Newsletter capture and coupon on adding product to cart

Encourage contacts who, despite not being subscribed to the newsletter, have shown interest in one of your products and not yet made a purchase. A very effective way to achieve this is to invite users to subscribe to the newsletter and receive a discount coupon when they add a product to their cart.

In this article you’ll learn how to create a coupon acquisition strategy after a user adds a product to the cart.

  

Objective: Acquisition.
Difficulty: Intermediate.
When to use it: In acquisition campaigns. 

  

This strategy is part of our pool of templates. To implement it in your account, access your Connectif account, enter “Workflows Create new workflow”, go to the Create from template section, enter the name of the workflow in the search engine (Newsletter capture and coupon on addition of product to cart) do click  Select and in  Create.

 

How it works

To create this strategy, we will configure a popup with a newsletter subscription form that users will see after adding a product to their cart. This content will have a daily limitation to only react to the first added product of the day. 
After the user submits the form, another shipping confirmation popup will be shown and a welcome email sent out along with a discount coupon.

Captación newsletter y cupón al añadir producto al carrito-min.png

 

Workflow configuration

  

Before configuring your workflow, create the following elements:
— Two popups, one to invite the user to subscribe and another to welcome them.
— A coupon, to act as an incentive to subscribe.
— An email, to send the welcome to the newsletter email along with the coupon.

STEP 1. "Start" node

(In this node, you’ll set the target audience for the action).

1. Click (Edit node settings) for the “Start” node.

2. Under Select limitation, check "All my list".

3. Under Select data source, check “All existing and new”.

4. Click Update.

Captación newsletter y cupón al añadir producto al carrito inicio-min.png

 

STEP 2. “On product addition” node

(This node will detect contacts who add a product to their cart).

5. Click  (Edit node configuration)of the “On product addition” node.

6. Click Limitations and uncheck the "Deactivate after triggering" box.

7. In Temporarily disable after event, add a limitation of “1Days.

8. Click Update.

Captación newsletter y cupón al añadir producto al carrito al añadir al carrito-min.png

 

If you want to learn more about node limitations, click here.

 

STEP 3. “Check value” node

(This node will check if the contact is subscribed to the newsletter).

9. Click (Edit node settings) of the “Check value” node.

10. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.

11. Under Operator, select "Is equal to".

12. Drag the "Literal" value to the block on the right and select "Subscribed".

13. Click Update.

Captación newsletter y cupón al añadir producto al carrito comprobar valor-min.png

 

If you want to learn more about the "Check value" node, click here.

 

STEP 4. "Has purchased" node

(This node will identify if the contact has ever made a purchase on the website).

14. At the junction of this node with the previous one, click on the circle until "No" appears.

15. Click (Edit node settings) for the “Has purchased” node.

16. Under Number of purchases made, select "Is greater than" and set "0" purchases.

17. Click Update.

Captación newsletter y cupón al añadir producto al carrito ha hecho compra-min.png

 

STEP 5. First “Send web content: popup” node

(This node will send a floating bar with the newsletter subscription form).

18. At the junction of this node with the previous one, click on the circle until "No" appears.

19. Click (Edit node settings) in the “Send web content” node.

20. Select the corresponding Popup content and click Next .

21. In this case, under Specify when to show content, select "Immediately”.

22. In the Variables step, link any variables there may be.

23. Click Complete .

Captación newsletter y cupón al añadir producto al carrito primer enviar contenido web-min.png

 

If you want to learn more about Popup web content, click here.

 

STEP 6. “On form submission” node

(This node will detect the moment when the form is sent).

24. Click (Edit node settings) in the “On form submission” node.

25. Click on "A specific form".

26. Next, select the form you want the workflow to reacted to. In this case, the form displayed in the popup.

27. Click Limitations and uncheck the "Deactivate after triggering" box.

28. In Temporarily disable after event, add a limitation of “1Days.

29. Click Update.

Captación newsletter y cupón al añadir producto al carrito al enviar formulario-min.png

 

STEP 7. Second “Send web content: popup” node

(This node will send a popup to confirm submission of the form).

30. Click (Edit node settings) in the “Send web content” node.

31. Select the corresponding Popup content and click Next .

32. In the Variables step, link any variables there may be.

33. Click Complete .

Captación newsletter y cupón al añadir producto al carrito segundo enviar contenido web-min.png

 

If you want to learn more about Popup web content, click here.

 

STEP 8. “Set field” node

(This node will record the information obtained in the popup form).

34. Click (Edit node settings) for the “Set field” node.

35. Drag the "Name" field from "On form submission" to the block on the left.

36. Under Operator, select "Assign".

37. Click Update.

Captación newsletter y cupón al añadir producto al carrito establecer campo-min.png

 

STEP 9. “Assign coupon” node

(This node will fetch the coupon that will be sent in the email).

38. Click (Edit node settings) in the “Assign coupon” node.

39. Select the set of coupons created for this workflow.

40. Click Complete .

Captación newsletter y cupón al añadir producto al carrito asignar cupón-min.png

 

STEP 10. “Send email” node

(This node will send the email with the welcome to the newsletter message).

41. Click (Edit node settings) in the “Send email” node.

42. Under Limitations, uncheck the "Limit per contact" box.

43. In Settings, select the email you want to send and click Next .

44. In the Send to section, select "Contact".

45. Indicate the "Newsletter" type of email.

46. Configure the parameters section of "Send to contact".

47. Under Google Analytics, click "Enable Google Analytics" then Next .

48. In the Variables step, link any variables there may be.

49. Click Complete .

Captación newsletter y cupón al añadir producto al carrito enviar email-min.png

 

 

 

Success!
Your workflow to establish a coupon acquisition strategy after users add a product to their cart is now ready.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.

 


Keep learning!

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