Reward repeat customers with a personalized coupon

Use an AutomateWoo workflow to thank repeat customers with a personalized coupon after an order is completed.

Create the workflow

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1. Go to AutomateWoo > Workflows and select Browse presets.
2. Find Loyalty: Reward repeat customers (with coupon) and select Create workflow. Keep the workflow Disabled while you configure it.
3. Review the Order Completed trigger and leave Recheck status before run enabled if the order should still be completed when the email is sent.
4. Review the rules and the one-hour delay. Revalidate rules before run checks the rules again before the queued email runs.

Set the eligibility rules

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The preset places three rules in one group joined by AND. A customer must meet all three conditions:

• Customer – Order Count is greater than 3.
• Customer – Total Spent is greater than 100 in the store currency.
• Workflow – Run Count For Customer is 0.

The order count must be at least four, the total spent must be above 100, and the workflow must not have run for that customer before. Adjust the thresholds to match your offer. You can use Order – Total if the offer should depend on the value of a single order, or Customer – Total Spent for the customer’s total. To allow repeat rewards, adjust the run-count rule or consider Workflow – Last Run Date For Customer.

Customize the offer

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In the Send Email action, replace the placeholder discount and customize the subject and message. Leave Is transactional? unchecked so AutomateWoo applies your marketing opt-in and unsubscribe settings.

Create a private template coupon under Marketing > Coupons with the discount and restrictions you want. In the workflow’s Variables panel, select customer.generate_coupon, choose the template, and set the expiry, prefix, and usage limit as needed. Select Copy to clipboard and replace the coupon placeholder in the email. The preset says the offer lasts two weeks but does not set an expiry; enter 14 days in the variable if that matches your offer. See Personalized coupons for setup details.

Generated coupons are unique but are not restricted to the recipient’s email address by default. Use a suitable usage limit and template restrictions for your offer.

Test and activate the workflow

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1. Select Preview on the email action and check the message with its sample data. With a valid template, the preview shows a sample coupon code without saving a coupon.
2. Send a test email to an address you control and check the generated coupon’s discount, expiry, and usage limit.
3. On a test store, activate the workflow and complete an order for a customer who meets every rule. Check AutomateWoo > Queue, then check AutomateWoo > Logs after the delay. Disable the test workflow afterward.
4. When you are ready, set the workflow on your live store to Active and select Save.