Account Affiliate Manager: Auto-Track Affiliates via Attribution in “Add Manual Sales For An Affiliate” workflow action

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We’re excited to introduce significant improvements to the “Add Manual Sales For An Affiliate” action within workflows! With this update, you can now seamlessly track and assign manual sales to affiliates using attribution tracking.

Auto-Track Affiliates via Attribution:

Automatically link manual sales to the correct affiliate by tracking their unique affiliate ID in the URL.

First and Latest Attribution Support:

Choose between first and latest attribution to determine how the system assigns sales to affiliates.

  1. Select the Action:

    Choose “Add Manual Sales For An Affiliate” in your workflow.

  2. Enable Auto-Tracking:

    Toggle on the AUTO-TRACK AFFILIATE VIA ATTRIBUTION option.

  3. Select Attribution Type:

    Decide whether to use first or latest attribution for tracking.

  4. Choose Campaign:

    Pick the relevant affiliate campaign.

  5. Enter Sales Details:

    Input the sales amount, event date (optional), and event ID (optional).

  6. Save the Action:

    Finalize your setup to ensure accurate affiliate commission tracking.

  1. This action assigns manual sales to an affiliate, with commissions calculated based on the campaign’s default settings.
  2. Make sure to select the appropriate attribution type to ensure commissions are tracked accurately.
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