Affiliate Manager · 1 min read
New Affiliate Sale Workflow Trigger
What it does
The New Affiliate Sale trigger starts a workflow every time a successful affiliate sale is recorded. It works for one-time purchases, recurring sales and manually attributed sales.
Use it to:
- notify your team about a new affiliate sale
- tag customers referred by affiliates
- segment affiliate-referred contacts
- send follow-up emails or texts to buyers
- remind affiliates to complete their payout details
The workflow runs on the buyer's contact record. Send Email and Send SMS actions go to the buyer, not the affiliate. Use internal notifications to reach your team.
Filters
- Affiliate: only sales from selected affiliates
- Campaign: only sales from selected campaigns
- Payout method status: whether payout details are complete
- Tax form status: whether tax forms have been submitted
Set it up
- Go to Automations → Workflows and create or open a workflow.
- Click Add New Trigger and choose New Affiliate Sale.
- Add any filters.
- Add actions, such as adding a tag, creating a task, sending an internal notification, updating custom fields, sending a follow-up email or starting another workflow.
- Save and publish.
Ideas
- Notify your team: send an internal notification and create a follow-up task.
- Tag affiliate customers: add an "affiliate-referred" tag for segmentation.
- Payout reminders: filter on payout method status "incomplete" and notify your team to follow up with the affiliate.