Automate Affiliate Onboarding with Workflow Triggers
The Affiliate Enrolled In Campaign workflow trigger fires when an affiliate joins a campaign, exposing affiliate name, contact info, revenue, links, and login URLs for use in personalized automations.
The Affiliate Enrolled In Campaign workflow trigger automates onboarding the moment an affiliate joins. It exposes the affiliate's full data set — name, contact info, revenue, commission, referral link, portal link, and magic login link — so you can personalize emails, SMS, and internal alerts without manual setup.
The trigger only appears if Affiliate Manager is enabled and at least one affiliate campaign exists in the sub-account.
What you can do with it
- Welcome new affiliates with a personalized email or SMS that includes their magic login link.
- Notify your team internally so a rep can follow up immediately.
- Tag by campaign for segmented messaging later.
- Insert dynamic data like commission earned and referral links into outbound messages.
Configure the trigger
- Open Automation → Workflows and click + Create Workflow → Start from Scratch.
- Click + Add New Trigger, scroll to the Affiliate section, and select Affiliate Enrolled In Campaign.
- Name the trigger something specific (e.g., "Course Affiliate Welcome").
- Click Add filters to scope the trigger by campaign or custom attributes.
- Click Save Trigger to apply.
Use custom values in workflow steps
Once the trigger is configured, the affiliate's data is available as custom values in any downstream step.
- Internal notification: alert your team with Affiliate Name, Email, Phone, and Campaign Name.
- Welcome SMS: include the affiliate's name and the Magic Login Link so they can access their portal instantly.
- Welcome email: embed the Affiliate Referral Link, Total Revenue, Commission Earned, and a hyperlinked Client Portal Link. Attach program guidelines for clarity.
- Campaign tags: apply a tag like
Luggage Campaign Affiliatefor segmentation in future workflows.
Frequently Asked Questions
Why isn't the Affiliate Enrolled In Campaign trigger showing up?
Can I onboard affiliates differently per campaign?
Why are my affiliate custom values empty in test sends?
Does manual enrollment fire the trigger?
Can the same affiliate trigger multiple campaign workflows?
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