Automation workflows with Zapier allow you to set up automated “Zaps”. Zaps can be set off when an event such as when an affiliate account is created occurs – for example when they create new affiliates.
Once activated, Zaps can automatically create or update an external app – for instance keeping your CRM up-to-date with new affiliate contacts or adding backup of files to Dropbox.
1. Collect Leads from Your Website
As soon as a lead gen form or email comes through, you want to ensure it’s stored automatically, followed up on, and that the right person receives contact from it. Zapier can help–with its freemium automation platform connecting over 1,000 apps together seamlessly.
Once you have your automations set up and are collecting new leads, the next step should be converting them to customers. Our friend Zapier can help with that too – creating an AI chatbot which asks each lead questions about themselves to qualify them before alerting your sales team of any specific needs that have come up during a conversation.
Using services like Slack or Trello, your chatbot can create tasks on those platforms for sales team members to follow up on. This makes it even simpler than before for your sales team to ensure they have all of the information needed to convert leads into paying customers.
Create a zap that pushes Tapfiliate data directly to accounting applications or other business tools, for instance by building an app that adds affiliates whenever new records are created in any accounting service with a Zapier integration app or when files are uploaded into shared Dropbox folders – making it easy for affiliates to have all the assets they need for marketing in one convenient location.
Staying organized with all of your affiliates can be made simpler through automation by setting up a zap to run a Process Street checklist every time an affiliate registers with your site, walking them through all that’s necessary – including terms agreement and tax compliance – all the while having some fun by playing Spotify songs or videos when this event occurs! No matter if it’s for small affiliate programs or large network operations, automating manual tasks saves countless hours in work time.
2. Send Emails
Email marketing is an integral component of affiliate programs, but managing it can be time consuming. Thankfully, automation tools exist that can save you time by streamlining workflows.
Zapier is an automation platform that makes connecting apps and services to automate repetitive tasks easier, freeing you up for more important work. Automated workflows created using Zapier are known as Zaps; when something occurs that triggers them (e.g. when someone fills out your website form, send them an automated email with personalized content based on when this event occurred, etc) This provides a great opportunity to reach new leads while keeping an eye on how they are engaging with it and tracking responses over time.
Create a Zap and choose the trigger that will activate it; for instance, let’s say when an affiliate signs up on your website; once this occurs, set up an automated Zap that sends them a welcome email with all their login info – this way ensuring they’re ready to start working with you immediately!
Automating welcome emails may seem straightforward, but there may be one issue preventing their timely sending: your new affiliate might not be ready for action right away. In such an instance, using Zap’s Delay step (available on paid plans) allows you to delay the email by choosing an amount of time. This gives you time to review applicant details, answer any questions and decide whether or not they should be approved/declined.
Once your new affiliate is up and running, a Zap can help sync their data to other apps or services – like Google Sheets or Slack – keeping your team informed. For instance, you could set one up that creates a row every time someone gets approved by Tapfiliate affiliate program.
There are an infinite number of possibilities with Zapier’s Tapfiliate integrations. To give it a go, click the Make a Zap button on this page; Zapier will ask you for three apps – trigger (such as spreadsheet or event in Slack), action ( such as email app or CRM), and a task you want automated; in this instance it would be sending new affiliates a welcome email).
3. Automate Payments
Maintaining an affiliate program can be time consuming. By automating its workflows, everything runs more efficiently. Zapier is an online tool that uses triggers to automate tasks without manual intervention.
With this app, you can seamlessly import transactions from any payment processor or accounting solution that integrates with Zapier into your preferred CRM, providing your team with access to essential data they can use to communicate with affiliates, keep them informed on new information and offer prompt feedback.
As soon as a customer cancels or provides incorrect payment information, you need to know as quickly as possible in order to resolve any issues and protect your reputation. Zapier can assist in this regard by alerting either your team or directly sending a message directly to them; saving both time and revenue loss!
Use this zap to automatically add an affiliate to your CRM whenever someone purchases on your website, keeping track of this vital data is incredibly beneficial to keeping teams organized when working on referrals or payouts.
Zapier can make this easier; for instance, if you use Google Contacts for sharing contact info among team members, connecting this to AffiliateWP via zap can ensure all data stays current while eliminating manual copy-and-paste tasks.
An affiliate tracking and reward system is key to maintaining their motivation. By automating some of the most time-consuming and essential tasks, you can ensure your team stays on top of things so they can concentrate their efforts on growing your business instead of time-consuming processes like verifying new customers or sending receipts and confirmations – you can streamline them with just a few zaps.
4. Create Campaigns
Keep track of customer information across your various marketing tools can be challenging. From uploading CRM data into email newsletter platforms or collecting leads from ad platforms into CRM before forwarding to email newsletter platforms, keeping up-to-date is time consuming – but Zapier can automate these processes so that you can focus on expanding your business instead.
Zapier makes automating repetitive tasks easier than ever, saving time that could otherwise be spent growing your business. From adding contacts automatically to email newsletters to tracking affiliates in real-time – there is something suitable to meet any need! There’s a Zap for everything!
Once your affiliate program has an automated workflow in place, its success will run autonomously–saving you time and ensuring customers always reach you.
Zoho Campaigns can be the cornerstone of optimizing your affiliate program. Not only can it create and send email blasts, drip campaigns, purchase reminders and more efficiently–but you can also use it to engage customers directly by gathering data from various marketing tools used by your business such as web forms or social media channels.
Zapier makes it possible to integrate Zoho Campaigns with thousands of other apps–enabling you to automate your entire marketing workflow. A Zap using this workflow will send any affiliate registration to your CRM each time someone completes a specific form on your website, ensuring only qualified affiliates join your program. Alternatively, this Zap can play songs on Spotify when someone meets certain criteria such as referral amount or product type.
By taking advantage of AffiliateWP Zapier (available with its pro add-on), you can now quickly and efficiently create or modify affiliates, referrals, visits, creatives and payouts – for instance you could use this Zap to add a new affiliate when something new appears in any app/service with an associated Zapier app such as Dropbox.