Manage Affiliates Automatically with Workflow Actions

Four workflow actions and one trigger let you handle affiliate membership without opening the Affiliate Manager.

The Trigger: Affiliate Created

Fires whenever a new affiliate is created. To use it, add a new workflow trigger, search for Affiliate Created, select it and click Save Trigger. Any workflow that begins with it starts the moment someone becomes an affiliate.

The Actions

1. Add to Affiliate Manager: Turns the current contact into an affiliate with an active status. Example: a partner application form submission creates the affiliate immediately.
2. Update Affiliate: Switches status between Mark as Active and Mark as Inactive. Example: set an affiliate inactive after a long period without activity.
3. Add to Affiliate Campaign: Select a campaign from the dropdown and enroll the affiliate. Example: add every active affiliate to your new product launch campaign.
4. Remove from Affiliate Campaign: Select the campaign they should leave. Example: remove affiliates who no longer qualify for a premium campaign.

A Simple Recipe

1. Trigger: a form submission on your partner page.
2. Action: Add to Affiliate Manager.
3. Action: Add to Affiliate Campaign and choose your main campaign.
4. Action: Send a welcome email.

Practical Notes

• Enrollment through a workflow also fires the Affiliate Enrolled In Campaign trigger, so you can chain onboarding messages.
• Choose the matching rules for contacts carefully to avoid duplicate records.

Good to know: Pair "Update Affiliate" with a wait step to build an automatic inactivity check.