Send new customers a welcome email and include a coupon

Use case

Trigger a welcome email when someone makes their first purchase to welcome them as a customer and offer then a coupon as an an incentive to make a future purchase.

Prerequisites

  • A coupon – before we can construct the workflow, you will need to create a discount to offer your customers. You can create personalized coupons for each of your customers by following the personalized coupons guide.

Workflow setup

  1. Create a new workflow.
  2. Select the Order Completed trigger.
  3. Select the Order Is Customers First = Yes rule.
  4. Click Add Action and select Send Email and include the variable {{ customer.email }} as the email address.
  5. Populate the required fields.
  6. Craft the content of the email. Include the personalized coupon by including the {{ customer.generate_coupon }} variable.
  7. Click the Preview link to preview your email to ensure it is correct.

Example