Easily track the redemption of Shopify coupons using Zapier. This guide will walk you through connecting Shopify coupon tracking to the affiliate coupons in your Trackdesk account.
The setup consists of configuring the Trigger and Action in Zapier, followed by syncing the coupons within your Trackdesk account.
1. Before You Start
Before configuring the Zap, ensure you have the following ready:
A Zapier account with Shopify and Trackdesk authorized.
Your Revenue Origin ID (found at the bottom of the Settings page in Trackdesk).
2. Step-by-Step Instructions
Step 1: Setting Up the Trigger in Zapier
To begin, select a Shopify trigger that best fits your workflow. Note that only the following triggers send information about redeemed coupons:
New Order: Triggers when a new order is created.
New Paid Order: Triggers only when an order is paid.
After selecting your preferred trigger, connect your Shopify account and perform a test to pull in sample data. Once successful, save this step to complete the Trigger configuration.
Step 2: Adding a Filter
We highly recommend adding a Filter by Zapier action to ensure only orders containing coupons are processed. Without this filter, your Zap will consume more usage tasks and may eventually stop due to errors from orders that do not contain coupons.
Set the following conditions for your filter:
Discount Codes Code
Exists
This ensures that only orders with applied coupon codes will proceed to the next step.
Step 3: Setting Up the Action in Zapier
For the step following your trigger, select the Trackdesk integration and choose the Create Coupon Conversion action.
Next, select your Trackdesk Account. If this is your first time, you will be prompted to enter your Tenant ID and API Key.
Once connected, fill in the following required parameters:
Coupon code: Choose
Discount Codes Codefrom your Shopify data, which corresponds to the coupon added in Shopify.Conversion status: If you will not use further automations to change statuses automatically, select Approved.
Revenue origin ID: This can be found on the Settings page in your Trackdesk system (the same location where you retrieved your Tenant ID and API key).
Conversion type code: Enter the conversion type code you would like to use. Make sure the offer your affiliates are using contains this specific conversion type.
Country of customer who redeems the coupon:
If you have the country available from previous steps in your flow, add it using the ISO 3166-1 alpha 2 format.
If the country is unavailable, you can choose any country in the ISO 3166-1 alpha 2 format to act as a placeholder.
Amount:
If your selected Conversion type uses a percentage payout, fill in the amount from which the affiliate payout will be calculated.
If the Conversion type uses a fixed payout, you can skip this field, as the affiliate payout is already set on the offer in the system.
Now you can save your Zap and move on to configuring Trackdesk
Step 4: Synchronizing Coupons in Trackdesk
When your Zap is ready, you need to ensure that the coupons and their exact codes are present in the Trackdesk system.
Navigate to the menu: Affiliates > Coupons.
Click the Add new coupon button and select Add a coupon via form.
Fill in the following information for your coupons:
Code: This field must be an exact match to the
Discount Codes Codeselected in your Zapier trigger.Affiliate ID: The affiliate for which the coupon is created, ensuring the redemption is properly attributed to them.
Offer: The offer to which the coupons will be assigned for revenue tracking and payout purposes.
3. Testing
To test your new setup, we recommend creating a 100% discount coupon and using it on a test customer order in Shopify. If both the Zapier and Trackdesk parts are configured correctly, the conversion will start appearing in your Conversion report.
If you need to troubleshoot your setup, you can check for errors by navigating to Tracking > Conversion error log in your Trackdesk menu.