In this article, I will show you how to set up a trigger with discount code as a follow-up to completing a pop-up. Are you creating a pop-up for the first time? Make sure the pop-up module is set up and the initial settings of your pop-up are ready.
Send an e-mail after the pop-up is completed
Once the pop-up is in place, deal with the trigger the customer receives after completing the pop-up. Create a new trigger.
In my example, I call my trigger "Pop-up newsletter 10% discount all customers". In the filter rules, I use the rule "a tag has been changed in pop-up visitor, was added 1 minute ago". This looks like this:
You have now created a trigger for the customers who subscribe via the pop-up.
❗Not working with a tag? Then use the following rule:
👉 You can find more about this in the article 'Set trigger after filling out a form from a pop-up'
👍 Tip: What you can also do is split your newsletter pop-up between existing customers and new customers and differentiate between them for the trigger they get next.
In that case, add 'has a total number of orders with 'completed' status greater than or equal to 1':
Now to create a nice email to go with it! In the email editor, now click on merge tags and find your coupon code name to go with it. In my case, the coupon is called 10% off everything, which then looks like this:
👍 Tip: to create extra urgency, it is useful to put down with your copy how long the discount code is valid. It is also useful to communicate which product range the discount code is valid on (in my case, the entire product range).
Email reminder: your discount code is about to expire
You have obtained the customer's e-mail address, but the customer's order remains outstanding. That's galling! That needs a reminder. For this, set up a separate trigger with the following filters:
Tag has been changed to 'pop-up visitor' was added 7 days ago
Has a total number of orders with 'completed' status equal to 0
👉 Do you want to set up a reminder email for existing customers? Then add the following filters:
For example, I have set that the tag was added 7 days ago, but the customer has not yet placed an order. In the second example, you are talking about existing customers who have already ordered from you, but have now also signed up for the newsletter using the pop-up. Here you add an extra filter: 'has a total number of orders with the status 'completed' greater than or equal to 1'. This way, you catch the group of customers who have already ordered from you, but not yet following the discount code in your e-mail. Now design a nice e-mail to match this.
This way, you create a nice flow for the customers who subscribe to the newsletter via the pop-up. This can be separated for both existing and new customers. It's just what you want! Have fun! 🙌