React to Affiliate Sales with the New Affiliate Sale Trigger

The New Affiliate Sale trigger fires whenever a sale is credited to an affiliate: one-time, recurring or manually recorded. Use it to follow up with the buyer and keep your team informed.

Who Does the Workflow Run On?

Workflows run on one primary contact. For this trigger that is usually the buyer. Standard Send Email and Send SMS steps will therefore reach the customer. To reach the affiliate, use an action built for affiliate communication. An internal notification goes to your own team, not to the affiliate.

Filters

• Affiliate(s): Only selected affiliates.
• Campaign: Only one campaign.
• Payout Method Status: Whether the affiliate has added a payout method.
• Tax Form Status: Whether the affiliate has submitted tax forms.

Set It Up

1. Go to Automation > Workflows and create or open a workflow.
2. Add the New Affiliate Sale trigger.
3. Add any filters you need.
4. Add your actions.
5. Click Save.

Useful Recipes

1. Alert your team with an internal notification when a sale arrives.
2. Remind affiliates to add payout details, using the payout method filter.
3. Tag the buyer, for example "Affiliate Customer", to segment affiliate-driven customers.

Known Limitation

The workflow does not switch to the affiliate's own record partway through. If you want to award community points to the affiliate, design the flow so the action runs on their record.

Good to know: Test with a real sale or a manual sale so you can see exactly which contact the workflow runs on.