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Coupons – How To Create a One-Time Individual Coupon Via Your CRM

How To Create a One-Time Individual Coupon Via Your CRM

With AccessAlly you can have a trigger event that autogenerates a one-time use coupon with an expiry date. This means you can follow up with people who abandon their shopping cart with a time-sensitive incentive to buy. This feature is very powerful, and you can use your imagination for ways to make it work for your business.

Each CRM is a little different, so take time to watch your video below.

Infusionsoft/Keap

Ontraport

UPDATES:

  1. At 2:40 in the video, the Post Data that needs to be added should be: id=[Contact ID]
  2. At 1:55 Due to Ontraports recent updates to creat a rule you’ll need to:
    1. Go to the Admin > Advanced Features > Rules.
    2. Click Global Rules.
    3. Click +Add Rule.
    4. Name the Rule.
    5. Create the Rule by selecting the Trigger(s)
    6. Select any Conditions you want to use (optional)
    7. Select the action(s) to be performed.
    8. Click Save

(NOT contactid=[Contact ID])

ActiveCampaign

ConvertKit

Drip

This functionality can be used to sell gift cards or gift vouchers, too.

Updated on November 7, 2019

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