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Documentation/Smart Coupons for WooCommerce/How to provide WooCommerce signup discount for customers

How to provide WooCommerce signup discount for customers

Last updated on June 8, 2022

In this article, let’s configure a ‘Signup coupon worth 20%’ using a Smart coupon for WooCommerce plugin. Coupons can definitely pave the way to improve customer retention and conversion. When it comes to a signup coupon, there is always a possibility to convert a casual visitor into a buyer.

In order to set up a signup coupon you will have to create a master coupon with required properties and then associate it to behave as a signup coupon.

Prerequisite

  • From WordPress dashboard, go to Smart Coupons > Add coupon
  • Key in an appropriate coupon code and description

Let us see how a signup coupon providing a 20% discount for a newly registered customer can be configured:

WooCommerce Signup Coupon-Create master coupon
WooCommerce Signup Coupon-Create master coupon

From the General tab, select the discount type as a percentage discount with the discount amount as 20.

WooCommerce Signup Coupon-Create master coupon-General tab
WooCommerce Signup Coupon-Create master coupon-General tab

Optionally, you may also set the following:

  • coupon start and expiry date
  • apply coupon automatically
  • display available coupons in the cart, checkout or My account page.
  • restrict coupons etc.
Note: In this guide, we have covered only the sign up coupon specific UI fields. For a detail explanation, please visit the plugin setup guide.

Once done, publish the coupon.

Setting up Signup coupon

Head on to Smart Coupons > Signup coupons

  • Enable signup coupon: Enable the option to create and assign coupons to customers automatically upon signup.
  • Associate a master coupon: Enter the coupon code of the master coupon previously created to send to customers on signup. In the above example, SIGNUP20 is the coupon created. Associate it as the master coupon to send to the customers via email on sign up.
  • Use the master coupon code as-is: When enabled the coupon code will be the same as the master coupon code. Upon successful signup, the email ids of the corresponding users will be added to ‘Allowed emails’ under the Usage Restriction section of the master coupon. When unchecked a new coupon code will be generated for every new signup. These coupons will follow the same configuration as the master coupon, the difference being a unique coupon code. The coupon code can be formatted as per the prefix/suffix/length options. If not specified it will take the format as per the General Settings.
WooCommerce Signup Coupon-Action Coupon

On signing up successfully, the customer will be notified with an email as shown below:

WooCommerce Signup Coupon-Signup Email Notification

Therefore, the customer can redeem this discount on their first purchase.

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  • Prerequisite
  • Setting up Signup coupon

This article posted in Documentation, Knowledge Base, Signup Coupons, Smart Coupons for WooCommerce

Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

Comments (25)

  1. jin

    February 22, 2023

    Can’t I pay the membership coupon directly to the membership account, not by email?

    Reply
    • Mike

      Mike

      March 9, 2023

      Hi Jin,

      Yes, you can provide the coupon directly to the account without sending it through email. Once you set up the Sign-up coupon functionality, you may disable the email template used for the same. The email template can be accessed from WooCommerce > Settings > Emails page and the template name is “Welcome aboard! You’ve got a gift!”. Disable the template to prevent the emails from being sent to users. The coupons would still be created for the accounts.
      To display the coupons on the My account page, make sure to select it from the Display coupon in option.

      Reply
  2. Nelsey

    December 9, 2022

    On a woocommerce checkout page it allows users to create an account when they place their first order. This then sends the signup coupon immediately after they place their first order.
    The customer always then immediately calls us to ask if they can use the signup coupon. They “forgot” to use it.
    How can the system be set so the Signup coupon goes out 1 day after the user has signed up as a new user? (Or some other time after the new registration?)

    Reply
    • Mike

      Mike

      February 10, 2023

      Hi Nelsey,

      I understand your requirement. Unfortunately, it is not possible to delay the emails of the Signup coupons. You may edit the email template (WooCommerce > Settings > Email > Welcome aboard! You’ve got a gift!) of the sign up mentioning that the coupon can be used on their next order only.

      Reply
  3. Fabio

    Fabio

    August 6, 2021

    How to translate the WooCommerce Signup Coupon-Signup Email Notification?

    Reply
    • Mark

      Mark

      August 25, 2021

      Hi Fabio,

      You can edit the email template and edit the contents from Woocommerce > Settings > Email settings page. Open the email that you want to edit and click copy file to theme. Then you can view the HTML and edit it.

      Reply
  4. Jason Tan

    Jason Tan

    June 4, 2021

    Hi, is there a way to use shortcode for the coupon code that i can anywhere on the email template?

    Reply
  5. Jason Tan

    Jason Tan

    June 4, 2021

    i have enabled action coupon for signup users however did not receive any email notifications once signup successfully.

    Reply
  6. José Ramón

    May 28, 2021

    hi, does the plugin complement well with registration form plugins? our idea is to use the registrationmagic.com plugin to create a WooCommerce registration form on a separate page.

    I await your response, thank you.

    Reply
    • Mark

      Mark

      June 1, 2021

      Hi Jose,

      We haven’t yet tested our plugin with mentioned one. Our plugin works based on normal woocommerce coupons and extends its functionalities.

      Reply
  7. Ricardo Miguel Salas Rivacoba

    Ricardo Miguel Salas Rivacoba

    April 28, 2021

    I can’t find the action tab! I just purchased the pro version for this and sadly, can’t get it to work.

    Reply
  8. Raju

    April 26, 2021

    Hi,

    I found everything but i didn’t found the action coupon tab.

    Thanks

    Reply
    • Mark

      Mark

      May 2, 2021

      Hi,

      Please check if you are using the latest version of the premium plugin.

      Reply
  9. LAU JACKY

    LAU JACKY

    April 5, 2021

    Is there a way to set up a coupon code for a user who creates an account on our website and set it to only be used once?
    If yes.
    Any video can show us how to do it?

    Reply
    • Mark

      Mark

      April 8, 2021

      Hi Lau,

      You can set the usage limit to 1 per user for the master coupon under the coupon edit page > Usage limits tab.

      Reply
  10. Partha Bhattacharya

    Wes

    January 26, 2021

    I need to create bulk coupons tied to an item in my WooCommerce store. My affiliate will sell those coupons in his website. After a buyer gets the coupon code, she comes to my website to register with the code. Is it possible to create a separate signup form for this purpose?

    Reply
    • Mark

      Mark

      January 29, 2021

      Hi Wes,

      It is capable of creating signup coupons for users who regsiters via the regular WordPress sign up page. This plugin does not provide any feature to create signup forms on its own. Sorry to have let you down.

      Reply
  11. Alex

    December 17, 2020

    Is there any way to generate a unique code per user who signs up for our newsletter with unlimited usage each?

    Reply
    • Mark

      Mark

      December 17, 2020

      Hi Alex,

      I am afraid we don’t have any option to send coupons based on newsletter subscription.

      Reply
  12. Adnan

    December 16, 2020

    If someone subscribes to the newsletter plugin, like MailPoet. Is coupon will send to that subscriber or not? Please let me know

    Reply
    • Mark

      Mark

      December 17, 2020

      Hi Adnan,

      The user must register in the site to receive a signup coupon. Newsletter subscription won’t trigger the signup coupon generation.

      Reply
  13. Vlada

    October 14, 2020

    Is it possible for this coupon to expire after x amount of days after signup? So the user receives a coupon and the coupon expire e.g. within 5 days of registration, that way customer is forced to use it?

    Reply
    • Mark

      Mark

      October 14, 2020

      Yes. You can set expiry in number of days in the latest version of the plugin.

      Reply
  14. Michael Haas

    Michael

    September 29, 2020

    Is their a way to auto-generate a UNIQUE coupon code when a user creates an account and set it to only be used once?

    Reply
    • Mark

      Mark

      September 29, 2020

      While creating the master coupon, please set usage restriction.

      Reply

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