Who This Is For / When to Use
This article is for users who want to:
Automate onboarding when a new affiliate is created.
Trigger actions such as welcome emails, tagging, or internal notifications.
Manage affiliate workflows at scale with minimal manual work.
Use this trigger anytime a contact becomes an affiliate and should immediately enter an automation.
What the Affiliate Created Trigger Does
Fires when a contact is added as an affiliate in the Affiliate Manager.
Automatically enrolls that contact into the workflow.
Does not require filters, but filters can be added for advanced targeting.
Each affiliate creation event can trigger the workflow once per creation.
Step 1: Create or Open a Workflow
Navigate to Automations in the left sidebar.
Click Workflows.
Select + Create Workflow or open an existing workflow.
Step 2: Add the Affiliate Created Trigger
In the workflow builder, click Add New Trigger.
Open the Affiliate trigger category.
Select Affiliate Created.
Step 3: Configure the Trigger
Choose a Workflow Trigger: Affiliate Created
Workflow Trigger Name: (Optional)
This name only affects how the trigger appears in the workflow builder.
It does not affect trigger logic or execution.
This trigger does not require filters to function.
Step 4: (Optional) Add Trigger Filters
Filters allow you to limit which affiliates enter the workflow.
Common use cases include:
Filtering by affiliate URL
Filtering by custom fields
Segmenting affiliates by campaign or source
Click + Add filters to apply conditions.
Step 5: Save the Trigger
Review your trigger configuration.
Click Save Trigger.
Step 6: Add Workflow Actions
Click the + icon below the trigger.
Select one or more workflow actions.
Common actions include:
Send Email (affiliate welcome email)
Apply Tags
Update Custom Fields
Send Internal Notifications
Assign Tasks
Any available workflow action can be used with this trigger.
Step 7: Save, Test, and Publish the Workflow
Click Save in the top-right corner.
Use Test Workflow to confirm behavior.
Toggle Publish to activate the workflow.
Once published, the workflow will trigger for all newly created affiliates that meet the filter conditions.
Example Use Case
Scenario: Automatically welcome new affiliates.
Trigger
Affiliate Created
Actions
Send Email: Welcome to the affiliate program
Apply Tag: New Affiliate
Send Internal Notification to admin team
Common Issues and Fixes
Workflow does not trigger
Confirm the workflow is published.
Verify the contact was successfully added as an affiliate.
Check trigger filters for restrictions.
Multiple workflows triggering unexpectedly
Review filters across all Affiliate Created workflows.
Use campaign or custom field filters to separate logic.
FAQ
What does the Affiliate Created trigger do?
It enrolls a contact into a workflow immediately after they are added as an affiliate in the Affiliate Manager.
Does this trigger require filters?
No. Filters are optional and only needed if you want to limit which affiliates enter the workflow.
Can I use custom fields in filters?
Yes. You can filter affiliates using any available custom fields.
Can I have multiple Affiliate Created workflows?
Yes. Multiple workflows can use this trigger. Filters are recommended to prevent overlap.
Does this trigger run for existing affiliates?
No. The trigger only fires when an affiliate is newly created, not for affiliates that already exist.