Category Archives: funnelkit automations

How to Add Express Checkout Buttons in WooCommerce

Are you looking to add an express checkout button to your online store?

Express checkout helps streamline the checkout process and improves the overall shopping experience for your customers. It can also boost conversions and reduce cart abandonment.

In this article, we will show you how to add express checkout buttons in WooCommerce.

How to add express checkout buttons in WooCommerce

Why Add Express Checkout in WooCommerce?

Adding express checkout to your WooCommerce store provides a better shopping experience for your customers.

It allows customers to go directly to the payment page and skip the shopping cart or checkout pages. They also won’t have to go to a payment provider page or fill out a checkout form to complete their purchases.

Express checkout buttons make the entire buying process quicker. Customers can simply click the buttons and log in to pay for the products they wish to buy in an instant. As a result, you may see a boost in conversions and fewer abandoned carts.

Adding express checkout also helps mobile users where their screen sizes are small. Customers will just tap the buttons to quickly purchase the products.

However, WooCommerce doesn’t offer an express checkout option by default. You will need to use a WooCommerce plugin to add the feature to your online store.

That said, let’s see how you can add express checkout buttons in WooCommerce.

Setting Up FunnelKit on Your WooCommerce Store

FunnelKit is the best WooCommerce sales funnel plugin on the market. It lets you add express checkout buttons and create different funnel pages for your online store.

The best thing about using the plugin is that it works with Stripe, Apple Pay, Google Pay, PayPal Express, Amazon Pay, and other payment gateways for express checkout. This way, you don’t have to add each payment provider to your online store using third-party plugins or extensions.

FunnelKit also provides user-friendly templates and lets you do A/B testing. You can easily customize your funnels using different drag-and-drop page builders. Plus, there are multiple pre-built templates and automation features for your marketing campaigns.

FunnelKit

Note: For this tutorial, we will be using the FunnelKit Pro plugin because it includes premium templates and more customization options. You can also use the free Funnel Builder for WordPress by FunnelKit plugin to add express checkout buttons in WooCommerce.

First, you will need to install and activate the FunnelKit plugin. If you need help, then you can follow our guide on how to install a WordPress plugin.

Upon activation, you will see the FunnelKit setup wizard. Go ahead and click the ‘Get Started’ button.

Start FunnelKit setup wizard

After that, you will need to enter your license key. You can find the key in the FunnelKit account area.

Simply click the ‘Activate’ button after entering the license key.

Enter FunnelKit license key

Next, FunnelKit will ask you to install essential plugins. These include WooCommerce, Stripe, FunnelKit Automations, and FunnelKit Cart.

The best part is that you just have to click the ‘Install and Activate’ button, and FunnelKit will take care of the rest.

Install essential plugins

After the plugins are active, the final step is to enter your email address.

Once that’s done, simply click the ‘Submit & Finish’ button.

Enter email and finish setup

You will now see a success message. You are ready to create funnels using the plugin and add express checkout buttons to your WooCommerce store.

Go ahead and click the ‘Go to Funnels’ button to continue.

Close the congratulations message

Enabling Payment Gateways in WooCommerce

Before moving forward, make sure you have set up at least one payment service in your WooCommerce store.

To do that, simply go to WooCommerce » Settings from your WordPress dashboard and click on the ‘Payments’ tab.

Enable payment services in WooCommerce

After that, you can click the toggle to enable the payment gateway of your choice and click the ‘Finish set up’ button to complete the configuration.

To learn more, you can follow our guide on how to allow users to choose payment methods in WooCommerce.

Adding Express Checkout Buttons to WooCommerce

Once you have enabled your preferred payment gateways, you can head to the FunnelKit » Store Checkout page from your WordPress admin panel.

From here, simply click the ‘Create Store Checkout’ button.

Create store checkout

On the next screen, FunnelKit will show you professionally-designed templates for your checkout page. It will also let you create a checkout page from scratch.

However, we recommend using a template and quickly customizing it according to your requirements.

Simply hover over a template you’d like to use and click the ‘Preview’ button.

Previewing FunnelKit's WooCommerce templates

For this tutorial, we will use the Livewire template.

Next, go ahead and click the ‘Import This Funnel’ button at the top.

Import the funnel template

Depending on the template you use, FunnelKit may ask you to install additional plugins like Elementor to edit the checkout page.

Next, you will need to enter a name for your store checkout and click the ‘Add’ button.

Enter a name for your checkout page

After that, you will see all the steps that are included in the template.

You can simply click the ‘Edit’ button for the Checkout page to continue.

Edit the checkout page

Next, you can switch to the ‘Optimizations’ tab. From here, simply enable the ‘Express Checkout Buttons’ option.

FunnelKit will also let you choose the position of the buttons from the following options:

  • Top of the checkout page
  • Before/after the product switcher
  • Before/after the order summary
  • Above the payment gateways
Enable express checkout

When you are done, simply click the ‘Save Changes’ button.

That’s it, you have successfully added express checkout buttons to your online store.

If you want to edit the appearance of the checkout page, then you can switch to the ‘Design’ tab and click the ‘Edit Template’ button.

Edit the template

You can learn more by following our guide on how to customize the WooCommerce checkout page.

Once you have made your changes, simply visit your online store to view the express checkout buttons in action.

Express checkout buttons preview

Additionally, FunnelKit helps you upsell products in WooCommerce. This way, you can boost sales by encouraging users to buy more products.

You can also set up automated emails in WooCommerce using FunnelKit Automations, a sister product of FunnelKit. This plugin lets you create automated workflows and send email campaigns to customers.

We hope this article helped you learn about how to add express checkout buttons in WooCommerce. You may also want to see our list of the best WooCommerce plugins for your store and how to create a WooCommerce popup to increase sales.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Add Express Checkout Buttons in WooCommerce first appeared on WPBeginner.

How to Create a WooCommerce Subscription Reminder Email in WordPress

Are you looking for a way to create WooCommerce subscription reminder emails in WordPress?

Customers who subscribe to your products may not always remember the renewal date. This can cause confusion and panic when you automatically take money from their accounts.

In this article, we will show you how to improve the subscriber experience by creating a WooCommerce reminder email in WordPress.

How to create a WooCommerce subscription reminder email in WordPress

Why Create a WooCommerce Subscription Reminder Email in WordPress?

Subscriptions are a great way to get consistent and ongoing revenue for your business. You might sell physical products such as subscription boxes or digital products like online memberships and digital courses.

If you are using WooCommerce, then you can sell subscriptions using the WooCommerce Subscriptions extension. For step-by-step instructions, please see our guide on how to add subscriptions to WooCommerce.

After you have set up WooCommerce Subscriptions, it’s a good idea to create subscription reminder emails. These automatic messages let customers know that their subscriptions are about to renew.

In this way, you can give the subscriber a chance to update their payment details and contact information or make other changes before their subscription auto-renews. This can help you avoid admin headaches, refund requests, and customer complaints.

It also gives the customer a chance to cancel their subscription. Although you will want to get as many subscribers as possible, people who feel tricked into renewing their subscriptions may complain or leave negative customer reviews.

With that in mind, let’s see how to create a subscription reminder email in WordPress using the WooCommerce Subscriptions extension and FunnelKit.

How to Create a WooCommerce Subscription Reminder Email in WordPress

The best way to create a subscription reminder email is by using FunnelKit Automations. FunnelKit Automations is the best marketing automation tool for WooCommerce websites.

FunnelKit lets you easily set up automated emails for abandoned cart recovery, lead nurturing, post-purchase education, next order coupons, subscription reminders, and more.

Step 1: Set Up FunnelKit Automations

First, you will need to install and activate the FunnelKit Automations Pro plugin. For more details, please see our guide on how to install a WordPress plugin.

You will also need the free FunnelKit Automations plugin, as the premium plugin uses it as the base for its more advanced features.

Upon activation, you need to go to FunnelKit Automations » Settings and add the license to the ‘FunnelKit Automations Pro’ field.

Adding a FunnelKit Automations license to your WordPress website

You can find this information under your account on the FunnelKit website. After entering the key, just click on the ‘Activate’ button.

Now, you are ready to create all kinds of WooCommerce automations that increase sales.

Step 2: Create a FunnelKit Email Reminder Automation

To create a subscription reminder email, go to FunnelKit Automations » Automations (Next-Gen) and click on the ‘Add New Automation’ button.

Adding a new automation to your WooCommerce store

Here, you will see all the ready-made email campaigns you can use to recover WooCommerce abandoned cart sales, sell online courses, and more.

To create a WooCommerce subscription reminder, click on ‘Start From Scratch’.

The FunnelKit Automations library

You can now 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 the ‘Create’ button.

Creating a WooCommerce subscriptions reminder email

This launches FunnelKit’s user-friendly email automation builder, ready for you to create the WooCommerce workflow.

To get started, you need to click on ‘Select Trigger’.

Adding a FunnelKit trigger to an automation workflow

You can now choose the action that will trigger the automated workflow in WordPress.

To start, click on the ‘WooCommerce’ tab and then select the following trigger: ‘Subscriptions Before Renewal’.

Creating a WooCommerce subscription reminder email

When you are ready, click on ‘Done.’

This will add a basic trigger to the FunnelKit editor. To go ahead and configure the trigger, click on ‘Subscriptions Before Renewal’.

Editing the subscriptions renewal WooCommerce trigger

Now, you can decide when to send the reminder.

Just be aware that you can also create follow-up emails. For example, you might send an email 5 days before the subscription renewal and a follow-up the day before.

To set a date, simply type a number into the following field: ‘Days before subscription renewal’.

Creating an automated time-based trigger

You can also choose the time when the email will be sent. It’s a good idea to send reminder emails when the subscriber is more likely to be online and opening messages.

That said, it helps to know as much about your subscribers as possible. If you haven’t already, then we recommend installing Google Analytics in WordPress. It will help you learn more about your customers, including their timezone and when they are most likely to be online.

After setting up your reminder emails, it’s also a good idea to track your email open rates. You can even set up A/B split testing by sending messages at different times and then seeing what gets the best results.

By continuously monitoring and fine-tuning all your custom WooCommerce emails, you should be able to improve your open rates and conversion rates.

You can tell FunnelKit to send reminder emails at a specific time by typing it into the fields that show ‘HH’ (hour) and ‘MM’ (minute) by default.

Creating an automated WooCommerce workflow

After that, you can choose whether to send this email once or multiple times.

Later in this guide, we will show you how to add follow-up emails to this campaign. With that in mind, you will typically want to send this email once by selecting the ‘Once’ button.

When you are happy with how the trigger is set up, simply click on the ‘Save’ button.

Configuring the WooCommerce subscription reminder email

Step 3: Design the WooCommerce Subscription Reminder Email

Now, it’s time to create the WooCommerce email that will be sent to your subscribers by clicking on the ‘+’ button.

You can then select ‘Action.’

Adding actions to an automated WooCommerce workflow

In the popup that appears, choose ‘Send Email.’

Then, click on ‘Done.’

Sending a WooCommerce reminder email

You can now create an email by typing in a subject and preview.

You can use a mix of plain text and merge tags. FunnelKit will replace any merge tags with real values every time it sends a subscription reminder email. In this way, merge tags can catch the subscriber’s attention with personalized content.

For example, you might use a merge tag to add the subscriber’s name to the subject line or the date when their subscription will auto-renew.

To add a merge tag, just click on the ‘{{.}}’ icon next to the field where you want to use the tag.

FunnelKit's dynamic merge tags

This opens a popup where you can look through all the available merge tags.

When you find a tag you want to use, you might see either a ‘Copy’ or ‘Settings’ icon. If you see the ‘Copy’ symbol, then simply click it to copy the merge tag.

Copying dynamic merge tags

With that done, you can go ahead and paste the merge tag into the email.

At this point, you may also want to add some static (plain) text by typing it directly into the field.

Adding merge tags to a WooCommerce reminder email

When looking through the merge tags, you may see a ‘Settings’ icon instead of a ‘Copy’ icon.

For example, this image shows a ‘Settings’ icon next to the Contact First Name merge tag.

Adding merge tags to a subscription reminder email

This icon allows you to set a fallback, which FunnelKit will use if it doesn’t have access to the real value.

If you see a ‘Settings’ icon, then give it a click and type some text into the ‘Fallback’ field.

Setting a fallback for your WooCommerce subscription reminder emails

After creating a fallback, click on ‘Copy.’

With that done, simply paste the merge tag into the field where you want to use it. You can also type static text directly into the field.

Adding dynamic text to a WooCommerce subscription reminder email

When you are happy with how the subject and preview text is set up, just scroll down to the small text editor.

Here, you can create the email body text by typing it into the editor. You can also add dynamic tags by selecting ‘Merge Tags’ and then following the same process described above.

Adding body tags to a WooCommerce subscriber email

The text editor has all the standard text formatting options, so you can add links, change the text size, change the font, and more.

As you are creating the email, you can preview it by clicking the ‘Show Preview’ button.

Previewing WooCommerce emails using FunnelKit

When you are happy with the subscription reminder email, just click on the ‘Save & Close’ button.

Step 4: Create Follow-up Emails

At this point, you might want to add one or more follow-up emails to the campaign.

To start, you will typically add a delay between these emails by clicking on the ‘+’ icon and then selecting ‘Delay’.

Adding a delay to an automated WooCommerce email sequence

On this screen, open the dropdown that shows ‘Minutes’ by default and choose a value from the list. When creating reminder emails for your online store, you will typically want to select either ‘Days’ or ‘Weeks.’

After that, type in the value you want to use, such as 1 Week or 3 Days.

Adding a delay to a FunnelKit automated workflow

With that done, you may want to set the time when FunnelKit will send the follow-up email. You will typically want to send the reminder email when subscribers are more likely to be online or when you usually get the best open rates.

To do this, just check the following box: ‘Delay until a specific time of day’.

Adding a delay to an automated workflow

You can now set the time using the new settings that appear.

By default, FunnelKit will use the timezone in your WordPress settings. However, you can also send the email based on the subscriber’s timezone by checking ‘In Contact Timezone’.

Sending subscription reminder emails based on the customer's timezone

When you are happy with how the delay is set up, click on ‘Save.’

With that done, it’s time to create the follow-up email. Go ahead and click on the ‘+’ icon and then select ‘Action’.

Creating follow-up emails for your online store

In the popup that appears, select ‘Send Email.’

After that, you need to click on ‘Done.’

Adding follow-up emails to an automated WooCommerce workflow

This opens a popup where you can create a subject and preview, as well as add body text by following the same process described above.

When you are happy with the follow-up email, just click on the ‘Save & Close’ button.

Adding automated follow-up messages to your eCommerce store

You can now add more delays and follow-up emails by repeating the exact same steps.

When you are ready to make the automation live on your WordPress website, click on the ‘Inactive’ slider so that it turns to ‘Active.’

Publishing an automated WooCommerce workflow

Now, FunnelKit will now send automated subscription reminder emails for your online store.

We hope this article helped you learn how to create WooCommerce subscription reminder emails. You may also want to see our guide on how to create a WooCommerce popup to increase sales or our expert picks for the best WooCommerce plugins for your store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a WooCommerce Subscription Reminder Email in WordPress first appeared on WPBeginner.

How to Import & Export WooCommerce Products with Images

Do you want to import and export WooCommerce products with images?

Importing or exporting WooCommerce products with images allows you to easily move your store or add new products in multiple stores.

In this article, we will show you how to easily import and export WooCommerce products with images.

How to Import & Export WooCommerce Products with Images

Why Import & Export WooCommerce Products?

Many users need to import and export WooCommerce products for a number of reasons.

  • You may want to move products from one WooCommerce store to another
  • You may want to start an online store with a new WordPress website but with the same WooCommerce products
  • You may want to move your website to a new server but need a better way to move products
  • You may want a faster way to add your products to multiple stores that you manage
  • and more

Now normally if you are moving your website to a new server, then you can just duplicate your entire website and set it up on your new host.

We have a complete step-by-step guide for that, see how to easily move WordPress to a new host or server.

On the other hand, if you only want to move products, then this tutorial will help you learn how to properly export and import WooCommerce products with images and other product data.

We’ll show you two methods, you can choose one that works best for you.

Method 1. Import & Export WooCommerce Products without a Plugin

WooCommerce comes with built-in functionality to easily import and export products with images, but without using any additional plugins.

First, you need to visit the Products » All Products page in your WordPress admin area. There, you will see two buttons at the top to ‘Import’ or ‘Export’ products.

Import export WooCommerce products

Let’s first check out how the export feature works.

Exporting WooCommerce Products without Using a Plugin

Simply click on the ‘Export’ button at the top to continue.

On the next screen, you’ll see a bunch of options to choose what data you want to export.

Default WooCommerce product export options

For instance, you can choose to only export certain columns from product data. You can also choose to export specific product types or products in specific categories.

To export all products with images and all other data, you can leave these options unchecked.

Optionally, you can check the ‘Export custom meta.’ If you are unsure, then it’s better to check it so that you have the data.

Go ahead and click on the ‘Generate CSV’ button to continue.

WooCommerce will now prepare a CSV file and download it to your computer.

What is a CSV File?

CSV is short for Comma Separated Values, and it is file type of plain text that separates different columns or fields of data with a comma.

You can open it with any spreadsheet software like Google Sheets or Microsoft Excel. Here is how it would look:

CSV file opened in spreadsheet software

Importing WooCommerce Products without Using a Plugin

Simply go to the Products » All Products page and click on the Import button at the top.

Import products

If your WooCommerce store is empty, then instead of the buttons at the top, you will see buttons at the center of the page.

Click on the ‘Start Import’ button to begin the import.

Start import

This will bring up the import wizard.

First, you need to click on the ‘Choose File’ button to select the WooCommerce export CSV file you downloaded earlier.

Choose import file

Click on the continue button to upload the CSV file.

WooCommerce will now check to see if your CSV file is in a compatible format. After that, it will ask you to map that data to existing WooCommerce product data.

Map columns

The default settings here will work for most WooCommerce stores.

However, you still need to review and if a column is missing, and then click on the drop-down menu next to it and select a matching field if available.

Particularly, if you are using variations attribute for products, then make sure to scroll down to the attributes columns and match fields.

Match attribute fields

This will allow you to ensure that the fields in your CSV file match the corresponding WooCommerce fields.

Click on the ‘Run’ the Importer button to begin.

WooCommerce will now start importing data from CSV file. It will also download any images attached to your products.

Products imported

Once finished, you can visit the Products » All Products page to see the imported products.

Make sure to visit your shop and product pages to check that everything is working as expected.

Method 2. Import & Export WooCommerce Products with a Plugin

For this method, we’ll be using a plugin to import and export WooCommerce products.

The advantage of this method is that it offers more flexible options and also allows you to export / import product reviews.

Plus, it allows you to import / export WooCommerce products in batches which comes in handy if you have a large store with many products and images.

Exporting WooCommerce Products with a Plugin

First, you need to install and activate the Product Import Export for WooCommerce plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

The plugin comes as three separate addons. You’ll need to download and install all of them.

Download plugins

Upon activation, you need to visit the Webtoffee Import Export (Pro) » Export page and select the ‘Product’ as the post type you want to export.

Exporting WooCommerce products using a plugin

On the next screen, you need to select an export method.

The default Quick Export method automatically selects all your products for export.

Quick export method

Optionally, you can also choose ‘Advanced Export’ which allows you to filter products by category, tag, and status.

You can also exclude individual products manually.

Advanced filtering options

Click on the Export button to continue and the plugin will start preparing your product data.

Once finished, you’ll be prompted to download the export file to your computer.

Download export file

Importing WooCommerce Products with a Plugin

Now that you have your export file ready, you can use it to import products on another WooCommerce store.

Simply install and activate the Product Import Export for WooCommerce plugin on the store where you need to import the products.

After that, go to the Webtoffee Import Export (Pro) » Import page and select ‘Product’ as the post type you want to import.

Import products using a plugin

Click on the ‘Step 2: Select import method’ button to continue.

Next, you need to select an import method and upload the exported file you downloaded earlier to your computer.

Import method

Click on the ‘Step 3: Map and Import Columns’ button to continue.

On the next screen, you’ll see a list of fields and the matching fields from your import file. If you see an empty field, you can choose a matching field for it in the next column.

If you are using product variations like sizes and colors, then make sure to click on the Attributes tab to match attribute fields.

Map fields

However, if you are not using any products with variations or custom attributes then you can use the default settings.

Click on the ‘Step 4: Advanced Options / Batch Import’ button to continue.

On the final screen, you’ll see advanced options. For instance, you can choose to match products by ID or SKU, choose what to do if a product already exists, and more.

Import options

If you are importing products into an empty WooCommere store, then you can use the default settings.

Finally, click on the ‘Import’ button to run the product import process.

You’ll see the progress of the import on screen. Once finished, you can click on ‘View Products’ to check if everything has been imported correctly.

products imported

The plugin also allows you to import and export Product Reviews.

If you want to import or export the product reviews too, then simply choose ‘Product Reviews’ post type on the import or export page.

Import or export product reviews

Improve Your WooCommerce Store with Automations

If you find yourself doing a lot of manual work around your WooCommerce store and want to save time, then we recommend using Uncanny Automator for workflow automation.

Uncanny Automator helps you connect over 100+ plugins and apps with a simple no-code visual builder. You can use it to create automated workflows for things that you normally do without writing any code.

There’s a free version that you can try out, and it’s already used by over 20,000 websites.

Aside from workflow automation, if you’re looking for a marketing automation tool for WooCommerce, then we recommend using FunnelKit Automation. It will help you grow your sales and improve conversions without the high costs.

We hope this article helped you learn how to easily import and export WooCommerce products with images in WordPress. You may also want to see our pick of the essential WooCommerce plugins or see these practical tips on recovering abandoned cart sales in WooCommerce.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Import & Export WooCommerce Products with Images first appeared on WPBeginner.

How to Send Automated Coupons in WordPress to Bring Back Customers

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 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 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 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 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 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 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 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

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 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 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 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 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 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 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 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 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 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

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 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 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 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 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 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 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 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 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 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 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

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 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 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 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

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 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 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 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 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 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

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

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Send Automated Coupons in WordPress to Bring Back Customers first appeared on WPBeginner.