The Add to Affiliate Manager action enrolls a contact into the Affiliates list within the Affiliate Manager, assigning them an “Active” status by default. This is particularly useful for converting existing contacts or customers into affiliates.

How It Works #

Begin by configuring the trigger that should activate the workflow, then add the preceding actions. Next, click the “+” icon and select the Add to Affiliate Manager option from the list.

Action Name #

Optionally, update the name of the action to reflect its intended purpose.

Save the action, then publish the workflow to ensure that all contacts that meet the defined criteria will be added to your affiliates list.

This action streamlines affiliate onboarding by seamlessly integrating eligible contacts into your affiliate program, helping you expand your network and drive more referrals with minimal effort.

Frequently Asked Questions #

What does the Add to Affiliate Manager action do? #

It enrolls a contact into the Affiliates list within the Affiliate Manager and assigns them an Active status by default.

When would I use this action? #

It is particularly useful for converting existing contacts or customers into affiliates within your program.

What status do new affiliates receive? #

Contacts added through this action are assigned an Active status by default.

Do I need to configure many settings? #

No. The only optional setting is the Action Name. The action otherwise enrolls qualifying contacts automatically.

Which contacts get added to the affiliates list? #

All contacts that meet the criteria defined by your workflow trigger and preceding actions will be added.

How do I activate the action? #

Save the action, then publish the workflow so qualifying contacts are added to your affiliates list automatically.