the Add Manual Sales For An Affiliate action to further automate the process and ensure affiliates are rewarded for the leads they generate.
