Marketing portfolio managers: credit affiliates and extend trials
Marketing portfolio managers: credit affiliates and extend trials
Marketing portfolio managers lose affiliate credit when affiliate-created customers aren't detected, risking partner payouts and campaign ROI. It triggers trial extensions and credits affiliates.
Overview
Missed affiliate credits damage partner trust and campaign ROI for marketing portfolio managers. This workflow guarantees affiliate-created customers trigger trial extensions and crediting — eliminating manual handoffs and protecting partner payouts; customers report faster processing and zero missed credits.
Notable Features
- Flag new affiliate-created customers
- Start trial-extension workflows in ops
- Notify portfolio managers and operations