Account Affiliate Manager: Enhancements to the “New Affiliate Sale” Trigger

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The “New Affiliate Sale” workflow trigger has become significantly more powerful, allowing you greater control over how and when automations are activated based on affiliate activity.

  • Affiliate Filter – Trigger actions for specific affiliates only.

  • Campaign Filter – Limit the trigger to sales from a specific campaign.

  • Payout Method Filter – Include a condition to check if the affiliate has added a payout method.

  • Tax Forms Filter – Trigger only if the affiliate has submitted (or not submitted) their tax forms.

  1. Navigate to Workflows and add the “New Affiliate Sale” trigger.

  2. Utilise the new optional filters: Affiliate(s), Campaign, Payout method status, and Tax form status.

  3. Add the desired steps, such as sending an email notification.

  4. Click Save—and your automation is live.

These enhancements provide smarter targeting and automation options.

  • Send personalised congratulatory emails after a sale.

  • Remind affiliates to complete payout setup or submit tax forms following their first sale.

  • Create more relevant and timely affiliate engagement flows, all based on clear sales signals.

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