Account Affiliate Manager: New Workflow Action

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Streamline and Automate Lead Assignment

Effortlessly assign leads to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you prefer manual assignment, attribution via tracking links, or using custom fields, we’ve got you covered.

Three Flexible Methods for Lead Assignment:

  1. Manual: Assign a lead to a specific affiliate within a selected campaign.

  2. Auto (Attribution-based): Automatically assign leads based on the affiliate tracking (am_id) in the URL — supporting either first or last click attribution.

  3. Custom Mapping: Map an am_id or affiliate identifier from a custom field or workflow value.

Steps to Set Up Lead Assignment:

  1. Go to Workflows
  2. Add the action: Add Leads Under an Affiliate
  3. Select your method: Manual, Auto, or Custom Mapping
  4. Complete the relevant settings based on your chosen method
  5. Save and activate your workflow

By automating lead assignment, you can improve tracking accuracy, minimise manual errors, and ensure your affiliates receive the credit they deserve — instantly.

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