We’re excited to share some fantastic new features that will enhance how you manage your affiliate sales within your CRM! With the latest updates, you’ll have more control over how your automations respond to affiliate activities, making your workflows even more efficient. Let’s dive into what’s new!
📌 Why This Matters
Understanding your affiliates and their activities is crucial for running effective campaigns. These new features allow you to tailor your automated responses based on specific affiliate actions, enhancing your engagement and streamlining operations. It means more targeted communications, better relationship building, and ultimately, more successful affiliate partnerships!
✨ What’s New
- Affiliate Filter: Now you can specify actions that trigger communications for certain affiliates only, making it easier to personalize their experience.
- Campaign Filter: Focus on sales from particular campaigns, ensuring that your messaging is relevant and timely.
- Payout Method Filter: Check if affiliates have added their payout methods before triggering actions—great for ensuring they’re ready to receive their earnings!
- Tax Forms Filter: Trigger notifications depending on whether affiliates have submitted their tax forms, helping you keep everything compliant and organized.
🛠️ How to Use It
- Step 1: Navigate to the Workflows section and select the “New Affiliate Sale” trigger to get started.
- Step 2: Customize your workflow by adding the optional filters: Affiliate(s), Campaign, Payout method status, and Tax form status.
- Step 3: Include desired steps in your workflow, like sending an email notification.
- Step 4: Click Save to activate your automation—it’s that simple!
💡 Pro Tip
Consider setting reminders for affiliates to complete their profiles which can help maximize their engagement and ensure they are fully prepared for success.
