Are you looking for an easy way to add a coupon code field to your WordPress forms?
By adding a coupon code field in your forms, you can offer discounts to your customers and increase sales during slow periods.
In this article, we will show you how to easily add a coupon code field in your WordPress forms.
Why Add Coupons to Your WordPress Forms?
Adding a coupon code field to forms on your WordPress website can encourage users to buy from you.
For example, if you have an order form for your restaurant, then adding a coupon code for discounts can help attract new customers and encourage repeat purchases.
You can also use coupons to promote clearance sales or new products in your online store, celebrate events, or reward loyal customers.
Moreover, you can also use a coupon code field to build an email list by offering discount codes to customers who sign up as subscribers.
That being said, let’s see how to easily add a coupon code field in WordPress forms.
How to Add Coupon Code Field in WordPress Forms
You can easily add a coupon code field in a WordPress form using WPForms.
It is the best WordPress contact form plugin on the market that comes with a drag-and-drop builder and makes it super easy to create any kind of form you want.
First, you will need to install and activate the WPForms plugin. For detailed instructions, please see our step-by-step guide on how to install a WordPress plugin.
Note: WPForms also has a free version. However, you will need a paid plan to unlock the Coupons addon.
Upon activation, you need to head over to the WPForms » Settings page from the WordPress admin sidebar and enter your license key.
You can get this information from your account on the WPForms website.
Next, visit the WPForms » Addons page from the WordPress dashboard and search for the Coupons addon.
Once you have done that, just click the ‘Install Addon’ button to download and activate it on your website.
After the addon has been activated, head over to the WPForms » Payments page from the admin area and switch to the ‘Coupons’ tab.
From here, you need to click the ‘+ Add Coupon’ button to continue.
This will take you to the ‘Add New Coupon’ page, where you can start by typing a name for your coupon. Keep in mind that this name won’t be displayed for your users and is just for your reference.
After that, you have to type the code that users will use to get a discount on your website.
If you don’t want to create a custom code, then simply click the ‘Generate Code’ button to let WPForms generate a code for you.
Next, you need to add the percentage or amount of discount that will be given to the customers upon using the coupon in the ‘Amount’ field.
Once you have done that, you can also add a start date and end date for the coupon code. For example, if you want to create a coupon that will only be valid for a week, then you can add those dates into the fields.
After that, you must add the maximum number of times a single user can use the coupon code in the ‘Max Uses’ field.
Now, you have to scroll down to the ‘Allowed Forms’ section on the page. From here, toggle the switch on next to the form where you want to enable the coupon code.
Finally, click the ‘Save Coupon’ button to store your settings.
Add the Coupon Code to a WordPress Form
Now, you need to open the form where you want to add the coupon code field.
To do this, visit the WPForms » All Forms page from the WordPress dashboard and click the ‘Edit’ link under the form where you want to add a coupon field.
This will launch the form in the form builder. For this tutorial, we will be adding a coupon code field to a takeout order form.
Here, you will notice available fields in the left column and a form preview on the right side of the screen. Simply drag and drop the Coupon field into the form.
Once you have done that, you must click on the field to open its settings in the left column.
Next, choose the coupon that you created earlier from the ‘Allowed Coupons’ dropdown menu.
After that, you can add a label or description for the coupon field and also toggle on the ‘Required’ switch.
If you do this, then users won’t be able to submit the form without filling in the coupon code.
Next, switch to the ‘Payments’ tab to configure settings. With WPForms, you can easily accept payments from popular gateways like Stripe, PayPal, Authorize.net, and more.
All you have to do is activate the addon for the gateway of your choice and then toggle the switch to enable it from the form builder.
Next, switch back to the ‘Fields’ tab and drag and drop the field for the payment gateway of your choice into the form.
Now, you will be able to accept payments directly from WPForms after the user applies the discount coupon code.
Once you are done, just click the ‘Save’ button at the top to store your settings.
Add the WordPress Form to a Page/Post
Now, it’s time for you to add the Takeout form with the coupon code to a WordPress page or post. Keep in mind that if the form where you added the coupon code field is already published on a page/post of your website, then it will automatically be updated.
However, if you haven’t added the form yet, then open an existing or new page/post from your WordPress dashboard.
From here, click the ‘+’ button to open the block menu and add the WPForms block.
After that, you need to choose the form with the coupon code field from the dropdown menu inside the block.
Next, click the ‘Update’ or ‘Publish’ button to store your settings.
Now, you can visit your WordPress site to view the form with a coupon field in action.
Add a Message for Coupon Errors
If you also want to display a message to users who enter the wrong coupon code, then you must visit the WPForms » Settings page from the WordPress dashboard.
From here, switch to the ‘Validation’ tab and scroll down to the ‘Coupon Error’ option. After that, type the sentence that will be displayed to users upon entering the wrong code.
Once you are done, just click the ‘Save Settings’ button to store your changes.
Now, if users enter the incorrect coupon code, then they will see your error message.
Track Coupon Usage With WPForms
With WPForms, you can also track the number of times your coupon was used to get a discount. This can help you see if your coupon codes and discounts are effective in driving sales or not.
To view your coupon usage, just visit the WPForms » Payments page from the WordPress admin sidebar.
You will see a summary chart of coupon usage on your WordPress site in the ‘Overview’ tab.
From here, you can also click on the ‘Total Payments’ tab to view individual payments and see which customers used the coupon code on your site.
This will help you decide if adding the coupon code field has helped you generate more revenue and been a successful campaign or not.
Bonus: More Tips for Using Coupons in WordPress
Coupon marketing is one of the most effective ways to get more sales and grow customer loyalty. Apart from adding coupon fields to your WordPress forms, you can also use coupons to promote a new product, clearance sale, special events, or more.
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Do you want to easily create a custom WooCommerce thank you page?
A custom order confirmation is a great way to connect with your customers and get more sales by promoting related products, or even offering an exclusive coupon code.
In this article, we’ll show you how to create a custom WooCommerce thank you page.
Why Customize a WooCommerce Thank You Page in WordPress?
The order confirmation or thank you page may seem like a small part of your online store, but it can actually be a very valuable part of the sales process.
The default WooCommerce thank you page isn’t really optimized for conversions, so we recommend replacing it with a custom page. This page might encourage shoppers to buy more products by offering coupon codes or displaying popular products.
You can also show important information such as the items ordered, the total cost, and shipping information.
With that said, let’s show you how to easily create a custom WooCommerce thank you page, step-by-step. Simply use the links below to jump straight to the method you want to use.
Method 1. Create a Custom WooCommerce Thank You Page Using FunnelKit
The easiest way to create a custom WooCommerce thank you page is by using FunnelKit, formerly known as WooFunnels. It is the best WordPress sales funnel and automation plugin, and comes with ready-made Thank You templates that you can easily add to your online store.
This allows you to create professionally-designed and helpful thank-you pages without having to write a single line of code.
Note: There’s also a FunnelKit Pro plugin that comes with more ‘thank you’ templates. However, we’ll be using the free version of FunnelKit as it has everything you need to replace the default WooCommerce thank you page with a custom design.
The first thing you need to do is install and activate the plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.
Upon activation, go to FunnelKit » Templates and click on the ‘Checkout’ button.
Choose a Thank You Page Template
You can now choose from any of FunnelKit’s ready-made templates, or select ‘Start from scratch.’ We recommend using a template as it helps you create a professionally designed Thank You page, fast.
To take a closer look at any template, simply hover your mouse over it and then click on the ‘Preview’ button when it appears.
FunnelKit will show a preview of the checkout page by default.
To see the thank you design instead, simply select ‘Thank You Page’ from the left-hand menu.
When you find a template you want to use, click on ‘Import This Funnel.’
We’re using the Livewire template in all our images, but you can use any design you want.
At this point, FunnelKit might ask you to install some extra plugins such as SlingBlocks, which adds page-building features to the WordPress block editor.
If you see this message, then click on ‘Activate’ to get the plugins you need.
After that, type in a name for the custom thank you page. This is just for your reference so you can use anything that will help you identify the page in your WordPress dashboard.
With that done, click on the ‘Add’ button.
Customize Your WooCommerce Thank You Page
You’ll now see all the steps that are included in the template.
Since you’re using the free version of FunnelKit, the template includes a thank you page and a custom WooCommerce checkout page, which you’ll need to set up separately. For detailed step-by-step instructions, please see our guide on how to customize the WooCommerce checkout page.
To go ahead and customize the thank you page, click on its ‘Edit’ link.
You can now click on ‘Edit Template’ to open the template in the WordPress block editor.
Note: If you’re using a page builder plugin, then FunnelKit may open the template in a different editor. If this happens, then you’ll need to click on ‘Switch to WordPress editor’ instead of ‘Edit Template.’
You can now customize the template in exactly the same way you build any WordPress page. Simply click on any block and then fine-tune it using the settings in the right-hand menu and the mini toolbar.
For example, you’ll typically want to replace the placeholder logo with your own custom logo. To do this, click to select the Image block and then select ‘Replace’ in the mini toolbar.
Now, either select Open Media Library and choose an image from the WordPress media library, or click on ‘Upload’ and select a file from your computer.
After choosing an image, you can add image alt text, change the width, add rounded corners, and more using the settings in the right-hand menu.
You’ll also want to replace the placeholder text with information about your own online marketplace. Simply click to select any text block and then type in your custom messaging.
You can also change the text’s styling using the settings in the right-hand menu. For example, you can use borders and box shadows to make the text stand out, change the font family, or change the text color in WordPress.
Just don’t modify any of the text inside the [ ] brackets as these tags allow FunnelKit to show personalized content, such as the customer’s name.
Customize the Order Details Widget
After that, scroll to the Order Details section and give it a click. This is a unique widget provided by FunnelKit that shows information about the customer’s order.
This widget works out of the box, but you may want to customize how it looks and the information it shows.
To start, you can change the section’s heading by typing into the ‘Heading’ field.
You can also choose whether to show the product image for every item in the customer’s order, using the ‘Show Image’ slider.
Do you sell subscriptions for a membership site, online courses, or similar? Then you may want to show information about the customer’s subscription, such as the price and when their next payment is due.
To add this section, click to expand ‘Subscription’ in the right-hand menu. Then, enable the ‘Show Subscription Preview’ toggle.
In this section, you can also replace the default ‘Subscription’ text with your own messaging by typing into the ‘Heading’ field.
Similarly, if you sell digital downloads then you can add a ‘Downloads’ section to the thank you page. This contains useful information, such as the filename, the number of downloads remaining, and the expiration date.
You can even add a button so shoppers can download their purchase directly from the custom thank you page, which will improve the customer experience.
To add this section, simply click to expand ‘Downloads’ in the right-hand menu. You can then add and remove information using the toggles.
You can also replace the default heading and button text with your own messaging.
When you’re happy with how Order Details is set up, you may want to change how it looks by clicking on the ‘Style’ tab.
Here, you can change the heading and background colors that are used across the entire order section, or change individual elements within the ‘Download’ or ‘Subscription’ sections.
Edit the Customer Details Widget
With that done, it’s time to look at Customer Details, which is another unique widget provided by FunnelKit.
Simply click to select the Customer Details section and then make your changes in the right-hand menu. For example, you can replace the default headline with your own messaging by typing it into the ‘Heading’ field.
You can also switch between a multi-column or single-column layout using the ‘Layout’ dropdown menu.
After that, you can click on the ‘Style’ tab and change the fonts, text size, colors, and more.
Add More Blocks to the Custom Thank You Page
When you’re happy with the changes you’ve made to the template, you may want to add your own content. This can help you improve the customer experience, get more sales, promote your brand, and more.
To add blocks, simply click on the ‘+’ icon in the right-hand corner and then drag any block onto your design. Both FunnelKit, WooCommerce, and WordPress have lots of different blocks you can use, so let’s quickly look at a few examples.
Promote Your Other WooCommerce Products
The thank you page may seem like the end of the buyer journey, but it doesn’t have to be. You can use this page to recommend other products the shopper may want to buy. This can get you more sales, while also raising awareness about the other great products you sell.
To see what blocks are available, scroll to the ‘WooCommerce’ section in the left-hand menu. Here, you’ll find blocks such as Best-Selling Products, Newest Products, On Sale Products, and more.
Simply find the block you want to use and drag it into your design.
With that done, click to select the block and then customize it using the settings in the right-hand menu.
Get More Social Media Followers
Social media websites like Twitter and Facebook are the perfect place to promote your products, so you’ll want to get as many followers as possible. With that in mind, it’s a good idea to add social media links to your custom thank you page.
Since these shoppers have already bought from your business, they’re more likely to follow you on Instagram, Snapchat, YouTube, and other social platforms.
To get started, simply drag a Social Icons block onto your page. You can then click on the ‘+’ icon and choose the social icon that you want to add.
After making your selection, click on the new icon in the Social Icons block.
In the mini toolbar that appears, type in the URL of the profile you want to link to.
Simply repeat these steps to add all your social media accounts to the block.
Give Customers Exclusive Coupon Codes
A coupon code encourages shoppers to buy from you again. For that reason, you may want to add a coupon code to your thank you page. For example, you might offer shoppers a free shipping discount on their next purchase.
You can create a coupon code with WooCommerce’s built-in coupon feature, or by using a coupon code plugin.
After creating a coupon, simply add a Text block to the thank you page. You can then go ahead and type the coupon into this block, along with any other messaging you want to use.
This is a great start, but you may want to show different coupon codes to different customers. For example, you could offer first-time customers a big percentage discount on their next purchase, to help build customer loyalty.
The best way to do this is by upgrading to FunnelKit Builder Pro. This premium plugin has a powerful rules-based engine that allows you to show different coupons to shoppers based on the order total, item count, the WooCommerce payment gateway used, and much more.
Publish the Custom WooCommerce Thank You Page
When you’re happy with how the thank you page is set up, click on ‘Update’ to save your changes. After that, click on ‘Back To Thank You Page.’
You can now click on the ‘Draft’ button next to ‘Thank you Page’ and select ‘Publish’
Method 2. Create a Custom WooCommerce Thank You Page Using a Page Builder
You can also create a custom WooCommerce thank you page using SeedProd. This allows you to design the page using a drag and drop editor, which is perfect if you find the WordPress block editor too restrictive or difficult to use.
SeedProd comes with more than 180 professionally-designed templates including eCommerce templates that you can use to create sales pages and lead squeeze pages.
Even better, SeedProd has full support for WooCommerce and even comes with ready-made WooCommerce blocks that you can simply drag onto your layouts.
The first thing you need to do is install and activate the plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.
Note: There is a free version of SeedProd, but for this guide, we’ll use the Pro version because it has the built-in WooCommerce blocks we need. It also integrates with the email marketing services you may already be using to promote your online store.
Upon activation, go to SeedProd » Settings and enter your license key.
After that, go to SeedProd » Landing Pages and click on ‘Add New Landing Page.’
Next, you need to choose a template for your thank you page.
SeedProd’s templates are organized into different campaign types such as coming soon and 404 pages. Since you’re creating a custom WooCommerce thank you page, go ahead and click on the ‘Thank You’ tab.
For this guide, we’ll be using the ‘Order Completed Thank You Page’ template.
Simply hover your mouse over this template and then click on the checkmark icon.
Next, type in a name for your custom WooCommerce thank you page. SeedProd will automatically use this name in its URL, but you can edit the URL if you want.
When you’re happy with the information you’ve entered, click on the ‘Save and Start Editing the Page’ button.
This loads the SeedProd editor, which shows a live preview of the page to the right and some settings on the left.
To customize a block, simply click to select it in the page builder, then use the settings in the left-hand menu.
The left-hand menu also has blocks that you can drag onto the order confirmation template.
Get More Sales By Adding an Upsell Section
You may be able to get more sales by promoting other products on the thank you page. One option is to create an upsell block using SeedProd’s sections.
Sections are ready-made collections of blocks that are commonly used together, so they can help you create beautifully-designed pages, fast.
Simply click on the ‘Sections’ tab and then select ‘Hero’ in the left-hand menu. After that, hover your mouse over ‘Hero 2’ and click on the ‘+’ icon when it appears.
This adds the section to your page.
Go ahead and click to select the section’s ‘Image’ block. Then, in the left-hand menu click on ‘Use Your Own Image’ to open the media library.
You can now add an image for the product that you want to upsell.
Once you’ve done that, click on the ‘Headline’ block and type in the product title.
Next, click to select the ‘Text’ block and then type in the product description.
You can encourage customers to add this item to their basket, by replacing the placeholder call to action button with an ‘Add To Cart’ button.
To do this, click to select the ‘Call To Action’ block and then click on the ‘Delete Block’ icon.
Next, find the ‘Add To Cart’ block in the menu.
Simply drop this block onto the empty space in your Hero 2 section.
Now, it’s time to connect this button to the right WooCommerce product.
To do this, you’ll need to know the product’s ID. If you don’t know this information, then go to Products » All Products in your WordPress dashboard. Here, simply hover your mouse over the product to see its ID.
Back in the SeedProd page editor, click to select the ‘Add To Cart’ block and then add the ID to the ‘Product ID’ box.
You can also enable the ‘Direct to Checkout’ slider, so the shopper will go straight to your store’s checkout.
At this point, you can change how the button looks using the settings in the left-hand menu. For example, you can change its color scheme, button text, alignment, and more.
After that, it’s a good idea to add a heading that promotes your upsell product. For example, you could use something like ‘You may also be interested in’ or ‘This is the perfect addition to your order.’
Simply drag a ‘Headline’ block onto your layout.
You can then type in the messaging you want to use.
Promote Your Best-Selling WooCommerce Products
Another option is adding a best-selling products section to your thank you page. Since these products are already popular, there’s a good chance the shopper may also want to buy them.
In the left-hand menu, find the ‘Best Selling Products’ block and drag it onto your layout.
There are many other types of product grids you can add, like sale products, top-rated products, recent products, and more.
When you’re happy with how the WooCommerce thank you page looks, it’s time to publish it by clicking on the dropdown arrow next to ‘Save’ and selecting ‘Publish.’
After publishing the page, you need to change the WooCommerce settings so customers get redirected to your new page.
The easiest way to do this is by using the Thanks Redirect for WooCommerce plugin. This plugin allows you to redirect customers to any URL after making a purchase.
The first thing you need to do is install and activate the plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.
Upon activation, you’ll need to enter the URL of your custom thank you page.
To get this information, go to SeedProd »Landing Pages and find the thank you page you just created. You’ll find its link in the ‘URL’ column.
Once you have this information, go to WooCommerce » Thanks Redirect.
Here, check the ‘Enable Global Redirect’ box.
You can now type the link into the ‘Thanks Redirect URL’ box.
With that done, click on ‘Save Changes’ to store your settings.
Now, WooCommerce will send customers to your custom thank you page when they complete an order.
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Do you want to create a loyalty program in WooCommerce?
A loyalty program can keep customers coming back to your online store, and keep them away from your competitors. It can also be a great way to reward your best customers and make them feel valued.
In this guide, we’ll show you how to create a loyalty program for your WooCommerce store.
Why Create a Loyalty Program in WooCommerce?
Creating a loyalty program can be a great way to get more sales on your online store.
A loyalty program encourages customers to keep coming back to your WordPress website, which is the key to running a successful business over the long term. It can even boost average spend per customer by giving shoppers a reason to add more items to their basket.
Most stores give customers points for buying products and services. However, you can also reward customers for other actions like creating an account, placing their first order, signing up to your email newsletter, or spending over a certain account.
You might even give customer extra points for returning to an abandoned shopping cart and completing their purchase. In this way, a loyalty program can help you recover WooCommerce abandoned cart sales.
With that said, let’s take a look at how to add a loyalty program in WooCommerce.
After creating a loyalty program, Advanced Coupons will show the customer how many points they’ll get for each action, including buying a specific product.
After that, go ahead and click on the ‘Settings’ tab. This brings you to a screen where you can build the loyalty program.
To start, let’s reward members with points when they take certain actions on your website, like leaving a product review, posting a comment, or buying a product.
In the ‘Price to points earned ratio,’ we can see that the Loyalty Program plugin gives customers 1 point for every $1 spent.
If you want your WooCommerce loyalty program to look more impressive, then you give customers more points. For example, members might earn 2 points or 10 points for every $1 they spend.
‘Points to price redeemed ratio’ is how many points it takes to earn a dollar as part of your loyalty program.
By default, customers earn $1 for every 10 points. That means the customer needs to redeem 10 points to get a $1 discount coupon. You can change these values to anything you want.
You can also change the name of your loyalty scheme by typing into the ‘Points name’ field. We’ve gone with ‘Awesome Points’ for our loyalty program, but you might want to use something more branded, like Starbucks does with their ‘Stars’.
Next, you’ll need to decide how your points are calculated. For instance, you may want to give a customer less points if they use a coupon code, compared to a customer who didn’t use a coupon. In this way, you can give the best rewards to your best customers.
To do this, click on the ‘Points Earning’ tab. Here, you can check the boxes to take any discounts, tax, shipping costs, and any fee amounts into account when awarding points.
Many online marketplaces and digital stores only reward customers for spending money. However, there may be other actions that benefit you, so it’s a good idea to reward customers for taking these actions.
For example, you might want to reward visitors for registering with your membership site, posting a product review, or even commenting on a blog post.
Simply scroll to the ‘Point Amounts’ section and then click the switch for any action that will earn the customer points.
After activating these toggles, check whether there are any new settings to configure.
For example, you’ll need to type in how many points customers will get for registering as a new user.
You can also encourage shoppers to spend more by awarding extra points for orders over a certain amount.
To do this, enable the ‘Spending over a certain amount’ switch and then type a value into the ‘Spending over a threshold’ field.
During busy shopping periods you may want to give customers an extra reason to buy from your store. For example you might award extra points during Black Friday, so customers aren’t tempted to shop with a competitor.
You can give customers extra points during a specific period by enabling the ‘Extra Points To Earn During Period’ slider. Then, enter a date and time range into the ‘Extra points to earn during period’ section and type in how many points customers will earn.
There are some more settings you may want to look at, but this is enough to create a loyalty program in WooCommerce. When you’re happy with how the program is set up, scroll to the bottom of the page and click the ‘Save changes’ button.
Your new WooCommerce loyalty program is now live.
Automatically Creating Accounts for Your Customers
Your customers will need to create an account in order to collect loyalty points.
Already, this encourages people to sign up to your online store. However, you can also create an account automatically when a visitor makes their first purchase. This can improve the shopping experience, and may get you some extra members.
To automatically create an account for a new customer, go to WooCommerce » Settings. Then, click on the ‘Accounts and Privacy’ tab.
To start, you may want to uncheck ‘Allow customers to place orders without an account’, so that customers can’t checkout as a guest. This will encourage more people to register with your site, but it may cause more shoppers to give up on a purchase and abandon their shopping carts.
Next, check the ‘Allow customers to log into an existing account during checkout’ box.
Once you’ve done that, you’ll want to make it as easy as possible for customers to create an account. With that in mind, we recommend checking all the boxes in the ‘Account creation’ section, as you can see in the following image.
Now, WooCommerce will automatically send an email to first-time customers with information on how to access their new account.
The WooCommerce Loyalty Program in Action
Your loyalty program is up and running! Once a customer has earned loyalty points, they can turn them into coupons by going to My Account » My Reward Points.
The customer can then simply type in how many points they want to use, and your WordPress blog or website will show how much the coupon is worth.
The customer can go ahead and click ‘Redeem’ to create that coupon.
In the following image, the customer has created a $5 coupon by converting 500 of their points. They still have 550 points left to redeem.
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Do you want to send automated coupons in WordPress to bring back customers?
By sending the right coupon to the right person at the right time, you can re-engage customers who are losing interest. This can get you more sales, create brand loyalty, and help you keep your best customers.
In this guide, we’ll show you a few different ways to send automated coupons in WordPress, and bring back customers.
Why Send Automated Coupons to Bring Back Customers?
You may have heard the saying that it costs five times more to get a new customer than keep an old one.
While lead generation will help grow your business, you also need to keep your existing customers happy. Over time, people may lose interest in your website, forget about your products, or start shopping with a competitor.
That’s where automated coupons come in.
The best WordPress automation tools and plugins can watch your customers for signs they’re becoming disengaged. For example, a customer may not place an order for 2 months or stop opening your emails.
One way to bring those customers back is to automatically send them a coupon code via email. By creating this automated workflow in WordPress, you can retain customers without having to do all the hard work yourself.
Pro Tip: If you send coupons via email, then you’ll need to make sure those messages land in the customer’s inbox and not in the spam folder. Here, a good SMTP service provider is essential for improving your email deliverability. We also recommend using WP Mail SMTP as it allows you to easily send WordPress emails using any SMTP service provider.
With that being said, let’s see how you can send automated coupons in WordPress and bring back customers. Simply use the quick links below to jump to the method you want to use.
FunnelKit is a WordPress sales funnel builder and optimization plugin that allows you to create powerful customer winback campaigns. It also lets you create unique, personalized coupons, which can really catch the shopper’s attention.
FunnelKit integrates with WooCommerce and has lots of features that are designed to grow your online store. With that in mind, FunnelKit is a great choice if you already use WooCommerce to sell products and services online.
How to Create an Automated Coupon Workflow for WordPress
Now, we’re going to create a workflow that will generate a personalized coupon and send it to the customer via email. This workflow will run once 30 days have passed since the customer’s last order.
To create the workflow, go to FunnelKit Automations » Automations (Next Gen) in the WordPress dashboard. Then, click on the ‘Add New Automation’ button.
You’ll now see all the different automation templates that you can use.
Since we want to create our own workflow, select ‘Start from Scratch.’
In the popup that appears, type in a name for the automation. This is just for your reference, so you can use anything you want.
With that done, click on ‘Create.’
Now, we need to choose the action that will kickstart the workflow, so click on ‘Select Trigger.’
In the left-hand menu, choose ‘WooCommerce’ and then click to select ‘Customer Win Back.’
With that done, click on ‘Done’ to add the trigger to your automation workflow.
Back in the main editor, click on the ‘Customer Win Back’ trigger.
In the ‘Customer Last Ordered Period’ section, you can type in how long FunnelKit will wait before running the workflow.
For example, in the following image the workflow will run when 30 days have passed since the customer’s last order.
FunnelKit will repeat this automation once every 24 hours, so it’s important to only run it for a short period of time. For this reason, we’ve set the workflow to stop when 35 days have passed since the customer’s last order.
In this way, you won’t annoy customers by sending them dozens of emails.
Next, you can set the time when the automation will run, using the ‘Schedule this….’ fields. FunnelKit will use your store’s timezone, so you may want to change your online store settings if you want to use a different timezone instead.
With that done, click on ‘Save.’
Back in the main workflow editor, click on ‘+’ and then select ‘Action.’
In the popup that appears, select ‘WooCommerce’ and then click on ‘Create Coupon.’
Simply click on ‘Done’ to add this action to the workflow.
Back in the main FunnelKit editor, click on the action you just added. This opens a popup where you can customize the ‘Create Coupon’ action.
To start, type a name for the coupon into the ‘Coupon Title’ field. This is just for your reference so you can use anything you want.
After that, choose the type of coupon that you want to create, using the ‘Discount Type’ dropdown menu.
FunnelKit supports percentage discount, fixed cart discount, and fixed product discount. Most of the time, you’ll want to select ‘Percentage Discount’ to make sure all customers get a similar benefit, no matter how much they spend or what products they buy.
After that, type an amount into the ‘Amount’ field. For example, you might offer customers 20% off, or a $5 discount on all purchases.
FunnelKit automatically creates a unique coupon code for each contact. However, you can add a prefix to the start of the coupon, which can either be plain text or dynamic tags. FunnelKit will replace these tags with real text every time it creates a code, so this is a great way to create personalized coupons.
Since we want to bring shoppers back in, you may decide to include the customer’s name in the coupon. This can catch their attention, and also makes your code easier to remember.
To add plain text as a prefix, simply type into the ‘Coupon Code Prefix’ field.
To add one or more tags, click on the ‘Merge tags’ icon.
This is the button that has curly braces.
Now, you’ll see all the tags that you can use in the automated coupon.
We’re going to use the {{contact_first_name}} tag, but you can use any tags you want.
Simply copy each tag and then paste it into the ‘Coupon Code Prefix’ field.
As you can see in the following image, you can use a mix of plain text and tags.
By default, the coupon will never expire. A sense of urgency and FOMO can push customers to use a coupon, so you may want to select the radio button next to ‘Expire after Specific Days’ or ‘Expire on Specific Date.’
You can then use the controls to specify when the coupon will expire.
Shoppers love free shipping, so you may want to consider adding this to your coupon by selecting the ‘Yes’ radio button under ‘Allow Free Shipping.’
When you’re happy with how the coupon is set up, make sure you copy the small pieces of code under the ‘Coupon Title.’
You’ll need this coupon code for the email we’ll be creating in the next step, so store it somewhere safe.
With that done, click on ‘Save’ to store your changes.
Now we have a coupon, it’s time to create the email that FunnelKit will send to your customers. To add an email action, click on the ‘+’ button and then select ‘Action.’
If it isn’t already selected, then click on ‘Messaging’ in the left-hand menu.
Then, select ‘Send Email’ and click on ‘Done.’
You can now create an email by typing in a subject and preview, and adding body text.
Similar to creating a coupon, it’s best to use a mix of plain text and tags. To add dynamic tags, click on the ‘Merge Tags’ icons that appear next to the To, Subject, and Preview Text fields.
If you want to add tags to the email body, then you can click on the ‘Merge Tags’ button.
To add your coupon code, simply paste or type in the {{wc_dynamic_coupon id= code we copied in the previous step.
When you’re happy with how the email looks, click on ‘Save & Close.’
That’s it. When you’re ready to make the automation live, click on the ‘Inactive’ slider so it turns to ‘Active.’
Now, FunnelKit will automatically send the coupon to any customer who hasn’t purchased from you in the past 30 days.
Method 2. Using Uncanny Automator (Over 100 Integrations)
Another way to send automated coupons in WordPress, is by using Uncanny Automator. It is one of the best WordPress automation plugins on the market and lets you create powerful workflows to save time and help you respond to customers more quickly.
Uncanny Automator works seamlessly with WooCommerce, plus all of the must have WordPress plugins and third-party tools. If you’re already using lots of different software on your online store, then Uncanny Automator may be a good choice for you.
There is a free Uncanny Automator plugin that lets you automate many common tasks. However, we’ll be using Uncanny Automator pro because it works with WooCommerce.
To start, you’ll need to install Uncanny Automator pro, plus the free plugin as it provides the base for the premium version. If you need help, then please see our guide on how to install a WordPress plugin.
Upon activation, go to Automator » Settings and enter your license key into the ‘Uncanny Automator Pro license key’ field.
You’ll find this information under your account on the Uncanny Automator website.
Uncanny Automator is a powerful and flexible plugin, so there’s lots of different ways that you can bring customers back to your site. Let’s take a look at a few options.
Automatically Send Coupons to Logged-Out Customers
It’s smart to let customers create an account with your online store, as it encourages brand loyalty and makes it easier for shoppers to buy from you in the future.
User registration can also help with lead generation. If you get the shopper’s email address, then you can target them with email marketing, personalized ads, an email newsletter, and much more.
If you’re using WooCommerce, then this plugin automatically creates all the pages customers need to create and manage an account. WooCommerce also adds a new Customer role, which it automatically assigns to any shoppers who register with your store.
If you allow user registration, then you can track when a shopper logs out of their account, as this suggests they’re losing interest in your store. You can then send a coupon to encourage them to log back in.
To create this recipe, simply go to Automator » Add new in the WordPress dashboard.
Uncanny Automator will now ask whether you want to create a recipe for logged-in users, or everyone. Go ahead and select ‘Logged-in users,’ then click on the ‘Confirm’ button.
Next, you can give the recipe a name by typing into the ‘Title’ field. This is just for your reference so you can use anything you want.
Once you’ve done that, click on ‘WordPress’ in the ‘Select an integration’ area.
You can now choose a trigger, which is anything that kickstarts the recipe.
In the dropdown menu, start typing the following ‘A user logs out of a site’ and then select the right option when it appears.
We only want to run the workflow when someone with the ‘Customer’ user role logs out of their account.
With that in mind, click on the ‘Add filter’ button.
In the popup that appears, click on ‘WordPress.’
Next, find ‘The user has a specific role’ in the dropdown menu.
Open the ‘Role’ dropdown and select the role you’re using for your customers.
After that, go ahead and click on ‘Save filter.’
Now it’s time to specify the action that Uncanny Automator will perform every time this workflow runs.
We’re going to send the customer an email containing a coupon, so go ahead and click on ‘Add action.’
Since we want to send an email, select ‘Emails’ as the integration.
In the dropdown that appears, click on ‘Send an email.’
This adds all the fields that you can use to create the email.
To start, we need to make sure the message goes to the right user, by clicking on the asterisk next to the ‘To’ field. Then, select ‘Common’ and ‘User email.’
You can now create the email by adding a subject line and body text.
Here, you can use a mix of plain text and tokens, which are placeholders that Uncanny Automator replaces with real values automatically. For example, if you want to use the customer’s name, then you can click on the asterix and select ‘Common.’
Simply select the ‘User first name’ token to create the personalized greeting.
You’ll also need to create a coupon and add it to the email.
The easiest way is by using the Advanced Coupons plugin, which is the best WordPress coupon code plugin on the market. It lets you create lots of different advanced coupons to get more sales and grow your business.
After creating a coupon, you can simply add it to the email.
When you’re happy with how the email looks, click on ‘Save.’
After that, it’s time to set a delay. This is how long Uncanny Automator will wait after the customer logs out, before sending them the coupon.
To add a delay, hover your mouse over the ‘Email’ action. When it appears, click on ‘Delay.’
You can then add your delay in the popup that appears.
Once you’ve done that, go ahead and select ‘Set delay.’
When you’re happy with how the recipe is set up, it’s time to make it active.
In the ‘Recipe’ box, click the ‘Draft’ switch so that it shows ‘Live’ instead.
That’s it. Now, when a customer logs out of their account, Uncanny Automator will wait for the specified amount of time before sending them a coupon code.
Automatically Send Coupons for a Specific Product
Sometimes a shopper may look at a product multiple times. This suggests they’re interested in the item, but something is stopping them from making a purchase.
In this case, you may want to send them a coupon, which will encourage them to splash out on the product.
To get started, create a new recipe for logged-in users following the same process described above. After that, click on ‘WooCommerce’ in the ‘Select an integration’ area.
Next, choose a trigger by typing the following ‘A user views a product.’
When the right trigger appears, give it a click.
By default, this trigger is set to ‘Any product.’
If you want to link the recipe to a specific product, then open the ‘Product’ dropdown and choose that product from the list.
Once you’ve done that, click on the ‘Number of times’ button.
By default, the recipe will run every time a customer looks at a product. You should change this, so the customer has to look at the product multiple times before triggering the recipe. To do this, type a different number into the ‘Number of times’ field.
When that’s done, click on ‘Save’ to store your settings.
This recipe should only run when a customer views a product, so click on ‘Add Filter.’ In the popup that appears, click on ‘WordPress’ and then choose ‘The user has a specific role.’
After that, open the ‘Role’ dropdown and select the role you’re using for your customers.
When you’re ready, click on ‘Save filter.’
Now it’s time to add the action. There are a few different ways to send automated coupons from your WordPress website.
To email a code to your customers using Uncanny Automator and Advanced Coupons, simply follow the same process described above.
Another option is to generate the code using WooCommerce. To do this, click on ‘Add Action’ and then select ‘WooCommerce’ as the integration.
In the search bar, start typing ‘Generate and email a coupon code to the user.’
When the right option appears, give it a click.
This will add some new settings where you can create the coupon code.
To generate a code automatically, simply leave the ‘Coupon code’ field blank.
In the ‘Discount type’ field, choose the kind of coupon that you want to create, such as a fixed cart discount or percentage discount.
For this guide, we’ll select ‘Percentage discount’.
After that, type the percentage discount into the ‘Coupon amount’ field.
In the following image, we’re offering customers a 30% discount on their purchase.
In the next field, you can set an expiry date for the coupon, either by using the YYY-MM-DD format or typing in the number of days until the coupon expires.
For example, in the following image the coupon will expire after 7 days.
You can also set a minimum and maximum spend for the coupon. We’ll leave these fields blank so the customer can use the code with any purchase.
You may also want to check the ‘For individual use only’ box so customers can’t use this code in combination with other coupons.
Next, scroll to the ‘Usage limit per coupon’ section. The shopper should only be able to use the coupon once, so type in ‘1.’
There are lots of other settings you can change for the coupon. It’s a good idea to look through these settings to see whether you want to make any more changes.
When you’re happy with how the coupon is set up, scroll to the ‘Email’ section. To start, find the ‘To’ field and then click on the asterisk next to it. Then, click on ‘Common’ and select ‘User email.’
With that done, you can add a subject line and change the text in the email body.
To create a more personalized email, it’s a good idea to use a mix of plain text and tokens, by following the same process described above.
When you’re happy with the email, click on the ‘Save’ button to store the recipe.
After that, you can make the recipe live by clicking the ‘Draft’ switch so that it shows ‘Live.’
Now, every time someone views a product multiple times, it’ll trigger the recipe workflow.
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