Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Creating a clear procedure to follow is key to increasing profit and improving your onboarding process. To make it easier, we'll explore the “Affiliate Created Trigger”, which allows you to start your workflow's functioning upon an affiliate being added to your CRM.

Adding Your Trigger

You can find this trigger in the Affiliate section of your workflow triggers. To add it, simply click “+ Add New Trigger” and select it.

Workflow Trigger Name 

Update the name that will be displayed in the builder.

Narrowing The Reach

Define the contacts that should be added to the workflow by including filters based on the desired criteria. To add them, click “+ Add Filters.”

This trigger is only compatible with Custom Fields, you can add them by opening the drop-down menu and searching for them from the lists.

Once you are satisfied with your selections, click “Save Trigger” to establish your changes.

Add your actions as normal, then save your workflow. Using this trigger helps you contact affiliates immediately as they enter your CRM, leading to smoother communications, improved onboarding, and increased ROI on your affiliate campaigns.