Update campaign member affiliate source from form submissions
Update campaign member affiliate source from form submissions
Your investor form signups often lack affiliate tags, leaving campaign member records incomplete. This records the affiliate source on campaign members so managers can report and follow up same day.
Overview
When investor signups arrive without affiliate context, campaign attribution and referral follow-up stall and reporting degrades. This flow captures the affiliate source and stamps campaign membership records so campaign managers can report and act on referrals the same day.