Automations Setup

Set up automated email notifications for affiliates

Affiliate Follow-up (3 days after lead)

Automatically email affiliates 3 days after they generate a lead to check if the referral converted.

Setup Instructions:

  1. Enable Backend Functions in Settings
  2. Go to Dashboard β†’ Automations β†’ New Automation
  3. Select "Scheduled" β†’ "Recurring"
  4. Select function: send_affiliate_followup
  5. Set to run daily at your preferred time
  6. Save the automation

Function: functions/send_affiliate_followup.js

Commission Status Change Notifications

Automatically notify affiliates when their commission status changes (approved, paid, or rejected).

Setup Instructions:

  1. Enable Backend Functions in Settings
  2. Go to Dashboard β†’ Automations β†’ New Automation
  3. Select "Data event"
  4. Select function: notify_commission_change
  5. Runs when: Commission β†’ Updated
  6. Save the automation

Function: functions/notify_commission_change.js

Backend functions have been created!

Follow the instructions above to connect them to automations in your dashboard. Each automation will run automatically once configured.

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