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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A
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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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