Getting started with Affiliate Automations
Learn how to use Affiliate Manager automations in GHL Customer Care. Set up key workflow triggers and actions to onboard affiliates, assign leads, and track sales.
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By using Affiliate Manager Automations, users can leverage workflows to automate tasks and streamline their affiliate management. Here are four essential automations that you can set up easily:
TABLE OF CONTENTS
- 1. Affiliate Created Workflow Trigger
- 2. Add to Affiliate Manager
- 3. Update Affiliate
- 4. Add to Affiliate Campaign
- 5. Remove from Affiliate Campaign
1. Affiliate Created Workflow Trigger
Trigger Setup:
- Go to Add New Workflow Trigger > Search for Affiliate Created > Choose it.
- Click on Save Trigger.
How It Works:
- This workflow is triggered whenever a new affiliate is created in the sub-account.
Example:
- If you run a marketing campaign and several affiliates sign up, the moment each one is added, this trigger ensures they are automatically included in your workflows without manual intervention.
2. Add to Affiliate Manager
Automation Setup:
- Automatically add a contact to the Affiliates list in the Affiliate Manager with their status set to "active."
How It Works:
- As soon as the workflow is triggered, a contact is added as an active affiliate in your system.
Example:
- If a potential partner signs up, they’re immediately added to your list of active affiliates, ensuring no delay in their onboarding process.
Step 1 of 1: If a potential partner signs up, they’re immediately added to your… What this shows Step 1 of 1: If a potential partner signs up, they’re immediately added to your list of active affiliates, ensuring no delay in their onboarding process. What this shows Shows what this covers for step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". This screenshot accompanies step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". At this point in the walkthrough you if a potential partner signs up, they’re immediately added to your list of active affiliates, ensuring no delay in their onboarding process. What this coversIf a potential partner signs up, they’re immediately added to your list of active affiliates, ensuring no delay in their onboarding process.
3. Update Affiliate
Automation Setup:
- Allows you to update the affiliate status as either "active" or "inactive."
- Supported Options:
- Mark as Active
- Mark as Inactive
Example:
- If an affiliate hasn’t met the activity requirements after a set period, this automation can automatically update their status to inactive.
Step 1 of 1: If an affiliate hasn’t met the activity requirements after a set… What this shows Step 1 of 1: If an affiliate hasn’t met the activity requirements after a set period, this automation can automatically update their status to inactive. What this shows Shows what this covers for step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". This screenshot accompanies step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". At this point in the walkthrough you if an affiliate hasn’t met the activity requirements after a set period, this automation can automatically update their status to inactive. What this coversIf an affiliate hasn’t met the activity requirements after a set period, this automation can automatically update their status to inactive.
4. Add to Affiliate Campaign
Automation Setup:
- Automatically add an affiliate to a specific campaign in the Affiliate Manager’s Campaigns tab. Select the campaign from a dropdown menu.
Example:
- You’ve launched a new product and want all your active affiliates added to this campaign without doing it manually—this automation handles it instantly.
Step 1 of 1: You’ve launched a new product and want all your active affiliates… What this shows Step 1 of 1: You’ve launched a new product and want all your active affiliates added to this campaign without doing it manually—this automation handles… What this shows Shows what this covers for step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". This screenshot accompanies step 1 of 1 in the "Example:" section of "Getting started with Affiliate Automations". At this point in the walkthrough you you’ve launched a new product and want all your active affiliates added to this campaign without doing it manually—this automation handles it instantly. What this coversYou’ve launched a new product and want all your active affiliates added to this campaign without doing it manually—this automation handles it instantly.
5. Remove from Affiliate Campaign
Automation Setup:
- This option removes an affiliate from a campaign. Choose the campaign to remove them from using a dropdown menu.
Example:
- If an affiliate no longer qualifies for a specific campaign, the system can automatically remove them, reducing your admin workload.
Example: (image 4 of 4) What this shows If an affiliate no longer qualifies for a specific campaign, the system can automatically remove them, reducing your admin workload. What this shows Shows what this covers for step 2 of 2 in the "Example:" section of "Getting started with Affiliate Automations". This screenshot accompanies step 2 of 2 in the "Example:" section of "Getting started with Affiliate Automations". For context, this section explains: If an affiliate no longer qualifies for a specific campaign, the system can automatically remove them, reducing your admin workload.
By automating these tasks, you can focus on scaling your affiliate program without worrying about the small details.
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