Coupon Code Generation is a Revenue Conduit feature that's available to our higher volume subscribers.
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.
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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
Step 2: Set up a Custom field in Infusionsoft to store the expiration date.
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.
STEP 4: Create an Infusionsoft Campaign
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:
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