Workflow Action - Add To Affiliate Manager

Overview The Add To Affiliate Manager adds a contact to the Affiliates list in the Affiliate Manager with status as active by default. This action is useful for enrolling existing contacts or customers as your Affiliates ## Action Name Add To Affiliate Manager ## Action Description The Add To Affiliate Manager action is designed to automate converting existing contacts as affiliats in the sub account affiliate manager. The status if the new affiliates is active by default. ## Action Details Step by Step Guide 1. Choose the Action Type: Select “Add To Affiliate Manager” from the list of available actions.

2. Name Your Action: Enter a descriptive name for the action, such as “Convert contacts to affiliates”!(https://assets.patientcopilot.ai/e965bb3452fbe6ac.png) ## Example Convert existing contacts to affiliates when a tag is added to the contact Scenario: A business wants to recruit the customers that have replied on a post or shown interest in being part of the affiliate network. The user adds a tag to categorize such contacts and then convert them to active affiliates Action Setup: Action: Add To Affiliate Manager Name: Convert contacts to affiliates Workflow Trigger: 1. Contact Changed: The contact will enter the workflow when the selected filter is changed or added.
3. Filters: Tags added “Affiliate” Workflow Actions: 1. Add To Affiliate Manager Outcome: This ensures that whenever the tag will be added to a contact, the contact will be converted to an affiliate. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article