Sending a coupon after purchase

Coupons are a resource that consumers welcome warmly. Your existing customers will be more likely to shop with you again if you send them a coupon by email after they make a purchase.

In this article, you'll learn how to create a coupon shipment after purchase.


Objective: Loyalty.
Difficulty: Beginner.
When to use it: When you launch a campaign with discount coupons.


This strategy is part of our pool of templates. To implement it in your account, log in to your Connectif account and go to "Workflows Create new workflow". In the Create from template section, enter the name of the workflow (Send post-purchase coupon) in the search engine, then click on Select and Create.


How it works

To send customers an post-sales email with a coupon, we’ll configure an email in the workflow that is only sent to contacts who purchase and are subscribed to the newsletter.

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Workflow configuration


Before configuring your workflow, create the following elements:
— A coupon, to be sent in the email.
— An email, to send the coupon after purchase.

STEP 1. "Start" node

(This node will set the target audience for the action).

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

2. Under Select limitation, check "All my list" and select "Contacts with email".

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

4. Click Update.

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STEP 2. “On purchase” node

(This node will detect the customer's purchase.)

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

6. Under Limitations, make sure the "Disable after triggering" checkbox is selected.

7. Click Update.

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STEP 3. “Check value” node

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

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

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

10. Under Operator, select "Is selected”.

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

12. Click Update.

Envío de cupón tras compra comprobar valor-min.png


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


STEP 4. “Assign coupon” node

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

13. At the junction of this node with the previous one, click on the circle until "Yes" appears.

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

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

16. Click Complete .

Envío de cupón tras compra asignar cupón-min.png


STEP 5. “Send email” node

(This node will send the email with the coupon).

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

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

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

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

21. Indicate the "Newsletter" type of email.

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

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

24. Click Complete .

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Your workflow to send a coupon email after purchase 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!

To make the most of your Connectif account, we recommend reading these articles next:

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