Your affiliate’s status can help you monitor a campaign’s health, keeping a real count of how many sales it’s driving and how many people are engaged with it. Since you can’t live in constant vigilance, a great way to manage affiliates who aren’t meeting certain criteria is by using automation. Let’s check how you use the Update Affiliate action to achieve that.

How to Use the Update Affiliate Action #

• Navigate to the Workflows tab inside the Automation section and create or edit a workflow.
• Add the relevant trigger(s), then click the plus icon to add a new workflow action. Locate and select Update Affiliate.
• Select the state to apply to the affiliate.
• Click Save Action to finish.

Add any extra actions you see fit, and you’re ready to go. This can help you redirect referral customers to a more active affiliate and ensure every campaign member is productive, boosting your efficiency to the max.

Frequently Asked Questions #

What does the Update Affiliate action do? #

It lets a workflow automatically change an affiliate’s state, so you can manage affiliate status without manual monitoring.

Where do I find this action? #

Open the Workflows tab in the Automation section, edit or create a workflow, click the plus icon to add an action, and select Update Affiliate.

What can I update with this action? #

You select the state to apply to the affiliate before saving the action.

Why use this action? #

It helps you redirect referral customers to more active affiliates and keep every campaign member productive.

Do I need a trigger first? #

Yes. Add the relevant trigger(s) to start the workflow before placing the Update Affiliate action.

Can I combine it with other actions? #

Yes. You can add any additional actions you see fit to build a complete automation around your affiliate management.