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Enroll a Partner in a Campaign

Your existing CRM signup form and enrollment workflow can continue to create affiliates and add them to a campaign. An ordinary form submission needs an enrollment action; submitting the form alone does not automatically enroll a partner.

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Your existing signup flow

  1. The partner completes your CRM signup form.
  2. Your published workflow creates the affiliate and adds them to the intended campaign.
  3. Funding Machine synchronizes the partner and their referred contacts. Use Refresh from CRM to request an update.
You do not need to replace this working flow to use referral tracking. CRM-confirmed referrals remain connected when a referral code changes.

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Enrollment through Funding Machine

Funding Machine’s enrollment integration can create an affiliate and enroll an existing CRM contact directly in a live campaign. This integration is used by configured automation; there is no manual enrollment card on the partner record. The integration verifies the contact, email, campaign, and account before submitting enrollment. If the affiliate already belongs to the campaign, it succeeds without enrolling them again. Duplicate contact emails, conflicting affiliate identities, and inactive campaigns produce an error to resolve in your CRM. A staff-configured workflow override continues to use that workflow, preserving custom enrollment steps. Clearing the override selects direct enrollment. Your native form workflows are independent of this setting. If an enrollment request times out, verify the affiliate in your CRM before retrying: the CRM may have accepted it even though the response was lost. Funding Machine does not automatically repeat an uncertain enrollment request. Creating an affiliate through the API does not replace your form or explicitly run your existing notification workflow. Keep any welcome messages and referral-link field updates configured in your CRM. Referral ownership is synchronized separately from those link fields. Use Open in CRM on the partner record to inspect campaign membership or resolve a contact mismatch. Avoid deleting and recreating an affiliate to fix enrollment; its referrals, commissions, and reporting settings use the existing affiliate identity.

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No campaigns appear in the dropdown

If a configured enrollment automation has no campaign to select, open Partner program setup on the Partners page. Funding Machine creates and publishes the partner campaign through its setup automation once the funding funnel has a connected domain. Choose Refresh from CRM after setup completes. See Getting started.