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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"…

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On this page
  1. Trigger: Lead Created
  2. What it does
  3. How to Use It
  4. Use Cases
  5. Action: Add Leads under an Affiliate
  6. What it does
  7. How to Use It
  8. Assignment Methods
  9. Use Cases
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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.

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 What this shows Step 3 of 6: (Optional) Use the Campaign Filter to narrow it to a specific campaign What this shows Shows what this covers for step 3 of 6 in the "How to Use It" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". 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. Step 3 of 6Image 1 of 5 What this covers(Optional) Use the Campaign Filter to narrow it to a specific campaign
    Fields in this part of the guide Send email to affiliateNotify internal team
    Buttons and menus referenced OptionalLead Created
    Next stepAdd actions like:
    All 6 steps in this 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 What this shows Step 5 of 6: Use custom values from the Lead Created section in emails/messages What this shows Shows what this covers for step 5 of 6 in the "How to Use It" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". 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. Step 5 of 6Image 2 of 5 What this coversUse custom values from the Lead Created section in emails/messages
    Fields in this part of the guide Send email to affiliateNotify internal team
    Buttons and menus referenced Lead CreatedOptional
    Next stepSave and publish your workflow
    All 6 steps in this 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

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) What this shows Step 2 of 2: Select affiliate (from affiliates in that campaign) What this shows Shows what to choose for step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". 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). Step 2 of 2Image 3 of 5 What to chooseSelect affiliate (from affiliates in that campaign)
    Buttons and menus referenced URL parametersfirstlast clickcustom field
    All 2 steps in this 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) What this shows Step 2 of 2: Make sure am_id is passed earlier in the funnel (e.g., form/page URL) What this shows Shows what this covers for step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". 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). Step 2 of 2Image 4 of 5 What this coversMake sure am_id is passed earlier in the funnel (e.g., form/page URL)
    Buttons and menus referenced URL parametersfirstlast clickcustom field
    All 2 steps in this 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 What this shows Step 2 of 2: System reads value and assigns the lead to the matching affiliate What this shows Shows what this covers for step 2 of 2 in the "Assignment Methods" section of "Automate Lead Assignment & Notifications in Affiliate Manager Workflows". 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. Step 2 of 2Image 5 of 5 What this coversSystem reads value and assigns the lead to the matching affiliate
    Buttons and menus referenced URL parametersfirstlast clickcustom field
    All 2 steps in this 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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