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How to send a Follow-up Email after a Coupon is Used

WooCommerce Follow-ups is a premium extension.

How create an Email for when a coupon is used ↑ Back to top

Following up automatically with customers that just used a coupon can drive immensely more insight, and give you an opportunity to gain additional sales from that customer in the future. Customers use coupons for many reasons including:

  • Come on, who doesn’t like a discount?
  • Your prices are too high without it
  • It was shared with them as a recommendation
  • They were won back as a part of another email send
  • They are converting from a promotion you ran

Regardless of the reason, there is a huge opportunity to close the loop and learn much more about yourself, your store, your customers, and how to improve profitability in the future.

Here is how you take advantage of that opportunity.

First, start a new Follow-up ↑ Back to top

Click either the “Create New Follow-Up” button new the top of the page or the “New Email” link in the Follow-up Emails navigation menu.

create_new_followup

Set Follow-up Type ↑ Back to top

Next, you will want to make sure that you’ve set the correct Follow-up Type. For this tutorial, we will use the “Storewide Email” type.

storewide_email_type

Give your email a name and subject ↑ Back to top

Now enter a name for your email. The Follow-up name is used by you internal for reporting and tracking the email in the future. The subject line is the subject line that will be sent when this email is triggered and sent to your customer. Your email must have a subject line to be sent.

followup_name_subject

Enter the email content ↑ Back to top

Create the content of your follow-up by adding it here – just like any other WordPress post or page. You can just about anything with this content. The editor accepts full HTML – just like posts and pages – or you can keep the follow-up plain text. It is up to you.

If you wish to include variables that will add dynamic content from the list to the right, you can do that. For example, if you want your customer’s name in the email, simply add {customer_name} where you want in your content, and when the email is sent that variable will be replaced with the customer’s name.

See all the variables here.

email_editor

Define your triggers ↑ Back to top

For the sake of this tutorial, we will keep the trigger simple, but you can certainly add more complexity if necessary. I am going to define this email to be triggered:

1 minute after a coupon is used

after_coupon_trigger

Next, you will want to select the coupon that this email is targeted to. You could also simply have this email target all customers that used a coupon, but I like to stay very targeted to close the loop on my marketing plans. In the dropdown for “Coupon” find the specific coupon.

select_the_coupon

Now, every time a customer uses the zikiqgg6 coupon, this email will be trigger to send 1 minute after that occurs.

Make Active and Save Email ↑ Back to top

Now you just need to set your email as active and save it, and you’ll be all set for emails to send when your customer’s use the specified coupon.

active_and_save_email

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