Attribution for affiliates using URL parameter
under review
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Ali Turner
Need to have am_id parameter to put into contact/lead source field on new opportunities once they purchase through an affiliate link. i.e. affiliate link used to purchase, lead enters pipeline, source is [Affiliate Name] or at least [nameXYZ] like in the URL.
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Adrian King
There is a partial workaround for this that may help in some use cases.
- Use the Text Formatter action (with Split Text action type) to extract the Referral ID from the URL.
- Then use the Update Contact Field action to put the extracted Referral ID into a custom field on the contact record in the CRM.
(See attached images - in this example I used a Form Submitted trigger, but it may also work with other triggers as long as they supply a URL to the subsequent actions.)
What's missing is the ability to then do other things, like Find an Affiliate in the Contacts, based on the extracted Referral ID, so that we can for example, send them a message, or trigger a series of actions in the workflow on the Affiliate Contact record.
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Thunder Support
Adrian King Hello, I'm trying to do the same thing, but I don't know what to put in “Select Field”, could you please guide me in that
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Adrian King
Thunder Support I chose the 'URL' option in the Select field. That means that the Separator step looks at the URL of the trigger (in this case the URL containing the form that triggered the workflow. The URL includes any URL parameters after the main URL, which is how the affiliate links work - all affiliate links have ?am_id=referrerID at the end of the URL. The splitter step splits and returns the 'Segment' that 'Seperator' divides (in this case the text "am_id=" is used to split the URL at that point, and 'Segment' of 'Last' means that the splitter step outputs a result containing the last bit after "am_id=", which is the referrerID. So the next step in the workflow can receive the referrerID by itself, without the rest of the URL, which we see in the next step as {{text_formatter.1.results}}
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Nathan Shaw
Adrian King
I used the same workaround. A key improvement would be making the native "Select Affiliate" field dynamic. That way, we could insert the am_id directly, instead of creating separate workflows for leads from corporate websites that list an affiliate as the referral source. This would allow us to properly assign those leads back to their affiliate manager's portal.
In 2025, only attributing leads through affiliate links isn't sufficient.
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Jonny Tashjian
Yes! There needs to be a way to identify (in the workflows) when a new affiliate lead is created and which affiliate it came from and from what source.
Tim Hewitt
Currently there is no indication of even which link or product a LEAD came in through in the DOWNLOAD. That needs to be added to the Download so that when we have leads for OUR affiliates, they can see where the lead came from.
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Sales & Marketing
under review