Setup Automations

To set up automations for your affiliate program: Go to the Automations tab. 

You can enable the Automations feature from the Settings > Extras section.

Here, click on New automation.

Now, set the name of the automation. 

Next, select the trigger. You can select triggers such as:

• New Order

• Runs daily

• Runs on Affiliate Signup

Here, click on Add condition.

Now, select the condition. You can select conditions such as:

• Affiliate's ID

• Affiliate's group ID

• Affiliate's total net sale value (CV)

• Affiliate's total gross sale value (TOTAL)

• Affiliate's total sale count

• Affiliate's total sale earnings

• Affiliate's total network earnings

• Affiliate's total earnings

• Affiliate's Team Volume

• Product Sold (name of the product)

• Order value

Next, set the time period and matching value. 

Here, click on Add action.

Now, select the action. You can select actions such as:

• Change commission group

• Give discount code

• Give bonus

• Send email

• Apply a tag

• Remove a tag

• Connect customer with the affiliate

• Create affiliate account for customer

After this, set up the action.

You can configure the action based on the parameter you select. For example, if you choose the action to send an email, you will have the option to select the email template that will be sent to the affiliate once the condition is met.

Finally, click on Submit

The automation will be saved. 

Check out our video guide on how to set up automations for your affiliate program: