Account Affiliate Manager: Lead Created

/in ,
Automate Communications and keep affiliates engaged the moment they generate a lead. The new

“Lead Created”

trigger allows workflows to be launched whenever a new lead is referred through the Affiliate Manager.

  1. Lead Created:

    A brand-new workflow trigger. Use this to build automations triggered by leads generated by affiliates.

  2. Optional Campaign Filter:

    Apply this trigger across all campaigns or narrow it down to a specific campaign for targeted workflows.

  • Send a personalised “Congrats!” email to affiliates when they generate a new lead.
  • Encourage affiliates to nurture and convert their leads.
  1. Go to Workflows and click + Create Workflow.
  2. Set the Trigger as: Lead Created.
  3. (Optional) Add a Campaign filter to target a specific campaign.
  4. Add an Action (e.g., Send Email or Internal Notification).
  5. While drafting your message, use custom values from the “Lead Created” section if required.
  6. Save changes.

Keep your affiliates motivated and informed with real-time notifications. Whether you’re sending a “Congrats!” email or encouraging lead conversion, this trigger helps streamline communication, improve engagement, and boost overall performance.

image
image