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Workflow Action: Update Affiliate

Overview​

The Update Affiliate action in Stack allows you to manage your affiliate program by updating an affiliate's status to either active or inactive. This can help maintain an accurate and up-to-date list of active affiliates.

Action Details​

How to Use the Update Affiliate Action​

  1. Choose the Action Type:

    • Select Update Affiliate from the list of available actions in your workflow.

  2. Name Your Action:

    • Enter a descriptive name for the action. For example, "Update Affiliate as Inactive."

  3. Select the Status:

    • Decide whether you want to change the status to active or inactive.

Example Scenario​

Imagine a business that wants to keep their list of active affiliates current. They have a form that affiliates fill out when they wish to leave the affiliate program.

  • Action Setup:

    • Action: Update Affiliate
    • Name: Update Affiliate as Inactive

  • Workflow Trigger:

    • Form Submitted: The workflow begins when an existing affiliate submits a specific form.
    • Filters: Ensure the form used is the "Affiliate Exit Form."

  • Workflow Actions:

    • Update Affiliate: Choose to mark the affiliate as inactive.

Outcome​

By setting up this workflow, whenever an affiliate completes the "Affiliate Exit Form," their status will automatically update to inactive. This prevents them from generating further commissions and sales, maintaining the integrity of your affiliate program.