Unique QR Code Coupon Assignment and Validation for Lead Generation System
This workflow implements the automatic distribution and verification of unique QR code coupons, aimed at optimizing the lead generation process. Through form submission, the system automatically checks for duplicate information, ensuring that each customer receives a unique and unused coupon, while real-time validation of its validity is conducted. Customer data is also synchronized with the CRM system. This process not only enhances the accuracy and efficiency of marketing campaigns but also facilitates subsequent statistics and analysis, making it suitable for various marketing scenarios that require coupon incentives.
Workflow Name
Unique QR Code Coupon Assignment and Validation for Lead Generation System
Key Features and Highlights
This workflow implements the assignment and validation of unique QR code coupons, automatically managing coupon issuance and usage status in conjunction with lead information. Through automation, it ensures each coupon is unique and valid, preventing reuse and enhancing the accuracy and efficiency of marketing campaigns.
Core Problems Addressed
- Prevents leads from receiving duplicate coupons, avoiding resource waste
- Automatically assigns unused unique coupons
- Validates the validity of QR code coupons in real time
- Synchronizes lead data automatically to the CRM system, maintaining data consistency
- Tracks coupon usage status for subsequent reporting and analysis
Application Scenarios
Ideal for marketing campaigns that incentivize users to fill out forms and capture lead information via coupons, such as online promotions, offline QR code redemption events, and member promotions. Particularly suitable for enterprises leveraging CRM systems to manage customer relationships and coupon distribution.
Main Process Steps
- User submits a form containing name, email, phone number, and other information (On form submission node)
- Check for duplicate lead information (Duplicate Lead? node)
- Query Google Sheets to check if a coupon has already been assigned to avoid duplication (Get Coupon node)
- If no coupon is assigned, find and allocate the first unused coupon
- Use SuiteCRM API to create or update lead information and associate the coupon (Token SuiteCRM, Create Lead SuiteCRM, Update Lead nodes)
- Update the coupon usage status in the Google Sheets spreadsheet
- Generate the corresponding coupon QR code (Get QR node)
- Send the coupon with QR code to the user via email (Send Email node)
- After the user scans the code, a webhook receives the QR code parameters, validates the coupon’s validity, and returns the corresponding result (Coupon OK, Coupon KO, No coupon nodes)
Involved Systems or Services
- Google Sheets: Manages coupon inventory and lead data
- SuiteCRM: Manages lead information and coupon association
- Email Service (SMTP): Sends coupon emails containing QR codes
- Webhook: Receives QR code scan requests and performs coupon validation
- QuickChart API: Generates QR code images
Target Users and Value
- Marketing Teams: Automate coupon distribution and lead data management to improve marketing conversion rates
- Sales Teams: Access real-time lead information for efficient follow-up
- Operations Personnel: Simplify coupon assignment processes, reducing human errors and duplicate issuance
- Any business scenario requiring unique coupon issuance based on form data and validation of coupon usage
This workflow features a clear architecture and a high degree of automation, significantly improving lead management and coupon marketing efficiency, while being easy to extend and integrate with other systems.