The "Affiliates 🔔" automation helps streamline your affiliate program by automatically tracking new sales and recurring commissions. It notifies your team when a sale is made and keeps affiliates updated with payout confirmations and celebration messages. With smart branching and tagging, it ensures smooth tracking, communication, and scalability for your referral system.
Click Here To Set Up 👆
SOP
SOP
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "15 | Affiliates 🔔".
4. What This Automation Does
✅ Tracks new affiliate sales & notifies your team
✅ Manages recurring affiliate commissions
✅ Automates affiliate payouts & celebrations
5. The Automation Has Two Triggers
✔️ New Affiliate Sales → Activates when a sale is made through an affiliate link.
✔️ Affiliate Payout Complete → Notifies affiliates when they get paid.
6. Smart Branching for Efficient Tracking
✔️ The automation splits into two branches based on the trigger.
7. New Affiliate Sales: Tracking & Notifications
✔️ Triggered every time a sale is made through an affiliate link.
8. First Action: Notify Your Team
✔️ Celebrate the sale! Your team gets an instant notification whenever an affiliate generates a sale.
9. Review the Sale Type
✔️ The system checks whether:
📌 It’s a new affiliate sale
📌 It’s a recurring payment from an active subscriber
💡 Note: The trigger will activate every time a referred customer makes a payment.
10. Affiliate Tagging & Management
✔️ Tag the affiliate as a referral for tracking.
✔️ Notify the referrer of the sale.
✔️ Remove the contact from the affiliate campaign if necessary.
💡 By default, all sales from an affiliate campaign will add the contact to the campaign. If that’s not how your program works, remove them after the first sale.
11. Affiliate Payout: Confirming Payments & Notifications
✔️ Triggered when an affiliate payout is processed.
12. Tagging & Contact Management
✔️ Tag the affiliate to indicate a successful payout.
✔️ Send a message celebrating their earnings.
13. Streamline & Scale Your Affiliate Program
✔️ Keep your affiliates engaged, rewarded, and motivated to drive more sales.