Create a Workflow or Automation

Build automated workflows for partner onboarding, content collection, notifications, and operational efficiency.

Why Automate?

As your partner program grows, manual processes become bottlenecks. Automation lets you:

• Scale without hiring — Handle 1,000 partners like you handle 10
• Ensure consistency — Same experience for every partner
• Reduce errors — No forgotten follow-ups or missed steps
• Save time — Focus on strategy, not operations

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Common Automations

Partner Onboarding

Welcome Sequence

Trigger: Partner approved in CreatorCommerce

Actions:

1. Send welcome email with portal access
2. Wait 2 days
3. Send “getting started” email with first steps
4. Wait 3 days
5. Check if they’ve shared their link
6. If not → Send reminder email
7. If yes → Send congratulations + tips

Profile Completion

Trigger: Partner created but profile incomplete

Actions:

1. Wait 3 days
2. Check if profile complete
3. If not → Send reminder with direct link
4. Wait 5 days
5. If still not → Send final reminder
6. Tag as “needs attention” for manual follow-up

First Share Celebration

Trigger: Partner’s first referral traffic detected

Actions:

1. Send celebration email
2. Add to “active partners” segment
3. Update partner tier/status
4. Notify account manager (for VIPs)

Order & Attribution

Partner Attribution

Trigger: Order placed with partner discount code

Actions:

1. Tag order with partner handle
2. Tag customer as partner-acquired
3. Update partner’s sales count
4. If first sale → trigger first sale flow
5. If milestone (10, 50, 100) → trigger milestone flow

Commission Notification

Trigger: Order with partner attribution fulfilled

Actions:

1. Calculate commission amount
2. Send partner email with sale details
3. Update running commission total
4. Add to payout queue

First Sale Celebration

Trigger: Partner’s first attributed sale

Actions:

1. Send celebration email to partner
2. Include tips for getting more sales
3. Offer bonus/incentive for next milestone
4. Update partner status to “proven”

Content & Engagement

Content Request Campaign

Trigger: Quarterly schedule or manual trigger

Actions:

1. Segment partners by tier/activity
2. Send personalized content request
3. Wait 7 days
4. If no response → Send reminder
5. If submitted → Send thank you + usage preview
6. Moderate and approve content

Re-activation Campaign

Trigger: Partner inactive for 30 days

Actions:

1. Send “we miss you” email
2. Wait 7 days
3. If still inactive → Send offer/incentive
4. Wait 14 days
5. If still inactive → Tag for manual outreach
6. If reactivated → Send welcome back

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Automation Tools

Shopify Flow

Best For

• Order-based triggers
• Customer tagging
• Inventory actions
• Internal notifications

Strengths:

• Native to Shopify
• No additional cost (Plus or higher)
• Real-time triggers
• Deep Shopify integration

Example Workflow

Partner Order Attribution

TRIGGER: Order created

CONDITION: Order discount code contains "CC-"

ACTIONS:
→ Add order tag: "cc-partner-sale"
→ Add customer tag: "cc-acquired"
→ Send internal notification to #partnerships Slack

Limitations

• Can’t trigger email sends directly (need ESP integration)
• Limited conditional logic
• No external API calls (without apps)
• Shopify-only scope

Klaviyo

Best For

• Email/SMS sequences
• Customer journey flows
• Behavioral triggers
• Segmentation-based actions

Strengths:

• Powerful flow builder
• Deep personalization
• Multi-channel (email + SMS)
• Rich analytics

Example Workflow

Partner Welcome Sequence

TRIGGER: Added to "New Partners" list

FLOW:
→ Email 1: Welcome + portal access
→ Wait 2 days
→ Email 2: Getting started guide
→ Wait 3 days
→ Conditional split: Has shared link?
  → Yes: Congratulations email
  → No: Reminder email

Limitations

• Email/SMS focused (not operational)
• Can’t update Shopify directly
• Requires separate flows for different triggers

Make (Integromat) / Zapier

Best For

• Cross-platform automations
• API integrations
• Complex conditional logic
• Data transformations

Strengths:

• Connects anything to anything
• Powerful logic and filters
• Scheduled and trigger-based
• No code required

Example Workflow

New Partner Setup

TRIGGER: New row in partner spreadsheet

ACTIONS:
→ Create CreatorCommerce partner record
→ Generate unique discount code in Shopify
→ Add to Klaviyo "New Partners" list
→ Send Slack notification
→ Add to CRM
→ Create Notion task for onboarding

Limitations

• Per-task pricing adds up
• Complexity can get unwieldy
• Debugging can be tricky
• Requires maintenance

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Building Your First Workflow

Step 1: Define the Trigger

What starts this workflow?

Trigger Type	Examples
Event	Order placed, partner created, form submitted
Schedule	Daily, weekly, monthly
Condition	Partner inactive for X days, milestone reached
Manual	Button click, spreadsheet update

Step 2: Map the Actions

What should happen?

Step 3: Identify Data Needs

What data is required?

Data Point	Source	How to Access
Partner name	CreatorCommerce	Metaobject fields
Partner email	Application form	Customer record
Sales data	Shopify	Order tags/attributes
Activity status	Analytics	Custom tracking

Step 4: Choose Your Tool

Match tool to need:

Need	Best Tool
Email/SMS sequences	Klaviyo, Postscript
Order-based actions	Shopify Flow
Cross-platform	Make, Zapier
Complex logic	Make
Simple notifications	Slack + Zapier

Step 5: Build and Test

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Starter Workflows

Essential: Partner Welcome

TRIGGER: Partner approved

DAY 0: Welcome email with portal access
DAY 2: Getting started guide
DAY 5: Check activity
  → Active: Tips for success email
  → Inactive: Gentle reminder
DAY 14: Check activity
  → Active: Continue nurture
  → Inactive: Tag for outreach

Essential: Order Attribution

TRIGGER: Order created with CC discount code

IMMEDIATE:
→ Tag order: cc-partner:[handle]
→ Tag customer: cc-acquired:[handle]
→ Update partner metrics

IF first sale for partner:
→ Trigger first sale celebration flow

Essential: Monthly Check-in

TRIGGER: 1st of month

FOR EACH active partner:
→ Send performance summary email
→ Include: sales, clicks, earnings
→ Include: tips for next month
→ Include: upcoming promotions

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Quick Start Checklist

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Related Resources

• Partner Enrollment — Enrollment flow design
• Partner Activation — Activation automation
• Connect Your Tech Stack — Integration setup