How to Send Automated Coupons in WordPress to Bring Back Customers

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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.

How to send automated coupons in WordPress to bring back customersHow to send automated coupons in WordPress to 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.

Method 1. Using FunnelKit (Best for WooCommerce Users)

One way to send automated coupons in WordPress, is by using FunnelKit Automations.

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 Set up the FunnelKit WordPress Plugin

First, you’ll need to install and activate the free version of FunnelKit Automations, as it provides the base for the premium plugin’s features. For more details, please see our guide on how to install a WordPress plugin.

After that, you’ll need to install and activate the FunnelKit Automations Pro plugin.

After activating both plugins, go to FunnelKit Automation » Settings. You can now go ahead and add the license key to the ‘License’ field.

Adding a license to the FunnelKit Automations WordPress pluginAdding a license to the FunnelKit Automations WordPress plugin

You’ll find this information in your account on the FunnelKit website. After adding this information, click on the ‘Activate’ button.

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.

Creating a new WordPress automation with FunnelKitCreating a new WordPress automation with FunnelKit

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.’

Creating a custom automated workflow in WordPressCreating a custom automated workflow in WordPress

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.’

Add a name to your FunnelKit automation workflowAdd a name to your FunnelKit automation workflow

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.’

Adding a 'customer winback' trigger to an automation workflowAdding a 'customer winback' trigger to an automation workflow

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.

Adding a trigger to the FunnelKit automation editorAdding a trigger to the FunnelKit automation editor

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.

Adding an order period to the automation recipe Adding an order period to the automation recipe

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.

Scheduling an automated coupon codeScheduling an automated coupon code

With that done, click on ‘Save.’

Back in the main workflow editor, click on ‘+’ and then select ‘Action.’

Adding actions to an automated workflow in WordPressAdding actions to an automated workflow in WordPress

In the popup that appears, select ‘WooCommerce’ and then click on ‘Create Coupon.’

Simply click on ‘Done’ to add this action to the workflow.

How to create an automated coupon using FunnelKitHow to create an automated coupon using FunnelKit

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.

Creating a winback customer automation workflow in WordPressCreating a winback customer automation workflow in WordPress

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.

How to create an automated percentage discount couponHow to create an automated percentage discount coupon

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.

Adding a prefix to the automated coupon codeAdding a prefix to the automated coupon code

To add one or more tags, click on the ‘Merge tags’ icon.

This is the button that has curly braces.

Adding dynamic text to the automated coupon codeAdding dynamic text to the automated coupon code

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.

How to create a personalized coupon code with merge tagsHow to create a personalized coupon code with merge tags

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.

How to create a personalized and dynamic coupon codeHow to create a personalized and dynamic coupon code

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.

Adding a coupon expiration date to your WordPress coupon Adding a coupon expiration date to your WordPress coupon

Finally, you can choose whether the coupon gives customers a free shipping discount.

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.’

How to create a free shipping discount for your online storeHow to create a free shipping discount for your online store

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.

Creating an automated coupon to win back customersCreating an automated coupon to win back customers

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.’

Add an email action to win back customersAdd an email action to win back customers

If it isn’t already selected, then click on ‘Messaging’ in the left-hand menu.

Then, select ‘Send Email’ and click on ‘Done.’

Choosing an action in the FunnelKit automation pluginChoosing an action in the FunnelKit automation plugin

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.

How to create a personalized email to win back customersHow to create a personalized email to win back customers

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.

Create a personalized email to bring back customersCreate a personalized email to bring back customers

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.’

Making your workflow automation liveMaking your workflow automation live

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.

Adding an Uncanny Automator license to your WordPress websiteAdding an Uncanny Automator license to your WordPress website

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.

Are you using a different eCommerce solution that doesn’t support customer registration? Then see our guide on how to allow user registration on your WordPress site.

After that, you can simply create a new role for your customers. For detailed instructions, please see our beginner’s guide to WordPress user roles and permissions.

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.

Creating a logged-in automation recipe with Uncanny AutomatorCreating a logged-in automation recipe with Uncanny Automator

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.

Select WooCommerce as an integrationSelect WooCommerce as an integration

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.

Choosing a trigger for the automated coupon recipe Choosing a trigger for the automated coupon recipe

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.

How to create an automation workflow for your WooCommerce customersHow to create an automation workflow for your WooCommerce customers

In the popup that appears, click on ‘WordPress.’

Next, find ‘The user has a specific role’ in the dropdown menu.

Filtering your users based on WordPress roleFiltering your users based on WordPress role

Open the ‘Role’ dropdown and select the role you’re using for your customers.

After that, go ahead and click on ‘Save filter.’

Sending an automated coupon to your WooCommerce customersSending an automated coupon to your WooCommerce customers

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.’

Adding actions to an automated recipe Adding actions to an automated recipe

Since we want to send an email, select ‘Emails’ as the integration.

In the dropdown that appears, click on ‘Send an email.’

Send automated coupons in WordPress to bring back customersSend automated coupons in WordPress to bring back customers

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.’

Getting the customer's email addressGetting the customer's email address

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.

Adding a dynamic user name token to the coupon workflowAdding a dynamic user name token to the coupon workflow

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.

For a step-by-step guide, please see our post on how to create smart coupons.

After creating a coupon, you can simply add it to the email.

Sending an automated coupon email in WordPress to bring back customersSending an automated coupon email in WordPress to bring back customers

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.’

How to add a delay to an automation workflowHow to add a delay to an automation workflow

You can then add your delay in the popup that appears.

Once you’ve done that, go ahead and select ‘Set delay.’

Adding a time delay to the automated coupon recipe Adding a time delay to the automated coupon recipe

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.

Publishing the automated coupon recipe Publishing the automated coupon recipe

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.

Adding WooCommerce as an integration in Uncanny AutomatorAdding WooCommerce as an integration in Uncanny Automator

Next, choose a trigger by typing the following ‘A user views a product.’

When the right trigger appears, give it a click.

Get more sales with an automated coupon recipeGet more sales with an automated coupon recipe

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.

Choose a WooCommerce product from the dropdown menuChoose a WooCommerce product from the dropdown menu

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.

Triggering a workflow when the customer views a product multiple timesTriggering a workflow when the customer views a product multiple times

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.’

Adding WooCommerce features to an automation recipeAdding WooCommerce features to an automation recipe

After that, open the ‘Role’ dropdown and select the role you’re using for your customers.

When you’re ready, click on ‘Save filter.’

Configuring the automated coupon ruleConfiguring the automated coupon rule

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.

Selecting the WooCommerce eCommerce plugin as an integrationSelecting the WooCommerce eCommerce plugin as an 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.

Generating a WooCommerce couponGenerating a WooCommerce coupon

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.

How to create a coupon for your WooCommerce online storeHow to create a coupon for your WooCommerce online store

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’.

How to create a percentage discount codeHow to create a percentage discount code

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.

Creating a percentage coupon codeCreating a percentage coupon code

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.

Adding an expiration date to an automated coupon codeAdding an expiration date to an automated coupon code

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.

Creating a coupon for individual useCreating a coupon for individual use

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.’

Creating an automated coupon email to bring back shoppersCreating an automated coupon email to bring back shoppers

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.

Adding a coupon to your WooCommerce emailAdding a coupon to your WooCommerce email

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.’

Making an Uncanny Automator recipe live on your WordPress websiteMaking an Uncanny Automator recipe live on your WordPress website

Now, every time someone views a product multiple times, it’ll trigger the recipe workflow.

We hope this article helped you learn how to send automated coupons in WordPress to bring back customers. You may also want to check out our guide on how to create a WooCommerce popup to increase sales and the best WooCommerce plugins for your store.

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