Record Sales Automatically with the Add Manual Sales Action

The Add Manual Sales For An Affiliate workflow action credits an affiliate with revenue and calculates the commission from the campaign's default rate, with no manual entry.

When It Helps

• Recurring offline payments: Subscriptions paid outside Vendi Today.
• Phone or in-person orders: Sales your checkout never saw.
• Recognition rewards: Crediting affiliates for non-sale contributions like attending a workshop.

With Attribution Tracking

1. Add the Add Manual Sales For An Affiliate action to your workflow.
2. Turn on Auto-track affiliate via attribution so the affiliate is found from the affiliate ID in the visitor's URL.
3. Choose the affiliate campaign.
4. Enter the revenue and details. The event date and transaction ID are optional.
5. Save the action.

First attribution is the contact's earliest interaction (such as a form submission) and never changes. Latest attribution is the most recent one and updates each session.

Without Attribution Tracking

1. Add the action and choose the campaign. The affiliate dropdown then lists only affiliates in that campaign.
2. Select the affiliate.
3. Enter the revenue and optional date and transaction ID.
4. Save.

Result

A commission is created for the affiliate using the campaign's default commission settings and appears in their Commissions tab for approval and payout.

Good to know: Include a transaction ID so you can trace each automated entry back to its source later.