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.
For most setups, the Trackdesk Stripe app is the simpler way to track coupons. See Track Coupons in the Stripe App.
Zapier setup will consist of three parts: Trigger, Filter and Action.
This is followed by syncing coupons to your Trackdesk account.
Trigger
You can choose between the 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, the Zap uses more tasks and stops after some time due to errors from orders that contain no coupons.
You will use conditions Discount Coupon ID 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 the Trackdesk integration and select the action Create Coupon Conversion.
Next, connect your Trackdesk account in the section labeled Account by filling in your Tenant ID and pasting your Personal token into the API key field. Your Tenant ID can be copied from the Settings page in your Trackdesk account. You can create a Personal token in Settings → Integrations → Personal tokens.
Next, fill in the Action itself. The following parameters are required:
Coupon code
For the coupon code, you can choose between the fields Discount Promotion Code, Discount Coupon Name and Discount Coupon ID
Discount Promotion Code is the ID of the promotion code
Discount Coupon Name is the name of the coupon
Discount Coupon ID is the ID of the coupon
Conversion status
If you won't follow up 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 (in the same place where you took the Tenant ID 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 the Conversion type you selected uses a percentage payout, you will need to fill in the amount from which the affiliate payout will be counted.
If the Conversion type you selected doesn't use a percentage payout (and uses a fixed payout), you can skip this field, as the payout for the affiliate is already set on the offer in the system.
Now you can save the Zap and move on to the part in 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 Affiliates → Coupons and use the Add new coupon button.
Now fill in the information for the coupon:
Coupon code: This field needs to be exactly the value you selected in the action above (Discount Promotion Code, Discount Coupon Name or Discount Coupon ID that Stripe provides).
Referral ID / Affiliate ID: Affiliate for which the coupon is created (so the redemption 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 a 100% discount and using it on a test customer in Stripe. When both parts (the Zap and the 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 Tracking → Conversion error log.