Smart Coupons
Smart Coupons give you the control you need to trigger messages with the logic that stays in line with your business goals.
Why you should use it
Generate unique codes for customers. Offer free shipping on products purchased, run limited-time promos, or provide a discount when a customer buys something that exceeds a certain amount.
Market to your customers dynamically
Smart Coupons give you the control you need to trigger messages at the right time with the logic that stays in line with your business goals. With this new tool, you can automatically generate unique codes for all kinds of situations. For example, offer free shipping on products purchased or provide a discount when a customer buys something that exceeds a certain amount. Also, you can send messages to a segment of customers, set usage limits, and start/end dates for when coupon codes are valid.
Each code generated through our Smart Coupons workflow is unique. From a marketing perspective, this is especially powerful because you’ll be able to dial in precisely who needs to receive the coupon. Maybe reward your best customers, run flash sales, or promote the incentive to purchase complementary products. Not to mention with Smart Coupons, you’ll guard against outdated coupon situations that could cause a negative business impact.
How to get started
Login to your account
Click the Add New in the bottom left corner
Select Add Message
Select Automatic
Select Marketing
Choose Smart Coupons
In step one, toggle desired settings
In step two, identify the main setup for the coupon
Type - apply a fixed amount or percentage discount
Applies to - apply the discount to the entire order or only specific products
Customer Eligibility - choose which customers are eligible to receive the Smart Coupon (messages will only go out to customers that have subscribed to your mailing list)
Usage Limits - how many times can a Smart Coupon be used
Amount - what total amount or percentage to deduct from the total of the order
Start Date - when the Smart Coupon is valid
End Date (optional) - when the Smart Coupon expires
In step three, toggle any desired settings to give you additional control on when the coupon and email are sent
In step four, add the name, email and subject customers will see when the message arrives
Select a starter template to use, or add content using the email editor
In step five, confirm settings and activate
Dashboard overview
The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.
Messages pending – count for pending e-mails that are scheduled to be sent
Messages sent – count for sent messages
Opens – number of times messages have been opened
Clicks – number of times messages have been clicked
Conversions – number of conversions resulting from this type of workflow
Revenue – total sales attributed to this type of workflow
Activity chart – weekly view of sent messages
Settings
Workflow Name – the “friendly name” for your workflow, customers will not see this
Order Status – select the order status when the rule will fire
Send - send immediately or specify a time in the future to send the message.
Coupon Setup
Type - fixed amount, percentage off or free shipping
Applies To - entire order or specific products. If specific products are chosen, product ID's will need to be defined separated by comma.
Customer Eligibility - All customers, a segment or specific customers.
Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address.
Amount - discount amount
Start and end date
Logs
The logs area of this workflow will display log events between specific date ranges.
Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
Sent – shows information about messages that have been sent as a result of meeting rule criteria.
Conversions – displays relevant conversions as a result of a workflow message triggering.
Blocked - listing of email addresses that did not qualify for defined rule criteria.
More information
Compatibility
All shopping carts are supported by this messaging workflow except for Volusion.
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