Generate New Coupon After Sign up and Send Email with Coupon Code (Zapier)

Note: In order to utilize this functionality, you will first need to integrate Zapier with MemberPress: https://docs.memberpress.com/article/263-official-memberpress-zapier-integration

We are often asked if there is a possibility of generating a coupon after signup to specific subscription and send email with this coupon. Here are some instructions on how to easily make this possible by using Zapier to create a Zap with MemberPress and Gmail.

Step:1 Login and Start Creating a Zap

The first thing you will need to do is login to your Zapier account and click on the "Make a Zap" button.

Step 2: Creating a MemberPress Trigger

Search for MemberPress in the search bar and then click on it once you find it.

Select "Member Signup Completed" event in the "Choose Trigger Event" dropdown list. Then click Continue button.

Connect your MemberPress account if you haven't done so already and then click Continue.

Click "Test trigger" button to fetch sample data from your MemberPress. The next page shows a sample of data from your site. You can use the default one created or you can search for specific data that you want to test with. When finished, click Continue.

Step 2: Creating Filter Subscription

Click + icon and select Filter step

In the "Choose field" search for "Active Membership ID". In the "Choose condition" field select "(Text) Exactly matches" and in the "Enter value" enter the membership ID that you want to filter. You will find membership ID in the MemberPress > ID column

Click Continue button once it's done. You should see either successful or unsuccesful message if Zapier found membership with selected ID in your sample data. 

Next, you can click "Done Editing" button

Step 3: Creating a Coupon in MemberPress

Search for MemberPress in the search bar and then click on it once you find it.

Search for "Create Coupon" event in the "Choose Action Event" dropdown list. Then click Continue button.

Connect your MemberPress account if you haven't done so already and then click Continue.

You will see Customize Coupon form that is similar to option you can find when you create a Coupon in MemberPress. In my example I created Standard coupon that gives 100% discount for all payments for memberships with ID: 33 and 78. Please leave "Coupon Code" empty so it will be generated automatically. When finished, click Continue. 

If you want to create a coupon for the first payment, please use Trial-Override discount mode with Trial Days and Amount instead of First-Payment

In the next step you can click Test & Continue button to test if coupon will be generated and if all data are correct. Once it's done you can click Done Editing button

Step 4: Creating a Gmail Action Trigger

Click + Icon to add new step.

Note: you may be asked for upgrading your Zapier account to the paid version as this is multi-step Zap and the free version doesn't allow it.

Search for Gmail and select it.

Then you will select "Send Email" and then click Continue

You will want to connect your Gmail account to the Zap if you haven't done so already and then click Continue.

You will have many optional and a few required fields to fill out. The most important field is "To" field. Search for "Email" that will display email address of member from sample data.

In the Body field you will need to search for Coupon code so it will automatically be inserted to your email body. When it's done you can click Continue button

Here is an example of how you could fill out your required fields and to pull specific data from the user.

You can then click Test & Continue button to make sure you receive the email correctly from the test data setup previously by clicking the Test button. You will want to check your email to make sure the email was sent correctly with the proper information.

Once verified, you can click Done Editing button.

The last step is to name your Zap and turn it ON.

Now you can use this guide to set up as many coupons as you want with discount and send them to members who sign up for specific memberships.

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