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.
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Prepare Your Coupon Codes:
- 🏷️ Create a list of unique coupon codes in a Google Sheet.
- 📄 Each row should contain one coupon code.
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Create a Zap in Zapier:
- 🔄 Log in to your Zapier account.
- ➕ Click on Make a Zap to start creating a new Zap.
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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.
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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.
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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.
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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.
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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.
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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.
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Activate the Zap:
- ✅ Once testing is successful, turn on the Zap to automate the process.