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Workflow Action: Add Manual Sales for an Affiliate

The Add Manual Sales for an Affiliate workflow action records manual affiliate sales and automatically calculates commissions based on the selected affiliate campaign.

Updated over 3 months ago

Who This Is For / When to Use

Use this action if you need to:

  • Credit affiliates for offline or external sales

  • Add manual or recurring affiliate revenue

  • Assign sales without checkout tracking

  • Automatically calculate commissions using campaign rules

Where to Find This Action

  1. Go to Automations > Workflows

  2. Create a new workflow or open an existing one

  3. Click Add Action

  4. Search for Add Manual Sales for an Affiliate

What This Action Does

This action:

  • Creates a manual sale for an affiliate

  • Links the sale to an affiliate campaign

  • Calculates commission using campaign rules

  • Optionally assigns the affiliate automatically using attribution data

Required Fields (Manual Affiliate Selection)

Use this setup when you already know which affiliate should receive credit.

Fields Explained

  • Campaign – Determines commission rules

  • Affiliate – The affiliate receiving credit

  • Revenue – Sale amount used for commission calculation

  • Event Date (optional) – Date the sale occurred

  • Event ID (optional) – External transaction or reference ID

Commissions are calculated automatically when the workflow runs.

Auto-Track Affiliate via Attribution (Recommended)

Enable this option to automatically assign the affiliate based on attribution data instead of selecting one manually.

When Enabled

  • Kyrios reads the affiliate ID from the contact’s attribution data

  • The correct affiliate is assigned automatically

  • No separate workflow branches are required

Attribution Source Options

First Attribution

  • Uses the first affiliate interaction

  • Never changes

  • Best for referral-first commission models

Latest Attribution

  • Uses the most recent affiliate interaction

  • Updates over time

  • Best for last-click or purchase-based models

Both attribution values are always stored, but only the selected option is used for commission assignment.

Step-by-Step Setup

  1. Open or create a workflow

  2. Add a trigger (form submission, booking, offline sale, etc.)

  3. Add Add Manual Sales for an Affiliate

  4. Choose one:

    • Manually select affiliate OR

    • Enable Auto-Track Affiliate via Attribution

  5. Select the affiliate campaign

  6. Enter revenue and optional event details

  7. Click Save Action

  8. Publish the workflow

Common Triggers Used With This Action

  • Form submitted

  • Survey completed

  • Appointment completed

  • Tag added (e.g. “Offline Sale”)

  • External sale recorded

Common Issues and Fixes

Affiliate Not Assigned

Cause: Attribution enabled but no affiliate ID exists on the contact
Fix: Ensure the contact entered through an affiliate-tracked URL

Commission Amount Is Incorrect

Cause: Campaign commission rules are misconfigured
Fix: Review the affiliate campaign’s commission settings

Duplicate Sales Created

Cause: Workflow runs multiple times for the same contact
Fix: Use a conditional check or unique Event ID

Important Notes

  • This action does not create payments

  • Commissions always follow campaign rules

  • Event IDs should be unique for external sales

  • Attribution must exist before the workflow runs

Practical Use Cases

Track Offline Sales

Credit affiliates for phone orders, in-person deals, or POS transactions.

Automate Recurring Affiliate Revenue

Add monthly sales for subscription-based affiliate programs.

Reward Non-Revenue Contributions

Assign sales for milestones, referrals, or internal incentive programs.

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