Before managing your affiliate codes, ensure you have finished setting up your Salesforce integration. Instructions are here: Set up and integrate new API client in Salesforce Account Manager .

Once you have finished installing your integration, LoudCrowd will provide a coupon ID that needs to be used to create the base Coupon entity in Salesforce Business Manager. This is the entity in Salesforce that LoudCrowd will use to manage your Ambassador’s affiliate codes in your Storefront Program. The ID of the coupon will be in the format LC_COUPON_{...}. Ensure the coupon is created as case insensitive, as this field cannot be updated after the coupon is created.

🚧

CAUTION

Please do not change the coupon ID; this is how we identify which coupon to update when changes are made to your Storefront Program in the LoudCrowd app.

Once the integration is created and we finish generating the coupon, you must create a new Campaign and a Promotion in the Salesforce business manager so your customers can receive discounts from your ambassadors.

The Promotion

The promotion does the following:

• Defines the type of Discount. LoudCrowd Storefronts currently supports Order and Product discounts for your affiliate codes.
• Defines the conditions that the promotion can be applied to an Order/Product(s)
• Defines the amount of an Order/Product(s)

If your promotion is only valid for specific categories, please ensure the selected categories are included in the Product Picker. Otherwise, your ambassadors cannot pick the products that qualify for your configured promotion. These can be found on your Program Settings page in LoudCrowd.

Also, if your promotion is only valid for specific products, please make sure that the selected products are within at least one of the categories specified in the Product Picker settings.

The Campaign:

The campaign ties the promotion together with the LoudCrowd-generated Coupon.

Make sure the coupon LoudCrowd generated is selected in the Schedule and Qualifiers section of the Create/Edit campaign menu. You must also link the Promotion you created to the campaign at the bottom of the Create/Edit campaign menu, which is called Experiences.

How we Manage Coupons in Salesforce

Once the coupon is generated in Salesforce Business Manager, LoudCrowd will automatically generate a unique coupon code for all existing members of your Program. Similarly, when members are accepted into the program, LoudCrowd will immediately generate a new coupon code for the affiliate. Coupon codes will also be deleted from the coupon object whenever members are removed from the Storefront Program.

While our system can automatically manage all of your affiliates' coupon codes, you can customize each one on the Social CRM profile page. LoudCrowd will display an ambassador's affiliate code if they are members of a Storefront Program. Simply hover over the code and click the pencil icon to customize it.

How we ensure Uniqueness in Coupon Codes

In Salesforce, all coupon codes must be unique across all existing coupons on your Site. Given this, coupon codes we automatically generate may conflict with an existing code. LoudCrowd will attempt to generate an assortment of variations using their First name, Last name, and Social username to generate a unique code for every member of your Storefront Program. Your LoudCrowd Representative will configure your preferred variation, which should be a priority in our code generation system.