Workflow Action: Add to Affiliate Campaign

The Add to Affiliate Campaign workflow action enrolls a contact as an active affiliate in a specific affiliate campaign. Once added, the affiliate can use their referral link to drive sales and earn commissions.

When to Use This Action

Best when you want recruits to land in a specific campaign — for example, a seasonal promotion or a product-specific program — instead of just being added to the master Affiliate Manager list.

How to Set It Up

1. Choose the action type: Pick Add To Affiliate Campaign.
2. Name your action: e.g., Enroll Affiliates in Campaign XYZ.
3. Select the affiliate campaign: Choose the campaign from the dropdown.

Example: Tag Triggers Campaign Enrollment

A business is recruiting affiliates for a Test Campaign. When customers express interest, the team tags them. The workflow then enrolls them automatically.

Action: Add To Affiliate Campaign

Workflow trigger:

• Contact Changed — fires when the filter changes
• Filter: Tags added "Affiliate"

Workflow actions:

1. Add To Affiliate Campaign
2. Select Affiliate Test Campaign

Outcome: Tagged contacts become active affiliates in the chosen campaign and can immediately push referrals.

Frequently Asked Questions

Q: Can I add a contact to multiple campaigns?
Yes. Use multiple Add to Affiliate Campaign actions in the same workflow, each pointing to a different campaign.

Q: What status are new affiliates given?
Active by default.

Q: Do I need an existing affiliate record before adding to a campaign?
No. This action enrolls the contact and assigns them to the chosen campaign in one step.