Who This Is For / When to Use
Use this trigger if you manage affiliates and need automation to respond immediately after an affiliate-driven sale, including notifications, reminders, tagging, or internal alerts.
What the New Affiliate Sales Trigger Does
This trigger activates each time an affiliate sale is recorded. Once triggered, the contact associated with the sale enters the workflow and proceeds through actions you define.
The trigger supports filters, allowing workflows to run only when specific affiliate, campaign, payout, or tax conditions are met.
How to Add the New Affiliate Sales Trigger
Step 1: Open the Workflow Builder
Go to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add the Trigger
Click Add New Trigger.
Search for New Affiliate Sales.
Select the trigger to add it to the workflow.
Step 3: Configure Trigger Filters
Filters control when the workflow should run. All filters are optional but strongly recommended for accuracy.
Available filters include:
Affiliate (specific affiliate name)
Campaign (specific affiliate campaign)
Payout Method (empty or not empty)
W8/W9 Form (submitted or not submitted)
Example configuration:
Affiliate is Deborah Peters
Campaign is Black Friday Deal
Payout Method is not empty
W8/W9 Form is empty
Step 4: Save the Trigger
Name the trigger (default name is applied automatically).
Click Save.
What Happens After the Trigger Fires
Once triggered, the workflow can run any supported workflow action, including:
Send email or SMS
Send internal notification
Assign a task
Apply or remove tags
Update contact or affiliate-related fields
The workflow continues only if the trigger conditions are met.
Common Use Cases
Congratulate an Affiliate
Why: Reinforces engagement and motivation.
How: Send an automated email or SMS immediately after a sale.
Remind Affiliates to Add Payout Information
Why: Prevents commission payout delays.
How: Use the Payout Method is empty filter and send a reminder message.
Request Missing Tax Forms
Why: Ensures compliance before payouts.
How: Use the W8/W9 Form is empty filter and trigger an email reminder.
Notify Internal Teams
Why: Keeps sales or affiliate managers informed.
How: Add an Internal Notification or Send Email action after the trigger.
Common Issues and Fixes
Workflow Does Not Trigger
Cause: Filters are too restrictive.
Fix: Temporarily remove filters and test the trigger again.
Affiliate Receives Repeated Messages
Cause: Workflow allows re-entry.
Fix: Disable re-entry or add a condition to prevent duplicate execution.
Trigger Fires for All Affiliates
Cause: No affiliate filter applied.
Fix: Add an Affiliate or Campaign filter to narrow execution.