Who This Is For / When to Use
This action is for teams that want to automate affiliate enrollment based on contact activity, such as tag changes, form submissions, purchases, or manual workflow runs, without creating duplicate affiliate records.
What the Add to Affiliate Manager Action Does
The Add to Affiliate Manager action registers a contact as an affiliate inside Kyrios. If the contact already exists as an affiliate, Kyrios does not create a duplicate and instead preserves the existing affiliate record. This ensures clean affiliate data while allowing automation-driven enrollment.
Where to Find the Add to Affiliate Manager Action
The Add to Affiliate Manager action is available inside the Workflow Builder under Affiliate actions.
Steps:
Go to Automations → Workflows.
Create a new workflow or open an existing workflow.
Click the three-dot menu on a workflow to edit it, or click Create Workflow.
How to Add the Required Workflow Trigger
A workflow trigger determines when contacts enter the workflow. The Add to Affiliate Manager action supports any workflow trigger, including contact-based, form-based, or manual execution.
Steps:
In the workflow builder, click Add New Trigger.
Use the search bar to find the trigger you want.
Configure trigger filters as needed.
Important:
A trigger is optional. If no trigger is added, the workflow can be run manually.
How to Add the Add to Affiliate Manager Action
Adding the Action Block
This action must be added after a trigger or as the first step in a manually-run workflow.
Steps:
Click the + icon below the trigger (or below START if no trigger is used).
Open the Affiliate section or search for the action.
Select Add to Affiliate Manager.
Action Configuration
The Add to Affiliate Manager action has minimal configuration.
Action Name:
Used only for internal identification inside the workflow.
Does not affect affiliate behavior or settings.
Click Save Action to apply the configuration.
Saving, Testing, and Publishing the Workflow
Once the action is added, the workflow must be saved and published to run automatically.
Steps:
Click Save in the top-right corner.
Use Test Workflow to validate behavior.
Toggle the workflow status from Draft to Publish when ready.
Example: Convert Contacts to Affiliates When a Tag Is Added
Scenario
A business wants to recruit contacts into its affiliate program when they show interest by receiving a specific tag.
Workflow Setup
Trigger: Contact Changed
Filter: Tag added →
AffiliateAction: Add to Affiliate Manager
Outcome
Whenever the Affiliate tag is added to a contact, Kyrios automatically converts that contact into an affiliate without manual intervention.
Common Issues and Fixes
Contact Is Not Added as an Affiliate
Cause: Workflow is not published or not triggered.
Fix:
Confirm the workflow is set to Published.
Verify the trigger conditions are met.
Workflow Runs but No Affiliate Is Created
Cause: Contact is already an affiliate.
Fix:
No action required. Kyrios prevents duplicate affiliate records automatically.
Workflow Does Not Run Automatically
Cause: No trigger is configured.
Fix:
Add a workflow trigger, or manually run the workflow when needed.
Frequently Asked Questions
Is a trigger required to use Add to Affiliate Manager?
No. The workflow can be left without triggers and run manually to add selected contacts as affiliates.
What triggers can be used with this action?
Any workflow trigger can be used, including contact updates, tag changes, form submissions, purchases, or manual execution.
Will this action create duplicate affiliates?
No. If a contact already exists as an affiliate, Kyrios will not create a duplicate record.
Does this action enroll affiliates into a specific campaign?
No. This action only adds the contact to the Affiliate Manager. Use the Add to Affiliate Campaign action to enroll affiliates into campaigns.