Managing affiliate contributions effectively is vital for tracking performance and offering timely rewards. The "Add Manual Sales for an Affiliate" workflow action in Advisor's Growth simplifies the process by automating manual sales entries and ensuring commissions are calculated appropriately. Below is a step-by-step guide to help you utilize this feature efficiently.
Step-by-Step Guide
Step 1: Access Workflow
Navigate to the Automation tab and access Workflows. From here, either create a new workflow or select an existing one to edit.
Step 2: Add the Action
Within the workflow editor, select the action Add Manual Sales for an Affiliate.
Step 3: Configure the Action
Select Affiliate: Choose the affiliate you wish to credit the sale to from a drop-down list of registered affiliates.
Select Campaign: Pick the relevant affiliate campaign linked to the sale.
Next, provide the following details:
Revenue Amount
Event Date
Event ID
Automating Attribution
For smoother tracking, you can automate the sales assignment using attribution tracking. By automatically linking sales to affiliates through unique URLs, you ensure accurate tracking for commissions.
How to Use This Feature:
Select the action in your workflow.
Enable auto-tracking and choose the attribution type (first or latest).
Select the campaign and enter the sales details.
Understanding "First" and "Latest" Attribution:
First Attribution: This records the contact’s initial interaction with your system, such as when they fill out a form. This remains unchanged.
Latest Attribution: This updates with every new interaction, such as a purchase, keeping the most recent touchpoint recorded.
Step 4: Set Triggers
Define the triggers that initiate the workflow. Common triggers include:
Form submissions
Calendar bookings
Survey completions
Offline sales records
Step 5: Save and Activate
After configuring the action and triggers, save your workflow. Activate it to start automatically adding manual sales to the selected affiliates based on the conditions set.
Key Notes:
This action only assigns manual sales. Commissions will be calculated based on the default settings for the selected campaign.
Double-check the attribution type for accurate commission tracking.
Use Cases
Automate Recurring Commissions: Automatically assign sales to affiliates for recurring transactions, even those happening outside the system.
Track Offline Sales: Record and credit sales made offline or through other channels to ensure accurate commission payouts.
Reward Non-Sales Contributions: Add manual sales to reward affiliates for non-monetary achievements like generating leads or completing training.
Pro Tips
Segment Sales: Use custom fields and tags to categorize sales, allowing for more targeted follow-ups.
Combine Actions: Enhance your workflow by combining this with other actions like automated emails or task assignments.
Regular Reviews: Periodically revisit your workflow to ensure it aligns with your affiliate strategy.
FAQs
How do I select the correct affiliate when adding a manual sale?
You'll be able to choose the affiliate from a list of registered affiliates. Simply select the one associated with the sale.What’s the difference between 'First' and 'Latest' Attribution?
First Attribution logs the initial interaction, which remains unchanged.
Latest Attribution updates with each new interaction, like purchases, reflecting the most recent session.
Can I use the action without attribution tracking?
Yes, attribution tracking is optional. You can manually select the affiliate and campaign, enter sales details, and save the action.What triggers can initiate the workflow for manual sales?
Common triggers include form submissions, calendar bookings, survey completions, and offline sales. You can customize the triggers based on your workflow.Will the commission be automatically calculated?
The action only adds manual sales, while commissions are calculated based on the affiliate campaign’s default settings.