Add Leads Under an Affiliate Workflow Action
The Add Leads Under an Affiliate action assigns a contact to an affiliate and campaign so commissions are credited correctly. Choose Manual, Auto (URL attribution), or Custom Mapping based on how the affiliate ID reaches the workflow.
The Add Leads Under an Affiliate action assigns a contact to an affiliate and campaign so commission tracking stays accurate. Three assignment methods cover the common ways an affiliate ID gets into the system.
How to use it
- Open the workflow and add the Add Leads Under an Affiliate action.
- Pick the assignment method: Manual, Auto (Attribution), or Custom Mapping.
- Configure the fields based on the method you chose.
- Save and publish the workflow.
Assignment methods
1. Manual
Manually assign a lead to a known affiliate inside a specific campaign. Best for form submissions, internal routing, or admin overrides.
- Select the campaign.
- Select the affiliate (limited to affiliates in that campaign).
2. Auto (Attribution via URL)
Automatically assign leads using am_id passed in the URL. Supports first-click or last-click attribution.
- Choose attribution method: First or Last.
- Make sure
am_idis on the URL earlier in the funnel (form page, landing page, etc.) so the value is captured.
3. Custom Mapping
Use this when the affiliate ID is in a custom field or a workflow value. Best for API pushes, third-party systems, or hidden form fields.
- Choose the mapping source — custom field or workflow value.
- The system reads the value and assigns the lead to the matching affiliate.
Frequently Asked Questions
Which assignment method should I pick?
What is am_id?
What's the difference between first-click and last-click attribution?
Can a lead be reassigned later?
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