The Add to Affiliate Manager action enrolls a contact into the Affiliates list within the Affiliate Manager, assigning them an 'Active' status by default. This is particularly useful for converting existing contacts or customers into affiliates.
How It Works
Begin by configuring the trigger that should activate the workflow, then add the preceding actions. Next, click the "+" icon and select the Add to Affiliate Manager option from the list.
Action Name
Optionally, update the name of the action to reflect its intended purpose.
Save the action, then publish the workflow to ensure that all contacts meeting the defined criteria are added to your affiliates list.
This action makes affiliate onboarding straightforward, adding eligible contacts directly into your affiliate programme and helping you grow your network and drive more referrals.