Workflow Action - Add Leads under an Affiliate

What it does

The "Add Leads under an Affiliate" action assigns a contact (lead) to an affiliate and their associated campaign, making sure affiliates are correctly credited.

You can now choose from three assignment methods for total flexibility.

TABLE OF CONTENTS

• What it does
• How to Use It
• Assignment Methods

How to Use It

1. In your workflow, add the action: Add Leads under an Affiliate

2. Choose your assignment method:

   • Manual

   • Auto (Attribution)

   • Custom Mapping

3. Configure additional fields based on the method

4. Save and publish the workflow

Assignment Methods

1. Manual : Manually assign a lead to a known affiliate in a specific campaign.
Best for: Form submissions, internal routing, admin decisions.

Steps:

• Select campaign
• Select affiliate (from affiliates in that campaign)

2. Auto (Attribution via URL) : Automatically assign leads using am_id passed in the URL parameters.
Supports first or last click attribution.

Steps:

• Choose Attribution Method: First / Last
• Make sure am_id is passed earlier in the funnel (e.g., form/page URL)

3. Custom Mapping : Use if am_id is stored in a custom field or passed as a workflow value.
Best for: API pushes, third-party systems, hidden fields on forms.

Steps:

• Choose mapping source: custom field or workflow value
• System reads value and assigns the lead to the matching affiliate