RC Feature: Dynamic Coupon Code Generation for Infusionsoft

Coupon Code Gen Walkthrough (16min)

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

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.

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. Select type as date/time
7. Save

Step 3: Create the Coupon Code in Revenue Conduit

The Coupon Code Generation feature 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; to see the full list of available fields per shopping cart click here
5. Once you have entered all the details click Save

STEP 4: 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: contactIdValue: ~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 below for 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.

Once you have created a campaign to send a special HTTP POST request to Revenue Conduit whenever that HTTP POST will then generate a new coupon code in your store to sync that coupon code to in Infusionsoft.  Once the coupon is generated into the custom field, an API call is then triggered 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.

****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.

Step 5:  Tell Revenue Conduit which campaign you choose:

1. Log back into 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.

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 settings labeled "Coupon Code Available API Call".

Remember to configure the API call name created in Revenue Conduit to the goal method in your campaign.  This will trigger the email to the customer which contains the coupon code once it has been generated.

For more information on Infusionsoft API Goal Methods, please refer to their knowledge base http://help.infusionsoft.com/userguides/campaigns-and-broadcasts/campaign-goals/create-an-api-goal