Streamline Lead Assignment with Our New Workflow Action

Streamline Lead Assignment with Our New Workflow Action

We're excited to introduce a new feature to enhance your affiliate management processes. The all-new 'Add Leads Under an Affiliate' workflow action empowers you to assign leads efficiently and automatically. This feature allows you to streamline operations and reduce manual oversight in lead management.

Assign Leads Automatically with Ease

With three flexible methods, you can now seamlessly assign leads to affiliates:

1. Manual Method: Assign a lead to a chosen affiliate within a campaign manually. Perfect for those who prefer a hands-on approach.
2. Attribution-Based Auto Assignment: Automatically allocate leads based on affiliate tracking via the URL. This supports both first and last-click attribution, ensuring accurate lead attribution.
3. Custom Mapping: Use custom fields or workflow values to map an affiliate identifier (am_id) for precise lead assignment.

Use Cases to Enhance Your Workflow

• Reward-Based Lead Generation: Automatically assign leads filling out a form to the affiliate linked through the shared URL, accompanied by a congratulatory email.
• Targeted Lead Nurturing: Assign leads from particular funnels to specific affiliates for personalized follow-ups, enhancing conversion opportunities.
• Efficiency in Administration: Eliminate the hassle of manual lead assignments, ideal for teams juggling multiple affiliates.

How to Implement the Workflow Action

1. Navigate to the Workflows section.
2. Add the new action: Add Leads Under an Affiliate.
3. Choose your assignment method: Manual, Auto, or Custom Mapping.
4. Fill in the details pertinent to your chosen method.
5. Save and activate your workflow for immediate effect.

Benefits of Automated Lead Assignment

Implementing automated lead assignment not only improves tracking accuracy but also minimizes errors associated with manual processes. Ensure that your affiliates receive credit promptly, improving overall efficiency and satisfaction for all parties involved.

For additional support and seamless setup, visit our support page or consider exploring our Done-for-You Services.

In case you missed it, check out our recent announcement on enhanced accessibility features.