Marketing ops: Record affiliate referrals when bookings happen
Marketing ops: Record affiliate referrals when bookings happen
Marketing ops managers lose affiliate referrals when bookings aren't logged. Send each booking to the correct affiliate sheet and create a reconciliation-ready record so payouts align with referrals.
Overview
When booked appointments aren't recorded, affiliate payouts get misattributed and finance spends hours reconciling. This workflow captures every booking into the right affiliate sheet and creates audit-ready records, eliminating misattributed commissions and making payouts straightforward for affiliate managers.
Notable Features
- Route bookings to affiliate sheets
- Create reconciliation-ready contact records
- Alert affiliate managers on mismatches