How to Leverage Your Affiliate Link with System Tools

๐Ÿš€ Get ready to supercharge your Affiliate contact management and Agent Attraction engagement in 20 minutes!

This video series will walk you through creating a Lead Form to share and generate new contacts, adding a Tag to track and filter contacts, and triggering automation for follow-up! ๐ŸŽ‰

  • Step 1: Set Up Lead Form Notifications

    • Ensure the system is alerting you of new Contacts in your database.

  • Step 2: Copy the Affiliate Link and Create an Email and Text Template

    • Once you create an email or text template with the Affiliate link added.

      • Any template you create can be inserted into an automation or directly into a new email or new text to send information on the fly.

  • Step 3: Create an Affiliate Follow-Up Automation

    • We will insert an Email and Text Template into the automation and add a Task and Note to give you an idea of how to create an Automation flow.

  • Step 4: Create the Affiliate Lead Form and attach the Automation

    • We will create a Lead Form that mandates first, last, email, and phone names.

    • The Affiliate Automation will be attached to the Lead Form for automation follow-up.

  • Step 5: Attach the Affiliate Lead Form to Video Material

    • Learn how to connect a Lead Form to Material and share the Lead Form Material link with Social Media.