Redemption of Stripe coupons can easily be tracked via Zapier. In the guide below you will be shown all the ways you are able to connect tracking of Stripe coupons to Coupons of your affiliates in your Trackdesk account.
Zapier setup will consist of three parts - Trigger, Filter and Action.
Followed by sync of Coupons to your Trackdesk account.
Trigger
You can choose between following Stripe triggers, depending on what fits you more (only these triggers send information about redeemed coupons):
New Subscription
New Invoice
After selecting a trigger, connect your account and run a test.
After you connect your account and pull the test data, you can save the step.
With this Trigger, the action will be complete.
Filter
We recommend adding a filter action "Filter by Zapier" to let only orders with coupons go through. If this filter is not set, Zap uses more usage and stops after some time due to errors of coupons not contained in them.
You will use conditions "Discount Codes Code" and "Exists" to ensure that only orders with coupons will go through.
Action
As an Action that will follow one of the above mentioned triggers, you will choose Trackdesk integration and select Action "Create Coupon Conversion".
Next, connect your Trackdesk account in the section labeled "account" by filling in your Tenant ID and API key. Both of these pieces of information can be copied from the Settings page in your Trackdesk account.
Next, fill in the Action itself. The following parameters are required:
Coupon code
As for a coupon code you can choose between fields Discount Promotion Code, Discount Coupon Name and Discount Coupon ID
Discount Promotion Code is ID of the promotion code
Discount Coupon Name is Name of the coupon
Discount Coupon ID is ID of the coupon
Conversion status
If you won't follow with automations to change statuses, select the status "Approved."
Revenue origin ID
This information can be found on the Settings page in your Trackdesk system (on same place where you took the Tenant ID and Personal token previously).
Conversion type code
Enter the conversion type code you would like to use for the conversion.
Make sure the offer your affiliates are using contains this conversion type.
Country of customer who redeems the coupon
If you have the country available from some other steps you are adding to this flow, you can add the country in ISO 3166-1 alpha 2 format.
If you don't have the country available, you can choose any country from the ISO 3166-1 alpha 2 to at least have a placeholder.
Amount
If Conversion type you selected uses a percentage payout, you will need to fill the amount from which Affiliate payout will be counted.
If Conversion type you selected doesn't use a percentage payout (and uses fixed payout), you can skip this field as the payout for affiliate is already set on the offer in the system.
Now you can save the Zap and move to the part on side of your Trackdesk system.
Coupons Part in the Trackdesk System
When you have the Zap ready you have to have the Coupons with their codes present in the system.
In order to create a coupon, navigate to menu Affiliates > submenu Coupons and use the Add new coupon button.
Now fill in the information for coupons
Coupon code - This field needs to be an exact same information that you selected above in the trigger (one of the - Discount Promotion Code, Discount Coupon Name and Discount Coupon ID that Stripe provides
Referral ID / Affiliate ID - Affiliate for which the coupon is created (so the redeem of the coupon can be attributed to the affiliate)
Offer - Offer to which coupons will be assigned (for the saved revenue and payouts purposes)
Testing
In order to test the coupons, we recommend creating a coupon for 100% discount and use it on a test customer in Stripe. When both parts—Zap and Coupons in Trackdesk—are ready, conversions will start showing in the Conversion Report.
To troubleshoot Coupons, see the Conversion error log in your system under the menu Tracking > submenu Conversion error log.