Each CRM is a little different, so take time to watch your video below.
- At 2:40 in the video, the Post Data that needs to be added should be: id=[Contact ID]
- At 1:55 Due to Ontraports recent updates to creat a rule you’ll need to:
- Go to the Admin > Advanced Features > Rules.
- Click Global Rules.
- Click +Add Rule.
- Name the Rule.
- Create the Rule by selecting the Trigger(s)
- Select any Conditions you want to use (optional)
- Select the action(s) to be performed.
- Click Save
(NOT contactid=[Contact ID])
When using ConvertKit to create a one-time individual coupon code please note that the AccessAlly > Custom Operation > Generate Coupon the section labeled “Want to trigger this operation from inside your CRM system?” will only display the tag used in this section if you have not saved your custom operation.
View in AccessAlly before saving – trigger tag name is displayed and create webhook button shows.
Once your custom operation has been saved the tag used will DISAPPEAR from the view inside AccessAlly > Custom Operation > Generate Coupon. That’s because you’ve created a webhook to trigger this event so the tag will no longer display inside your Custom Operation.
Correct view in AccessAlly after saving – tag and create webhook button disappear because this action has been completed!
To ensure your setup is working properly visit ConvertKit > Automations > Rules and ensure you have only one rule using this tag!
This functionality can be used to sell gift cards or gift vouchers, too.