As a small business owner, staying connected with your affiliates is crucial for the success of your marketing efforts. We have a fantastic new feature that will help you automate your communications and keep your affiliates engaged as soon as they generate a lead!
đź“Ś Why This Matters
In today’s fast-paced environment, timely communication is key to maintaining strong relationships with your affiliates. By automating notifications when a new lead is generated, you not only enhance engagement but also ensure that your affiliates feel appreciated and supported in their efforts to convert leads into customers.
✨ What’s New
- Lead Created: This exciting new workflow trigger allows you to automatically kick off specific actions whenever a new lead is referred by your affiliates.
- Optional Campaign Filter: You can use this feature to apply the trigger across all campaigns or narrow it down to a specific campaign, making sure your communications are targeted and relevant.
🛠️ How to Use It
- Step 1: Navigate to the Workflows section and click on + Create Workflow.
- Step 2: Set the Trigger as: Lead Created.
- Step 3: (Optional) Add a Campaign filter if you want to target a specific campaign.
- Step 4: Add an Action, like sending an email or an internal notification.
- Step 5: While drafting your message, feel free to use custom values from the “Lead Created” section as needed.
- Step 6: Don’t forget to save your changes!
đź’ˇ Pro Tip
Personalizing your messages with specific lead details can significantly boost your affiliates’ motivation to nurture and convert leads!
