Welcome New Customers with Dynamic Coupon

Learn how Retainful welcomes new customers by offering dynamic coupons and enhancing customer engagement and loyalty.

The "Welcome New Customer With Dynamic Coupons" feature in Retainful helps businesses create personalized and engaging experiences for new customers. By offering dynamic coupons, you can warmly welcome new customers, encourage them to make their first purchase and build long-term loyalty.

Why are Welcome emails with dynamic coupons important?

The importance of this feature lies in its ability to attract new customers and increase brand value. Here are some key benefits:

• Establish a Strong Initial Connection: A dynamic coupon in a welcome email creates a positive first impression and shows customer appreciation.

• Creates Urgency and Boosts Sales: Offering customers limited, time-bound coupons encourage them to make quick purchase decisions.

• Increases Conversions: Offering a time-limited discount or a personalized coupon motivates customers to make a purchase sooner, turning a potential customer into a paying one.

Follow the steps below to configure a Welcome new customer with a dynamic coupon workflow

• Create a welcome sign-up form

• Create a list

• Create a welcome workflow

Creating a welcome Sign-up form

The welcome popup signup form is a vital first interaction point for website visitors. It provides a quick introduction to the site's offerings and encourages users to sign up for a more personalized experience, which has been proven to boost conversion rates. By offering a clear call to action, it effectively turns visitors into registered users or customers.

Now, we have a way to reach out to them.

• Enable Sign-up forms in WooCommerce

In WooCommerce, you need to enable the "Sign up form" in the Retainful plugin

• Go to your WordPress dashboard -> Retainful -> Settings

• Set 'Enable Signup Forms / Popups' to 'Yes'.

• Save

• Let's create the Welcome Sign-up form

• Login to your Retainful dashboard.

• Go to Sign-up Forms and click on 'Create a Form'.

Create a Sign Up Form

• Provide a name for the form.

• Choose an Audience list

Choose the audience list

Creating a list

Choose "Welcome signup form" while creating a Form

Choose welcome popup

Click on " Create a form".

• Choose Template:

Choose from our pre-designed signup form templates or start from scratch and customize it according to your preferences.

Choose the Template

• Customize your Sign-form template Retainful allows you to customize the popup design. You can change the default text, button text, and more.

NOTE: The drag-and-drop editor offers various styling options to help you customize your sign-up form template.

• Blocks - Use customizable blocks like text, images, and buttons. Simply drag and drop these elements to add more content.

• Style Manager - Adjust position and style settings to match your preferences, enhancing the visual appeal of the pop-up.

• Page Manager - Located at the bottom of the editor, it includes tabs such as “Main Page,” “Thank You” and “Teaser” represent different stages in the pop-up process, from email collection to displaying the thank you page with the coupon.

• Sign-Up Form Settings

With the signup form settings, you can set the following

• Devices: Options to enable the popup for Desktop and Mobile.

• Teaser: A toggle to enable the teaser.

• Edit Template: A button to edit the popup template.

Popup Editor

• Publishing the Welcome Sign Form

Welcome Signup Form Settings

Settings Summary

An overview of the configured options and preferences for easy reference and review.

Lists - In this, you can select an existing list or create a new one.

Change or to Add lists

NOTE - You can add a maximum of 5 lists, but only one list can be added to the workflow.

• When do your visitors get the popup?

This setting determines when the popup will be shown.

• Time-Based: A time-based trigger initiates a popup after a specified number of seconds of page engagement (Auto-enabled) as a welcome popup form.

• Scroll-Based Trigger: Display the popup based on how far a visitor scrolls down the page. Configure the scroll percentage to control when the popup appears.

• Click Trigger

  Display the popup when a visitor clicks on a specific element. Choose the element to set this trigger and control when the popup appears.

• Idle Timeout Trigger

  Display the popup after a visitor has been inactive on the page for a specified period. Set the idle duration to control when the popup appears.

Based on Trigger - Welcome Popup

• Popup Visibility Settings

Specify who will see or not see the popup based on your targeting preferences.

Visitor Session:

New Visitors: With the "Visitor Session" setting for new visitors, for the users who are accessing your site for the first time. This allows you to introduce them to special offers in your store

NOTE - Diversify targeting options by activating multiple settings aligned with your preferences. Discover how to configure these targeted options for precise audience engagement

Based on Target - Welcome Popup

• Enable the Form

• After confirming your settings, enable the form and save your configurations.

Welcome Popup for New Customers

• Upon the customer's entry of their email address and the click on "send me the coupon code," an enticing discount code is revealed in a popup.

Reward customers for entering email address

• This exclusive offer serves as a powerful incentive, motivating the customer to finalize their purchase. It not only adds value to their shopping experience but also enhances the likelihood of completing the transaction.

Best practices for a welcome email workflow

• Dynamic coupons: With our welcome email workflow you can generate unique coupons for anyone who subscribes through the sign-up form. This step is optional. You have the option to display a static coupon code upon a visitor subscribing via the sign-up form.

• The number of emails: It’s recommended to send a series of 3 to 4 emails to engage the customer effectively. The first email should welcome the customer and provide the dynamic coupon. If the customer hasn’t made a purchase yet, a reminder email should be sent. Finally, a last-call email should be sent before the coupon expires

Email 1 Sent once after the customer submits the form

Welcome to {{shop.name}} and give them the 10% coupon for the first purchase

• Engagement: This email serves as the first point of contact and helps establish a relationship with the customer. It sets the tone for future communications.

• Incentive: The 10% coupon acts as an incentive for the customer to make their first purchase, thereby driving sales.

Brand Awareness: This email helps in building brand awareness and loyalty. It gives the customer a positive first impression of the brand.

Email 2

Oops, Your 10% Off Is Gathering Dust!

• Reminder: This email serves as a reminder for the customer about the unused 10% coupon. It nudges the customer to make a purchase.

• Urgency: Stating that the coupon is gathering dust, it creates a sense of urgency, encouraging the customer to act quickly.

• Re-engagement: If the customer hasn’t made a purchase yet, this email helps in re-engaging them with the brand.

Email 3

Your 10% Off Expires Soon

• Final Reminder: This email acts as the final reminder for the customer to use their 10% coupon before it expires.

• Urgency: The phrase “Last Call” creates a strong sense of urgency, pushing the customer to make a purchase immediately.

• Conversion: This email aims to convert the customer into making a purchase if they haven’t already done so.

These emails play a crucial role in engaging customers, boosting sales, and fostering brand loyalty. By offering incentives and creating a sense of urgency, they encourage customers to complete a purchase. Additionally, they help re-engage customers who may have overlooked their coupon, increasing the likelihood of conversion.

Creating a Welcome Email Workflow in Retainful

Retainful's Welcome Email Workflow is a powerful automation feature that allows you to effortlessly capture email addresses through a sign-up form and send personalized welcome discounts to new subscribers.

Setup process

1. Login to your Retainful dashboard

1. Go to Automation -> Create Workflow -> Choose Welcome New Customer With Dynamic Coupon.

Use elcome New Customer With Dynamic Coupon Email Template

1. Give a name to your workflow and click “Create workflow” to proceed.

Give a name to your workflow

Now, you will be redirected to the ‘Automation Workflow Builder’.

Welcome New Customer With Dynamic Coupon Email Workflow

Trigger Setup

• You can find the ‘Trigger’ at the top of the workflow. The trigger lets you determine when a customer can enter into the workflow. The trigger is set in such a way that when someone subscribes and gets added to the list, they will enter into the workflow.

• When you click on the ‘Trigger’, you will get a chance to visualize the trigger settings.

Click trigger to choose list

• Choose a list

• Select the list (New Subscribers), that you have chosen in the audience list step, and set it up in the welcome popup.

• Other Workflow Triggers

• If you would like to set up any custom trigger rule or customer rule for the workflow, you can set it up on the right side. You learn how to configure the trigger here.

• Welcome New Customer With Dynamic Coupon Settings:

The ‘Coupon’ block is the core element of the ‘Welcome New Customer With Dynamic Coupon’ workflow. You can click on the coupon block to find the coupon settings on the right side.

Welcome New Customer With Dynamic Coupon Settings

Here are the steps you need to follow to configure the Welcome New Customer With Dynamic Coupon.

• Click on the ‘Coupon’ block

• Select the option for the coupon type

• Configure the coupon: Enter the coupon value, and set up the coupon expiry (Optional: You can enter a minimum order value if you would like to set up a minimum order value required for using the coupon)

• Update

Now you’ve successfully configured the Welcome New Customer With Dynamic Coupon block.

Email Settings

As you have configured the Welcome New Customer With Dynamic Coupon, it’s time to set up the Welcome New Customer With Dynamic Coupon emails.

You can click on the ‘Email’ block to configure the email subject line, preview texts, smart sending, and email content.

• Subject Line: The subject line should be interesting enough to get the customer to open the email.

• Preview text: You can set up a captivating preview text to motivate the customers to open the email.

• Smart Sending: lets you define a timeframe within which subscribers won't receive more than one email from you. This applies to all campaigns and workflows. You can learn more here.

• Change the Logo: Click on the placeholder logo ’Change me’. You will see the option to change the logo on the right side of the panel.

To know more about the Email Settings option view more

Going Live

If you are ready to set live the Next Order Coupon Workflow, you can click on the ‘Start Workflow’ button on the right top to set live the workflow.

Setting Live

That’s it. You’ve successfully set live your Welcome new customer with dynamic coupon Workflow in Retainful.

How to Test Your Welcome new customer with dynamic coupon Workflow

This article will let you know how you can test the

Here are the steps you need to follow to configure the Welcome new customer with dynamic coupon Workflow in your store.

• Requirements

Make sure you have set live the Welcome new customer with dynamic coupon Workflow at your Retainful dashboard -> Automation (The status of the workflow should be ‘Live’)

• Testing Steps

The recommended way to test your next order coupon workflow is by placing a successful order in your store. You can consider choosing a low-value product in your store for placing this order

• Open your storefront (your online storefront) in a Private / Incognito window (so that you can test like a customer)

• As you have enabled the popup already based on the condition you have set it will show for you. Enter your email address then select the check box and submit.

Popup to capture new customer email

You should receive the Welcome new customer with dynamic coupon email as soon as you have submitted the form.