Workflow Action: Add Manual Sales for an Affiliate

To ensure effortless tracking and rewarding of affiliate activities, automating manual sales attribution can significantly enhance your affiliate management process. The workflow action "Add Manual Sales for an Affiliate" allows businesses to automate the addition of manual sales and commissions for selected affiliates and affiliate campaigns. Here’s a detailed guide on how to use this feature effectively.

Step-by-Step Guide

Step 1: Access Workflow Settings

• Navigate to your workflow settings within the automations tab.

• Select the option to create or edit an existing workflow.

Step 2: Add the Action

• Within the workflow editor, choose the action "Add Manual Sales for an Affiliate."

Step 3: Configure the Action

• Select Affiliate: Choose the affiliate to whom the manual sale should be attributed. This can be done by selecting from a drop-down list of registered affiliates.

• Select Campaign: Specify the affiliate campaign associated with the sale.

• Enter Sales Details: Provide the necessary details such as:

  • Revenue Amount

  • Event Date

  • Event ID

Step 4: Set Triggers

• Define the triggers that will initiate this workflow. Common triggers include:

  • Form submissions

  • Survey completions

  • Calendar bookings

  • Offline sales records

• Configure the conditions under which the manual sale will be added to the selected affiliate.

Step 5: Save and Activate

• Once you have configured the action and set the triggers, save your workflow.

• Activate the workflow to start automatically adding manual sales under the specified affiliate based on the defined triggers.

Note:

This action only adds a manual sales for an affiliate, the commission will be calculated as per the selected affiliate campaign's default commission settings.

Benefits of Adding Manual Sales for an Affiliate

• Accurate Sales Attribution: Ensures that sales generated through various channels are correctly attributed to the right affiliate.

• Enhanced Affiliate Engagement: Affiliates are more likely to stay motivated and engaged when their sales are accurately tracked and rewarded.

• Streamlined Administrative Tasks: Automating manual sales attribution reduces manual work, making affiliate management more efficient.

Pro Tips for Optimizing Workflow Action

• Segment Sales: Use custom fields and tags to segment sales based on their source or other criteria. This helps in creating more targeted follow-up actions.

• Regular Review: Periodically review the workflow settings to ensure they align with your current affiliate marketing strategy.

• Combine Actions: Enhance the effectiveness of this action by combining it with other workflow actions such as automated email follow-ups or task assignments for sales teams.