Automatic Discounts

#Overview

WP Fusion’s WooCommerce integration has the ability to automatically apply a discount based on a contact’s tags in your CRM.

This can be used in conjunction with the Abandoned Cart addon to automatically give a discount to customers who abandon their carts.

#Setup

First create a coupon in WooCommerce. In this example we’ve created a coupon called Recovered Cart Discount with a 10% discount.

This screenshot of an online form for editing a coupon, titled Recovered Cart Discount, includes fields for description, discount type, coupon amount, optional free shipping, and expiration date. Seamlessly integrate with WP Fusion CRM to enhance customer recovery strategies.

Then click on the WP Fusion tab, and select a tag that should trigger the discount.

Screenshot of a coupon data settings page in a web application showcasing WP Fusion CRM integration features. The page includes fields for Apply tags when used, Auto-apply tags, Discount label, and Discount message, with options to customize automatic coupon application.

In this example we’re using the Abandoned Cart tag. You can also make product specific coupons and use product specific tags to trigger them.

You can optionally override the discount label and discount message, or leave them at their defaults.

Then head over to Settings » WP Fusion » Addons and configure the same tag to be applied when a cart is abandoned.

Screenshot of an Abandoned Cart Tracking settings page featuring WP Fusion CRM integration. Options include syncing cart contents, choosing recovery URL destinations (Checkout, Cart, Current Page), selecting recovery URL and value fields, and applying tags like Abandoned Cart.

#How it works

When a customer begins checkout a contact record will be created and the Abandoned Cart tag will be applied.

If you’re using Drip or ActiveCampaign the recovery URL will be sent along with the rest of the cart details, and can be merged into an email sent to the customer.

For other CRMs, the cart recovery URL will be synced to the custom field specified in the Recovery URL setting. This will look like https://mysite.com/cart/?wpfrc=xxxxxxxxx.

Heads up: If you are using a Recovery URL custom field in your CRM as the parameter for a button or link in an email, it’s recommended to turn off Google Analytics tracking on that link.

The reason is that the UTM parameters can get appended to the contact ID, which causes the cart recovery not to work.

When the customer follows this link they’ll be taken back to your site, their cart contents will be restored, and their information will be pre-filled on the checkout form.

The checkout page, featuring WP Fusion CRM integration, displays a discount. Billing details are filled with Test Customer. The order summary shows a $10/month membership and a $100 sample product, totaling $110 with an applied $11 discount.

WP Fusion will load the contact’s tags, and when it detects the Abandoned Cart tag it will automatically apply the associated discount.

Was this helpful?