GoHighLevel Affiliate Manager Workflow

How to Use the GoHighLevel Add to Affiliate Manager Workflow Action

In this step-by-step guide, you will learn how to configure the Add to Affiliate Manager workflow action inside GoHighLevel. Even if you are used to tools like ClickUp for process management, this tutorial will walk you through every field and setting you need to successfully enroll contacts as affiliates and attach them to offers inside your GoHighLevel location.

This article is based on the official documentation for the Add to Affiliate Manager workflow action and is designed to help you implement affiliate automation reliably and efficiently.

What the GoHighLevel Add to Affiliate Manager Action Does

The Add to Affiliate Manager workflow action in GoHighLevel allows you to automatically enroll a contact into the built-in affiliate system when they reach a specific step in a workflow.

With this action, you can:

  • Automatically enroll a contact as an affiliate.
  • Attach one or more offers to that affiliate.
  • Optionally send a welcome email with a direct login link to the affiliate portal.
  • Control whether existing affiliates should be updated or only new affiliates created.

This is especially useful when you want to run affiliate programs for your courses, memberships, or products and trigger enrollments from forms, funnels, or other workflow events inside your GoHighLevel account.

Before You Start: Requirements in GoHighLevel

Before adding this action to a workflow, make sure the following is set up in your GoHighLevel location:

  • An active affiliate program created in the Affiliate Manager section.
  • At least one offer available to attach to affiliates.
  • Workflows enabled in your location and the appropriate triggers created (for example, form submission, purchase, or pipeline stage change).

Once these pieces are in place, you can safely proceed to configure the Add to Affiliate Manager action in your GoHighLevel workflow.

How to Add the GoHighLevel Affiliate Manager Action to a Workflow

Follow these steps to add and configure the action inside a workflow:

  1. Open your GoHighLevel account and switch to the desired location.

  2. Navigate to Automation and click on Workflows.

  3. Create a new workflow or open an existing workflow where you want to enroll contacts as affiliates.

  4. Click the plus icon (+) to add a new workflow action at the desired step.

  5. From the action list, select Add to Affiliate Manager.

Once the action is added, you will see several configuration options that define how the contact is handled as an affiliate.

Configuring the Add to Affiliate Manager Action in GoHighLevel

When you select the Add to Affiliate Manager action, you will need to configure the following fields to control how GoHighLevel processes the contact.

Step 1: Choose the Offer(s)

The first decision is which offer or offers you want to assign to the contact as an affiliate.

  • Offer: Select the primary offer the affiliate will promote.
  • Add Multiple Offers: If available, you may be able to attach more than one offer so that the same affiliate can promote multiple products.

Choosing the correct offer is important because this controls which commission structure and tracking links will apply to the affiliate inside GoHighLevel.

Step 2: Decide When to Enroll Contacts as Affiliates

The action lets you control whether contacts are created as affiliates only when they do not exist yet or also updated when they already exist. This behavior is determined by the enrollment condition.

Common options include:

  • Only if the contact is not an affiliate yet – Best for first-time enrollment to avoid overwriting existing affiliate settings.
  • Always enroll/update – Use when you want to ensure the contact always has the selected offer attached, even if they are already an affiliate.

Choose the option that best fits your affiliate workflow strategy inside GoHighLevel.

Step 3: Enable or Disable the Portal Invite Email

You can control whether a portal invitation email is sent to the contact after they are enrolled as an affiliate.

  • Send Affiliate Portal Invitation Email – Turn this on to automatically send a welcome email to the newly created or updated affiliate.
  • Disable – Turn this off if you plan to send your own custom email with login information or if you want to notify affiliates through another communication channel.

The default email is generated from the affiliate system in GoHighLevel and includes login details for the affiliate dashboard.

Understanding the Affiliate Portal Invite Email in GoHighLevel

When the invite option is enabled, GoHighLevel sends an email with a unique login link to the affiliate portal.

Key points about this email:

  • It is sent to the contact email associated with the record in your location.
  • It contains information on how to log in to the affiliate dashboard.
  • The message can be customized from the affiliate settings area (if supported in your account configuration).

If you are using your own branded onboarding sequence, you might choose to disable this invite and instead send a custom nurture campaign created in the GoHighLevel email builder.

Best Practices for Using the GoHighLevel Add to Affiliate Manager Action

To get the most out of the Add to Affiliate Manager workflow action, consider the following best practices:

Use Clear Workflow Triggers

Make sure your workflow trigger in GoHighLevel is directly related to the moment a contact should become an affiliate, such as:

  • Submitting a specific affiliate application form.
  • Purchasing a product that includes an affiliate opportunity.
  • Reaching a particular stage in your sales pipeline.

Tag Contacts for Better Segmentation

Before or after the Add to Affiliate Manager action, you may want to use additional workflow actions to:

  • Apply a tag like New Affiliate or VIP Affiliate.
  • Add the contact to a specific nurture campaign.
  • Update custom fields related to affiliate status in GoHighLevel.

Test the Workflow with a Sample Contact

Always test your configuration before going live:

  1. Create a test contact in your GoHighLevel location.

  2. Manually add the contact to the workflow or trigger the workflow condition (e.g., submit the form yourself).

  3. Verify that the contact appears as an affiliate with the correct offer attached.

  4. Confirm that the portal invite email was sent if you enabled it.

Troubleshooting the GoHighLevel Affiliate Manager Action

If contacts are not being enrolled as affiliates the way you expect, review these common issues:

  • Incorrect Trigger: Make sure the workflow is actually firing when you think it is. Check the workflow history.
  • Offer Not Selected: Confirm that an offer is selected in the Add to Affiliate Manager action.
  • Contact Email Missing: The contact must have a valid email address for affiliate tracking and portal access.
  • Duplicate Affiliates: If you see unintended duplicates, adjust the enrollment condition to only create affiliates when they do not exist.

For more detailed, up-to-date information, review the official documentation at this GoHighLevel support article.

Next Steps and Additional Resources for GoHighLevel Users

Once your Add to Affiliate Manager workflow action is functioning, you can expand your automation logic to:

  • Send affiliate onboarding sequences.
  • Track conversions and commissions inside your location.
  • Sync affiliate data with external reporting tools.

If you need strategic or technical help building more advanced automations, funnels, or SEO-optimized content around your systems, you can find professional services at Consultevo.

By combining well-configured workflows and the built-in affiliate system, GoHighLevel can become a powerful hub for managing affiliates, offers, and recurring revenue in a fully automated way.

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