# 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.

- Source: https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/getting-started-with-affiliate-automations
- Section: Marketing / Affiliate Manager Automation
- Reading time: 2 min
- Images: 4, each explained below

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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](#1-affiliate-created-workflow-trigger)
-   [2\. Add to Affiliate Manager](#2-add-to-affiliate-manager)
-   [3. Update Affiliate](#3-update-affiliate)
-   [4\. Add to Affiliate Campaign](#4-add-to-affiliate-campaign)
-   [5. Remove from Affiliate Campaign](#5-remove-from-affiliate-campaign)

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## 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.

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## 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033844788/original/43LBpDKVH8Iwr6S_lP1JjBVDN5WJKeiDcw.jpeg)

**Step 1 of 1: If a potential partner signs up, they’re immediately added to your…**

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 covers: If a potential partner signs up, they’re immediately added to your list of active affiliates, ensuring no delay in their onboarding process.

    

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## **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033844790/original/cYmDOShWFpLExXBmjLj0hwNCzbEPL3bKNw.jpeg)

**Step 1 of 1: If an affiliate hasn’t met the activity requirements after a set…**

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 covers: If an affiliate hasn’t met the activity requirements after a set period, this automation can automatically update their status to inactive.

    

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## 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033844789/original/_QzifFSd0AmdXr5SY0oUdrja-FQRSRXe7Q.jpeg)

**Step 1 of 1: You’ve launched a new product and want all your active affiliates…**

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 covers: 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.

    

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## **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.
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![Example: (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033844787/original/rcKHKfi6A2GBbJb_IyK54EMUaZht3my6iA.jpeg)

**Example: (image 4 of 4)**

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.

    

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By automating these tasks, you can focus on scaling your affiliate program without worrying about the small details.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com