Hey there, small business owners! We know that managing your leads and affiliates can sometimes feel overwhelming. That’s why we’re excited to share a powerful new feature that will help you streamline and automate your lead assignments like a pro!
📌 Why This Matters
Managing lead assignments efficiently is crucial for maximizing your affiliate marketing efforts. By automating the process, you can ensure that leads are correctly attributed to the right affiliates, reducing manual errors and saving you valuable time. With this new feature, you can enhance your workflow and bring clarity to your affiliate program!
✨ What’s New
- Manual Assignment: Easily assign a lead to a specific affiliate within your selected campaign.
- Auto Assignment (Attribution-based): Automatically assign leads based on affiliate tracking identifiers found in URLs, supporting both first and last click attribution.
- Custom Mapping: Map affiliate identifiers from custom fields or workflow values for tailored lead assignments.
🛠️ How to Use It
- Step 1: Go to the Workflows section in your CRM.
- Step 2: Add the action titled “Add Leads Under an Affiliate.”
- Step 3: Choose your preferred assignment method: Manual, Auto, or Custom Mapping.
- Step 4: Fill in the necessary settings based on the method you selected.
- Step 5: Save and activate your workflow to start automating lead assignments!
💡 Pro Tip
Regularly review and adjust your lead assignment settings to align with your evolving marketing strategies for better results!
