Add Manual Sales For An Affiliate action

The Add Manual Sales for an Affiliate action in Stack workflows empowers you to efficiently manage and assign manual sales for specific affiliates within selected campaigns. By automating this process, commissions are calculated according to the campaign’s default settings, ensuring accurate and timely rewards for your affiliates. This feature is designed to streamline your workflow, enhance commission tracking, and provide greater flexibility in managing affiliate-driven sales.

What is the “Add Manual Sales for an Affiliate” Action in Workflows?

The Add Manual Sales for an Affiliate action in workflows allows you to assign manual sales to a specific affiliate within the selected affiliate campaigns. After this action is executed, commissions are calculated based on the campaign’s default commission settings and assigned to the affiliate accordingly.

What are some good usage cases for this?

Here are some excellent usage cases for the “Add Manual Sales for an Affiliate” action in workflows:

• Automate Recurring Manual Commissions: Automatically assign manual sales and commissions to an affiliate on a periodic basis. This is particularly useful for recurring sales that occur outside the system, ensuring affiliates receive their commissions consistently.

• Track Offline Sales: Capture and credit sales made offline or through channels not tracked by Stack. By automating manual sales entries, you ensure that all affiliate-driven sales are accounted for, enhancing the accuracy of your commission tracking.

• Reward Affiliate Engagement: Automatically add manual sales to recognize and reward affiliates for non-monetary contributions or specific achievements. This can include actions like attending training sessions, providing exceptional customer support, or generating high-quality leads.

How to use this action?

Select “Add Manual Sales for an Affiliate” Action

1. In your workflow, choose the Add Manual Sales for an Affiliate action.

Choose the Affiliate Campaign and Affiliate

1. Select the affiliate campaign from the dropdown menu.
2. Once selected, the affiliate dropdown will only display affiliates associated with the chosen campaign.

Enter the Revenue and Other Details

1. Enter the amount of sales/revenue for the transaction related to the affiliate.
2. Optionally, add the Event Date for the sale (the date when the sale happened) and an Event ID (such as a reference ID or transaction ID).

Save Action

1. Save the action to apply your changes.

Note: This action only adds a manual sale for an affiliate. The commission will be calculated as per the selected affiliate campaign’s default commission settings.

Overview

The Add Manual Sales for an Affiliate action in workflows helps you efficiently manage and assign manual sales to specific affiliates within selected campaigns. This automation ensures commissions are calculated based on the campaign’s default settings, providing accurate and timely rewards for your affiliates. Streamline your workflow, enhance commission tracking, and gain greater flexibility in managing affiliate-driven sales with this feature.

Action Details

Action Name

Add Manual Sales for an Affiliate

Action Description

This action allows you to assign manual sales to a specific affiliate within the chosen affiliate campaigns. Commissions are calculated according to the campaign’s default commission settings and are assigned to the affiliate accordingly.

How to Configure

Using Attribution Tracking

1. Select the Action
   Choose Add Manual Sales for an Affiliate from the actions list.

2. Toggle On Auto-Track Affiliate via Attribution
   Enable this option to automatically assign revenue to the correct affiliate based on the affiliate ID in the passed URL. This eliminates the need to create separate branches for each affiliate.

   • Select Attribution Type: Decide whether to use First or Latest attribution.

   Note on Attribution:

   • First Attribution: This is the initial interaction a contact has with the system, capturing attribution data for that session (e.g., filling out a form).
   • Latest Attribution: This records the most recent interaction (e.g., purchasing a product), updating the attribution data for that session.

3. Choose the Affiliate Campaign
   Select the desired affiliate campaign from the dropdown menu.

4. Enter Revenue and Details
   Input the sales amount for the affiliate. Optionally, include the Event date (when the sale occurred) and Event ID (reference ID, transaction ID).

5. Save Action

Without Attribution Tracking

1. Select the Action
   Choose Add Manual Sales for an Affiliate from the actions list.

2. Choose the Affiliate Campaign and Affiliate
   Select the affiliate campaign. The affiliate dropdown will then display only affiliates associated with the selected campaign.

3. Enter Revenue and Details
   Input the sales amount for the affiliate. Optionally, include the Event date (when the sale occurred) and Event ID (reference ID, transaction ID).

4. Save Action

Example

Automatically Add Commission to the Affiliate When a Form is Submitted

• Trigger: Form Submitted
  Affiliates share links to the form with potential leads. The form is part of an affiliate campaign.

• Action: Add Manual Sales for an Affiliate
  Add this action and enable “Auto Track Affiliate via Attribution” to automatically map leads to affiliates.

• Outcome:
  When a lead fills out the form using a valid link, the action automatically assigns the lead to the affiliate, ensuring the commission is paid to the correct affiliate. This process removes the need for multiple workflow branches.