If you add an affiliate manually or with the Add To Affiliate Manager action, you can trigger a workflow to automatically add them to a campaign. In this article, we will go over the Affiliate Created trigger.
Here are some screenshots of what will activate the trigger:
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
- Click “Add New Workflow Trigger”
- Select Affiliate Created in the Affiliate section of the Workflow Triggers Menu or use the search feature.
- This trigger does not need a filter, but you can add one for an affiliate URL or other custom fields if desired.
- Press the Save trigger in the bottom right corner of the Trigger setup menu.
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow Action. Feel free to review our articles for more information on setting these up.
- As an example, you could automatically add affiliates to a campaign.
- Select the “+” symbol below the trigger to add an action
Pro Tip: You can use any Workflow Action to be activated by the trigger.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
- Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows.”
Now your workflow is set up and ready to go with the trigger Affiliate Created