Account Affiliate Manager: Lead Created

Modified on Thu, 3 Jul at 1:50 AM

Automate communications and keep affiliates engaged the moment they generate a lead. The new 
“Lead Created” 
trigger allows workflows to be launched whenever a new lead is referred through the Affiliate Manager.
What’s New?
  1. Lead Created : 
    A brand-new workflow trigger, Use this to build automations triggered by affiliate-generated leads.
  2. Optional Campaign Filter : 
    Apply this trigger across all campaigns or narrow it down to a specific campaign for targeted workflows.
Use Cases
  • Send a personalized “Congrats!” email to affiliates when they generate a new lead
  • Prompt affiliates to nurture and convert their leads
How It Works:
  1. Go to Workflows and click + Create Workflow
  2. Set the Trigger as: Lead Created
  3. (Optional) Add a Campaign filter to target a specific campaign
  4. Add an Action (e.g., Send Email or Internal Notification)
  5. While drafting your message, use custom values from the “Lead Created” section if required
  6. Save changes
Why it Matters:
Keep your affiliates motivated and informed with real-time notifications. Whether you're sending a "Congrats!" email or pushing for lead conversion, this trigger helps streamline communication, improve engagement, and boost overall performance.

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