What’s New?
Effortlessly streamline and automate lead assignments to affiliates with our robust new workflow action, Add Leads Under an Affiliate. Whether you’re assigning leads manually, attributing them via tracking links, or utilizing custom fields, we’ve got you covered. Assign leads to affiliates automatically with three flexible methods:
1. Manual: Assign a lead to a specific affiliate in a chosen campaign.
2. Auto (Attribution-based): Automatically assign based on affiliate tracking (am_id) in the URL — supports first or last click attribution.
3. Custom Mapping: Map an am_id or affiliate identifier from a custom field or workflow value.
Use Cases
• Reward Lead Generation: A lead fills out a form → the system assigns them to the affiliate who shared the link → sends a “Congrats!” email.
• Custom Lead Nurturing: Leads from a funnel are assigned to specific affiliates for personalized follow-up — enhancing conversion rates.
• Simplify Administrative Tasks: Replace manual lead assignments with automation — ideal for busy teams managing multiple affiliates.
How It Works:
1. Go to Workflows
2. Add the action: Add Leads Under an Affiliate
3. Select your method: Manual, Auto, or Custom Mapping
4. Fill in relevant settings based on your chosen method
5. Save and activate your workflow
Why it Matters:
Automating lead assignments enhances tracking accuracy, minimizes manual errors, and ensures your affiliates receive the recognition they deserve — instantly.
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