Discounts and coupon automation based on criteria

Purpose

1. Automate the issuance and management of discounts/coupons for participants of aero dance classes based on predefined criteria (e.g., class attendance, bundle purchases, referrals, early payment, loyalty milestones).

2. Ensure consistent application of promotional campaigns, eliminate manual coupon creation, and enable granular tracking of financial incentives.

3. Support dynamic adjustments for pricing and promotions to drive memberships and attendance across aerial dance offerings.

4. Integrate automated logic with payment, messaging, and booking systems for seamless end-to-end payment and incentive workflows.

Trigger Conditions

1. User achieves a predefined attendance milestone (e.g., 10 classes attended).

2. Purchase of specified class bundles or packages.

3. Customer referral validation (referrer and referee sign up).

4. Early booking and payment for upcoming courses.

5. Birthdays and anniversaries assigned to member profiles.

6. Special promotions (e.g., holidays, event campaigns).

7. User-specific milestones (e.g., yearly renewal, upgrades).

8. Admin-triggered manual override (campaign launch, re-engagement).

Platform Variants

1. Shopify

• Feature/Setting: Use "PriceRules" and "DiscountCodes" API to programmatically generate discount codes upon qualifying order or event trigger.
  

2. WooCommerce

• Feature/Setting: Leverage REST API to create coupons with conditional logic; extend with 'AutomateWoo' integration rules.
  

3. Stripe

• Feature/Setting: "Coupons" and "Promotion Codes" endpoints to automatically create and attach codes to customer objects or payment sessions.
  

4. Mindbody

• Feature/Setting: Apply "Discounts" through Mindbody API via class signup or membership creation events.
  

5. Square

• Feature/Setting: Create and distribute coupons or discounts via "Catalog API" discount object, applied at checkout.
  

6. Zenoti

• Feature/Setting: Set up "Campaigns" with discount triggers using Zenoti's Marketing API.
  

7. ClassPass

• Feature/Setting: Automated voucher issuance using ClassPass Partner Portal integrations, based on booking API events.
  

8. Eventbrite

• Feature/Setting: Generate automated discount codes for ticket types using the "Discounts" API after ticket or order triggers.
  

9. Salesforce

• Feature/Setting: Configure Salesforce Flow to auto-generate coupon codes using Marketing Cloud APIs and attach to contact journeys.
  

10. HubSpot

• Feature/Setting: Use "Workflows" to enroll contacts and send discounts via custom property and email triggers.
  

11. Mailchimp

• Feature/Setting: Automate coupon distribution via "eCommerce" store integration and conditional customer segments.
  

12. SendGrid

• Feature/Setting: Send automated discount code emails via Transactional Templates & Dynamic Campaigns APIs.
  

13. Twilio SMS

• Feature/Setting: Deliver instant coupon codes by triggering SMS sends via Twilio Programmable Messaging API.
  

14. Zapier

• Feature/Setting: Multi-app automation to initiate coupon creation in commerce platforms and send codes via email/SMS.
  

15. ActiveCampaign

• Feature/Setting: Integrate with e-commerce using automation recipes; send unique discounts through "Deals" and messaging.
  

16. Google Sheets

• Feature/Setting: Trigger Apps Script to create/track coupon codes in commerce platforms based on sheet-driven logic.
  

17. PayPal

• Feature/Setting: Set up "Discount codes" in PayPal button creation flow or trigger cart-level discounts via REST API.
  

18. Wix

• Feature/Setting: Issue and assign coupon codes using Wix Automations and eCommerce API events.
  

19. Magento

• Feature/Setting: REST API to create "Cart Price Rules" and distribute coupon codes programmatically.
  

20. Klaviyo

• Feature/Setting: Trigger flows to send personalized discounts using e-commerce integrations and event-driven criteria.
  

21. QuickBooks

• Feature/Setting: API calls to auto-apply or email discounts linked to invoices or recurring payments.
  

22. FreshBooks

• Feature/Setting: Configure automated discount rules for select clients or projects using API and workflow logic.
  

Benefits

1. Eliminates manual effort for staff, reducing errors and delays.

2. Ensures timely, personalized incentives to drive engagement and conversion.

3. Allows data-driven promotional strategies and rapid adjustment to class trends.

4. Centralizes all coupon logic for reliable tracking and financial reconciliation.

5. Enhances client experience with instant, rule-based rewards that boost loyalty.