

How to Leverage Your Affiliate Link with System Tools
๐ 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! ๐
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.