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Latest Updates To Pinnacle Ai CRM

Auto-Track Affiliates via Attribution in "Add Manual Sales for an Affiliate" Action

Auto-Track Affiliates via Attribution in "Add Manual Sales for an Affiliate" Action

system updates
August 30, 2024•1 min read

With the "Add Manual Sales for an Affiliate" Action, you can keep your affiliates happy and the commissions paid on time while seamlessly tracking and assigning manual sales to affiliates by using attribution tracking for their unique affiliate ID in the URL.

⭐️Why Is This Feature Beneficial To Your Business?

  • Promote Affiliate Interaction: Recognize and reward affiliates for their efforts in keeping them engaged and active providing you with more promotions.

  • Better Commission Management: This feature ensures commissions are paid on time with you having to keep track of them or monitor them constantly.

  • Accurate Commissions: Automatically assign manual sales and commissions to an affiliate periodically based on the campaign's default settings, saving you time and effort.

⭐️How To Use Auto-Track Affiliates via Attribution in "Add Manual Sales for an Affiliate" Action:

  1. In a workflow add the action "Add Manual Sales For An Affiliate"

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  2. Toggle on the Auto-Track Affiliates via Attribution option

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  3. Pick the relevant affiliate campaign.

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  4. Select whether to use the first or latest attribution for tracking.

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  5. Input the sales amount, event date (optional), and event ID (optional).

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  6. Once all details have been set click on Save to keep the changes.

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Keep track of commissions easily and accurately with Auto-Track Affiliates via Attribution in the "Add Manual Sales for an Affiliate" Action. This lets you relax while your affiliates are happy and motivated.


Attribution TrackingNew UpdateNew FeatureWorkflow Actions
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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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