How To Automate Affiliate Sale Follow-Ups in Tekmatix

Why it matters:

Following up after each affiliate sale helps keep your affiliates engaged and your operations running smoothly—but doing it manually is time-consuming. With Tekmatix’s “New Affiliate Sale” trigger, you can set up instant automations to congratulate affiliates, notify your team, or request missing payout info—all hands-free.

What Is the "New Affiliate Sale" Trigger?

The New Affiliate Sale trigger fires every time an affiliate successfully closes a sale—whether it’s a one-time purchase, a recurring order, or even a manually tracked transaction.

With this trigger, you can:

• Send automated congratulatory emails to affiliates
  

• Notify your team about the sale
  

• Tag or segment customers brought in by affiliates
  

• Remind affiliates to submit payout details or tax forms

What You Can Filter For

You can make your automations smarter by using these built-in filters:

How to Set It Up in Tekmatix

1. Go to Automated Workflows > Workflows
   

2. Click “Create New Workflow” (or edit an existing one)
   

3. Add a trigger: Search for New Affiliate Sale
   

4. Apply Filters (Optional): Affiliate, Campaign, Payout Method, or Tax Form
   

5. Add Workflow Actions:

   • Send Email or SMS
     

   • Notify a team member
     

   • Add tags (e.g., “Affiliate Customer”)
     

   • Create a task
     

6. Click Save & Publish

Use Case

Scenario 1: Congratulate Affiliates Automatically

Use Case: After a sale, the system sends a motivational message.
Workflow:

• Trigger: New Affiliate Sale
  

• Action: Send email → “Congrats! You just earned a commission 🎉”

Scenario 2: Remind Affiliates to Add Payout Details

Use Case: If an affiliate has not added their payout method, remind them.
Workflow:

• Trigger: New Affiliate Sale
  

• Filter: Payout method not added
  

• Action: Send email → “Please update your payout info to receive commissions.”

Scenario 3: Tag Customers From Affiliate Sales

Use Case: Helps identify and segment affiliate-driven leads.
Workflow:

• Trigger: New Affiliate Sale
  

• Action: Add tag → “Affiliate Customer”

Best Practice Tip

Combine this trigger with the Lead Created trigger and Add Lead Under Affiliate action for a fully automated affiliate workflow. This ensures both sales and leads are tracked from end to end—with minimal manual effort.