Using Zapier to Create and Set Coupon Codes for Affiliates

Imran on May 8, 2018

There are a number of practises and features you can use to boost your affiliate program - to name a few, you could set up bonus incentives for affiliates, create automated emails to keep affiliates engaged, or setup automated tasks via Zapier to help you manage your affiliate program for example.

In this blog post we’ll give an example on how you can create a coupon code for your affiliates using Zapiers built-in Formatter app. There are countless automated flows you could apply this to - here is the scernario I’ve drawn out for myself:

I have a Shopify store with an affiliate program, which I intend on expanding by having every new costumer in Shopify automatically get added to my program as an affiliate. I also want to offer my affiliates more ways they can refer affiliates to my store, via Instagram, or word of mouth by example. Coupons would be great for this, as they’d be able to easily share coupon codes.

Creating coupons without Zapier entails creating them in the eCommerce platform you’re using first, then you would save the coupon codes that you’ve created in the platform in the Tapfiliate profiles of your affiliates (either manually, or via the API) - after that you hook up your shopping cart to Tapfiliate via the API. Via Zapier, this process is a fair bit more simplified - and best of all, it can be applied to a variety of platforms, not just Shopify as Tapfiliate connects to dozens of eCommerce platforms via app automation tool Zapier.

Here’s an outline of the Zapier integration for my usecase:

  1. Trigger: New customer
  2. Search or Create: Find or create affiliate based on the new customers email
  3. Action: Use Zapiers Formatter app to transform the newly found/created affiliate ID into a coupon code
  4. Search: Find a customer in Shopify based on the email of the new customer in Shopify (from the first step of the Zap)
  5. Action: Use Zapiers Webhooks app to make a POST request to create (and save) the discount code created in step 3 of the Zap for the new customer in Shopify

Easy enough!

Closer look at how my Zapier integration is setup:

Step 1 new customer
I set up the trigger to fire when a new customer is created in Shopify.

Step 2
Then, I use Tapfiliate’s search step to find or create an affiliate. If an affiliate with this new customers email doesn’t already exist, at this stage, I create a new affiliate.

Step 3
Then, using Zapiers Formatter tool, I transform the affiliate ID from lowercase, to uppercase.

Step 3 5
This is what the affiliates coupond code will look like once it’s gone through the Formatter.

Step 4
After that, I want to save the coupon code to the new customer in Shopify. So what I do is add the search step ‘find customer’ - I can find the customer based on the email address provided in the first step of this Zap.

Step 5
If you are setting up this very same Zapier integration, you may need the help of a developer for this last step. Here, I will use Zapiers Webhook app to send a POST request to Shopify, in order to set up a discount code - this is the endpoint I’m using: https://help.shopify.com/api/reference/discounts/discountcode#create

And that’s it!

Now, everytime a checkout happens in Shopify, this Zap will check if the customer who just checked out is already an affiliate. If she/he is not, an affiliate account will be created. Once the affiliate account is created, or the affiliate is found, a coupon code will be created based on the affiliate ID. Then, the Zap will search for the customer in Shopify, and once the customer is found, the coupon code will be created, and saved to this customer.

Now that you know the gist of setting up coupon codes in Tapfiliate via Zapier, you should be able to apply a smiliar workflow for a variety of use cases and different platforms! This is only one example. Have any questions for us regarding Zapier integrations? Feel welcome to reach out via the website!

Deep integration with WIX

Imran on May 1, 2018

After some recent changes in WIX, it is now entirely possible to create a deep integration between WIX and Tapfiliate!

Perhaps best of all, it only takes a couple of minutes to complete the integration. Have a look at our guide, and see for yourself.

Once you’ve set up your Tapfiliate affiliate program in the platform and added affiliates, your affiliate partners will have access to a library of marketing materials and their personal trackable links (e.g. https://yoursite.com/?ref=janedoe) through the affiliate dashboard.

Anytime an affiliate partner drives a sale or signup, it will be reflected in the admin dashboard. With every new conversion that is tracked, you’ll get a plethora of useful information which you can utilize to finegrain your marketing efforts, and grow your business.

Itching to set up an affiliate program for your WIX site? Sign up for our 14-day free trial.

How to Automate Your New Affiliate Onboarding Process using Process Street via Zapier

Benjamin Brendall on May 1, 2018

When you’re bringing a new affiliate on board, you want to make sure you’re protecting your brand, agreeing on terms, staying tax compliant, and getting the affiliate set up for success. This doesn’t happen on its own as soon as you approve the affiliate, but it can be a lot to remember.

Why not use a checklist to help you vet and onboarding new affiliates as they come in? That way, you’re ensuring the affiliate is a good fit to market your product, setting expectations, and complying with the law — all without having to rack your brains for the important thing you’re probably forgetting.

If you do your research thoroughly when a new affiliate applies, you can really save time by documenting your process. In this post, I’m going to show you a documented new affiliate onboarding process and then walk through how you can integrate it with Tapfiliate to save time and keep track of your affiliate applications.

When an affiliate registers through your Tapfiliate link, you collect a range of information that helps you make the decision as to whether or not they’re acceptable. Why not centralize your data by collecting it alongside the checklist automatically?

image7

You can push Tapfiliate data to over 1,000 other apps by integrating it with Zapier, a freemium automation platform that lets you set up rules called ‘zaps’. For example, in this post we’ll look at a zap that runs a Process Street checklist and populates it with the applicant’s data automatically every time a new affiliate signs up with Tapfiliate.

Once the checklist is run, you can work through it and qualify or disqualify the applicant, working through the steps and collecting information as necessary. You might want to review their testimonials on your product, interview them, or instruct them on the best way to identify themselves as an affiliate. For some bigger deals, you might want to record the steps for a more hands-on onboarding process so you don’t overlook anything important.

To get started, first you need to add the affiliate onboarding checklist to your Process Street account by clicking ‘I want this for my business’’ in the embed below:

Then, go to Zapier and make a new zap. Choose Tapfiliate’s “New Affiliate” as the trigger:

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Next, you’ll need to connect your Tapfiliate account. You can find your API key linked inside the prompt that Zapier displays.

Before you move onto the last stage of the action setup (“Pull in Samples”), you need to make sure you have at least one affiliate application that Zapier can hook into and use to test the integration. Go ahead and create a dummy signup in Tapfillaite if you don’t have data, otherwise continue on.

image2

The second half of the zap is Process Street’s “Create Checklist” action. You can grab your account’s API key for authentication here. Once connected, you’re ready to select the template that the checklist run will be based on. For this example, it’s the New Affiliate Onboarding checklist.

image4

Use the arrow highlighted to select your template. Next, we’re going to match Tapfiliate variables to Process Street form fields to ensure the checklist is populated with the applicant’s data as it’s created, and that you can easily reference the information while you evaluate them.

To do that, use Zapier’s “Insert Field” feature, represented by the icon to the far right of the field, highlighted below:

image1

In this example, I’ve set the checklist name to always be the affiliate’s full name and their company name. This makes it easy for you to know which checklist corresponds to exactly which affiliate.

Next, it’s just a matter of matching Process Street’s form fields to Tapfiliate’s variables. The fields are almost titled the same, which makes it easy.

image6

With the template filled out in Zapier, continue onto the test. A successful test will already create a test checklist in Process Street for you, so you can verify the zap is working by going into Process Street to see:

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Now, you can be sure that you’re thoroughly vetting each new applicant, and keep a record of their basic information and your evaluation, all in one place.

Benjamin Brendall

Benjamin Brandall is a content marketer at Process Street, where he writes on startups, SaaS, and workflows to help businesses improve their systems. Find him on Twitter here.

5 Key Tenants to a Successful Affiliate Program

Taylor Barr on April 3, 2018

Why do some affiliate programs launch with great success while others die and peter out?

Working behind the scenes on a lot of affiliate programs I can tell you that it involves just a few areas of focus that separate good partner programs from great ones.

Let’s dive into the key components that make up a great affiliate program.

1) They have a 5-star onboarding process.

In my experience, 90% of affiliate programs think of their onboarding as an afterthought. What is onboarding? it’s the process of an affiliate partner signing up for your program and being supported as they get up to speed with promoting your product/service.

What makes great onboarding?

  • Simple and easy registration process.
  • Welcome email with helpful information and clearly showing the partner where to find their affiliate link.
  • A face and name; Having the picture, name, and email of the person managing the program is key if you want to build trust with your affiliate partners.
  • FAQ’s of the most common questions your partners might have.

2) They Possess Clear & On-going communication with ALL affiliate partners.

What separates an excellent affiliate program from a mediocre one is how many times they communicate to their affiliate partners - both individually and to their entire affiliate base.

Tip: Touch base with your top affiliate partners at least monthly via email or Skype™ and send email communications about new product features, promotions, etc. at least once a quarter to everyone else

3) They Value every type of Affiliate Partner.

So many programs target and focus on only their top partner producers. However, every affiliate partner has a different timeline, expectation, and budget for promoting your company.

Top-notch affiliate programs recognize this and work with their affiliate partners one-on-one to customize support and success for each.

4) They are Consistent with Payouts.

Affiliate Partners are often times putting up the time and budget to promote your product/service before they get paid commission. Therefore, when it comes time to pay them - you always pay on time and with open transparency on who they are getting paid

5) They Ask for Feedback (Good or Bad).

The best affiliate programs are not infallible to criticism or constructive feedback. Better yet, they ask for it on a regular basis. Feedback surveys should be issued at least once a year, asking questions on onboarding experience, promotional materials, and education to succeed, and other core areas of your affiliate program (like commission structure and payout schedule).

That’s it. Is your affiliate program instilling these principles? If not, 2018 is a great opportunity to make changes to make it a successful one.

Win-win-win

Thomas on March 6, 2018

Things may have felt a bit quiet in the recent period around Tapfiliate. Although we’ve been adding new features to the platform, including a new API update (with a whole lot of new endpoints), referral codes (vanity URLs), new reports, additional tracking data, further fraud checks, and a number of performance improvements all around the platform - behind the scenes something bigger was cooking.

Over the past half year we have been working very hard on the scalability of our organization, primarily in terms of support and technical scalability. More importantly however, we have spent a good amount of time redefining our mission, strategy and consequently our product roadmap.

We soon realized that we needed a new platform to make room for future improvements and to better get our message across. So today we’re very happy to present:

Next to that we will soon be starting a pilot with extended support hours. More on that later!

Win-win-win

Our new mission and product strategy revolves around utilizing the power of affiliate marketing to:

  1. Enable content creators and influencers to do what they do best: Create quality content for you to enjoy
  2. Make sure brands will be shown in places that actually reinforce their brand
  3. Create a better browsing experience for end-users by promoting relevant and unobtrusive ads

We believe this to be a true win-win-win and hope to make a positive contribution to the internet we all love.

We can’t reveal all details of our master plan just yet, but do keep an eye on this blog from time to time to learn more about the things we’re doing to achieve this goal.

We’ve also launched two long-requested features

We’ve brought new sign up page designs to the table. In addition to that, terms of service can now be added directly onto the sign-up page. The last feature will be on our Pro plan in the future, but all current customers will have this added to their current plans!

Hope you like the changes we made. If you have any questions or remarks, drop us a line through the contact bubble in the bottom right corner!

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