Create a CRM Activated Coupon Code

Prep Steps

The following items are needed before getting started.

• Unique custom field in your CRM system to hold coupon code it will only be used for this promotion.
• Refresh CRM Info to bring your newly created custom field into your site
• ConvertKit: you will also need a unique webhook trigger tag 

1. Create CRM Activated Coupon Code

Go to Sales > Promo Setup Tab > “+ NEW PROMOTION”

Select Mode

The option you select here can be customized. Simple or Advanced (if you need to replace the order form when coupon code is used.)

Select Order Forms

Add a check by all order forms this promo code will be used on.

Add Desired Discount Amount

Select CRM Activated Coupon

Enter Days Coupon Is Valid

Add CRM Custom Field

Assign unique custom field here. This will hold the coupon code.

Webhook

Click “COPY TO CLIPBOARD” and use the webhook in your CRM automations to generate the coupon code.

Add the unique tag you created in Prep Steps, click “CREATE WEBHOOK”, when in your ConvertKit account, add this tag to your visual automations to generate the coupon code.

Add Coupon Display Message, and SAVE coupon

Change display message wording, then click “SAVE” to save your coupon code.

Example of this message in use on an order form.

2. Generating the Coupon in Your CRM

Use the webhook you created as a step in your CRM automation to generate the coupon code.

Add your webhook (webhook trigger tag for ConvertKit users), then add a 15 minute wait to give your CRM time to generate the coupon code.

This works in places like your abandon cart automations to get people back to your order forms with a discount.

Here’s an example in ConvertKit.

3. Emailing the Coupon Code in Your CRM

In your promotional emails, add a link to your order form, then personalize to add the custom field holding the coupon code.

Here’s an example in ConvertKit.

4. Next Steps

Now that you’ve created your first CRM activated coupon code, you may be wondering about additional ways you can use and display this coupon code.

Generate the limited time offer coupon code inside your AccessAlly site!