How to transfer user data when coupon has been validated to a spreadsheet

Using the automation tool, you can easily transfer customer date of validated coupons to a Google spreadsheet via Zapier. It's perfect to generate segmented contact list of people who interacted with a specific type of coupon of yours. For example. Set up unique automations for various coupons that promote the same product (Free drinks, free burgers). Let those unique automations end in the same spreadsheet. (If you have 5 free burger coupons, let the all end in the same 'burger' spreadsheet. This way you can send out burger coupons to people who actually love your burgers.

MAKE SURE THAT THE COUPON CONTAINS A DATA CAPTURE FORM IF YOU WANT TO TRANSFER DATA TO A SPREADSHEET.

Follow my lead to set this up.

The automation tool feature is on request! Get in touch with the support team to have it enabled for your account!

Once you have access to the feature, you'll find it at integrations (1), flow automation (2). Hit proceed to open the creator.



Then press 'add automation'



Select coupon.

MAKE SURE THAT THE COUPON CONTAINS A DATA CAPTURE FORM IF YOU WANT TO TRANSFER DATA TO A SPREADSHEET.



Select a coupon you want to configure an automation for. Hit proceed.

Click on 'status change'.



Now select 'Webhook'



Press on the 'red X'(1) and select 'validated' (2).



Now press on the 'Red Webhook'. The modal below appears.



Now let's first get a 'webhook by zapier' webhook. Go to this web page: https://zapier.com/apps/webhook/integrations . Then select the first option 'Google Sheets'.



Now select 'Add info to Google Sheet from a new webhook POST request'.



Copy the 'catch hook'.



Go back to your builder and paste the catch hook in the window.



Create a Google Spreadsheet and set up columns with field names. I'm using Coupon ID, Name, First Name, Email, Phone number, Opened, Claimed, Validated.



Let's select the action event. 'Adding rows to a Google Spreadsheet.' Press on continue


Now select the Google account where the Spreadsheet is located.


Connect the right spreadsheet to the process.


Connect the right tab of the Spreadsheet to the process.


Now let's synch the values of the registrations of the loyalty cards to the spreadsheet. Press on 'First Name' and link it to the correct value. Repeat this gesture 3 times.


This is how it should look. Hit continue.



Let's run a test and check if the data appears in the spread sheet.



Now, let's follow the coupon flow we just configured the automation for. Validate it and check if the data correctly appears in the spreadsheet.

Aktualisiert am: 27/01/2022