What This Workflow Automation Does
Affiliate Manager workflows can automate two lead-related tasks:
Start a workflow when an affiliate lead is created.
Assign a contact to an affiliate and campaign using the Add Leads Under An Affiliate action.
Use these together when you want affiliate leads tracked, credited, and followed up automatically.
Lead Created Trigger
The Lead Created trigger starts a workflow when a new affiliate lead is created. You can use this trigger for all affiliate campaigns or add a campaign filter so the workflow only runs for a specific campaign.
How to Use the Lead Created Trigger
Go to Workflows.
Create or open a workflow.
Click Add New Trigger.
Choose Lead Created.
Optional: Add a Campaign filter.
Save the trigger.
Add the actions that should happen after the lead is created.
Save and publish the workflow.
Lead Created Custom Values
Use Lead Created custom values in workflow messages when you want emails or notifications to include affiliate or lead details. Examples include affiliate name, affiliate email, customer name, customer email, campaign name, affiliate referral link, and AM ID.
Add Leads Under An Affiliate Action
The Add Leads Under An Affiliate action assigns a contact to an affiliate and a campaign. Use this action when a workflow needs to credit a lead to an affiliate automatically. This action supports three assignment methods:
Manual
Auto-Track Affiliate via Attribution
Custom Mapping
Manual Assignment
Use Manual assignment when the workflow should always assign the lead to a specific affiliate in a specific campaign. This method is best for internal routing, admin-managed assignment, or forms tied to a known affiliate. To use Manual assignment:
Add the Add Leads Under An Affiliate action.
Select Manual.
Choose the campaign.
Choose the affiliate.
Save the action.
Auto-Track Affiliate via Attribution
Use Auto-Track Affiliate via Attribution when Kyrios should assign the lead based on affiliate attribution data. You can choose whether the workflow uses first attribution or latest attribution. To use Auto-Track Affiliate via Attribution:
Add the Add Leads Under An Affiliate action.
Select Auto-Track Affiliate via Attribution.
Choose First Attribution or Latest Attribution.
Confirm the affiliate tracking value was captured before the workflow runs.
Save the action.
Custom Mapping
Use Custom Mapping when the affiliate ID is stored in a custom field or passed into the workflow from another source. This method is useful for API submissions, third-party forms, hidden form fields, or advanced workflow routing.
To use Custom Mapping:
Add the Add Leads Under An Affiliate action.
Select Custom Mapping.
Enter or insert the AM ID value.
Save the action.
Common Use Cases
Reward affiliates when they generate leads
Use the Lead Created trigger to send a congratulatory email or SMS when an affiliate generates a new lead.
Notify your internal team
Use the Lead Created trigger to alert sales or support when a new affiliate lead is created.
Assign leads for affiliate follow-up
Use Add Leads Under An Affiliate to assign leads to the correct affiliate and campaign for tracking and follow-up.
Replace manual affiliate lead assignment
Use Manual, Attribution, or Custom Mapping assignment to reduce admin work when managing many affiliates.
Common Issues and Fixes
The workflow does not start when a lead is created
Confirm the workflow is published. Confirm the trigger is set to Lead Created.
If a campaign filter is used, confirm the lead belongs to that campaign.
The lead is not assigned to the expected affiliate
Confirm the selected assignment method matches your setup. For Manual assignment, check the selected campaign and affiliate. For the Attribution assignment, confirm that attribution data exists before the workflow runs. For Custom Mapping, confirm the AM ID value is present and matches an affiliate.
Affiliate details are missing from the notification
Use custom values from the Lead Created section. Confirm the lead was created through Affiliate Manager tracking.
FAQ
What does the Lead Created trigger do?
The Lead Created trigger starts a workflow when a new affiliate lead is created.
Can I limit the Lead Created trigger to one campaign?
Yes. Add a campaign filter to the trigger so the workflow only runs for a selected campaign.
What does Add Leads Under An Affiliate do?
Add Leads Under An Affiliate assigns a contact to an affiliate and campaign so the lead can be credited correctly.
Which assignment method should I use?
Use Manual for a known affiliate, Auto-Track Affiliate via Attribution for tracked affiliate attribution, and Custom Mapping when the affiliate ID is stored in a custom field or workflow value.
Can I notify affiliates automatically when they generate a lead?
Yes. Use the Lead Created trigger, then add an email or SMS action that uses affiliate and lead custom values.