Partner tag automation

Partner tag automation allows you to automatically apply tags to partners based on defined conditions. This is useful when you want to keep partner data organized and react to partner activity without manual updates. This article explains how to set up and use partner tag automation.

How to set up an automation

To set up an automation:

  1. In your program, navigate to Automation under Program.
  2. Click Create automation: 
  3. Fill out the modal: Automation name: add a name that will help you remember what the automation does.
       ⬇
    When: select the action that triggers the automation.
       ⬇
    Then: select the action, add or remove a tag.
       ⬇
    Tag: select from available tags or create new ones.
  4. Click Create. 

Available triggers

Triggers are actions that activate the automation. You can choose from 8 available options: 

Trigger Description
Partner joins program Fires immediately when a new partner signs up
Partner makes first referral Fires when partner generates their first lead
Partner generates first sale Fires when partner's referral makes first purchase
Partner earns first commission Fires when partner earns their first commission
Partner reaches milestone Fires when partner reaches X signups or $X revenue
Partner anniversary Fires X days after partner joined (daily check)
Partner inactive for X days Fires when partner has no activity for X days (daily check)
Partner hasn't referred in X days Fires when partner has no new referrals for X days (daily check)

Triggers review and use cases

Let's review each trigger and examine how it could be used.

1. Partner joins program

Description: Triggers immediately when a new partner signs up for the affiliate program.

Use cases:

  • Welcome new partners with a "new" or "onboarding" tag
  • Segment partners by signup source or campaign
  • Mark partners for follow-up outreach

Examples:

Automation Name Trigger Action
Welcome Tag Partner joins program Add tag:  new-partner
Onboarding Flow Partner joins program Add tag:  needs-onboarding

2. Partner makes first signup

Description: Triggers when a partner generates their first signup (someone signs up through their referral link).Use cases:

  • Identify partners who've started generating leads
  • Celebrate first milestone
  • Move from "inactive" to "active" segment

Examples:

Automation Name Trigger Action
First Lead Partner makes first signup Add tag:  lead-generator
Getting Started Partner makes first signup Add tag:  active
Remove New Status Partner makes first signup Remove tag:  new-partner

3. Partner generates first sale

Description: Triggers when a partner's referral makes their first purchase/conversion.Use cases:

  • Identify partners who can convert leads to customers
  • Qualify partners for higher commission tiers
  • Trigger congratulatory outreach

Examples:

Automation Name Trigger Action
First Sale Achieved Partner generates first sale Add tag:  converter
Sales Qualified Partner generates first sale Add tag:  sales-qualified
Proven Partner Partner generates first sale Add tag:  proven

4. Partner earns first commission

Description: Triggers when a partner earns their first commission payment (reward amount > $0).Use cases:

  • Mark partners as revenue-generating
  • Qualify for VIP programs
  • Trigger payment setup reminders

Examples:

Automation Name Trigger Action
First Earnings Partner earns first commission Add tag:  earning
Payment Ready Partner earns first commission Add tag:  setup-payout

5. Partner reaches milestone

Description: Triggers when a partner reaches a specific threshold for signups, customers, or revenue.Metrics available:

Metric What it counts
Signups Number of referrals/leads (people who signed up through partner's link)
Customers Number of paying customers (people who made a purchase)
Revenue Total revenue generated

Use cases:

  • Tier upgrades (Bronze → Silver → Gold)
  • Unlock special perks
  • Identify top performers

Examples:

Automation Name Trigger Action
Silver Tier Signups ≥ 10 Add tag:  silver
Gold Tier Revenue ≥ $1,000 Add tag:  gold
Top Performer Revenue ≥ $5,000 Add tag:  vip
High Volume Signups ≥ 50 Add tag:  high-volume
Proven Converter Customers ≥ 5 Add tag:  proven-converter
Customer Champion Customers ≥ 20 Add tag:  champion

6. Partner anniversary

Description: Triggers X days after the partner joined the program. Runs daily.Use cases:

  • Anniversary celebrations (30 days, 1 year)
  • Loyalty rewards
  • Check-in milestones

Examples:

Automation Name Trigger Action
30-Day Mark Partner anniversary: 30 days Add tag:  30-day-partner
1 Year Anniversary Partner anniversary: 365 days Add tag:  1-year-partner
Loyalty Reward Partner anniversary: 180 days Add tag:  loyal

7. Partner inactive for X days

Description: Triggers when a partner hasn't had any activity (login or referrals) for X days. Runs daily.Use cases:

  • Re-engagement campaigns
  • Identify at-risk partners
  • Clean up inactive accounts

Examples:

Automation Name Trigger Action
Getting Cold Partner inactive for 14 days Add tag:  at-risk
Dormant Partner Partner inactive for 30 days Add tag:  dormant
Re-engage Campaign Partner inactive for 7 days Add tag:  needs-nudge
Churning Partner inactive for 60 days Add tag:  churning

8. No referrals for X days

Description: Triggers when a partner hasn't generated any new referrals for X days. Runs daily.Use cases:

  • Identify partners who stopped promoting
  • Trigger re-activation campaigns
  • Offer incentives to restart promotion

Examples:

Automation Name Trigger Action
Promotion Paused No referrals for 14 days Add tag:  promotion-paused
Needs Motivation No referrals for 30 days Add tag:  needs-incentive
Win Back No referrals for 60 days Add tag:  win-back