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. The Affiliate Created trigger allows you to start your workflow 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, 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 #

When does the Affiliate Created trigger fire? #

It activates a workflow as soon as a new affiliate is added to your CRM.

Where do I find this trigger? #

It is in the Affiliate section of your workflow triggers. Click + Add New Trigger and select it.

What filters can I use? #

This trigger is only compatible with Custom Fields, which you can add from the filters drop-down menu.

How do I add a custom field filter? #

Open the drop-down menu after clicking + Add Filters and search for the custom field you want to use.

Why use this trigger? #

It lets you reach affiliates immediately on creation, improving onboarding, communication, and campaign ROI.

What happens after I save the trigger? #

Add your workflow actions as normal, then save the workflow to activate the automation.