Affiliate management can be streamlined with automation, and the new Affiliate Sales Trigger allows businesses to automate essential tasks when an affiliate sale is made. Here's an overview of what it does and how to use it effectively.


1. What is the New Affiliate Sales Trigger?

The New Affiliate Sales Trigger is a mechanism that captures all successful affiliate sales—whether they are one-time purchases, recurring transactions, or manual sales. It serves to automate responses, streamline processes, and enhance customer engagement. This trigger is a great tool for customer segmentation, affiliate management, and creating real-time responses to sales.


2. How Does the Affiliate Sales Trigger Work in Workflow?

To use the Affiliate Sales Trigger within your workflows:

  1. Go to Automations > Workflows.
  2. Create a New Workflow or select an existing one.
  3. Add the trigger by selecting Affiliate Sales from the options.
  4. Customize the trigger name if desired.
  5. Select the relevant affiliate Campaign.

Once set, this trigger can be activated each time an affiliate makes a sale.


3. Excellent Use Cases for the Affiliate Sales Trigger

Here are a few examples of how to put the Affiliate Sales Trigger to use:

1. Congratulatory Email/SMS to the Affiliate

  • Benefit: Improves affiliate morale and engagement. By acknowledging each sale, affiliates feel valued, leading to higher loyalty and better performance.
  • Example: Send an automated message like, "Congrats on your recent sale! Keep up the great work."

2. Notification Email/SMS to the Customer

  • Benefit: Boosts customer satisfaction by confirming their purchase immediately. This acknowledgment fosters a positive post-purchase experience, increasing the chance of retention.
  • Example: Send a message saying, "Thank you for your purchase! We appreciate your support."

3. Add Customer Tag for Segmentation

  • Benefit: Automatically segment customers based on their purchase behavior, making it easier to target them in future marketing campaigns.
  • Example: Automatically tag customers who buy from a specific affiliate or campaign as "Affiliate Customers" for future outreach.

4. Add Notes and Tasks for Customer

  • Benefit: Enhances customer relationship management by tracking post-sale interactions. This provides a detailed customer profile for your team to improve service.
  • Example: Automatically create a task for the customer success team to follow up on the new purchase.

By implementing these automations, businesses can create a seamless experience for both affiliates and customers, enhancing satisfaction, engagement, and performance.