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Generowanie potencjalnych klientów w trybie Drive-To-Store (z kuponem) za pomocą Arkuszy Google i SuiteCRM

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Drive-to-Store: Automatyzacja strategii marketingowej

Drive-to-Store to wielokanałowa strategia marketingowa, łącząca świat online i offline, której celem jest zwiększenie liczby klientów oraz sprzedaży w fizycznych sklepach. Działa poprzez kierowanie potencjalnych klientów ze świata online do punktów sprzedaży, oferując im kupon rabatowy do wykorzystania w sklepie stacjonarnym lub na stronie e-commerce.

Jak to działa

Proces rozpoczyna się od landing page'a z formularzem, gdzie użytkownicy wprowadzają swoje dane w zamian za unikalny kupon. Poniżej przedstawiamy szczegółowy opis działania automatyzacji:

  • Wysłanie formularza: Workflow uruchamia się po przesłaniu formularza na stronie landing page, który zbiera imię, nazwisko, email i numer telefonu.
  • Przetwarzanie danych: Węzeł Form Fields wyodrębnia dane z formularza do dalszego wykorzystania.
  • Sprawdzenie duplikatów: System sprawdza, czy podany email już istnieje w dokumencie Google Sheets. W przypadku duplikatu, workflow zwraca komunikat o błędzie.
  • Pobranie kuponu: Jeśli email jest unikalny, system pobiera kod kuponu z Google Sheets.
  • Utworzenie leada w SuiteCRM: Dane z formularza wraz z kodem kuponu są wykorzystywane do utworzenia nowego leada w SuiteCRM.
  • Aktualizacja Google Sheets: Dokument Google Sheets jest uzupełniany o nowe dane leada, w tym kod kuponu, ID leada oraz datę i godzinę utworzenia.
  • Potwierdzenie: System wysyła potwierdzenie utworzenia leada z powrotem do webhooka.

Konfiguracja

Aby poprawnie skonfigurować workflow, należy wykonać następujące kroki:

  • Skonfiguruj węzeł On form submission do zbierania danych użytkownika.
  • Zintegruj Google Sheets, aby sprawdzać duplikaty, pobierać kupony i aktualizować dane.
  • Skonfiguruj autentykację w SuiteCRM za pomocą Token SuiteCRM.
  • Ustaw węzeł Create Lead SuiteCRM do wysyłania żądania POST do API SuiteCRM.
  • Skonfiguruj węzły Respond OK i Respond KO do wysyłania odpowiedzi JSON.
  • Przetestuj workflow przed aktywacją.

Kluczowe funkcje

  • Sprawdzanie duplikatów leadów
  • Automatyczne przypisywanie kuponów
  • Integracja z SuiteCRM
  • Logowanie danych w Google Sheets
  • Natychmiastowe odpowiedzi webhook

Przykłady zastosowań

Automatyzacja Drive-to-Store może być wykorzystywana w różnych scenariuszach biznesowych, szczególnie tam, gdzie kluczowe jest generowanie leadów i zwiększanie sprzedaży w punktach stacjonarnych. Oto kilka przykładów zastosowań:

  • Kampanie promocyjne sieci handlowych
  • Programy lojalnościowe w sklepach stacjonarnych
  • Eventy i targi branżowe
  • Współpraca z influencerami kierującymi klientów do sklepów
  • Kampanie sezonowe (np. świąteczne, wakacyjne)
  • Programy partnerskie
  • Badania rynku z nagrodami w postaci kuponów


   Skopiuj kod szablonu   
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"{{ $('Form Fields').item.json.Name }}",n "last_name": "{{ $('Form Fields').item.json.Surname }}",n "email1": "{{ $('Form Fields').item.json.Email }}",n "phone_mobile":"{{ $('Form Fields').item.json.Phone }}",n "coupon_c": "{{ $('Get Coupon').item.json.COUPON }}"n }n }n}","sendBody":true,"sendHeaders":true,"specifyBody":"json","headerParameters":{"parameters":[{"name":"Authorization","value":"=Bearer {{$node["Token SuiteCRM"].json["access_token"]}}"},{"name":"Content-Type","value":"application/vnd.api+json"}]}},"notesInFlow":true,"typeVersion":3},{"id":"59b9c124-f6eb-457d-b3cb-2c831b66db85","name":"Webhook","type":"n8n-nodes-base.webhook","position":[440,1020],"webhookId":"4b98315d-782e-47a5-8fea-7d16155c811d","parameters":{"path":"4b98315d-782e-47a5-8fea-7d16155c811d","options":{},"httpMethod":"POST"},"typeVersion":2},{"id":"75d6f561-754d-4153-8a85-12cb135a555c","name":"On form 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}}","lookupColumn":"EMAIL"}]},"sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0","cachedResultName":"Foglio1"},"documentId":{"__rl":true,"mode":"list","value":"1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk","cachedResultName":"Coupon"}},"credentials":{"googleSheetsOAuth2Api":{"id":"JYR6a64Qecd6t8Hb","name":"Google Sheets account"}},"typeVersion":4.5,"alwaysOutputData":true},{"id":"a5ae5f5a-7028-495b-ad27-192561ce88d5","name":"Form Fields","type":"n8n-nodes-base.set","position":[680,820],"parameters":{"options":{},"assignments":{"assignments":[{"id":"661d1475-f964-4a12-bfe7-88bf96851319","name":"Name","type":"string","value":"={{ $json.Name }}"},{"id":"9991645d-c716-47db-80d6-850f3d64c782","name":"Surname","type":"string","value":"={{ $json.Surname }}"},{"id":"c999afa6-2ec7-4f7f-bf3b-088a3597591c","name":"Email","type":"string","value":"={{ $json.Email }}"},{"id":"f3faccdb-2412-4363-a0e3-f13b8f85b242","name":"Phone","type":"string","value":"={{ $json.Phone }}"}]}},"typeVersion":3.4},{"id":"9edb0d07-b4fb-42f8-9555-1d3caf8998c7","name":"Get Coupon","type":"n8n-nodes-base.googleSheets","position":[1340,920],"parameters":{"options":{"returnFirstMatch":true},"filtersUI":{"values":[{"lookupColumn":"ID LEAD"}]},"sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0","cachedResultName":"Foglio1"},"documentId":{"__rl":true,"mode":"list","value":"1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk","cachedResultName":"Coupon"}},"credentials":{"googleSheetsOAuth2Api":{"id":"JYR6a64Qecd6t8Hb","name":"Google Sheets account"}},"executeOnce":false,"typeVersion":4.5},{"id":"9469dd95-04ac-4c74-abb3-674fec277f6e","name":"Respond OK","type":"n8n-nodes-base.respondToWebhook","position":[2300,920],"parameters":{"options":{"responseCode":200},"respondWith":"json","responseBody":"{n "result": "OK",n "reason": "lead created"n}"},"typeVersion":1.1},{"id":"5b81c406-d70b-4a36-b4f4-8941373958b9","name":"Respond KO","type":"n8n-nodes-base.respondToWebhook","position":[1320,700],"parameters":{"options":{"responseCode":200},"respondWith":"json","responseBody":"{n "result": "KO",n "reason": "duplicate lead"n}"},"typeVersion":1.1},{"id":"5fdf0eca-d1f6-4c9e-8e77-84d8e71bdb0e","name":"Is Duplicate?","type":"n8n-nodes-base.if","position":[1080,820],"parameters":{"options":{},"conditions":{"options":{"version":2,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"9e3a8422-14f1-453e-bfed-4feecff34662","operator":{"type":"string","operation":"notEmpty","singleValue":true},"leftValue":"={{ $json.EMAIL }}","rightValue":"={{ $('Form Fields').item.json.email }}"}]}},"typeVersion":2.2},{"id":"e9cba682-bf5b-4efa-9d10-4fab5d02610a","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[420,20],"parameters":{"color":3,"width":540,"height":380,"content":"## STEP 1nnCreate a Google Sheet like this (Fill only the column "COUPON")nn[![2mXGVwB.md.png](https://iili.io/2mXGVwB.md.png)]nnThis is the basic Google Sheet used in [this Workflow](https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drive_link):nn"},"typeVersion":1},{"id":"1c304620-368d-42bf-b0d2-de3f9d552e51","name":"Sticky Note1","type":"n8n-nodes-base.stickyNote","position":[420,440],"parameters":{"color":4,"width":540,"height":260,"content":"## STEP 2 - MAIN FLOWnnThis workflow is ideal for businesses looking to automate lead generation and management, especially when integrating with CRM systems like SuiteCRM and using Google Sheets for data tracking.nnIf you use an external form, hook the webbook trigger and the two webhooks "Respond KO" and "Respond OK" to the workflow.nnIt works with SuiteCRM 7.14.x and 8.x version. Remeber to create a Lead custom fields called 'coupon' on SuiteCRM."},"typeVersion":1},{"id":"6248c920-02f4-4407-881a-376d2a9dd904","name":"Sticky Note2","type":"n8n-nodes-base.stickyNote","position":[660,740],"parameters":{"width":340,"height":240,"content":"Check if the lead has already received the coupon"},"typeVersion":1},{"id":"0c07d1b7-b12f-4cf7-8d0c-1dd905365534","name":"Sticky Note3","type":"n8n-nodes-base.stickyNote","position":[1300,860],"parameters":{"width":180,"height":220,"content":"Find the first available unassigned coupon"},"typeVersion":1},{"id":"34167626-9041-4cce-baaf-e1ed2efe8378","name":"Sticky Note4","type":"n8n-nodes-base.stickyNote","position":[1540,700],"parameters":{"width":400,"height":380,"content":"Enter the lead with the relative coupon on Suite CRM. Change SUITECRMURL, CLIENTSECRET and CLIENTIDnnTo create the CLIENTSECRET and CLIEDID go to Admin -> Oauth2 Client and Token -> and click on "New CLient Credentials Client" nnFor the full tutorial step-by-step [here the official SuiteCRM Docs](https://docs.suitecrm.com/developer/api/developer-setup-guide/json-api/#_generate_private_and_public_key_for_oauth2)"},"typeVersion":1},{"id":"50f65f6b-8045-4cb1-9e3d-489f27cdb038","name":"Update Lead","type":"n8n-nodes-base.googleSheets","position":[2040,920],"parameters":{"columns":{"value":{"DATE":"={{ $now.format('dd/LL/yyyy HH:mm:ss') }}","NAME":"={{ $json.data.attributes.first_name }}","EMAIL":"={{ $json.data.attributes.email1 }}","PHONE":"={{ $json.data.attributes.phone_mobile }}","COUPON":"={{ $('Get Coupon').item.json.COUPON }}","ID LEAD":"={{ $json.data.id }}","SURNAME":"={{ $json.data.attributes.last_name }}"},"schema":[{"id":"NAME","type":"string","display":true,"required":false,"displayName":"NAME","defaultMatch":false,"canBeUsedToMatch":true},{"id":"SURNAME","type":"string","display":true,"required":false,"displayName":"SURNAME","defaultMatch":false,"canBeUsedToMatch":true},{"id":"EMAIL","type":"string","display":true,"required":false,"displayName":"EMAIL","defaultMatch":false,"canBeUsedToMatch":true},{"id":"PHONE","type":"string","display":true,"required":false,"displayName":"PHONE","defaultMatch":false,"canBeUsedToMatch":true},{"id":"COUPON","type":"string","display":true,"removed":false,"required":false,"displayName":"COUPON","defaultMatch":false,"canBeUsedToMatch":true},{"id":"DATE","type":"string","display":true,"required":false,"displayName":"DATE","defaultMatch":false,"canBeUsedToMatch":true},{"id":"ID LEAD","type":"string","display":true,"required":false,"displayName":"ID LEAD","defaultMatch":false,"canBeUsedToMatch":true},{"id":"row_number","type":"string","display":true,"removed":true,"readOnly":true,"required":false,"displayName":"row_number","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"defineBelow","matchingColumns":["COUPON"],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"update","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0","cachedResultName":"Foglio1"},"documentId":{"__rl":true,"mode":"list","value":"1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk","cachedResultName":"Coupon"}},"credentials":{"googleSheetsOAuth2Api":{"id":"JYR6a64Qecd6t8Hb","name":"Google Sheets account"}},"typeVersion":4.5}],"active":false,"pinData":{},"settings":{"executionOrder":"v1"},"versionId":"","connections":{"Get Coupon":{"main":[[{"node":"Token SuiteCRM","type":"main","index":0}]]},"Form Fields":{"main":[[{"node":"Duplicate Lead?","type":"main","index":0}]]},"Is Duplicate?":{"main":[[],[{"node":"Get Coupon","type":"main","index":0}]]},"Token SuiteCRM":{"main":[[{"node":"Create Lead SuiteCRM","type":"main","index":0}]]},"Duplicate Lead?":{"main":[[{"node":"Is Duplicate?","type":"main","index":0}]]},"On form submission":{"main":[[{"node":"Form Fields","type":"main","index":0}]]},"Create Lead SuiteCRM":{"main":[[{"node":"Update Lead","type":"main","index":0}]]}}}
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