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!)
What you’ll need to have before you can create this custom operation.
- An AccessAlly Order Form with your offer
- A CRM Activated Coupon Code
How to create a Generate Coupon custom operation.
This custom operation is broken up into three parts as shown in the image below.
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