Skip to main content

Workflow Action: Add Leads Under an Affiliate

Overview​

The "Add Leads Under an Affiliate" action in Stack workflows allows you to efficiently assign leads to specific affiliate campaigns and affiliates. This feature streamlines lead management and enhances your affiliate marketing efforts by rewarding affiliates and driving better results.

Action Name​

Add Leads Under an Affiliate

Action Description​

This action lets you assign leads to a particular affiliate campaign and select the affiliates within that campaign to whom you want to assign the new lead. It's a simple yet powerful way to manage your affiliate relationships.

How to Configure​

  1. Select "Add Leads Under an Affiliate" Action
  2. Select the Campaign
    Choose the affiliate campaign from the dropdown. Once selected, the affiliate dropdown will display only the affiliates associated with the chosen campaign.
  3. Select the Affiliates
    Pick the affiliates you wish to assign the leads to.

Example​

Scenario: Providing Personalized Communication to a Lead​

Objective:
A commerce company wants to assign leads from a form submission to a specific affiliate for personalized engagement.

Workflow Steps:

  1. Trigger: Form Submitted
    Add a trigger for form submission and select the specific form.

  2. Action: Add Leads Under an Affiliate
    Add this action to your workflow. Select the appropriate campaign and then choose the relevant affiliate from the dropdown.

Outcome:
Leads are automatically assigned to affiliates, enabling targeted nurturing and follow-up. Affiliates can then engage with these leads, offering personalized communication to boost conversion rates.