Workflow Action: Add to Affiliate Manager

The Add to Affiliate Manager workflow action automatically enrolls a contact in the sub-account's Affiliate Manager. New affiliates are added with active status by default, so they can start generating commissions immediately.

When to Use This Action

Best for converting existing contacts (customers, fans, partners) into affiliates without manual data entry. Pair it with a tag-based trigger to recruit at scale.

How to Set It Up

1. Choose the action type: Pick Add To Affiliate Manager from the action list.
2. Name your action: Use something descriptive, e.g., Convert contacts to affiliates.

Example: Tag-Triggered Affiliate Enrollment

A business wants to recruit customers who replied to a post or expressed interest in joining an affiliate program. They tag those contacts and let the workflow do the rest.

Action: Add To Affiliate Manager

Workflow trigger:

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

Workflow action:

• Add To Affiliate Manager

Outcome: Any contact tagged Affiliate is enrolled as an active affiliate automatically.

Frequently Asked Questions

Q: What status do new affiliates get?
Active by default.

Q: Does this add them to a specific affiliate campaign?
No. Use Add To Affiliate Campaign for campaign-specific enrollment.

Q: Can I trigger this action manually instead of from a workflow?
This action runs as part of a workflow. For manual enrollment, add the contact directly inside Affiliate Manager.