Generating and Sending a Personalized Coupon Code on every customer’s birthday

Birthdays are one of the best times to send a personalized coupon codes to your customers.

  • People are more willing to do shopping during their birthdays than ordinary days.
  • Personalized coupon codes are recognized as gifts when sent during someone's birthday. On other days, people can treat coupons as a general sales promotion. People are more willing to spend if coupon codes are sent as a gift.
  • If personalized coupon codes are set to expire after 24 hours or few days, it will be more likely that the user will take advantage of the coupon code and use it to buy your products.

To implement this, you only need two things
1. An automation recipe in InfusedWoo with HTTP POST Trigger and actions to generate a woocommerce coupon code and save the coupon code to an Infusionsoft contact custom field.
2. A campaign in Infusionsoft that will be triggered during customer's birthday and will run an HTTP Post call to InfusedWoo's automation recipe to create the coupon code.

PREP 1: Create a Coupon Template in Woocommerce

The automation recipe will need a coupon template for the coupon code generation as InfusedWoo will copy the coupon properties (such as percent discount) from this coupon template.

In WordPress, go to Woocommerce –> Coupons and create a new coupon by clicking on “Add Coupon”.

To create a new template, the coupon code name should begin with “template_”. Configure the coupon code like creating an standard woocommerce coupon code. If you only want to limit the usage of the coupon code, specify this in the usage limit section. E.g. if you only want to limit the usage of this coupon to 1, then enter this under “Usage limit per coupon”. Leave “Usage limit per user” empty if you don’t want customers to share the coupon code to other users.

Also leave the “Email restrictions” box empty in Usage Restrictions tab as this will be overridden by InfusedWoo.

PREP 2: Tag and Custom Field in Infusionsoft

There are few things that needs to be done in Infusionsoft. First we have to create a tag the following tags:

  1. "Birthdate Collected" Tag – use this tag to identify users who have provided their Birthdate. It is important to apply this tag the moment you have collected their birthdate (e.g. via Webform or Woocommerce Checkout – you can collect customer's birthdate by using InfusedWoo's Checkout Custom Fields, InfusedWoo > More Integration Options > Checkout Custom Fields.)
  2. "Birthday Coupon Sent" Tag – this tag will identify contacts that have received the Birthday Coupon.

Second is to create or assign a custom field to hold the coupon code value in Infusionsoft.

To create a tag in Infusionsoft, follow this guide{:target="_blank"}.

To create a custom field in Infusionsoft, follow this guide{:target="_blank"}. Make sure the custom field is of text field type.

InfusedWoo Automation Recipe

Now it's time to create the automation recipe. Go to InfusedWoo > Automation > Automation Recipes and create a new Recipe.

Select the Trigger: HTTP POST Trigger (under More Triggers):

Leave the conditions step empty.

Under actions, add these actions:
* Generate Woocommerce Coupon Code. Then select the Coupon Code template. Under coupon expiration date, you can set this to e.g. {{Utility:2_days_date}} if you would like the coupon to expire 2 days from the date it is generated. You can change the number of days by changing the number "2" in the merge field.
* Update/Add Contact Record Field in Infusionsoft. On the left side select the custom field you have created that will store the coupon code. On the right side, enter {{Woocommerce:LastCouponCode}} (or click the merge field icon and select Woocommerce > Last Generated Coupon Code)

Enter a Recipe Title and save the recipe. An HTTP POST URL will appear at the bottom. Copy the HTTP POST URL as this will be used in the campaign (next step).

Infusionsoft Campaign Builder

Design your campaign builder like this:

Tag Goal –> Sequence 1 –> Sequence 2 –> Sequence 3. (See below)

When the Birthdate is collected, the first sequence will be triggered. The first sequence will wait until the customer's next birthday and will generate a new coupon code just before the customer's birthday. The second sequence will then send the coupon code and the third sequence will wait for some time (e.g. 30 days) and will reset the campaign so the user will go back to sequence 1 again.

Configure the Tag Goal to trigger when the "Birthdate Collected" Tag is applied.

Sequence 1. Generate Coupon Code should look like this:

Inside the sequence is a Field Timer and HTTP POST Action.

Field Timer Settings:

HTTP POST Settings:

Notes: The POST URL is the HTTP POST URL you have copied after creating the automation recipe in InfusedWoo. It is important to pass both contactId and Email parameters.

Sequence 2. Send Coupon Code sequence should look like this:

We added some delay timer so that there is a space between coupon code generation and sending of email (as there is a possibility that the email will be sent before the coupon is generated because of server delays).

Edit the email action and write the email content as desired – e.g. birthday greetings, here's your gift coupon code, etc. To enter the coupon code merge field, select Merge > Contact Fields (custom) (see below) and select the custom field you have assigned to store the coupon code.

In this sequence also, add an action to apply the tag "Birthday Coupon Sent". This will identify that the user received the coupon code.

Sequence 3. Reset sequence should look like this:

This is a straightforward sequence to reset the campaign and put back the contact to sequence 1 (and wait again for the next birthdate). This sequence will remove the "Birthdate Collected" and "Birthday Coupon Sent" and re-apply the "Birthdate Collected" tag. Re-application of this tag will re-trigger the tag goal in the beginning of the campaign.

Creating Multiple Contact Records in Infusionsoft upon Customer Purchase

There are instances where you need to create multiple contact records when someone purchases your product. This typically happens when a customer is purchasing an item for someone else. Example is when a customer is purchasing an item to another person as a gift. Another is when there is a product made to be purchased for a group of people and you need to record each person entered by the buyer.

In addition to creating multiple contact record, you can also run actions to each of these contacts using InfusedWoo. See the steps below on how to achieve this.

1. Create Custom Contact Fields

Go to InfusedWoo > More Integration Options > Checkout Custom Fields, and Add a new group.

Name the Group Name as desired and you can also control the field group to only appear when certain products is present in the shopping cart.

Save the Group. Click the "+" icon of the group to create new fields.

Then enter fields like Attendee 1 First Name, Attendee 2 Last Name and Attendee 1 Email. For each field, you can set a default value and Infusionsoft Field to link to (if needed).

Note that you do not need to link this fields to Infusionsoft when creating extra contacts. You only want to link these fields if you want their information to be saved on one of fields of the buyer's contact record.

After creating the fields, it should look similar to this:

These fields will appear in the checkout like this:

2. Create action to auto-create extra contacts in addition to the buyer.

The buyer information is automatically added to Infusionsoft, but the other contacts entered by the buyer are not. To have these contacts also created in Infusionsoft, you would need to create an automation recipe for this.

Go to InfusedWoo > Automation > Automation Recipes and click "Create New Recipe"

Set the Trigger to "Purchase Trigger"

Then under Conditions, add a condition "Check Merge Value…". This condition will ensure that this automation will only run when the other person field is present.

In that condition, click the  merge icon next to "Check Value of:" field.

A merge field dialog box appears (see below). Under merge type, select "Checkout Custom Field". And under Merge Field, select one of the extra person field, preferably the email field. Then click the "Add Merge Field" when done.

And also, the condition checks if this field is not empty:

Under actions, add an action "Update / Add Contact Record Field in Infusionsoft"

Add fields to properly tie the Infusionsoft Field to the extra person information (see below). For each of these field, you would need to click the merge icon to select the checkout custom field merge string.

This is important, click the the little cog icon in that action.

And "Custom Email to Trigger" Field appears. Click the merge icon to enter the extra person's email.

In this case, I select again the Attendee'e Email field:

Click "Add Merge Field" and it should look similar to this:

This ensures that the action is run to the extra person's record, not to the buyer's contact record.

Enter a recipe title and Save

Please note that you would need to create another recipe if there are more extra persons (e.g. Attendee 2) and you just need to repeat this step.

3. Run actions to the extra person contact records.

If you want to run an action when the extra contacts are created, you just need to edit the recipe and add an action. There is a little trick to make this happen.

In this example, let's say you want to apply a tag to the extra person.

Edit the recipe you created in Step 2 and add action "Apply Tag to Contact in Infusionsoft". Enter the tags you want to be applied to the extra person.

Again, click the the little cog icon in that action.

And "Custom Email to Trigger" Field appears. Click the merge icon to enter the extra person's email.

In this case, I select again the Attendee'e Email field:

Click "Add Merge Field" and it should look similar to this:

This ensures that the action is run to the extra person's record, not to the buyer's contact record. If you need to run other actions (e.g. trigger campaign etc), then you just need to make sure that the "Custom Email to Trigger field" is set to the extra person's email field.

That's it, with these steps, you can create separate contact record for extra person info entered by the buyer and also run actions to these extra person's contact record.

Save the recipe when done.

Applying Tag or Running Actions when an Order is Refunded in Woocommerce

You can run actions (e.g. apply a tag) when an order is refunded in Woocommerce.

To do this, create an automation recipe by going to InfusedWoo > Automation > Automation Recipes. Then create a new Automation Recipe:

InfusedWoo ‹ InfusedWoo Live Demo — WordPress 2018-04-20 08-49-01

Set the trigger to "Order Status" Change Trigger (under "More Triggers…".

Add condition "If order's new status is …" and set status to "Refunded"

Under actions, add desired actions you want to run. E.g. you can apply a tag as shown below:

Enter a name of your recipe and save the recipe.

Here is the full screenshot of the recipe:

Tracking User’s Site Activity From an Infusionsoft Automation Link

With InfusedWoo, you can track what your customer do in your E-commerce site without requiring them to log in to their user account. You only need to implement an automation link in your Infusionsoft email templates. For more information on how to create an automation link, click here.

Using Infusionsoft automation links, you only need to make sure that the email address is passed in the URL like this:

https://my-fictional-shop.com/?Email=~Contact.Email~

Once the automation link is clicked by one of your customers. The email is saved in your server’s session and this gives the capability of InfusedWoo to later track certain customer’s site activity. With InfusedWoo’s Automation Recipe, can track if:

  1. They have viewed a certain page or product.
  2. They added a certain product to their cart
  3. They are about to check out
  4. They have purchased the product

You can then run actions based on what they do. For example, if they added a certain product to their cart, you can send them an email convincing them to buy the product e.g. by giving discounts or giving more information about the product. (See below)
 




 

You can also run a cart abandonment campaign that will trigger if they reached the checkout page but didn’t complete the purchase.

You also have an option to not run any action at all and just track stats. Note that InfusedWoo can record how many times the recipe is triggered and can put this in a graph like this:

E-commerce giants like Amazon run profitable marketing campaigns mainly because they effectively track their customer activities and run targeted emails to customers based on their activities. With InfusedWoo (and Woocommerce + Infusionsoft) you have the capability to do this without hiring a developer. If your a marketer or business owner, you can focus into your marketing strategies and convert them into campaigns deeply connected to your E-commerce site.

For more information about InfusedWoo: http://infusedwoo.com

If you want to hire our team to implement your dream e-commerce site, contact us here.

Adding a Newsletter Signup checkbox in your Woocommerce Checkout

One of the best ways to capture customers who wants to receive your product newsletters and marketing emails is to put a checkbox on your site checkout to ask them if they want to receive marketing emails.

Note that people who purchased product in your shopping site doesn’t necessarily mean that it is fine to send marketing emails to these customers. In fact, email marketing companies like Infusionsoft strictly prohibits sending marketing emails to people who made purchases if they didn’t sign-up to receive your newsletters.

While Infusionsoft strictly doesn’t allow this, you don’t see a way to put newsletter signup checkbox to their native shopping cart module. Still it is important to do this to comply with different countries’ E-commerce standards and also to send marketing emails to people who are genuinely interested to your newsletter and emails.

So let’s do it right! If you are using Woocommerce and InfusedWoo, the good news is you can easily do this without touching any codes. Here’s how you can do it in 6 steps.
 

1. Create a custom contact field in Infusionsoft for Newsletter Signup Checkbox

Log-in to your Infusionsoft App and go to Admin > Settings. Under Custom fields, make sure the dropdown is set to ‘Contact’ and click ‘Go’ button.
 

 
Then create a new custom field. Set the field name to a desired name. In my case, I simply entered ‘Subscribe to Newsletter’. Set the field to a Yes/No field (this is very important). Then save the field.


 

2. Create a Campaign for the Newsletter Sign-Up

Go to Marketing > Campaign Builder and create a new campaign. Name the campaign to a desired name, in my case I used ‘Sign-up to Newsletter Campaign’.

Then add an API goal and set this to InfusedWoo’s standard purchase API goal setting: Integration: woopurchase, Call Name: any

Then create two campaigns, one campaign for applying the Newsletter Tag. The Newsletter Tag will allow you to identify contacts in Infusionsoft who are interested in getting the newsletter. If you haven’t created a tag yet, create a tag in Infusionsoft > CRM > Settings > Tag.

The other campaign is a blank campaign and will not do anything. This is only to “catch” people who do not want to receive the newsletters.

Connect the API goal to these two sequences and a decision diamond will appear:

.

Double click the decision diamond to edit its logic. Set the rule on the top to only allow if Contact’s Newsletter Sign Up custom field is equal to Yes. And the rule on the bottom to Contact’s Newsletter Sign Up custom field is not equal to Yes. It should look like this:

Additionally, if you want to send a welcome email sequence, you can add a sequence below and use a tag trigger (where the tag is the Newsletter Sign Up tag you created before). And your whole campaign will look like this:

Publish the campaign.
 

3. Add a custom checkout field in InfusedWoo

Log-in to WordPress and go to InfusedWoo > More Integration Options > Checkout Custom Fields.
Create a field group if you haven’t created one yet. Then under that field group, click the + icon to create a new custom field.

Then enter a custom field name (this will appear next to the checkbox). Then set the field type to Yes/No (Checkbox). And under Infusionsoft Field, select the Newsletter Custom Field you have created in Step 1.

Save and the field will appear in the checkout page.

For more info about InfusedWoo. Click here.
For any questions, contact our team at infusedaddons.com/support

BLACK FRIDAY RECIPE: Set up a Timer and Site-wide Sale to your Site



graphicloads-100-flat-download-2-1Download Black Friday Recipe
3 KB. InfusedWoo Recipe File

Black Friday is coming and it’s time to give massive discounts to your customer. Download the automation recipe by clicking the download button above and instantly set up a sitewide discount and also add timer in your site. Follow the steps below to properly install this recipe in just a few minutes.

  1. Download the Black Friday Automation Recipe
  2. Go to InfusedWoo Menu in you WordPress admin and click on Automation –> Automation Recipes
  3. Click on Upload a Config File. This link is just below the “Create a New Recipe” Button
  4. Select the downloaded recipe file.
  5. Click on “Save Recipe” and your Black Friday discount campaign is now active.

Once the recipe is enabled, it will do two things:

  • It will give 25% off discount to all products. If you want to change the discount rate, you can change this in the first action item.
  • It will show up notice with a timer in your site saying there is a site-wide sale going on. You can change the text of the notice in the second action item.
  • You can see how the sitewide notice looks like in the demo site: http://infusedaddons.com/demo/live

NOTES:
* Enable only the recipe if you have already started your discount campaign. If you want the campaign to automatically start on a specified date, add this condition in the recipe:


* Make sure you are using the latest version of InfusedWoo and that PHP GD Extension is enabled (for Timer GIF).

For any questions, please contact us at infusedaddons.com/support

Bridge Infusionsoft to More Competitive Payment Gateways – Stripe, Braintree, Amazon Payments …

gateway

By default Infusionsoft only connects to few merchant solutions like Sagepay, Authorize.net, or WePay. Because of this, many business owners have some trouble finding a good payment gateway during the early stages of their business. This is especially true for startup business owners and to businesses located not in US or UK. Most merchant accounts Infusionsoft connects to are designed for big businesses and only supports major countries like US or UK.

With Woocommerce, you have more options and you can use payment gateways designed for startups such as Stripe, Braintree or Amazon Payments. If you are located in India you can use Amazon payments in woocommerce and connect to infusionsoft using InfusedWoo. Same is true to South Africa (Payfast), Japan (Stripe), Brazil (Stripe), Hong Kong (Stripe), Singapore (Stripe), and as well as Malaysia (Braintree).

Most of these payment gateways don’t require sign-up and setup fees and you only pay a small percentage per transaction. These payment gateway extensions in woocommerce are also free (except eWay):

Braintree: https://woocommerce.com/products/woocommerce-gateway-paypal-powered-by-braintree/
Stripe: https://woocommerce.com/products/stripe/
Amazon Payments: https://woocommerce.com/products/pay-with-amazon/
PayFast: https://woocommerce.com/products/payfast-payment-gateway/
eWay: https://woocommerce.com/products/eway/

With InfusedWoo you can now experience Infusionsoft whereever your business is located and enjoy the low transaction fees of payment gateway providers.

Sending a personalized coupon code to the customer on successful purchase

One of the best ways to increase repeat purchases is to give incentives when they purchase your product. According to a survey, customers are almost twice more likely to purchase again a product from your shop if they are given a discount coupon.

Usually static coupons are used (e.g. Coupons that doesn’t expire and has infinite number of usages) but this is not advised as coupons can be easily passed publicly to other users and can be used by users who are not eligible to use the coupon code.

In this guide, you learn know how to auto-generate a personalized coupon code for the customer right after they have purchased in your shop and limit the usage of the coupon for that specific user.

1. Create a Coupon Template in Woocommerce

In WordPress, go to Woocommerce –> Coupons and create a new coupon by clicking on “Add Coupon”



To create a new template, the coupon code name should begin with “template_”. Configure the coupon code like creating an standard woocommerce coupon code. If you only want to limit the usage of the coupon code, specify this in the usage limit section. E.g. if you only want to limit the usage of this coupon to 1, then enter this under “Usage limit per coupon”. Leave “Usage limit per user” empty if you don’t want customers to share the coupon code to other users.

Also leave the “Email restrictions” box empty in Usage Restrictions tab as this will be overidden by InfusedWoo.



2. Create a Tag and Email template, Assign Custom Field in Infusionsoft

There are few things that needs to be done in Infusionsoft. First we have to create a tag so we can identify customers who have already received the coupon, second is to create or assign a custom field to hold the coupon code value in Infusionsoft. And lastly, to create an email template to send to the customer so they will get their personalized coupon code.

To create a tag in Infusionsoft, follow this guide.

To create a custom field in Infusionsoft, follow this guide. Make sure the custom field is of text field type.

To create an email template in Infusionsoft, follow this guide.

Please note to get the merge field of the coupon code custom field you just created, you can obtain this in the email template toolbox –> Insert –> Merge Fields –> Contact Fields (Custom)

3. Create an automation recipe in InfusedWoo

Go to Automation -> Automation Recipes in InfusedWoo. Create a new recipe or download this Recipe file (Alt + Click in Win or Option + Click in Mac to download) for easier creation.

Click on Upload Config file to create recipe from config file. Then select the downloaded .conf file.



4. Configure Recipe and Save

Make sure the Purchase Trigger is set as the trigger.

In the conditions, change the tag with the tag you created in step 2. You can freely add more conditions here as desired.



Then in the actions, the sequence is:
1. Generate a Coupon Code
2. Apply Tag to Contact
3. Save Generated Coupon code to Custom field in Infusionsoft
4. Send Email containing the Coupon code.



To configure the actions, first select the correct template in the coupon code generation action with the one you created. You can set the expiration day to 60 days from the date of creation (using InfusedWoo merge field). If you want to change the expiration to 30 days, then change ’60’ to ’30’. You can also make this field empty if you don’t want the coupon to expire.

Replace the tag in the tag action with the actual tag you have created in Step 2. Likewise, change the custom field and the email template with the ones you have created in Step 2.

Save the recipe.

Setting up Multi-currency with Infusionsoft + Woocommerce

Infusionsoft doesn’t have multi-currency features but still many business owners want to have a multicurrency-ready shopping cart and be able to run marketing automation in Infusionsoft.

To set this up, the following platform / tools will be needed:

Please note that InfusedWoo and Aelia Currency Switcher plugins are premium plugins and you need to purchase these plugins first to download.

Initial Setup

First, make sure that the plugins are installed in wordpress and are configured properly:

Important InfusedWoo Settings

In addition to the basic setup above, there are two important settings you need to set in InfusedWoo.

Since Infusionsoft only supports one currency, Infusionsoft’s Ecommerce Module is not compatible with Woocommerce Multicurrency Feature. Therefore, we have to turn off all settings in InfusedWoo that connects to Infusionsoft’s Ecommerce Module and only use Infusionsoft’s Marketing Automation Capabilities.

  1. Turn off creation of invoices in Infusionsoft for other payment gateways in InfusedWoo –> Receiving Payments –> Other Payment Gateways
  2. Turn off Infusionsoft Payment Gateway in Woocommerce –> Settings –> Checkout. You have to use other payment gateways to handle payments as Infusionsoft is not compatible with multicurrency. Payment Gateways compatible with multi-currency are Paypal, Stripe, SagePay and Braintree. See compatible gateways here.

Setup Automation in InfusedWoo / Infusionsoft

Once you have done the important settings above, you can now do necessary automation in InfusedWoo:

  • Via Automation Recipes: InfusedWoo –> Automation –> Automation Recipes
  • Via Campaign Builder: InfusedWoo –> Automation –> Using Campaign Builder
  • Via Action Sets: InfusedWoo –> Automation –> Using Action Sets

Basically, we are setting up Infusionsoft to use only its Marketing Automation Capabilities and Woocommerce for Ecommerce, thus using both system’s best modules.