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Partners’ and Affiliates’ Trigger Setup

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Bytimothy A
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Overview: 
The Partners’ and Affiliates’ Trigger Setup feature lets you create automated actions based on specific partner or affiliate activities. This helps streamline workflows and ensure timely responses to key events.

Follow these steps to set up triggers for partners and affiliates:

Step 1: On your Dashboard, navigate to the Partners under the Customers section.
Step 1: On your Dashboard, navigate to the Partners under the Customers section.

Step 2: You will then be navigated to the Partners tab.

Step 2: You will then be navigated to the Partners tab.

Step 3: Click on the Triggers button to proceed.

Step 3: Click on Triggers button to proceed.

Step 4: A pop-up window will appear. From here, you can choose one of the ‘When This Happens’ options to set up the trigger condition.

Step 4: A pop-up window will appear. From here, you can choose one of the ‘When This Happens’ options to set up the trigger condition.

Step 5: Click your selected ‘When This Happens’ option to proceed.

Step 5: Click your selected ‘When This Happens’ option to proceed.

Step 6: You will then be prompted to a new page where you need to set the action that occurs when the trigger condition is met.

Step 6: You will then be prompted to a new page where you need to set the action that occurs when the trigger condition is met.

Step 7: To add an action, click on the ‘+ Add Action’ button.

Step 7: To add an action, click on the ‘+ Add Action’ button.

Step 8: The system will show all actions you can select from—pick one or more as needed.

Step 8: The system will show all actions you can select from—pick one or more as needed.

Step 9: Once finished, click ‘Done’ to apply and save your changes.

Step 9: Once finished, click ‘Done’ to apply and save your changes.

Step 10: A pop-up notification will appear, confirming that your trigger has been saved.

Step 10: A pop-up notification will appear, confirming that your trigger has been saved.

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