Insert a Coupon into Your Email
The discounts and special promotions offered via coupons are a great way to entice new visitors to subscribe or to reward loyal customers for returning. Privy empowers you to include coupons in your onsite displays and campaigns. That said, please ensure you know how to create a coupon before continuing.
Automated emails
Privy Email is required. To include a coupon code in an abandoned cart, customer win-back, purchase follow-up, or welcome email:
- In your Privy account, click the Automation option in the main navigation.
- From the email dashboard, edit an existing email or create a new email by clicking New Automation and selecting an email type.
- Once in the editor, either:
- Incorporate the {{ coupon_code }} merge tag into the content of your email - making sure to include appropriate positioning text so that it is easy for the recipient to understand what they are receiving. Select the Coupon code option from the editor's Merge Tags dropdown menu to make the process easier.
- Drag and drop the Coupon element from the sidebar into your email and select the desired coupon from the prompt. Also, ensure appropriate positioning text to make it easy for the recipient to understand what they are receiving.
- When you finish customizing the text and configuring the email's various Sender options, such as the Subject Line and From Name, click Save at the top right. If you decide to test the email, please note that any coupons displayed in the test version aren't functional. Applying them to one of your carts will not yield a discount.
- Next, please move to the Settings step, locate the Coupon section, and confirm its settings. If you used the merge tag method for your coupon, select a coupon from the dropdown menu, and Save. If you used the drag-and-drop Coupon element, simply confirm your previous selection.
- Select the Activate option when the email setup is complete.
Privy will now send an email with the selected coupon code to the individuals who qualify based on the message's settings.
One-time emails
Privy Email is required. To include a coupon code in a one-time email campaign:
- In your Privy account, click the Campaigns option in the main navigation.
- From the Campaigns dashboard, edit an existing email or create a new one by clicking New Email and selecting a template.
- Once in the editor, either:
- Incorporate the {{ coupon_code }} merge tag into the content of your email - making sure to include appropriate positioning text so that it is easy for the recipient to understand what they are receiving. Select the Coupon code option from the editor's Merge Tags dropdown menu to make the process easier.
- Drag and drop the Coupon element from the sidebar into your email and select the desired coupon from the prompt. Also, ensure appropriate positioning text to make it easy for the recipient to understand what they are receiving.
- When you finish customizing the text and configuring the email's various Sender options, such as the Subject Line and From Name, click Save at the top right. If you decide to test the email, please note that any coupons displayed in the test version aren't functional. Applying them to one of your carts will not yield a discount.
- Next, please move to the Settings step, locate the Coupon section, and confirm its settings. If you used the merge tag method for your coupon, select a coupon from the dropdown menu, and Save. If you used the drag-and-drop Coupon element, simply confirm your previous selection.
- Select the Schedule it or Send option when the email setup is complete.