Latest Updates To Pinnacle Ai CRM

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Affiliate Manager New Trigger For Workflows

February 02, 20242 min read

Empower your affiliate management strategy with our CRM's latest enhancement – the Affiliate Created Trigger and Affiliate Sale Trigger. Elevate engagement by automating congratulatory messages, segmenting effortlessly with customer tags, and efficiently managing tasks, providing a dynamic and responsive affiliate experience.

Affiliate Manager: New Workflow Trigger Added: Introducing two powerful workflow triggers for Affiliates in our CRM – the Affiliate Created Trigger and the Affiliate Sale Trigger. These triggers enhance our affiliate management system, allowing for automated responses and notifications based on affiliate actions.

⭐️ Why Does It Matter To Your Business?

  • Real-time Recognition: Instantly congratulate affiliates on new sales or welcome them to the program with automated congratulatory emails or SMS, fostering a responsive and engaging relationship.

  • Efficient Segmentation: Seamlessly add customer tags for precise segmentation, enabling targeted communication and personalized engagement with affiliates.

  • Enhanced Visibility and Productivity: Receive notifications, add notes, or create tasks automatically, providing real-time insights and facilitating efficient follow-ups with affiliate activities.

⭐️ How To Use The New Workflow Trigger Added In Affiliate Manager: To start using this feature, follow these straightforward steps:

  1. Access the automation tab from the left sidebar menu. then go to workflows and click on the “+ create workflows”  button to create a new workflow or edit an existing one.

  1. Start from scratch or use template.

  2. Click on “ Add New Trigger “ you can see the new triggers “ Affiliate Created “ & “New Affiliate Sales”.

  3. First Add the Affiliate created trigger from the list. Select your calendar.

  4. Explore use cases such as congratulatory emails or SMS for new affiliates created or welcoming affiliates to the program. After creating the workflow don't forget to publish and then hit save.

  5. And for the Affiliates sale select the “New Affiliates Sales” trigger.

  6. After adding the trigger click on add filters.

  7. Select the campaign field from the filters.

  8. Select the operator according to the requirements ( e.g “Is”).

  9. Select the campaign campaign field.

  10.  Now you can add an internal notification or add a tag according to your scenario  so whenever an affiliate makes a sale you can get notified.

  11.  Don’t forget to publish the workflow and then hit save.

    Enhance your affiliate engagement and streamline your workflow effortlessly with these new triggers.

workflowsaffiliate manager
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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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