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

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

2. to begin, click marketing

3. Click on "Workflows".

4. Once that's done, click on "Create Workflow".

5. Following that, click on "Start from Scratch".

6. now , click on add new trigger

7. use search field to easily search for the trigger that you want to use

8. Click on "New Affiliate Sales"

9. Click on "Add filters".

10. Apply optional filters (affiliate, campaign, payout method, tax form)

11. Click on "Save Trigger".

12. trigger is successfully added

13. once done, click save then publish it

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.