The "New Affiliate Sale" workflow trigger just got a lot more powerful, giving you more control over how and when automations are triggered based on affiliate activity.
What’s New?
- Affiliate Filter– Trigger actions for specific affiliates only.
- Campaign Filter– Narrow the trigger to sales from a specific campaign.
- Payout Method Filter– Add a condition to check if the affiliate has added a payout method.
- Tax Forms Filter– Trigger only if the affiliate has submitted (or not submitted) their tax forms.
How It Works:
- Go to Workflows and add the "New Affiliate Sale"trigger.
- Use the new optional filters: Affiliate(s), Campaign, Payout method status and Tax form status
- Add your desired steps, such as sending an email notification.
- Click Save—and your automation is live.
Why it Matters:
These enhancements give you smarter targeting and automation options.
- Send personalized congratulatory emails after a sale.
- Remind affiliates to complete payout setup or submit tax forms after their first sale.
- Build more relevant and timely affiliate engagement flows, all based on clean sales signals.
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