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Workflows can automate key actions in your affiliate program β€” from notifying affiliates about new sales to assigning commissions based on custom logic. This reduces manual work and ensures consistent, timely communication with your affiliates.

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Affiliate workflow triggers

The following triggers are available for affiliate-related workflows:

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Common automation recipes

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Welcome sequence for new affiliates

1

Trigger: Affiliate enrolled

Set the trigger to fire when a new affiliate is enrolled in any campaign (or a specific campaign).
2

Send a welcome email

Add an email action with your affiliate welcome message β€” include their portal login link, tracking link, and a quick-start guide.
3

Wait 2 days

Add a wait action.
4

Send onboarding tips

Send a follow-up email with tips for promoting your product, recommended content strategies, and links to promotional materials in the affiliate portal.

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Sale notification to affiliate

  1. Trigger: Affiliate sale
  2. Action: Send SMS or email to the affiliate: β€œCongrats! You just made a sale of [amount] in the [campaign name] program. Keep it up!”
  3. Optional: Add an internal notification to your team

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Automated lead assignment notification

  1. Trigger: Affiliate link clicked (contact created)
  2. Action: Assign the contact to the affiliate’s account manager
  3. Action: Send an internal notification: β€œNew lead from affiliate [name]β€œ

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Commission milestone celebration

  1. Trigger: Commission approved
  2. Condition: Check if total commissions for this affiliate exceed a threshold (e.g., $1,000)
  3. Action: Send a congratulatory email and upgrade the affiliate to a higher commission tier

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Automating commission assignments

For programs with complex commission rules that go beyond the standard percentage or flat-rate model:
  1. Create a workflow triggered by Affiliate sale
  2. Use If/Else conditions to check:
    • The product purchased
    • The affiliate’s total sales count
    • The customer’s location or plan type
  3. Based on the conditions, set a custom commission amount using a Custom Field Update or Webhook action to your commission tracking system

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Best practices

Automated sale notifications keep affiliates motivated. Seeing real-time results encourages continued promotion.
Space out onboarding emails over 3-5 days. Too many emails at once can overwhelm new affiliates.
Monitor workflow statistics to see how many affiliates complete the welcome sequence, click through onboarding emails, and start generating sales.
Reference the affiliate portal in your automated messages. Direct affiliates to their portal for tracking links, materials, and commission status.
Last modified on March 6, 2026