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How to Trigger Actions Based on Coupon Usage

Written by Erin Kelly
Updated this week

When a member uses a coupon you've set up in one of your paid products, you can set up an action based on which coupon they used. Here's how!

Step 1: Create the coupon in the product's Sign Up Options Area.

Step 2: Once you have added the coupon, refresh the page.

Step 3: Scroll down to the Actions and click on Add Action

Step 4: Set up the Action

Under 'How' select the option with the coupon and then set up the rest of the action with what you want to happen when someone uses that coupon.

In the above example, everytime someone uses the coupon halfoff, I want them to get tagged HALFOFF COUPON and I want to receive a notification via email

Actions are very versatile so you can have a bunch of them in the same product depending on what you want to happen when a member accesses the product.

For example, if you want to add another tag to all the members who access the product regardless of whether they used a coupon or not, then you can simply add another action that triggers as soon as the product is accessed. See example below:

This means in our example that even the members who bought using the coupon will get the PRODUCT1 tag.

To add more actions, simply repeat Step 4 for as many actions as you need and you're all set.

NOTES:

  • If you have two different payment options with the same coupon, the action will trigger on both payment options. So, for example, if you put a coupon code "HALFOFF" for one price point, and "HALFOFF" for the second, the action will trigger for both payment options.

  • As a reminder, you only need to set up one action trigger per action item on the left side of the menu -- you can then add multiple action results on the right column based on the left side trigger (i.e. Added to Product with Coupon has two results: add a tag and send a notification, but you could add more to this using the same trigger).


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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).

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