Turn Contacts into Affiliates and Manage Their Status

Two workflow actions handle the start and end of an affiliate's life in Vendi Today: Add To Affiliate Manager and Update Affiliate.

Add To Affiliate Manager

This action converts an existing contact into an affiliate in your affiliate program. The new affiliate is Active by default. It is perfect for customers or fans who have said they want to promote your business.

1. Create a workflow with a trigger that identifies recruits. For example, Contact Changed with the filter "Tag added: Affiliate".
2. Click + and choose Add To Affiliate Manager.
3. Give the action a clear name such as "Convert contacts to affiliates".
4. Save and publish.

Result: whenever the tag is applied, the contact becomes an active affiliate with no admin work.

Update Affiliate

This action switches an affiliate between Active and Inactive. An inactive affiliate stops earning commissions and sales credit.

1. Choose a trigger such as Form Submitted with the filter set to your "Affiliate Exit Form".
2. Add Update Affiliate.
3. Name it, for example "Mark affiliate inactive".
4. Select the Status you want, Active or Inactive.
5. Save and publish.

Ideas for combining them

• Welcome flow: add to the affiliate program, then send onboarding emails with their referral details.
• Pause a partner automatically when a payment-failed or contract-ended tag is added.
• Reactivate someone who submits a "rejoin" form.
• Add an internal notification each time someone is converted so your team can greet them.

Good habits

• Use a dedicated tag for recruitment so only intended contacts are converted.
• Test with a sample contact and check the affiliate list afterward.
• To place the new affiliate in a specific campaign, follow up with Add To Affiliate Campaign.

Good to know: Recruit only people who have asked to join; converting contacts without their knowledge can lead to confusion and complaints.