Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger

Want to save time and engage affiliates automatically after a sale? The New Affiliate Sale trigger in Workflows lets you do exactly that. Whether it’s sending a congratulatory message or reminding an affiliate to add payout details—this trigger handles it all for you.

TABLE OF CONTENTS

• What is the New Affiliate Sales Trigger?
• Filters available
• How to Set It Up
• Popular Use Cases
  • 1. Congratulate the Affiliate
  • 2. Remind Affiliates to Complete Payout Info
  • 3. Tag Customers from Affiliate Sales

What is the New Affiliate Sales Trigger?

The New Affiliate Sale trigger fires every time an affiliate successfully makes a sale—whether it's a one-time, recurring, or manually tracked transaction.

You can use it to:

• Congratulate affiliates
• Notify customers
• Assign tasks
• Segment contacts
• And more—automatically

Filters available

You now get extra control with these filters:

• ? Affiliate filter – Target specific affiliates
• ? Campaign filter – Trigger actions for sales from selected campaigns
• ✅ Payout method check – Trigger only if the affiliate has (or has not) added a payout method
• ? Tax form check – Trigger based on whether the affiliate has submitted tax forms

How to Set It Up

To use the Affiliate Sales Trigger within your workflows:

1. Go to Automations > Workflows
2. Click Create New Workflow or open an existing one
3. Add a trigger: search for New Affiliate Sale
4. Apply optional filters (affiliate, campaign, payout method, tax form)
5. Add actions (email, SMS, task, tag, etc.)
6. Click Save
   

Popular Use Cases

Here are a few examples of how to put the Affiliate Sales Trigger to use:

1. Congratulate the Affiliate

• Why: Keeps affiliates motivated
• Example: Send an email: "Congrats on your recent sale! Keep up the great work!"

2. Remind Affiliates to Complete Payout Info

• Why: Reduce payout delays
• Example: Send a reminder: "Update your payout method to receive your commission."

3. Tag Customers from Affiliate Sales

• Why: Segment affiliate-driven leads for future campaigns
• Example: Add tag: "Affiliate Customer"

By implementing these automations, businesses can create a seamless experience for both affiliates and customers, enhancing satisfaction, engagement, and performance.