Automate Lead Assignment & Notifications in Affiliate Manager Workflows

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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
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
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)

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)

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

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.