In this guide, we will walk you through how to use the Remove From Affiliate Campaign action in Advisor's Growth. This feature is helpful for automating the process of removing affiliates from active campaigns based on specific triggers.
Step 1: Start a New Workflow or Edit an Existing One
Begin by creating a new workflow or editing an existing one where you want to automate the removal of affiliates.
Step 2: Set Up Workflow Trigger(s)
You can use various triggers to activate the Remove From Affiliate Campaign action. If you need more information on setting up triggers, refer to the articles covering each trigger type.
Pro Tip: You can configure this workflow without any triggers, but adding appropriate triggers will automate the removal process.
Step 3: Setting Up the Remove From Affiliate Campaign Action
Click the + symbol below the trigger to add an action.
In the Actions Menu, go to the Affiliate section and select Remove From Affiliate Campaign. You can also use the search feature to locate it.
Choose the campaign from which you want to remove the affiliates.
Press Save in the bottom-right corner of the action setup menu.
Step 4: Save and Publish the Workflow
Click Save in the top-right corner of your browser to save the workflow.
If the workflow is ready to be activated, toggle the switch under the Save button to Publish.
Make sure to test the workflow by clicking the Test Workflow button next to the Publish switch to verify everything is working as expected. For more information, refer to the article “Using the Testing Features in Workflows.”
Now, your workflow is set up with the Remove From Affiliate Campaign action!
Pro Tips:
Campaign Selection: Ensure you’re selecting the correct campaign to avoid mistakenly removing affiliates from the wrong one, which could disrupt your marketing efforts.
Trigger Use: While the action can be used with any trigger, make sure to select triggers that accurately reflect when affiliates should be removed for smooth campaign management.
Regular Testing: Always test your workflow after making any changes to ensure the Remove From Affiliate Campaign action works as expected.
FAQs
Q: Can I use multiple triggers for the Remove From Affiliate Campaign action?
A: Yes, you can set up multiple triggers to activate this action. This flexibility allows you to automate affiliate removal based on different conditions or events.
Q: What should I do if the Remove From Affiliate Campaign action isn’t functioning as expected?
A: Double-check that your triggers and action settings are correct. Ensure the selected campaign is active, and verify that affiliate details are accurate.
Q: How do I activate my workflow after setting it up?
A: After saving your workflow, toggle the switch to Publish to activate it. This is essential for the workflow to run automatically based on the defined triggers.
Q: Can I set up the Remove From Affiliate Campaign action without a trigger?
A: Yes, you can create this action without a trigger, but it won’t run automatically. Adding triggers allows the removal process to be automated.
Q: How often should I test my workflow?
A: It’s recommended to test your workflow regularly, especially after any changes. Testing ensures the action is functioning as intended and that affiliates are being removed properly.