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Custom Operation: Generate Coupon

The Generate Coupon custom operation allows you to trigger a CRM activated coupon code to be applied to a user from inside your site. A great use case for this operation is to trigger a coupon when someone visits an order form that’s available for a limited time (like 48 hours!)

Generate Coupon Custom Operation

What you’ll need to have before you can create this custom operation.

How to create a Generate Coupon custom operation.

This custom operation is broken up into three parts as shown in the image below.

Generate Coupon Steps

Step 1: Choose the Generate CRM Activate coupon type from the dropdown menu.

Step 2: Choose the CRM Activated Coupon for this offer.

Step 3: Choose what you’d like to do if there is an existing coupon

Updated on October 20, 2020

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