Who This Is For / When to Use
Use these workflow automations if you want to:
Automatically add new contacts as affiliates
Activate or deactivate affiliates based on conditions
Auto-enroll affiliates into campaigns
Remove affiliates from campaigns without manual work
What Is the Affiliate Manager Workflow Capability?
Affiliate Manager workflows allow you to automate affiliate management using triggers and actions.
Available automation includes:
Triggering workflows when an affiliate is created
Adding a contact to Affiliate Manager
Updating affiliate status
Adding affiliates to campaigns
Removing affiliates from campaigns
These automations help maintain accurate affiliate records and reduce manual updates.
Available Affiliate Workflow Trigger
Affiliate Created Trigger
The Affiliate Created trigger fires automatically when a new affiliate is created in the account.
This trigger can be used to:
Send notifications
Assign affiliates to campaigns
Update affiliate status
Start onboarding automations
Available Affiliate Workflow Actions
Add to Affiliate Manager
Adds a contact to Affiliate Manager with Active status by default.
Update Affiliate
Updates an affiliate’s status.
Supported states:
Mark Affiliate as Active
Mark Affiliate as Inactive
Add to Affiliate Campaign
Adds an affiliate to a selected affiliate campaign.
Remove from Affiliate Campaign
Removes an affiliate from a selected affiliate campaign.
How to Set Up Affiliate Manager Workflows
Step 1: Create a New Workflow
Navigate to:
Automation → Workflows
Click Create new workflow, then choose Start from scratch.
Step 2: Add the Affiliate Created Trigger
Click Add New Workflow Trigger
Search for Affiliate Created
Select the trigger
Step 3: Configure and Save the Trigger
Confirm Affiliate Created is selected
Optionally rename the trigger
Click Save Trigger
How to Add Affiliate Workflow Actions
Step 4: Choose an Affiliate Action
After the trigger is saved, click Add your first Action and select one of the Affiliate actions.
Action: Add to Affiliate Manager
Use this action to automatically add a contact as an affiliate.
Default status: Active
No additional configuration required
Action: Update Affiliate
Use this action to control affiliate availability.
Options:
Mark Affiliate as Active
Mark Affiliate as Inactive
Action: Add to Affiliate Campaign
Use this action to automatically enroll affiliates into a campaign.
Select the desired affiliate campaign from the dropdown
Action: Remove from Affiliate Campaign
Use this action to remove affiliates from a campaign.
Select the campaign to remove the affiliate from
Common Use Cases
Auto-add affiliates when a form is submitted
Activate affiliates only after approval steps
Automatically enroll affiliates into onboarding campaigns
Remove affiliates from campaigns when inactive
Common Issues and Fixes
Affiliate Is Not Added Automatically
Confirm the workflow is Published
Verify the contact meets the trigger conditions
Affiliate Not Added to Campaign
Ensure the campaign exists and is active
Confirm the affiliate is already in Affiliate Manager
Status Not Updating
Check action order in the workflow
Confirm no conflicting workflows are running
FAQ
When does the Affiliate Created trigger fire?
It fires immediately when a new affiliate is created in the account.
Does “Add to Affiliate Manager” overwrite existing affiliates?
No. It only adds contacts that are not already affiliates.
Can I add multiple affiliate actions in one workflow?
Yes. You can chain multiple affiliate actions in a single workflow.
Can I remove an affiliate entirely using workflows?
No. Workflows can remove affiliates from campaigns or mark them inactive, but do not delete affiliates.
Do these workflows affect commissions or payouts?
No. These workflows only manage affiliate status and campaign enrollment.