Automate Affiliate Lead Assignment in Sparkforge Workflows
The Lead Created trigger and Add Leads under an Affiliate action in Sparkforge workflows assign affiliate-generated leads to the right partner automatically. Choose Manual, Auto Attribution by URL, or Custom Mapping based on how leads come in.
Affiliate-driven leads only pay off if they get attributed to the right partner. The Lead Created trigger and Add Leads under an Affiliate action handle that without manual assignment.
Trigger: Lead Created
Fires whenever a new lead is referred by an affiliate, across all campaigns or filtered to one.
How to set it up
- Go to Workflows and click + Create Workflow.
- Set the trigger to Lead Created.
- (Optional) Use the Campaign Filter to limit it to one campaign.
- Add actions:
- Send email to affiliate
- Notify your internal team
- Reference custom values from the Lead Created context in the message body
- Save and publish.
Use cases
- Send a congrats email to the affiliate when they generate a lead.
- Alert sales or support about a new affiliate lead.
- Tag affiliate leads for nurture campaigns.
Action: Add Leads under an Affiliate
Assigns a contact to an affiliate and the affiliate's campaign. This is what credits the partner correctly inside the Affiliate Manager.
How to set it up
- Add the action Add Leads under an Affiliate to your workflow.
- Pick an assignment method (see below).
- Configure the fields the method requires.
- Save and publish.
Assignment methods
1. Manual
Hand-pick the affiliate and campaign in the action.
Best for: form submissions, internal routing, admin-driven assignment.
- Select campaign.
- Select an affiliate from the campaign's affiliate list.
2. Auto (Attribution via URL)
Reads the am_id URL parameter and assigns to the matching affiliate.
- Choose attribution method: First or Last click.
- Make sure the affiliate's URL passes
am_idearlier in the funnel (form or page).
3. Custom Mapping
Reads am_id from a custom field or a workflow value.
Best for: API pushes, third-party form fills, hidden fields.
- Choose mapping source: custom field or workflow value.
- The action reads the value and assigns to the matching affiliate.
Use cases
- Reward lead generation: Lead fills a form → assigned to the affiliate who shared the link → congrats email sent.
- Custom nurturing: Funnel leads route to a specific affiliate for 1-on-1 follow-up.
- Cut admin work: Replace manual assignment for teams managing dozens of affiliates.
Frequently Asked Questions
How do I attribute a lead to the affiliate who shared the link?
What is the difference between First and Last click attribution?
Can I attribute leads from third-party forms?
Will the Lead Created trigger fire for non-affiliate leads?
Can I notify both the affiliate and my internal team?
Was this article helpful?
Thanks for the feedback.