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Automating Lead Assignment to Affiliates in Stack

Effortlessly manage your leads by automating their assignment to specific affiliate campaigns and affiliates using Stack. This feature enhances your affiliate marketing strategy, streamlines tasks, and rewards affiliates for generating leads.

Table of Contents​

Understanding the "Add Leads under an Affiliate" Action​

The "Add Leads under an Affiliate" action in Stack allows you to automatically assign new leads to specific affiliate campaigns and affiliates. This ensures that leads are efficiently routed to the right campaign and affiliates, making lead management seamless.

How to Use the Action​

  1. Select the "Add Leads under an Affiliate" Action
    Start by choosing this action while setting up your workflow.

  2. Choose the Affiliate Campaign and Affiliate
    Use the dropdown menu to select the desired affiliate campaign. Once chosen, the affiliate dropdown will show only those affiliates linked to the selected campaign.

Use Cases​

Reward Lead Generation​

Benefit:
Automatically assign leads when forms, surveys, or calendar bookings are completed. You can also use the "Manual Sales" action to assign sales and calculate affiliate commissions.

Example:
When a lead submits a form, they are assigned to an affiliate campaign for follow-up, rewarding the affiliate for successful lead generation.

Custom Lead Nurturing​

Benefit:
Assign leads to specific affiliates for personalized nurturing and follow-ups, enhancing conversion rates through tailored communication.

Example:
Leads added through a marketing funnel can be automatically assigned to an affiliate for personalized follow-up.

Simplify Administrative Tasks​

Benefit:
Automate lead assignments to save time and reduce errors, allowing your team to focus on strategic tasks.

Example:
Streamline the process of adding leads to affiliate campaigns, freeing up your team for more impactful work.

By utilizing the "Add Leads under an Affiliate" action in Stack, you can automate affiliate management, improve lead engagement, and boost both affiliate and lead performance.