The Add Leads Under an Affiliate workflow action in Advisor's Growth allows businesses to automate the process of assigning leads to specific affiliates. This ensures accurate tracking and rewards affiliates based on their contributions. Below is a detailed guide to implementing this workflow action effectively.
Step-by-Step Guide
Step 1: Access Workflow Settings
Navigate to the Automation tab and access the Workflow Settings. From here, create a new workflow or edit an existing one.
Step 2: Add the Action
Within the workflow editor, select the Add Leads Under an Affiliate action from the list of available workflow actions.
Step 3: Configure the Action
Select Affiliate: Choose the affiliate under whom the lead should be assigned. This can be done by selecting from a drop-down menu of registered affiliates.
Select Campaign: Specify the affiliate campaign tied to the lead, ensuring proper tracking and commission allocation.
Step 4: Set Triggers
Determine the triggers that will initiate this workflow. Common triggers include:
Form Submissions
Survey Completions
Calendar Bookings
You can configure the conditions under which the lead will be attributed to the selected affiliate.
Step 5: Save and Activate
Once the action is configured and triggers are set, save the workflow. Activate it to begin automatically assigning leads under the appropriate affiliate based on the defined conditions.
Benefits of Adding Leads Under an Affiliate
Accurate Lead Attribution: Ensures that leads generated through different channels are correctly assigned to the right affiliate for accurate tracking.
Increased Affiliate Engagement: Affiliates remain motivated when their efforts are effectively tracked and rewarded, increasing their engagement.
Streamlined Administration: Automating the process of lead assignment reduces manual tasks, improving efficiency in managing affiliate programs.
Pro Tips for Optimizing Workflow Action
Segment Leads: Use custom fields or tags to organize leads based on their source, making it easier to tailor follow-up actions.
Regularly Review Settings: Periodically review workflow settings to ensure they align with your affiliate marketing objectives.
Combine Actions: Amplify the effectiveness of this action by integrating it with other workflow actions like automated email sequences or task assignments for your sales teams.