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Infusionsoft RC Settings: Coupon Code Generation

Coupon Code Generation is a Revenue Conduit feature that's available to our higher volume subscribers.

If you need to upgrade your plan to enable Coupon Code Generation so that you can use this feature & campaign, please contact support@revenueconduit.com with your upgrade request.

Coupon Code Gen Walkthrough (16min)

NOTE: Shopify instructions are unique from our other carts and are written below this video in text. If you're a Shopify customer, please make sure to read the Shopify-specific instructions.
Note: If the Infusionsoft Fields you want to use in this feature are NOT showing up in Revenue Conduit, please click the Refresh Fields button in the top right corner and wait 1-2 minutes, then refresh the page. You may need to Logout of Revenue Conduit and log back in if they still aren’t refreshing. Here’s our full article on Refreshing Fields.

 

 

 

Implementing in New Lead and New Customer - Compatible with Marketing System Version 3.2.0

 
Want to upgrade to our newest Infusionsoft Marketing System version? We build a $500 eCommerce-centric Campaign and Dashboard system for free with every new Revenue Conduit subscription. We revise this system at least once a year, so if you’re not on the newest version that’s referenced in these Knowledge Base articles, please check out the upgrade options for your business.

 

The Coupon Code Generation feature makes it easier to offer (via email) the prospect/customer a unique one time use coupon code to the customer when they take some action on your web site and/or get added to Infusionsoft and/or updated in Infusionsoft. It uses the Infusionsoft campaign builder and HTTP POST requests to generate the coupon code in the store and sync it to Infusionsoft. Followed by an API Goal method call to Infusionsoft to trigger an email to be sent out with that coupon code merged into the email.

For Magento, Shopify and Bigcommerce, WooCommerce we need to set up a field where the coupon code that will be offered to the customer will be stored in Infusionsoft along with the date that the coupon is set to expire.

Step 1: Set up a Custom field in Infusionsoft to store the coupon code

  1. hover over the Main Navigation Menu in Infusionsoft
  2. Under Admin, click on settings
  3. Under Custom fields for the contact, click on Go
  4. Click on "Add" a field value
  5. Name the field value "Coupon Code Offer"
  6. Leave type defaulted to Text
  7. Save 

Step 2: Set up a Custom field in Infusionsoft to store the expiration date (does not apply to Shopify).

  1. hover over the Main Navigation Menu in Infusionsoft
  2. Under Admin, click on settings
  3. Under Custom fields for the contact, click on Go
  4. Click on "Add" a field value
  5. Name the field value "Coupon Code Expiration"
  6. Leave type defaulted to Date
  7. Save 

 Instructions for Big Commerce and Magento:

 

The Coupon Code Generation feature for Bigcommerce dynamically generates a single, unique, one time use and expiring coupon code in the store and synchronizes that coupon code to a custom field on the contact record in Infusionsoft. The automatic generation of the coupon code can be triggered by an HTTP POST from an Infusionsoft campaign.

When the coupon code is available to be used in the store and it is uploaded to Infusionsoft for a certain contact id, the coupon code can then be delivered to that customer via email or any method of communication that can merge in data from Infusionsoft custom fields on the contact record.

  1. Log in to your Revenue Conduit Admin account.
  2. Click on your Infusionsoft App Name in the left menu.
  3. Click "Coupon Code Generation" menu item
  4. Enter the details as requested:
    • Coupon Name - This is the name of the coupon you can use to track which coupon it is. For example "10% Off"
    • Coupon Code Available API Call - RCCouponCodeAvailable or callname of your choice. This will be entered into the api goal method inside IS campaign builder.
    • Coupon Code Offer Field-When the coupon code is generated in the store, it will also be synced to Infusionsoft and placed in a custom field on the Contact record in Infusionsoft. This API call is fired after the coupon code value is generated into the custom field created on the contact record page (step 1-mandatory)
    • Coupon Code Exp Date (step 2-mandatory)
    • Coupon Code Format (optional)-By creating a suffix, RC will not create individual tags inside IS for each coupon generated, rather we will create one tag per coupon type if the suffix field is filled in.
    • Discount Type - Discount types that can be selected.
    • Discount Amount - The amount of discount to give depending on the Discount Type chosen.
    • Applies To - Must select "All Categories" for Big Commerce. Select "All Products" or "All Categories" for Magento.
    • Expires In - A setting to automatically expire the coupons that get generated in a certain number of days after they are created.
  5. Click Save

STEP 3: Create an Infusionsoft Campaign

  1. After saving, the coupon campaign you just configured should appear at the bottom of the page in the section called "Configured Coupons". Find the HTTP POST column and copy the data inside the HTTP POST.
  2. Log in to Infusionsoft, go to Campaigns and create a new campaign.
  3. Create a trigger to initiate the campaign (tag goal etc)
  4. Create a new sequence to run an HTTP POST 
  5. Paste the HTTP POST URL you copied earlier into the POST URL field
  6. In the Name/Value Pairs field, ensure the following names and values are present. If not, add them:
    • Name: contactId
    • Value: ~Contact.Id~
  7. Create an api goal method and copy and paste the api call name you created from RC into the goal icon. See API Goal Method section for instructions.
  8. Create a sequence for the coupon code to be delivered via email
  9. Do not forget to merge the custom coupon code field into the email template along with the coupon expiration field when applicable.
Uses (Magento and Bigcommerce only)

For instance, say you already have an Infusionsoft campaign that adds a tag called "new prospect" to Infusionsoft any time a new prospective customer fills out a web form and is added to Infusionsoft as a contact.

Then you can create a campaign to send a special HTTP POST request to Revenue Conduit whenever that "new prospect" tag is applied to the contact. This HTTP POST will then generate a new coupon code in your store, sync that coupon code to Infusionsoft into a custom field for that new prospective contact and fire an API call that can trigger another campaign to send this new customer a coupon code offer with the coupon code and expiration merged into the email from the custom field. If the coupon code is not available than the api call will not be fired and the email will not be sent.

Instructions for Shopify

This feature requires the free "Bulk Discounts" Shopify app in the Shopify App Store. Click here to go to the Bulk Discounts app install page. Return to this page after that is completed and follow these instructions:

  1. Log in to your Revenue Conduit Admin account.
  2. Click on your Infusionsoft App Name in the left menu.
  3. Click on "Campaign Tracking" menu item
  4. Create a new Revenue Conduit Campaign and add a custom field database name where you would like the results of this campaign to be stored. (If you have a shortage of custom fields, add in a dummy name). Fill in the description if desired.
  5. Next, click "Coupon Code Generation" menu item
  6. Enter the details as requested:
    • Coupon Name - This is the name of the coupon you can use to track which coupon it is. For example "10% Off"
    • Coupon Code Prefix - The coupon code prefix is added to the beginning of each coupon code that is generated for the current coupon campaign.
    • Coupon Code Available API Call - When the coupon code is generated in the store, it will also be synced to Infusionsoft and placed in a custom field on the Contact record in Infusionsoft. This API call is fired after the coupon code value is placed into the custom field on the contact record.
    • Campaign - Select the campaign that was created in step 4. This is used to assign a unique campaign id to the coupon campaign.
    • Number Of Coupons To Generate - Drop down that asks how many coupons should be generated in bulk. These coupons must be generated in bulk because Shopify API does not allow creation of a single coupon. This means that you, as the merchant, must watch the number of coupons that are used. If the number of coupons used and the total # of coupons is the same, then no more coupons are available for use and you must create a new coupon campaign.
  7. Click Save & Generate
  8. After saving, the coupon campaign you just configured should appear at the bottom of the page in the section called "Configured Coupons".
  9. Click the link called "View List" that appears beside the new coupon campaign that was just created.
  10. A popup should appear that has a list of all the unique coupon codes that were randomly generated.
  11. Follow the instructions on the popup to copy all those coupons into the Bulk Discounts app that you installed earlier. Keep this page open and follow these instructions for Bulk Discounts in a new tab:

    Bulk Discounts App Instructions

    • Open a new tab in your browser
    • Log into your Shopify Admin section for your store
    • Click "Apps" in the main menu
    • Find the Bulk Discounts App
    • Click "New Discount Set"
    • Enter a name of the discount campain. We recommend using the same name you used in step 6 for Coupon Name
    • Set "How many times can these discounts be used?" to 1
    • Set "Discount type" to the desired discount type
    • Set "Start and end" date to the desired values. We recommend setting the end date (expiration date) to be as far in the future as you think it will take the number of discounts to be used up. Making a shorter date will mean that customers will get expired coupon codes. When all are expired, you can always generate a new set of discounts.
    • Set "Generate or import the discount codes?" to "Import the discount code"
    • Paste the coupons you copied on step 11 above into the "Type or paste the name of each discount".
    • Click "Create". This will create all the coupons that were copied from step 11 into Shopify.
  12. After creating the coupons in Shopify using the Bulk Discounts App, open the page that has the popup still open.
  13. If the coupons were created as discounts in Shopify successfully, select the radio button next to "These coupon codes were pasted into the shopify 'Bulk Discounts' Shopify App and were successfully created in Shopify." If not, then select the other radio button.
  14. Click "Continue" to close the popup
  15. Find the HTTP POST column and copy the data inside the HTTP POST.
  16. Log in to Infusionsoft, go to Campaigns and create a new campaign.
  17. Create a new HTTP POST that must be triggered by some action.
  18. Paste the HTTP POST URL you copied earlier into the POST URL field
  19. In the Name/Value Pairs field, ensure the following names and values are present. If not, add them:
    • Name: contactId
    • Value: ~Contact.Id~
  20. Finally, remember to set a campaign with the API Goal Method which informs Infusionsoft when the coupon code is available to be merged in. See API Goal Method section for instructions.
Uses (Shopify only)

For instance, say you already have an Infusionsoft campaign that adds a tag called "new prospect" to Infusionsoft any time a new prospective customer fills out a web form and is added to Infusionsoft as a contact.

Then you can create a campaign to send a special HTTP POST request to Revenue Conduit whenever that "new prospect" tag is applied to the contact. This HTTP POST will sync the next unused coupon code in Shopify, sync that coupon code to Infusionsoft into a custom field for that new prospective contact and fire an API call that can trigger another campaign to send this new customer a coupon code offer with the coupon code merged into the email from the custom field. If the coupon code is not available than the api call will not be fired and the email will not be sent.

Shopify only: Over time, as more coupon codes are used, the bulk generated coupon codes will run out. In that case, follow these instructions: 

Log into RC admin>Under the coupon code tab>locate the Number of coupons set versus number of coupons used>if all coupons have been used, a new list will need to be generated. Once another set has been generated another http post will be created> you will need to change the HTTP POST request to the new one in your Infusionsoft campaign http post url field.

API Goal Method

After the coupon code is generated in the store and uploaded to Infusionsoft for the contact id specified in the POST request, Revenue Conduit will call an "API Goal Method using whatever name you put in that field inside of Revenue Conduit labeled"

the coupon code is created in the store.

 that should be made when the coupon code is created in the store and uploaded to the Marketing Platform.

In the campaign for coupons, you may configure that goal method to trigger the email to the customer which contains the coupon code. This way, the coupon code offer code is guaranteed to be in the shopping cart and in Infusionsoft so that it works for the customer.

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Comments

  • Avatar
    Bastian Schoell

    good description, and awesome feature.

    The video could be trimmed down to about 5 minutes with a straight-line, once through demo of each step (1:1 correspondence of RC to Infusion feature). It jumped around a bit. Only meant as constructive feedback

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