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Auto Generate Promo code based on verfiying questions


I’d like to create a Typeform that generates a code based on submissions. 

 

Is there a way to auto verify an account ID, and output a code for the person filling out the form?

 

All account IDs that are allowed to receive the code would be on the backend, and if a code submitted matches, a promo code is provided to the person filling out the form.

 

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Best answer by john.desborough 18 July 2022, 18:28

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Userlevel 7
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Hi @CurastoryHQ Happy Friday! Since it isn’t possible to connect Typeform to an outside source, you would need to use hidden fields to pass the information into the form and logic jumps to verify if the account number is valid. Depending on the amount of account numbers you have, this solution may or may not be feasible. 

Hi @Liz , 

 

Thank you for your response. We have about 100 account numbers and growing. What is the limit if I were to use hidden fields and logic jumps?

Userlevel 7
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@CurastoryHQ @Liz 

 

if you are sending your existing clients to the quiz via an email, you could append their account id to the link ie something like #acct=xxxxx, the xxxxx string could be replaced automatically by your crm solution (??) 

in your typeform you would have to create that hidden field and then use a logic rule that would validate the inbound code against the possible account ids that are listed in the rule ie: 

 

  • if acct=12345 or if acct=12349 or if acct =23456 etc (for all the possible accounts) then set variable promocode to ‘save20’  otherwise leave promocode blank

it means that for the 100 + account numbers you have you have to add them to the logic rule - and every new account you would have to do that with as well. but that part is as simple as clicking “add a condition” and adding the new acct id.. 

it’s a workaround that i have used for a client who wanted 3 different promo codes for distinct sets of account numbers (45 in each of the sets) 

des

Userlevel 7
Badge +5

Hey @CurastoryHQ 

The solution described by @john.desborough should work great. You can automate the creation of the logic paths using our Create API so you could regularly sync your database of accounts with the form.

An alternative could be a solution with two forms. One where someone enter their account id, then they get redirected to a URL, and eventually to a second form that contains the discount code or not.

The intermediary URL could be an Integromat/Make workflow or a URL you own where you do the check against your database and see if this account qualifies for a discount. You can then redirect to the second form passing corresponding hidden fields.

Hope it makes sense
Best

@john.desborough @picsoung would they be able to select their name from a drop down or something? Just curious how it would work on the FE since its connected with our DB

@CurastoryHQ @Liz 

 

if you are sending your existing clients to the quiz via an email, you could append their account id to the link ie something like #acct=xxxxx, the xxxxx string could be replaced automatically by your crm solution (??) 

in your typeform you would have to create that hidden field and then use a logic rule that would validate the inbound code against the possible account ids that are listed in the rule ie: 

 

  • if acct=12345 or if acct=12349 or if acct =23456 etc (for all the possible accounts) then set variable promocode to ‘save20’  otherwise leave promocode blank

it means that for the 100 + account numbers you have you have to add them to the logic rule - and every new account you would have to do that with as well. but that part is as simple as clicking “add a condition” and adding the new acct id.. 

it’s a workaround that i have used for a client who wanted 3 different promo codes for distinct sets of account numbers (45 in each of the sets) 

des

Hi @john.desborough , How would this look on the front end, would there be a drop down for them to select their name? Or would they just enter their acct number and if it fits the hidden criteria, a promo code will be shown. 

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