Simplified Affiliate Lead and Sales Management

Simplified Affiliate Lead and Sales Management!

July 01, 20242 min read

We are thrilled to announce two new workflow actions for Gold Star Pro, designed to streamline and automate affiliate management tasks. These new features will allow you to add leads under an affiliate and manually add sales and commissions for affiliates. Here’s a breakdown of how these new actions can benefit you.

Add Leads Under an Affiliate

This new action allows you to automate the assignment of a lead under a specific affiliate and campaign.

How it works:

  1. Select the campaign.

  2. Choose the affiliate.

  3. Add the lead under the selected affiliate.

    Add Leads Under an Affiliate

Benefits:

  • Reward Lead Generation: Automatically reward affiliates for generating leads through forms, surveys, or calendars.

  • Lead Nurturing: Assign leads to affiliates for targeted follow-up, increasing conversion rates.

  • Simplify Administrative Tasks: Automate the process, reducing manual work.

Add Manual Sales Under an Affiliate

Automate the addition of manual sales and commissions for a chosen affiliate and campaign.

How it works:

  1. Select the campaign.

  2. Choose the affiliate.

  3. Add the sales details, including revenue, event date, and event ID.

    Add Manual Sales Under an Affiliate

Benefits:

  • Automate Recurring Manual Commissions: Perfect for managing recurring sales outside the system, such as in-store sales.

  • Track Offline Sales: Recognize and reward affiliates for sales made outside online funnels.

  • Non-Monetary Contributions: Assign affiliate commissions for actions other than sales.

Use Cases

  1. Create Workflows for Manual Sales Attribution:

    • Attribute manual sales to affiliates when a lead fills out a form, survey, or calendar.

    • Create different branches for various affiliates based on form responses or other custom values.

  2. Automate Recurring Annual Sales:

    • Use the wait and go-to functions within workflows to automate recurring sales for affiliates.

Key Points

  • Commission Calculations: The "Add Manual Sales for an Affiliate" action calculates commissions based on the selected affiliate campaign's default settings.

  • Lead and Customer Creation: This action will automatically create a lead and customer if they do not already exist when triggered.

These new actions greatly expand the use cases for our affiliate management software, making it easier to manage and reward your affiliates effectively.

We hope you find these new features as exciting and beneficial as we do. Happy automating!

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