Assign coupon code and create contact record for requests
Assign coupon code and create contact record for requests
Your coupon claims and contact capture go out of sync when codes are dispensed without creating contact records. It assigns the code and logs the contact so follow-up and SMS outreach happen same day.
Overview
When customers request promo codes, small support teams must prevent double-assignments and keep contacts captured for follow-up. This flow reserves a single code, marks it consumed, and records the contact so reps can message or redeem same day.