This article will show you how to automatically add a new Google Sheets row when a coupon is issued.
Pre-requisites
A PassKit account with a campaign and offer set up.
A Zapier account
A Google Sheets spreadsheet with column headings matching the coupon data you wish to record. (See example below)
Navigate to the Zapier integration page for your campaign, log into Zapier and then follow the steps below.
Step 1 - Click on Create New Zap
Step 2 - Set up the trigger
Click on "Trigger" then search for and select PassKit Coupons
Step 3 - Choose the Trigger Event
Select the event that will trigger the Zap, for this we need to use "New Coupon Issued" and click Continue.
Step 4 - Select the PassKit account you wish to use.
Select your PassKit account, and log in if prompted.
Click 'Continue' when finished
Step 5 - Select the campaign you are issuing Coupons from
Click 'Continue' when finished
Step 6 - Test the trigger
Click on 'Test Trigger'. This will retrieve the latest issued coupon from your campaign.
Ensure you have issued at least one coupon from your campaign before testing the trigger.
Click on 'Continue with selected record'
Step 7 - Set up the Action
The action refers to what happens when the Zap is triggered.
Search for and select Google Sheets
Step 8 - Select the Action event
Select 'Create Spreadsheet Row' and click continue
Step 9 - Select your Google account
Choose the Google account and log in if prompted, click 'Continue' when done.
Step 10 - Map the fields
Mapping the fields tells Zapier which columns in the spreadsheet go with which fields on the coupon design.
Select the Google Drive to be used
Select the name of the Spreadsheet to be used
Select the name of the worksheet to be used
Then map the fields accordingly.
Click 'Continue' when done.
This is an example of the spreadsheet I am using.
Step 11 - Test the Action step
Click on "Test Step" to test the action.
If successful the coupon data will show in your spreadsheet.
Step 12 - Publish your Zap
Add a name for your Zap and click Publish.
That's the setup complete.