HubSpot Automated Coupons

The Automated coupons app includes the following features:

• Generate Targeted Coupons
• Personalize Coupons with  Rules
• Control Coupon Usage with Redemption Limits
• Incentivize Coupons with Different Discount Types
• Automate WooCommerce Coupons Send-outs
• Create Coupon Properties in HubSpot
• Target Marketing Campaigns through HubSpot
• In-app Monitoring and through HubSpot Reporting & Analytics

• To download the Automated Coupons app from the HubSpot Marketplace, click on the install button and the app will be installed and login in with your HubSpot credentials (same email ID & password.

• You can also access the Automated Coupons app for WooCommerce, using the direct app link. Signup using your HubSpot credentials (same email ID & password).
  
• Post successful login, connect to your HubSpot portal.
  
• On the next page, connect the WooCommerce automated coupons app with any HubSpot portal of your choice. Moreover, for any other portal, you can authorize it from your HubSpot Super Admin account and it will be displayed here. Finally, click Login.
  
• After this, select the HubSpot portal you want to connect with the app.
  
• Repeat the above process to connect more HubSpot portals with the Automated WooCommerce Coupons app.

With a successful signup into the HubSpot WooCommerce coupons 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.

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

The Stores section allows you to connect the app with your WooCommerce store.

Herein, you have the option to add your WooCommerce store.

• Select WooCommerce as the store source from the dropdown.

• Add your store URL.
• Click on the Authorize button.

With the Automated Coupons app, you can also edit the already connected WooCommerce 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.
  
• Update the required changes and Authorize to proceed.
  
  

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

You can create multiple WooCommerce coupon rules once you gain access to the Automated Coupons app. To create a coupon rule, click on the Create New Coupon Rule button.

• Add coupon name and select store
• Define coupon code format
  • Prefix – Preset defined characters of the coupon.
  • Merge Fields – User First Name, Last Name or Email.
  • Random Characters -Autogenerated text for uniqueness.
  • Suffix – Preset defined characters of the coupon.
  • Format – Sequence of above four.
  • Discount Type – Percentage or Flat.
  • Discount Value – Numerical value.
• Select Applies to
  • Entire Products (Sitewide)
  • Selected Products
  • Exclude Products
• Select Active Dates
  •  Always Active
  • Expires At – Select Date of Expiry.
  • Relative – Days in which coupon will expire.
• Add Coupon Usage criteria
  • Unlimited 
  • Limited (Add coupon usage limit, if selecting this option)

Once, you have filled all the fields. Click Save. You’ll be able to access this coupon rule in the respective Coupon Rules tab in the main menu.

This section contains the list of all the coupons generated for your WooCommerce store 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.

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.

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

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.

With Automated Coupons for WooCommerce  by the MakeWebBetter app, you can generate unique and personalized discount coupon codes for your WooCommerce store in minutes.

• Once the app is connected with your WooCommerce  store and HubSpot portal and the coupon rules are set, the next step is to proceed with creating the Workflow in HubSpot.
• Go to your HubSpot portal > Workflows > Create Workflow > From Scratch.
• Proceed with Contact-based Workflow.
  
• Reset Name for your Workflow.
• Select Contact Enrolment Triggers > Contact Properties > First Name. Select the “is known” filter and click on Apply Filter.
• Next, choose the workflow action. In the list of actions, you’ll spot the “MWB Create Coupon” action under Automated Coupons by MWB.
• Select this action, then choose the WooCommerce coupon rule you created earlier from the drop-down list, and click Save.

Moreover, you can choose the following Contact Enrollment Triggers under Contact Properties while creating a HubSpot workflow that suits your purpose.

With Automated Coupons’ in-HubSpot feature i.e. CRM Card feature, all our user can now create coupons for their contacts from the CRM itself.  Follow the same old procedure to connect your HubSpot account & portal with the app, then connect your WooCommerce store with the app. And you’ll be able to view the Automated Coupons’ CRM Card feature in your contact (as shown in the picture below).

To create a coupon for your contacts using this feature, follow the steps below:

• After connecting your app as mentioned above, go to your HubSpot account.
• Then, navigate to Contacts.
• Click on the desired contact you wish to create a coupon for.

• In the right panel, you’ll see the option to “Create Coupon”. Click on it.

• Select the Source and Store URL from the drop-down. (HubSpot will fetch your store URL automatically as you’ve connected your store to our app.)

• Then, fill in these fields in the popup — a unique coupon code, discount type, discount amount, expiration (or always active), and usage limits. (This serves the same purpose as it does in the app).
• Click on Create New Coupon. And, done!

And you’re all done!

The plan you purchase of the Automated Coupons app determines the number of coupons that can be created using the app. Following are the limits.

• Free Trial Period – 100 Coupons.
• Basic Plan – 200 Coupons.
• Advanced Plan – 500 Coupons.
• Ultimate – Unlimited Coupons.