This guide will walk you through how to use the Add to Affiliate Manager action in workflows. This feature is helpful for automating the process of adding affiliates directly to the Affiliate Manager.
Steps to Set It Up
Step 1: Navigate to the Automation Tab
Go to the Workflows section under the Automation tab. You can start a new workflow or edit an existing one.
Step 2: Set Up Workflow Triggers
Configure the appropriate triggers for the workflow. We have several resources available that explain how to set up various Workflow Triggers. Feel free to explore those for additional guidance.
Pro Tip: You can trigger the Add to Affiliate Manager action with any Workflow Trigger, or you can leave the workflow without triggers for manual activation.
Step 3: Adding the "Add to Affiliate Manager" Action
Click on the “+” symbol below the trigger to add a new action.
In the Actions Menu, look for the Affiliate section and select Add to Affiliate Manager or use the search bar to find it.
Click Save at the bottom right of the action setup menu.
Step 4: Save and Publish
Make sure to hit Save at the top right of your browser to save the workflow. If everything is ready, switch the toggle next to Save to Publish to make the workflow live.
Before you publish, use the Test Workflow button to ensure the setup works correctly. For a detailed look at testing workflows, check out our article, “Using the Testing Features in Workflows.”
Now your workflow is ready with the Add to Affiliate Manager action in place!
FAQs
1. Is a trigger required for the Add to Affiliate Manager action?
No, it’s not mandatory to have a trigger. You can manually activate the workflow when needed.
2. What Workflow Triggers can be used with the Add to Affiliate Manager action?
You can use any triggers that suit your needs, such as form submissions, link clicks, or custom triggers. This flexibility allows you to automate affiliate additions based on various user actions.
3. How can I make sure my workflow is active and live?
After saving your workflow, ensure it's live by switching the toggle next to Save to Publish. This confirms that the workflow is activated and ready to execute the action.
4. What should I name my workflow when using this action?
Use a descriptive name, like “New Affiliate Additions” or “Affiliate Enrollment Campaign,” to keep your workflows organized and easily identifiable.
5. Where can I learn more about setting up Workflow Triggers?
You can find detailed articles explaining each type of Workflow Trigger and how to configure them for your needs.
6. What should I do after setting up the Add to Affiliate Manager action?
Once set up, save your changes, test the workflow to confirm that it works as expected, and publish it if everything runs smoothly.
7. Why is testing the workflow important?
Testing helps ensure that all triggers and actions are functioning as planned. It helps catch and fix any potential issues, ensuring a seamless experience for both you and your affiliates.