# Automate Lead Assignment & Notifications in Affiliate Manager Workflows

> Work smarter and keep affiliates motivated by automating lead-related actions in your workflows. With the powerful combination of the "Lead Created"…

- Source: https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/automate-lead-assignment-notifications-in-affiliate-manager-workflows
- Section: Marketing / Affiliate Manager Automation
- Reading time: 2 min
- Images: 5, each explained below

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Work smarter and keep affiliates motivated by automating lead-related actions in your workflows. With the powerful combination of the "Lead Created" trigger and the "Add Leads under an Affiliate" action, you can track, assign, and respond to affiliate-generated leads — all without lifting a finger.

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## **Trigger: Lead Created**

### **What it does**

The "Lead Created" trigger starts a workflow when a new lead is referred by an affiliate — giving you instant automation opportunities.

You can apply it across all campaigns or filter to trigger for a specific campaign only.

### **How to Use It**

1.  Go to Workflows and click + Create Workflow
2.  Set the Trigger as **Lead Created** 
3.  (**Optional**) Use the Campaign Filter to narrow it to a specific campaign
    
    
![Step 3 of 6: (Optional) Use the Campaign Filter to narrow it to a specific campaign](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046919716/original/9rsHc5Z5_Sx71eszGZk8KJbQiXGFuci22Q.png)

**Step 3 of 6: (Optional) Use the Campaign Filter to narrow it to a specific campaign**

This screenshot accompanies step 3 of 6 in the "How to Use It" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". At this point in the walkthrough you (Optional) Use the Campaign Filter to narrow it to a specific campaign. This part of the guide covers 2 fields, listed below. The next step is to add actions like.
- What this covers: (Optional) Use the Campaign Filter to narrow it to a specific campaign
- Fields: Send email to affiliate, Notify internal team
- Controls: Optional, Lead Created
- Next: Add actions like:

Full procedure:

1. Go to Workflows and click + Create Workflow
2. Set the Trigger as Lead Created
3. (Optional) Use the Campaign Filter to narrow it to a specific campaign  <- this image
4. Add actions like:
5. Use custom values from the Lead Created section in emails/messages
6. Save and publish your workflow

    
4.  Add actions like:
    1.  Send email to affiliate
    2.  Notify internal team
5.  Use custom values from the Lead Created  section in emails/messages
    
    
![Step 5 of 6: Use custom values from the Lead Created section in emails/messages](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046919760/original/XaZPVUfJB0b4WuoOJkd_o9uYMyuMWuZ-Fg.png)

**Step 5 of 6: Use custom values from the Lead Created section in emails/messages**

This screenshot accompanies step 5 of 6 in the "How to Use It" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". At this point in the walkthrough you use custom values from the Lead Created section in emails/messages. This part of the guide covers 2 fields, listed below. The next step is to save and publish your workflow.
- What this covers: Use custom values from the Lead Created section in emails/messages
- Fields: Send email to affiliate, Notify internal team
- Controls: Lead Created, Optional
- Next: Save and publish your workflow

Full procedure:

1. Go to Workflows and click + Create Workflow
2. Set the Trigger as Lead Created
3. (Optional) Use the Campaign Filter to narrow it to a specific campaign
4. Add actions like:
5. Use custom values from the Lead Created section in emails/messages  <- this image
6. Save and publish your workflow

    
6.  Save and publish your workflow

### **Use Cases**

1.  Send a “Congrats!” email to affiliates when they generate a lead
2.  Alert your sales or support team about new affiliate leads
3.  Automatically track and tag affiliate leads for nurturing

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## **Action: Add Leads under an Affiliate**

### **What it does**

The "Add Leads under an Affiliate" action assigns a contact (lead) to an affiliate and their associated campaign, making sure affiliates are correctly credited.

You can now choose from three assignment methods for total flexibility.

### **How to Use It**

1.  In your workflow, add the action: `**Add Leads under an Affiliate**`
    
2.  Choose your assignment method:
    
    -   **Manual**
        
    -   **Auto (Attribution)**
        
    -   **Custom Mapping**
        
3.  Configure additional fields based on the method
    
4.  Save and publish the workflow
    

### **Assignment Methods**

1\. Manual : Manually assign a lead to a known affiliate in a specific campaign.  
**Best for:** Form submissions, internal routing, admin decisions.

**Steps:**

-   Select campaign
-   Select affiliate (from affiliates in that campaign)
    
    
![Step 2 of 2: Select affiliate (from affiliates in that campaign)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046514809/original/CcKuxYwq4yOIQ_cx6E4yJDvAb3NnJEwUdA.png)

**Step 2 of 2: Select affiliate (from affiliates in that campaign)**

This screenshot accompanies step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". At this point in the walkthrough you select affiliate (from affiliates in that campaign).
- What to choose: Select affiliate (from affiliates in that campaign)
- Controls: URL parameters, first, last click, custom field

Full procedure:

1. Select campaign
2. Select affiliate (from affiliates in that campaign)  <- this image

    

2\. Auto (Attribution via URL) : Automatically assign leads using `am_id` passed in the **URL parameters**.  
Supports **first** or **last click** attribution.

**Steps:**

-   Choose Attribution Method: First / Last
-   Make sure `am_id` is passed earlier in the funnel (e.g., form/page URL)
    
    
![Step 2 of 2: Make sure am_id is passed earlier in the funnel (e.g., form/page URL)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046514824/original/COmOzfhsvwzF7jK5RHBib1SjxVAI-szQpA.png)

**Step 2 of 2: Make sure am_id is passed earlier in the funnel (e.g., form/page URL)**

This screenshot accompanies step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". At this point in the walkthrough you make sure am_id is passed earlier in the funnel (e.g., form/page URL).
- What this covers: Make sure am_id is passed earlier in the funnel (e.g., form/page URL)
- Controls: URL parameters, first, last click, custom field

Full procedure:

1. Choose Attribution Method: First / Last
2. Make sure am_id is passed earlier in the funnel (e.g., form/page URL)  <- this image

    

3\. Custom Mapping : Use if `am_id` is stored in a **custom field** or passed as a workflow value.  
**Best for:** API pushes, third-party systems, hidden fields on forms.

**Steps:**

-   Choose mapping source: custom field or workflow value
-   System reads value and assigns the lead to the matching affiliate
    
    
![Step 2 of 2: System reads value and assigns the lead to the matching affiliate](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046514851/original/cYBBMy6l6rRl8DKAaM8P4WCbLdraHVPOFw.png)

**Step 2 of 2: System reads value and assigns the lead to the matching affiliate**

This screenshot accompanies step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". At this point in the walkthrough you system reads value and assigns the lead to the matching affiliate.
- What this covers: System reads value and assigns the lead to the matching affiliate
- Controls: URL parameters, first, last click, custom field

Full procedure:

1. Choose mapping source: custom field or workflow value
2. System reads value and assigns the lead to the matching affiliate  <- this image

    

### **Use Cases**

-   Reward Lead Generation  
    **Example:** A lead fills a form → system assigns them to the affiliate who shared the link → sends a “Congrats!” email.
-   Custom Lead Nurturing  
    **Example:** Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.
-   Simplify Administrative Tasks  
    **Example:** Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.

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