Offering perks to your subscribers each month is a great way to provide value for your site subscriptions and limit churn, as members feel that they get benefits for every single monthly payment. A lot of subscription sites want to offer a limited discount (i.e., 10% an order per month) or “gift” products (i.e., choose 3 free products from a category each month) to their subscribers.
However, a better way to do this would be to integrate with the renewal payments from WooCommerce Subscriptions ($199) — this way, coupons or perks are only sent once a payment is completed each month.
As of AutomateWoo version 2.0, you can now generate WooCommerce Subscriptions Coupons triggered by every renewal payment, which is perfect for subscription sites that want to offer continued perks in exchange for each subscription payment.
With this update, you can now provide a coupon for free products following each renewal payment, send a “thanks for paying” email with a reminder on the next payment date, or trigger other workflows with a successful subscription payment, which is a wonderful feature addition for WooCommerce Subscriptions sites.
Let’s take a look at how we can use AutomateWoo to generate a unique, user-specific coupon each month to give a subscriber 3 free downloads each month.
First, we’ll need to create our coupon template. This will allow AutomateWoo to generate a unique coupon code for the subscriber, and it will use the setting from our coupon template along with adding an email restriction for the customer’s account.
I’d recommend creating a product discount so that the coupon only applies to the products you want it to, and not to the entire cart. This way, if you have a 100% off product, you can discount that without giving customers other products for free, too.
If the coupon only applies to certain products, don’t forget to create usage restrictions for it — putting products the coupon should apply to in one category is usually helpful.
Finally, if the coupon should have a usage limit (i.e., 3x usage), then add this as well to the template.
All of the template settings will be copied over by AutomateWoo when it generates the unique coupon code for your customer.
Now we can use this coupon template for all of our emails. While I’m going to create a first email and then subsequent emails, you do not have to copy this process. In fact, if you want the same email sent for every subscription payment, just move on to the section for recurring coupon emails and forget my notes about “user tags” and the first email completely.
One thing I’ll leverage is AutomateWoo’s concept of user tags, which will let me add a tag for a subscriber and run workflows based on the existence of this tag. You don’t have to use user tags to “tag” a subscriber, but I’m going to use this so I can identify a first coupon email vs subsequent coupon emails.
If you go to Users > Tags, you can add tags for your users (similar to a blog post tag), which you can then use in your workflows to check if a tag exists for the user or if it’s missing for the user.
Now I’ll set up my first email, which I want to be different from subsequent coupon emails. I’ll welcome the member, and then tell them a bit about the coupon emails they’ll get each month. This way, the member will not get a generic coupon email for the first purchase.
For the initial email, I’m going to make sure the user isn’t tagged with my
subscriber tag, and I’ll add that tag with this workflow. I chose tags for a couple of reasons:
- If I don’t limit this workflow in some way, the “first” coupon email will be sent for every renewal order, as every one will contain this product. I want to limit it to only the first purchase since I want a unique “first” coupon email.
- I don’t want to set a limit per user in case the person’s subscription is cancelled and they re-buy at a later time rather than renewing. I’ll later remove the tag when the subscription is cancelled or expired so this workflow would then start up again if the subscription is re-bought.
If these reasons don’t apply to you, feel free to scrap the user tags. Don’t forget to determine when you want to send this email after the order status you’ve selected.
Once I set up my trigger, I’ll add my actions. I can draft my email, using my coupon template to generate a unique code for the subscriber.
I’ll also add the
subscriber tag I mentioned, and can run any other actions I want here as well (such as changing the order status to “completed” or adding the subscriber to an email list).
Now this email will only be dispatched for users who don’t have the subscriber tag, which means renewal orders will not trigger this workflow, as the tag will already be added. The customer’s email will be sent according to your schedule, and will have all merge tags completed:
Now I’ll create my recurring emails. These will be triggered for every renewal payment for the subscription, and I’ll check for the “subscriber” tag. This will prevent the emails from being sent for the original order (as the tag didn’t exist for the original order), but will trigger emails for every renewal.
This email will be more generic, as it’s sent every month with a shiny new coupon code. I can even use the same coupon template as I did for my original email, as every email will generate a brand new code.
If you wanted to send the same email for every single subscription payment (both the original order and renewal payments), you could only use this section, and skip the “user tagging” idea. This will simply trigger the same exact email for every payment without an initial “welcome” email. (You could also trigger a separate “welcome” email if you wanted to do so.)
Finally, as I’d mentioned previously, I’ll want to remove the user tag if the subscription is expired or cancelled. This way, if it’s re-purchased, the tag will get re-added and then restarted the email lifecycle.
I can do that by triggering a final workflow on subscription status changes.
And then removing the user tag as an action instead of adding a tag:
This workflow basically “resets” my email campaign so that repurchasing a subscription (in case the customer doesn’t just renew) will still trigger emails and re-add the “subscriber” tag.
The addition of WooCommerce Subscriptions support in AutomateWoo is fantastically useful for subscription sites. Lots of merchants want to give subscribers a number of free products per month, or provide a limited use discount (for which WooCommerce Memberships doesn’t fit the bill, as it’s intended to generate static discounts).
You have a ton of flexibility in how your workflows are triggered, and can use subscription status changes, payments (or payment failures), and the trial period ending to trigger status updates, emails, user tagging, and other actions. This lets you send emails timed with subscription renewals to keep in touch with your subscribers or provide their subscription perks only following successful payment.
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