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.
3/6/25 Ext