Round 2: Update to WooCommerce 3.5.1+ before WordPress 5.0

How to Use Coupons and Email to Drive Customer Retention

Written by Samuel Gomes on September 19, 2018 Blog, Marketing.

Creating coupons with WooCommerce is straightforward, and coupons are effective tools to market your store and products, convert visitors into customers, and retain loyal shoppers.

But how exactly do you use them to drive revenue and customer loyalty? Here are some tried and tested customer retention tactics with coupons.

Start by collecting email addresses

Collect email addresses using MailChimp for WooCommerce
MailChimp and WooCommerce play well together

Do you have email addresses for your store visitors? Collecting them is the first step to a good email marketing strategy: One of the most effective ways to market coupons and stay in touch with your customers is through email.

MailChimp for WooCommerce is your ally here. MailChimp is loved by marketers because it makes life easier. It also offers more than just email marketing tools — for free! Let’s learn how to use MailChimp to display a popup window offering your customers a coupon in exchange for their email.

In WooCommerce

  1. Create your coupon. If you need a little help, here’s a step-by-step guide.
  2. Install the official MailChimp for WooCommerce extension. Following the prompts to configure it.
  3. Install the Insert Headers and Footers plugin. We’ll come back to this later!

In MailChimp

After creating your account and logging in to MailChimp:

  1. Click Create at the top right corner, then click Signup form — it’s at the bottom of the list.
    The campaign creation screen in MailChimp
  2. Click Pop-up form, select a mailing list from the drop-down menu, then click Begin. If you haven’t created a list yet, here is some guidance around that.
    Creating a signup form for your list in MailChimp
  3. Customize your pop-up. The MailChimp pop-up creation tool offers a lot of style and functionality options, so play around. For more detail, take a look at MailChimp’s in-depth explanation on pop-ups.
    Customize your pop-up with the MailChimp pop-up creation tool
  4. When you’re happy with your your pop-up, click Generate Code.
    You can embed your sign-up form by copying and pasting the code to your site
  5. Copy the code.

Now, head back to your WordPress admin page. Remember the Insert Headers and Footer plugin you installed? You’ll find it in Settings → Insert Headers and Footers. Paste the code in the Scripts in Footer box, then click Save.
Add the necessary scripts to your footer using the Insert Headers and Footer plugin

Your store should be displaying the pop-up as configured! The next step is to give your customers the coupon your promised them.

The promised coupon

You have two options in MailChimp for passing the coupon on to your customers.

Approach 1: Display the coupon on the pop-up success message

Display the coupon code on the pop-up success message
Your customers can use the coupon right after signing

The simpler option is to display the coupon code in the success message, right after your customer subscribes via pop-up. You can do this by editing the Sign up success message under Content tab. up, without leaving your store.

Approach 2: Send the coupon in a “thank you” email

In the second approach, you’ll set up an automated email that’s sent every time someone subscribes using the pop-up form.

  1. Click Create, then Email. Select the Automated tab, then Subscriber Activity. Select Thank pop-up form subscribers option.
    Send the coupon in an automated 'thank you' email once someone has signed up using your pop-up form
  2. Give the campaign a name and link it to a list.
    Name your automated campaign in MailChimp
  3. Your new email workflow now exists, but needs a little configuration.
    Configuring your automation in MailChimp

Editing the Trigger will change the frequency with which the emails are sent. In this example, you want your customers to have the coupon Immediately:

Setting the frequency with which the emails containing the coupon code are sentClick Design Email and fill the Email information section. You’ll be presented with lots of layouts and themes. Choose a theme and tweak it, or select a blank layout and build your email from scratch.

Pick an existing MailChimp template or build your email from scratch

After saving your email design (don’t forget to mention the coupon code!), you’ll return to the workflow page. Click Next on the bottom right corner to proceed to the last step, then Start Workflow. Well done! Now everyone who subscribes to your pop-up form will receive the configured email.

Following up

Whichever approach you choose, you will have an effective way to start building your email list and can entice them back to your store over and over again. Automated campaigns help you make this possible. To take your email marketing even further, I recommend Kazia Galazka’s great post on getting the most out of MailChimp.

Recovering abandoned carts (and that lost revenue)

Abandoned carts are a big concern for eCommerce stores. The Baymard Institute says the average cart abandoned rate is 69%. That means 7 out 10 customers are interested in your products, search for them, add them to their carts, then leave without buying.

Fear not. You can recover 60% of them using abandoned cart recovery emails. MailChimp offers an automated workflow for that, or you can try a specialized service like Jilt.

We hope these tips will help you grow your customers’ loyalty. Finally: Get deeper into MailChimp. They have a lot to offer, especially if you’re running a small business.

Was this post helpful to you? Let us know your marketing and couponing experiences in the comments below.

Automatically sync your customers and their purchase data, and set up marketing automations with MailChimp for WooCommerce

15 Responses

  1. Harshil Patel
    September 20, 2018 at 10:45 am #

    this is great tool but can you say that it work on amp version of website?

    • Samuel Gomes
      September 21, 2018 at 1:01 pm #

      Hey Harshil Patel. the procedures may be different.
      This post may be helpful for you: https://searchwilderness.com/amp-forms/#gref

    • Glen
      September 29, 2018 at 8:30 am #

      This is a great article I must say. It has all the information with much clarity.

  2. RJ Dowell
    September 20, 2018 at 12:03 pm #

    Hello Samuel,

    I was thinking about email list building for the DBPMagazine. I’m a Graphic designer and aspiring artist as well as Design Editor here. So I thought about the events e-mail campaign for the autumn meetings.
    I’ve been using the MailChimp for the design campaigns, but never customized pop ups. Thanks for the tips.

    All the best,
    RJ Moonk

    • Samuel Gomes
      September 21, 2018 at 1:03 pm #

      Hey RJ Dowell. I suggest you explore MailChimp settings. There are a lot of hidden gems in there! 😉

  3. Abhinay
    September 21, 2018 at 7:12 am #

    I love MailChimp and thanks for telling me about this features.

  4. Brent
    September 22, 2018 at 12:08 am #

    Both WooCommerce and MailChimp is a best combination. Thanks for the information published.

    • Hena
      September 24, 2018 at 8:50 am #

      Yes, undoubtedly! 🙂

  5. Amrina
    September 22, 2018 at 8:09 am #

    Good method to grab customers.

  6. Wayne
    September 23, 2018 at 6:44 am #

    I love your tips and it is definitely provide me more sales.

  7. Alex
    September 23, 2018 at 12:59 pm #

    Thanks Samuel for sharing these tips. I will try them very soon 🙂

  8. Amitis
    September 25, 2018 at 10:34 am #

    Thank you for sharing this article
    One of the best ways to communicate with customers and inform them is to have an email audience that has proven to be an experience for me.

  9. Helen
    September 29, 2018 at 10:24 am #

    These are really awesome ideas. We need to take of laws as well in the process..

  10. SEO Kansas City
    October 12, 2018 at 6:53 am #

    Great tips! Thank you for sharing the step by step guide!

  11. Kim
    October 14, 2018 at 8:28 am #

    Hey thanks for sharing this content. https://mcgarrypartners.com.au/ these guys can assist regarding tax and accounting if you need to know. They are based in Brisbane.

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