Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. A crucial part of keeping this machine working is addressing affiliate sales promptly, and automation is the ideal way to do so.

The New Affiliate Sales trigger lets you create workflows that start upon an affiliate completing a sale or a sale being attributed to them.

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. The main filters for this trigger are:

• Affiliate: Select Affiliate, choose your operator, then select the affiliate you want to trigger or exclude.
• Campaign: Select Campaign, choose your operator, then select the affiliate campaign you want to trigger or exclude.
• Payout Method: Include or exclude sales from affiliates who have added a payout method. Select Payout Method and choose an operator.
• W8/W9 Form: Trigger the workflow based on whether the affiliate has submitted tax forms.

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 manage affiliate sales 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 New Affiliate Sales trigger fire? #

It activates when an affiliate completes a sale or a sale is attributed to them.

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 are available? #

Affiliate, Campaign, Payout Method, and W8/W9 Form filters help you target specific affiliate sales.

Can I trigger based on tax form submission? #

Yes. The W8/W9 Form filter lets you trigger the workflow based on whether the affiliate has submitted tax forms.

How does the Payout Method filter work? #

It includes or excludes sales from affiliates who have added a payout method, based on the operator you select.

What can I automate after this trigger? #

You can manage affiliate sales, send communications, and streamline payouts, then save the workflow to activate it.