The Add To Affiliate Campaign Workflow Action automates adding affiliates to your active campaign. This guide walks you through setting it up in your workflows.
How to Add the Action to a Workflow:
Step 1: Start a New Workflow or Edit an Existing One
Begin by either creating a new workflow or selecting an existing one to edit.
Step 2: Set Up Applicable Workflow Trigger(s)
Select appropriate Workflow Triggers. We have articles explaining how to set these up for various conditions.
Pro Tip: You can use any Workflow Trigger to initiate the Add To Affiliate Campaign action, or you can create the workflow without triggers.
Step 3: Setting Up the Add To Affiliate Campaign Workflow Action
Click the + symbol below the trigger to add an action.
In the Actions menu, select Add To Affiliate Campaign from the Affiliate section or use the search feature to find it.
Choose the affiliate campaign you want to add contacts to.
Press Save at the bottom right corner of the Action setup menu.
Step 4: Save and Publish the Workflow
Press Save in the top right corner of the screen to store your changes.
Toggle the switch under Save to Publish to activate the workflow.
Test your workflow using the Test Workflow button next to the Publish toggle to ensure it functions properly. For details on testing, see the article, "Using the Testing Features in Workflows."
Once complete, your workflow with the Add To Affiliate Campaign action is ready!
Pro Tips:
Campaign Selection: Ensure you select the correct campaign during setup to avoid adding affiliates to the wrong campaign. Double-check campaign details.
Trigger Considerations: Choose triggers that align with your campaign goals to ensure relevant affiliates are added at the right time.
Testing: Regularly test your workflow to verify affiliates are added correctly and that the workflow is functioning as expected.
FAQs: Add To Affiliate Campaign Workflow Action
1. Can I use multiple triggers for the Add To Affiliate Campaign action?
Yes, multiple triggers can activate this action, allowing you to add affiliates based on different conditions or events.
2. What should I do if the Add To Affiliate Campaign action isn’t functioning correctly?
Check your triggers and action settings to ensure they are properly configured. Verify that the selected campaign is active and that the affiliate details are correct.
3. How do I activate my workflow after setting it up?
After saving, toggle the switch to Publish to activate the workflow. This will allow it to run automatically based on the defined triggers.
4. Can I set up the Add To Affiliate Campaign action without a trigger?
Yes, but the action will not run automatically without a trigger. You may need to execute it manually or add appropriate triggers to automate the process.
5. How often should I test my workflow?
It’s recommended to test your workflow regularly, especially after making changes, to ensure that the Add To Affiliate Campaign action works as intended.