How to Add Leads Under an Affiliate in Sparkforge Workflows

The Add Leads Under an Affiliate workflow action ties leads to the right affiliate the moment they enter Sparkforge. It works with the Affiliate Manager system, so attribution, commission tracking, and follow-ups all line up automatically.

What the Action Does

When the workflow triggers, Sparkforge assigns the new lead to a chosen affiliate inside a chosen campaign. Use it for manual routing or fully automated attribution. The result: clean affiliate reporting and accurate commissions without manual tagging.

Why Operators Use It

• Automation: assign leads to the right affiliate without manual input.
• Accuracy: sync directly with campaign data so attribution stays clean.
• Flexibility: three assignment methods cover most setups.
• Integration: ties workflows, forms, and affiliate links into one flow.
• Scale: handles large affiliate networks without manual routing.

How to Configure

Step 1: Open the Workflow Builder

Go to Automation, then Workflows. Click Create Workflow. Start from a recipe, template, or scratch.

Step 2: Add a trigger

Without a trigger, no leads enter the workflow. Common triggers:

• Form Submitted: when a contact completes a specific form.
• Tag Added: when a tag is applied to a contact.

Step 3: Add the action

Click + Add, choose Add Action, scroll to the Affiliate section, and select Add Leads Under an Affiliate.

Step 4: Pick a configuration method

Three options cover most patterns:

Manual Assignment

Best for fixed routing where the affiliate is known up front.

1. Select Manual under Choose Action Mapping.
2. Pick the affiliate Campaign.
3. Pick the Affiliate from the campaign's list.
4. Save.

Every lead in this workflow lands under that affiliate.

Auto-Track via Attribution

Best for traffic driven by tracked affiliate links containing an am_id parameter.

1. Select Auto-Track Affiliate via Attribution.
2. Pick the attribution source: First Attribution credits the first referrer; Latest Attribution credits the most recent.
3. Save.

When a lead arrives via a URL like https://yourdomain.com/?am_id=1234, Sparkforge captures the ID and credits the matching affiliate.

Custom Mapping

Best when affiliate data flows in through API integrations or custom fields.

1. Select Custom Mapping.
2. Enter the mapping source: a custom field like {{contact.custom_field.am_id}} or a workflow variable like {{workflow.am_id}}.

Sparkforge matches the ID to an affiliate record and assigns the lead.

Step 5: Test and publish

1. Click Test Workflow in the top-right.
2. Review the Execution Logs to confirm assignment.
3. Toggle from Draft to Publish.