Affiliates Automation 🔔

Updated: Apr 11, 2025

Description

Click through a step-by-step, interactive demo walkthrough of the Affiliates Automation 🔔

Steps

Navigate to "Automations".

Open "3 | Scaling Pack 🏛️ | Advanced".

Select "15 | Affiliates 🔔".

What This Automation Does ✅ Tracks new affiliate sales & notifies your team ✅ Manages recurring affiliate commissions ✅ Automates affiliate payouts & celebrations

The Automation Has Two Triggers ✔️ New Affiliate Sales → Activates when a sale is made through an affiliate link. ✔️ Affiliate Payout Complete → Notifies affiliates when they get paid.

Smart Branching for Efficient Tracking ✔️ The automation splits into two branches based on the trigger.

### New Affiliate Sales: Tracking & Notifications ✔️ Triggered every time a sale is made through an affiliate link.

First Action: Notify Your Team ✔️ Celebrate the sale! Your team gets an instant notification whenever an affiliate generates a sale.

Review the Sale Type ✔️ The system checks whether: 📌 It’s a new affiliate sale 📌 It’s a recurring payment from an active subscriber 💡 Note: The trigger will activate every time a referred customer makes a payment.

Affiliate Tagging & Management ✔️ Tag the affiliate as a referral for tracking. ✔️ Notify the referrer of the sale. ✔️ Remove the contact from the affiliate campaign if necessary. 💡 By default, all sales from an affiliate campaign will add the contact to the campaign. If that’s not how your program works, remove them after the first sale.

### Affiliate Payout: Confirming Payments & Notifications ✔️ Triggered when an affiliate payout is processed.

Tagging & Contact Management ✔️ Tag the affiliate to indicate a successful payout. ✔️ Send a message celebrating their earnings.

Streamline & Scale Your Affiliate Program ✔️ Keep your affiliates engaged, rewarded, and motivated to drive more sales.

You're Done. Congratulations!