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Adding coupon code and tag to contact

1

Click 'CONTACTS' to load the CRM dashboard, and then navigate to 'All Contacts'

Click 'CONTACTS' to load the CRM dashboard, and then navigate to 'All Contacts'
2

Select the new affiliate's contact record (if you can't see it, you can use the search box)

Select the new affiliate's contact record (if you can't see it, you can use the search box)
3

Inside the contact's record, scroll down to the 'Affiliate Copon Code' field.

Inside the contact's record, scroll down to the 'Affiliate Copon Code' field.
4

Enter their coupon code and then click on "Update Contact"

Enter their coupon code and then click on "Update Contact"
5

Scroll back up that page, and click the '+' next to 'Tags'

Scroll back up that page, and click the '+' next to 'Tags'
6

Select 'coupon-code-added'

Select 'coupon-code-added'
7

Click on "Confirm"

Click on "Confirm"
8

The addition of the tag triggers automatically their welcome emails. You are done! 🚀

The addition of the tag triggers automatically their welcome emails. You are done! 🚀