Affiliate Workflow Actions

Affiliate Workflow Actions

August 12, 20241 min read

When you receive a new lead through a form or survey, the system can automatically assign the lead to a specific affiliate, ensuring prompt follow-up and increasing the likelihood of conversion.

Affiliate Workflow Actions: The Affiliate Workflow Actions feature allows users to automate the addition of leads and manual sales under specific affiliates, enhancing affiliate management and boosting sales efficiency.

⭐️ Why Does It Matter To Your Business?

  • Automate Lead Assignment: Automatically assign leads to affiliates, streamlining lead management and follow-up processes.

  • Track Offline Sales: Add and track manual sales made outside the system, ensuring comprehensive affiliate performance tracking.

  • Reward Engagement: Recognize and reward affiliates for both monetary and non-monetary contributions, increasing affiliate motivation and participation.

⭐️ How To Use Affiliate Workflow Actions:

  1. Access the “Automation” tab from the left navigation menu. Click on Workflows from the upper navigation menu and click on +Create workflow > Select a recipe/start from scratch.

  2. In the workflow builder, click on the “+” icon and add the newly added Actions. Add Leads under An Affiliate/Add manual sales for an affiliate.

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  3. Add Leads Under An Affiliate

    Select the Campaign and affiliate and click on save.

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  4. Add Manual Sales For An Affiliate

    Click on the “+” icon and add the “Add Manual Sales For An Affiliate” action from the action list.

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  5. Select the campaign, Affiliate, Revenue, Event Date & Event ID and click on save.

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The Affiliate Workflow Actions feature within the CRM enhances your affiliate program by automating key tasks, making it easier to manage and reward your affiliates effectively.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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