Use the Affiliate Enrolled In Campaign Workflow Trigger

This trigger starts a workflow every time an affiliate is added to a campaign, whether you added them by hand or a workflow, form or sign-up link did. It is perfect for onboarding.

Availability

The trigger only appears when Affiliate Manager is active and at least one campaign exists. It lives in the Affiliate group of triggers.

Configure It

1. Go to Automation > Workflows and click + Create Workflow, then Start from Scratch.
2. Click + Add New Trigger, scroll to Affiliate and select Affiliate Enrolled In Campaign.
3. Give the trigger a clear name.
4. Click Add filters, choose the campaign condition, and select the campaign to watch. Leave it unfiltered for all campaigns.
5. Click Save Trigger.

Use the Affiliate Data

Once the trigger is in place you can insert affiliate custom values into later steps, such as name, email, phone, campaign name, referral link, portal link and the magic login link. Ideas:

• Internal notification to your team with the affiliate's name and campaign.
• Welcome SMS or email with their referral link and magic login link.
• Tags that include the campaign name, for later segmentation.

Troubleshooting

• Trigger missing? Make sure Affiliate Manager is active and a campaign exists.
• Values blank in a test? They only fill when the workflow runs from a real enrollment, so enroll a test affiliate to try it.
• Different campaigns need different welcomes? Create one workflow per campaign using the campaign filter.

Good to know: Include terms and program guidelines as a link in the welcome email so expectations are clear from day one.