Streamline and automate lead assignment to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you’re assigning manually, attributing via tracking links, or using custom fields — we’ve got you covered.

👀 What’s New?

Assign leads to affiliates automatically with three flexible methods:

1. Manual: Assign a lead to a specific affiliate in a selected campaign.

2. Auto (Attribution-based): Automatically assign based on affiliate tracking (am_id) in the URL — supports first or last click attribution.

3. Custom Mapping: Map an am_id or affiliate identifier from a custom field or workflow value.

❔ Use Cases

• Reward Lead Generation : A lead fills a form → system assigns them to the affiliate who shared the link → sends a “Congrats!” email.

• Custom Lead Nurturing : Leads from a funnel are assigned to specific affiliates for 1-on-1 follow-up — boosting conversion rates.

• Simplify Administrative Tasks : Replace manual lead assignments with automation — perfect for busy teams managing many affiliates.

👷 How It Works:

1. Go to Workflows

2. Add the action: Add Leads Under an Affiliate

3. Select your method: Manual, Auto, or Custom Mapping

4. Fill in relevant settings based on your method

5. Save and activate your workflow

⭐ Why it Matters:

Automating lead assignment improves tracking accuracy, reduces manual errors, and ensures your affiliates receive the credit they deserve — instantly.