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Workflow Action: Add Leads under an Affiliate

The "Add Leads under an Affiliate" action in Stack workflows allows you to effortlessly assign leads to specific affiliate campaigns and affiliates. This feature not only simplifies your administrative tasks but also boosts the efficiency of your affiliate marketing efforts, leading to improved results and higher engagement.

Table of Contents​

What is the "Add Leads under an Affiliate" Action in Workflows?​

The "Add Leads under an Affiliate" action in Stack workflows lets you assign leads to a specific affiliate campaign and affiliate. You can select the affiliate campaign and then choose the affiliates within that campaign to whom you want to add the new lead.

What are Some Good Usage Cases for This?​

Here are some excellent ways to utilize the "Add Leads under an Affiliate" action in workflows:

  • Reward Lead Generation: Automatically add a lead when someone completes a form, survey, or calendar event. Following this, use the "Manual Sales" action to assign a manual sale and generate commissions. This rewards affiliates for generating leads and provides commissions for successful sales.

  • Custom Lead Nurturing: Assign leads to affiliates for targeted nurturing and follow-up. Affiliates can then engage with the leads, offering personalized communication to enhance conversion chances.

  • Simplify Administrative Tasks: Automate the process of assigning leads to affiliates, reducing manual effort, saving time, and minimizing errors in lead allocation.

How to Use This Action​

  1. Select "Add Leads under an Affiliate" Action:

    • Navigate to the workflow where you want to use this action and select "Add Leads under an Affiliate."

  2. Choose the Affiliate Campaign and Affiliates:

    • From the dropdown, select the affiliate campaign. Once selected, the affiliate dropdown will display only the affiliates associated with the chosen campaign. Choose the appropriate affiliate to assign the lead.