Automatize a Atribuição de Leads e Notificações em Workflows do Gerenciador de Afiliados

Work smarter and keep affiliates motivated by automating lead-related actions in your workflows. With the powerful combination of the "Lead Created" trigger and the "Add Leads under an Affiliate" action, you can track, assign, and respond to affiliate-generated leads — all without lifting a finger.

Trigger: Lead Created

What it does

The"Lead Created"trigger starts a workflow when a new lead is referred by an affiliate — giving you instant automation opportunities.

You can apply it across all campaigns or filter to trigger for a specific campaign only.

How to Use It

• Go to Workflows and click + Create Workflow
• Set the Trigger asLead Created
• (Optional) Use the Campaign Filter to narrow it to a specific campaign

• Add actions like:Send email to affiliateNotify internal team
• Send email to affiliate
• Notify internal team
• Use custom values from the Lead Created  section in emails/messages

• Save and publish your workflow

Use Cases

• Send a “Congrats!” email to affiliates when they generate a lead
• Alert your sales or support team about new affiliate leads
• Automatically track and tag affiliate leads for nurturing

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.

How to Use It

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

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

Add Leads under an Affiliate

• Choose your assignment method:ManualAuto (Attribution)Custom Mapping

Choose your assignment method:

• Manual

Manual

• Auto (Attribution)

Auto (Attribution)

• Custom Mapping

Custom Mapping

• Configure additional fields based on the method

Configure additional fields based on the method

• Save and publish the workflow

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 usingam_idpassed in theURL parameters.Supportsfirstorlast clickattribution.

am_id

Steps:

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

am_id

3.Custom Mapping: Use ifam_idis stored in acustom fieldor passed as a workflow value.Best for:API pushes, third-party systems, hidden fields on forms.

am_id

Steps:

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

Use Cases

• Reward Lead GenerationExample:A lead fills a form → system assigns them to the affiliate who shared the link → sends a “Congrats!” email.
• Custom Lead NurturingExample:Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.
• Simplify Administrative TasksExample:Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.