So, I want to create an automation for brilliant directories. I have 3 paid tier list. The bronze, silver, and gold. Each of the tier list have different price. What I want to make is that everytime a user sign up as a paid membership or renew their subscription of the membership, they will automatically get a coupon codes for posting via their email. The coupon codes must be vary from one user to another user. How can I automate that? Here is the steps given from brilliant directoreis chat bot. But i think its quite unclear for me.
-
Prepare Your Coupon Codes:
️ Create a list of unique coupon codes in a Google Sheet.
Each row should contain one coupon code.
-
Create a Zap in Zapier:
Log in to your Zapier account.
Click on Make a Zap to start creating a new Zap.
-
Set Up the Trigger:
Choose Brilliant Directories as the trigger app.
Select the trigger event, such as New Membership Payment.
Connect your Brilliant Directories account by entering your API key.
-
Configure the Trigger:
️ Set up the trigger to activate when a new membership payment is received.
Test the trigger to ensure it pulls in the correct data from Brilliant Directories.
-
Add an Action to Retrieve a Coupon Code:
- Choose Google Sheets as the action app.
Select the action event Find Row to retrieve a coupon code.- Connect your Google Sheets account.
Set up the action to find the next available coupon code in your sheet.
-
Set Up the Email Action:
Choose an email service like Gmail or Mailchimp as the next action app.
Select the action event Send Email.- Connect your email service account.
-
Configure the Email:
- Set up the email template to include the coupon code retrieved from Google Sheets.
- Use a placeholder like
{{coupon_code}}in your email content to insert the code.
-
Test the Zap:
- 🧪 Run a test to ensure the Zap works correctly.
- Simulate a membership payment to verify that the email with the unique coupon code is sent.
-
Activate the Zap:
Once testing is successful, turn on the Zap to automate the process.
