Workflow Action - Add To Affiliate Campaign
Action - Add To Affiliate Campaign
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Overview
The Add To Affiliate Campaign adds a contact to the selected affiliate campaign as an active affiliate. This action is useful for enrolling existing contacts or customers as your Affiliates in specific affiliate campaigns
Action Name
Add To Affiliate Campaign
Action Description
The Add To Affiliate Campaign action is designed to automate converting existing contacts as affiliate in the selected affiliate campaign.
Action Details
Step by Step Guide
- Choose the Action Type: Select "Add To Affiliate Campaign" from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Enroll Affiliates in Campaign XYZ"
- Select the Affiliate Campaign: From the dropdown choose the affiliate campaign in which you want to add the newly recruited affiliates
Step 3 of 3: Select the Affiliate Campaign: From the dropdown choose the affiliate… What this shows Step 3 of 3: Select the Affiliate Campaign: From the dropdown choose the affiliate campaign in which you want to add the newly recruited affiliates What this shows Shows what to choose for step 3 of 3 in the "Action Details" section of "Workflow Action - Add To Affiliate Campaign". This screenshot accompanies step 3 of 3 in the "Action Details" section of "Workflow Action - Add To Affiliate Campaign". At this point in the walkthrough you select the Affiliate Campaign: From the dropdown choose the affiliate campaign in which you want to add the newly recruited affiliates. This part of the guide covers 1 field, listed below. What to chooseSelect the Affiliate Campaign: From the dropdown choose the affiliate campaign in which you want to add the newly recruited affiliates Fields in this part of the guide Filters: Tags added "Affiliate"Buttons and menus referenced Add To Affiliate CampaignStep by Step GuideAll 3 steps in this procedure
- Choose the Action Type: Select " Add To Affiliate Campaign " from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Enroll Affiliates in Campaign XYZ"
- Select the Affiliate Campaign: From the dropdown choose the affiliate campaign in which you want to add the newly recruited affiliates this image
Example
Convert existing contacts to Affiliates in Affiliate Test Campaign when a tag is added to the contact
Scenario: A business wants to recruit the customers that have replied on a post or shown interest in being part of the affiliate network. The user adds a tag to categorize such contacts and then convert them to active affiliates. The user wants to automatically add these new affiliates to the Affiliate Test Campaign.
Action Setup:
Action: Add To Affiliate Campaign
Name: Enroll as Affiliates to Test Campaign
Workflow Trigger:
- Contact Changed: The contact will enter the workflow when the selected filter is changed or added.
- Filters: Tags added "Affiliate"
Workflow Actions:
- Add To Affiliate Campaign
- Select the Affiliate Test Campaign
Outcome:
This ensures that whenever the tag will be added to a contact, the contact will be converted to an affiliate and get added to the Affiliate Test Campaign. The affiliate can now start selling the products or services to generate commissions
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