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This guide walks you through the core loop of AffZero: connecting a tracker, pulling stats, and sending an email automatically. We’ll use the built-in Demo connection so you don’t need API credentials to follow along.

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Step 1 — Add a Connection

A connection is how AffZero talks to your tracking platform. For this quick start, we’ll use the Demo connection which comes pre-loaded with sample data.
  1. Go to Connections in the left sidebar
  2. Click Add Connection
  3. Select Demo from the platform list
  4. Give it a name like My Demo Connection and click Save
Once you’re comfortable with the flow, come back and add a real connection to Affise, CAKE, or Binom. See the Connections section for platform-specific setup instructions.

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Step 2 — Explore the Stats Page

Before building an automation, get familiar with how data looks.
  1. Go to Stats in the left sidebar
  2. Select your Demo connection
  3. Choose a stat type such as By Affiliate
  4. Pick a date range like Last 7 days and click Pull Stats
You’ll see a table of sample affiliates with columns like name, clicks, conversions, revenue, and payout. These are the values you’ll be able to send in personalized emails.

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Step 3 — Build Your First Automation

  1. Go to Automations in the left sidebar
  2. Click New Automation
  3. Give it a name like Weekly Affiliate Report
You’re now in the visual automation builder. Steps are added from left to right, and each step can pass data to the next one.

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Add a Pull Stats step

  1. Click the + button to add your first step
  2. Select Pull Stats
  3. Choose your Demo connection
  4. Set the stat type to By Affiliate
  5. Set the date preset to Last 7 days
  6. Click Test Pull to fetch a preview of the data
You’ll see a table of results. Click any cell to select it as a variable — for example, click the affiliate name in row 1. It turns highlighted and becomes available as {affiliate_name_1_stats_1} in later steps.
You can select multiple cells from multiple rows. Each selected cell becomes its own variable you can use in emails, conditions, or invoices downstream.

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Add a Send Email step

  1. Click + again and select Send Email
  2. Set a recipient email address (your own for testing)
  3. Write a subject like Weekly stats for {affiliate_name_1_stats_1}
  4. In the body, use the Variables Available panel on the left to insert values — for example:
Hi {affiliate_name_1_stats_1},

Here are your stats for last week:
Revenue: {revenue_1_stats_1}
Payout: {payout_1_stats_1}

Thanks,
The Team

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Step 4 — Set a Schedule and Save

  1. Scroll up to the automation header and set the Schedule to Weekly
  2. Choose a day and time
  3. Click Save
Your automation is now active. It will run automatically each week, pulling fresh stats and sending a personalized email with real data.

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Step 5 — Test It Now

You don’t have to wait for the scheduled time. On the Automations list page, click the Run Now button next to your automation to execute it immediately. After it runs, go to Runs & Logs to see the full execution history, step-by-step output, and the email that was sent.
Next steps: