1.Overview

The Automated Coupons by MWB is a versatile HubSpot eCommerce App that lets you create coupon rules to generate coupons automatically when the targeted event is triggered from the defined HubSpot workflows.
Using this app, you can define multiple coupon rules targeting specific users or user groups for delivering a personalized experience to your users. Ultimately, it helps you build a better connection with your users and boost engagement, sales, and customer loyalty.
 

1.1.App Features

The Automated coupons app includes the following features:

  • Generate Targeted Coupons
  • Create Coupon Rules & Automate Send-outs
  • Use Coupon Properties with HubSpot Emails
  • Target Customers with Redemption Limits
  • Incentivize Coupons with Different Discount Types

2.Setup

  • If you are downloading this automated dynamic coupon generator app from the HubSpot Marketplace, you can instantly click on the install button and the app will be installed and login with the same email id (current email id used on the HubSpot portal).
  • You can also log into the Automated coupons app, you need to signup to the MWB Apps portal, by clicking on this link.– Complete the signup process by adding your email and creating a secure password to login to the app.
    Sign In MWB Apps

    – Post successful login, connect to your HubSpot portal.

    Connect HubSpot

    Next, you’ll be directed to the All Apps page. If you wish to connect the automated coupons app with any other portal of the HubSpot App, click on the Add New Portal button.

     

    all apps

    – Select the HubSpot portal you want to connect with the app.

    Connect your choice CRM

    – Repeat the above process to connect more HubSpot portals with the Automated Coupons app.

3.Apps

Once you select the HubSpot portal post logging into this HubSpot eCommerce app, you’ll be landed on the All Apps page. You can also consider this space as the homepage for our app. 

All the upcoming and existing HubSpot eCommerce apps for our MWBApp portal will be listed here along with the Support and Meeting link options to connect with our support team.

All apps

4.Automated Coupons

The Automated Coupons section includes three major tabbed sections, namely, Stores, Coupon Rules, and Coupons.

4.1.Stores

The Stores section includes a list of all the eCommerce platforms connected with the Automated Coupons app.

store coupon and rules

4.1.1. Create New Store

Herein, you also have the option to add more stores. Click on the Create New Store button to add another eCommerce store.

create new store

Add the Store Source from the available options in the dropdown menu. (Available eCommerce platform option is WooCommerce. The automated Coupons app will soon be available for the Shopify & Magento eCommerce stores as well. You can connect with our tech team to get your eCommerce platform integrated with the app.)

store choice

– Add your store URL.

– Click on the Authorize button.

4.1.2.Edit Connected Store

With the Automated Coupons app, you can also edit the already connected eCommerce platform. 

  • Click on the more options icon against the store listing. Select the Edit option to make the changes or Disconnect to remove the connected store.
    edit connected store

     

  • Update the required changes and Authorize to proceed.

    store

4.1.2.Coupon Rules

In this section, all the defined coupon rules are listed along with their descriptions and the option to edit or delete them.

Coupon Rules

4.1.2.1.Create New Coupon Rule

You can create multiple coupon rules depending on your subscribed plan. To create a coupon rule, click on the Create New Coupon Rule button.

coupons rules and

  • Add coupon name and select store 
  • Define coupon code format
    • Prefix
    • Merge Fields
    • Random Characters
    • Suffix
    • Format
    • Discount Type
    • Discount Value 
  • Select Applies to
    • Entire Products
    • Selected Products 
  • Select Active Dates
    •  Always Active
    • Expires At 
  • Add Coupon Usage criteria
    • Unlimited 
    • Limited (Add coupon usage limit, if selecting this option)

Click Save.

4.1.2.3.Coupons

This section contains the list of all the coupons generated using the coupon rules you created earlier along with the number of total coupons offered in your subscribed package and the number of coupons used.

HubSpot Edit Coupon Rule

 

5.Manage

5.1.User Accounts

5.1.1.General

general

You can update or modify the basic details of your account from this section. The editable fields include –

  • First Name
  • Last Name
  • Phone
  • Address
  • Country
  • State/Region
  • City
  • Zip Code

Click on Save Details when done.

5.1.2.Change Password

change password


You can change your account password too with this automated coupons app by following a simple and traditional process.

5.1.3.Billing

billing

In the billing section, you can review your active plans along with your transaction history and the option to cancel or upgrade your subscription plan.

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