Workflow Action: Update Affiliate Status
The Update Affiliate workflow action sets an affiliate's status to active or inactive. Use it to deactivate affiliates who fill out exit forms or to reactivate previously paused ones.
The Update Affiliate workflow action changes an existing affiliate's status to either active or inactive. It's the cleanest way to manage affiliate lifecycle events without manual edits.
When to Use This Action
- Deactivation: Affiliate fills out an exit form or otherwise opts out.
- Reactivation: A previously paused affiliate is ready to resume.
How to Set It Up
- Choose the action type: Pick Update Affiliate.
- Name your action: e.g., Update Affiliate as Inactive.
- Select the status: Active or Inactive.
Example: Exit Form Marks Affiliate Inactive
A business wants to keep its affiliate roster current. When an existing affiliate submits an exit form, the workflow flips their status automatically.
Action: Update Affiliate
Workflow trigger:
- Form Submitted
- Filter: Forms is "Affiliate Exit Form"
Workflow actions:
- Update Affiliate
- Mark Affiliate as Inactive
Outcome: Anyone submitting the exit form is set to inactive and can no longer earn commissions.
Frequently Asked Questions
Q: Does deactivation delete the affiliate?
No. The affiliate record stays. They simply can't earn new commissions while inactive.
Q: Can I reactivate an affiliate later?
Yes. Run the same action with status set to Active.
Q: Does this remove them from campaigns?
No. Use the Remove From Affiliate Campaign action if you also want to pull them from a specific campaign.
Frequently Asked Questions
What does the Update Affiliate action do?
Does deactivation remove the affiliate record?
What's a common trigger for deactivation?
Was this article helpful?
Thanks for the feedback.