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Workflow Action: Add To Affiliate Manager

Overview​

The Add To Affiliate Manager action in Stack allows you to seamlessly add contacts to your Affiliates list in the Affiliate Manager, automatically setting their status as active. This feature is perfect for enrolling your existing contacts or customers as affiliates, helping you grow your network effortlessly.

Action Name​

Add To Affiliate Manager

Action Description​

This action automates the process of converting existing contacts into affiliates within your Stack account's Affiliate Manager. By default, the new affiliates are set to an active status, enabling them to start promoting your business right away.

Action Details​

Step-by-Step Guide​

  1. Choose the Action Type:

    • Select Add To Affiliate Manager from the list of available actions.

  2. Name Your Action:

    • Enter a descriptive name for the action, such as "Convert contacts to affiliates".

Example​

Scenario​

Imagine a business aiming to recruit customers who have shown interest in joining the affiliate network, perhaps by responding to a post. You can easily manage this by tagging these contacts and converting them into active affiliates.

Action Setup​

  • Action: Add To Affiliate Manager
  • Name: Convert contacts to affiliates

Workflow Trigger​

  • Contact Changed: The workflow is triggered when a specific filter, such as a tag, is added or changed.
  • Filters: Tags added "Affiliate"

Workflow Actions​

  • Add To Affiliate Manager

Outcome​

By setting up this workflow, whenever the specified tag is added to a contact, they will automatically be converted into an affiliate, expanding your affiliate network with minimal effort.