# What is Personal Discount?

Personal Discount is an app allowing e-commerce shops to grow their email list by generating unique and time-sensitive coupons. We integrate with Mailchimp, WooCommerce, Shopify and Magento.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Personal Discount for Shopify</strong></td><td></td><td></td><td><a href="/files/6uHbVzOFgjpBzgyVvZKs">/files/6uHbVzOFgjpBzgyVvZKs</a></td><td><a href="/pages/LPQQgcXQoGwYr7hZSpTn">/pages/LPQQgcXQoGwYr7hZSpTn</a></td></tr><tr><td><p><strong>Personal Discount for WooCommerce</strong></p><p><strong>and Magento</strong></p></td><td></td><td></td><td><a href="/files/kzWdazMk6vd9q47aKgeG">/files/kzWdazMk6vd9q47aKgeG</a></td><td><a href="/pages/hA9JXn0VddiNUX0L3Sjq">/pages/hA9JXn0VddiNUX0L3Sjq</a></td></tr></tbody></table>

{% hint style="info" %}
If you couldn't find a solution in the knowledge base, then please contact us by email <support@personaldiscount.me>.
{% endhint %}

{% hint style="info" %}
Personal Discount for Shopify and the version for WooCommerce and Magento are two technically different applications despite similar functionality. Personal Discount for Shopify can be integrated with a number of different Email Service Providers such as Mailchimp, Shopify Email, Shopify notifications, Klaviyo, Omnisend, Mailerlite etc., whereas the version for WooCommerce and Magento only integrates with Mailchimp.
{% endhint %}


# Personal Discount for Shopify

Send out unique discount codes to your customers when they sign up for your email list, create an account in your store, make a purchase, abandon their cart, or when celebrate their birthday.

#### Find Personal Discount and install it in your Shopify shop via the Shopify app store:

{% embed url="<https://apps.shopify.com/personal-discount>" %}

#### Learn more about how to use our app:

| [How does Personal Discount work?](/personal-discount-for-shopify/how-does-personal-discount-work)                                                          |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Frequently Asked Questions](/personal-discount-for-shopify/frequently-asked-questions)                                                                     |
| [Configure discount](/personal-discount-for-shopify/configure-discount)                                                                                     |
| [Integrate Personal Discount with your Email Service Provider](/personal-discount-for-shopify/integrate-personal-discount-with-your-email-service-provider) |
| [Use cases](/personal-discount-for-shopify/use-cases)                                                                                                       |
| [Troubleshooting](/personal-discount-for-shopify/troubleshooting)                                                                                           |


# How does Personal Discount work?

Personal Discount generates unique discount codes that you can include in automated emails. The app does not send emails on its own, but instead, Personal Discount integrates with your email marketing provider and with email notifications sent by Shopify.

**How does Personal Discount work with Mailchimp?**

Personal Discount creates unique discount codes on specific events. It may be a new subscriber joining your audience in Mailchimp, a customer making a purchase, or a person abandoning their cart. The app saves the generated codes in your Shopify store back-end so they can be used at checkout. Discount codes are also being assigned to the members profiles in MailChimp. You can find them in subscriber profile information as *Shopify Discount Code* and include a discount code in your email template using a merge tag \*|DSCNT\_CODE|\*.&#x20;

**Pull or push?**

The key fact to understand how Personal Discount works is that it's the app pushing the codes to Mailchimp rather than Mailchimp pulling them from Personal Discount. That's why it's crucial to choose a right trigger, to point out the moment when a discount code should be created and pushed to Mailchimp.

**Example: discount code for a new subscriber**

<figure><img src="/files/DZptKZHYWCXB2S7HdCw6" alt="How does Personal Discount connect with Mailchimp scheme"><figcaption><p>How does Personal Discount connect with Mailchimp</p></figcaption></figure>

1. Jane fills out your email subscription form.
2. Jane's data are being saved in MailChimp.
3. MailChimp notifies Personal Discount about a new subscriber.
4. Personal Discount generates a unique discount code `HELLO-GR8DL` and adds it to your Shopify store discounts.
5. Personal Discount assigns the generated code to Jane's profile in MailChimp under a merge tag `*|DSCNT_CODE|*`.
6. MailChimp sends a welcome email to Jane including the unique discount code `HELLO-GR8DL`.\
   To make this happen you need to [set up an Automated Campaign](https://kb.mailchimp.com/automation/create-an-automated-welcome-email) in MailChimp.

**How does Personal Discount with other email marketing providers?**

Personal Discount can also work with ActiveCampaign, Jilt, Klaviyo, MailerLite, Omnisend, Privy or nearly any other email marketing service. You can include a unique discount code as an image. The discount image is also a link that redirects to your website, and applies the discount code automatically at checkout. The discount is created individually for each recipient at the moment when they open the email.

**Demo**

You can see the app in action on the [Personal Discount Demo](https://personal-discount.myshopify.com/) store. When you subscribe to the mailing list you will receive a welcome email with the discount code created by the application.

Once you receive the discount code you will be able to use it at the checkout of the demo store.

<figure><img src="/files/uR1uM5b8aDrcZfuXLEsj" alt="Personal Discount code applied at the Shopify store&#x27;s checkout annotated"><figcaption><p>Personal Discount code applied at the Shopify store's checkout</p></figcaption></figure>


# Frequently Asked Questions

**Will I be notified when I exceed my current plan limit?**

Yes, you will get an email notification when you are at 90% of your current plan limit, and then another email when you exceed your current plan limit

**Will the app stop generating discount codes when I cross the plan limit and don't upgrade immediately?**

In the past, until May 2020, we used to offer subscription plans that stop generating discount codes 3 days after exceeding the limit.

Current plans keep generating discount codes after surpassing the plan limit. You'll be charged for the additional codes at the beginning of next month. The price per additional code depends on your current plan:

* $0.05 per code on the Starter plan
* $0.02 per code on the Standard plan
* $0.01 per code on the Pro plan

You'll also get notified by email in case you reach a threshold when it's more cost-effective to switch to a higher plan.

**Does Personal Discount integrate with Shopify Email?**

Yes, since Shopify has provided the option to add a custom code snippet in a Shopify Email message template, you can integrate this app with Personal Discount. Shopify Email is on the list of Email Service Providers and you can select it when creating the automation.

**Is it possible to apply a discount together with free shipping?**

It's currently not possible to stack discount codes to offer both free shipping and discounted products. As a workaround, you can set a [free shipping rate](https://help.shopify.com/en/manual/shipping/setting-up-and-managing-your-shipping/setting-up-shipping-rates#create-free-shipping-rates) for selected countries.

**Can the app limit a discount based on the number of items purchased?**

Unfortunately, it's not possible to restrict the discount based on the number of items purchased.

**Could you update the app to make it possible to combine discount codes or specify additional restrictions?**

Personal Discount makes use of the discount validation mechanism provided by Shopify. It's technically not possible for an app to extend the validation rules behind the discount code input field. Only Shopify could add such options.

**How can I cancel my subscription?**

Please uninstall Personal Discount from your shop. It will cancel both the monthly subscription as well as usage charges.

**Why does N/A show up instead of a discount code?**

There are few cases when you or your customers may see N/A instead of a discount code:

* when a discount automation has been already deleted
* when a discount automation has been paused
* when you set up a discount to be created after a customer registers an account in your store whereas the app can't find a customer for the given email address
* when you set up a discount for abandoned carts but the app can't find an abandoned checkout associated with the given email address
* when you set up a discount to be created after a purchase ("Thank first-time customers" or "Follow-up on purchases" campaign) but the app can't find an order placed by a customer with the provided email address


# Configure discount

The discount settings consist of similar sections to those when you are creating a discount in the Shopify admin panel. In the app you can specify

* Discount code pattern&#x20;
* Options (discount type and value)
* Applies to
* Minimum requirement
* Usage limit
* Expiration date

<figure><img src="/files/FZVjAjVdK4S7N9dGHTLZ" alt="&#x22;Applies to&#x22; section Personal Discount automation settings"><figcaption><p>Personal Discount automation settings</p></figcaption></figure>

### Discount code pattern <a href="#discount-code-pattern" id="discount-code-pattern"></a>

Instead of a fixed code you can compose a pattern to create unique discount codes. A pattern consists of placeholders and fixed characters. Placeholders will be replaced with random characters according to given symbol. You can choose from following symbols:

* **A** - uppercase letters
* **a** - lowercase letters
* **9** - digits
* **X** - uppercase letters and digits
* **x** - lowercase letters and digits
* **#** - uppercase and lowercase letters and digits

Anything else is a fixed character. Fixed characters will stay the same in a generated code as they are in the pattern. If you want to specify a fixed character that is a placeholder symbol you can quote it with single quotes to prevent replacing with random value.

Example patterns:

| PATTERN      | SAMPLE CODES                          |
| ------------ | ------------------------------------- |
| ######       | FdVh8i, pw3gVp, S7MEaD                |
| AAAA-9999    | CDQY-8621, EMPO-8520, QDST-5291       |
| XXX-XXX-XXX  | 7FK-085-4W0, GT4-W6X-UT5, RNQ-A58-XQ6 |
| HELLO-XXXXX  | HELLO-ADA7W, HELLO-VRPZV, HELLO-Y8GSP |
| 'CART'-XXXXX | CART-5VHXN, CART-NAYTM, CART-YO52A    |

### Discount type <a href="#discount-type" id="discount-type"></a>

There are 3 discount types:

* Percentage discount
* Fixed amount
* Free shipping

### Applies to <a href="#applies-to" id="applies-to"></a>

Select what the discount will apply to: **Entire order**, **Selected collections** or **Selected products**.

<figure><img src="/files/AQpwePFSn7dbrSy2pmbg" alt="The section apply to of Personal Discount automation"><figcaption><p><em>Applies to</em> section</p></figcaption></figure>

### Minimum requirement <a href="#minimum-requirement" id="minimum-requirement"></a>

Select **Minimum purchase amount** if you want the customers to spend a minimum amount to qualify for the discount.

<figure><img src="/files/IzV0XUgYnWpKPIUnNaeg" alt="Personal Discount settings Minimum requirements section"><figcaption><p><em>Minimum requirement</em> section</p></figcaption></figure>

### Usage limit <a href="#usage-limit" id="usage-limit"></a>

Define how many times a customer can redeem the discount code.

<figure><img src="/files/CZOzOAe73LdKahvD8eNP" alt="The section usage limit of discount code Personal Discount automation"><figcaption><p><em>Usage limit</em> section</p></figcaption></figure>

### Expiration date <a href="#expiration-date" id="expiration-date"></a>

Discount codes may be not limited in time or they may expire certain number of days after creation.

Select Expires: Never to make the discount codes not limited in time.

<figure><img src="/files/R5bKyMWKeSBdDLsVlWBq" alt="Set that discount code never expires - Personal Discount app for Shopify"><figcaption><p><em>Expiration date</em> section (never)</p></figcaption></figure>

Select Expires: After to make the discount code expired specified number of days after creation.

<figure><img src="/files/N1OU2V0Jcvzen5thMGCo" alt="Set after how many days a code expires - Personal Discount app for Shopify"><figcaption><p><em>Expiration date</em> section (after how many days)</p></figcaption></figure>

**Notice!** The consequence of having relative expiration date is that the generated codes can no longer be grouped. They will appear separately in the Discounts list in your Shopify admin panel.


# Integrate Personal Discount with your Email Service Provider

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden></th><th data-hidden><select></select></th></tr></thead><tbody><tr><td><strong>Shopify</strong> notifications</td><td></td><td></td><td><a href="/files/fgsUfHlN0FicBBjugFl9">/files/fgsUfHlN0FicBBjugFl9</a></td><td><a href="/pages/6tPgm51WWNIE1tKZKpP2">/pages/6tPgm51WWNIE1tKZKpP2</a></td><td></td><td></td></tr><tr><td><strong>Shopify Email</strong> automations</td><td></td><td></td><td><a href="/files/wAKQf4lUoftbNIltkSOM">/files/wAKQf4lUoftbNIltkSOM</a></td><td><a href="/pages/oxujy7qRnPFEr2jILU5F">/pages/oxujy7qRnPFEr2jILU5F</a></td><td></td><td></td></tr><tr><td><strong>Mailchimp</strong></td><td></td><td></td><td><a href="/files/0WiBQ9AqkZ8NT3Opj9jc">/files/0WiBQ9AqkZ8NT3Opj9jc</a></td><td><a href="/pages/tfL29y9RJkbVljUGOnE9">/pages/tfL29y9RJkbVljUGOnE9</a></td><td></td><td></td></tr><tr><td><strong>AWeber</strong></td><td></td><td></td><td><a href="/files/dETv5jYf9KsdfBcRwzKQ">/files/dETv5jYf9KsdfBcRwzKQ</a></td><td><a href="/pages/Fwklyz8j2mvffVtTVK8m">/pages/Fwklyz8j2mvffVtTVK8m</a></td><td></td><td></td></tr><tr><td><strong>ActiveCampaign</strong></td><td></td><td></td><td><a href="/files/YrcdJrBgPJbeou3NvWOz">/files/YrcdJrBgPJbeou3NvWOz</a></td><td><a href="/pages/zVY0iF2JZjspYKsF6bwH">/pages/zVY0iF2JZjspYKsF6bwH</a></td><td></td><td></td></tr><tr><td><strong>Campaigner</strong></td><td></td><td></td><td><a href="/files/LS9Wt6TfvNwPZnHNdVMa">/files/LS9Wt6TfvNwPZnHNdVMa</a></td><td><a href="/pages/jMj6Af2ekOHumn8KGeSS">/pages/jMj6Af2ekOHumn8KGeSS</a></td><td></td><td></td></tr><tr><td><strong>Campaign Monitor</strong></td><td></td><td></td><td><a href="/files/RahRgADDWOjHqvMGBlD3">/files/RahRgADDWOjHqvMGBlD3</a></td><td><a href="/pages/Aj2yN4Pfepo3XjxU2Lq1">/pages/Aj2yN4Pfepo3XjxU2Lq1</a></td><td></td><td></td></tr><tr><td><strong>ConvertKit</strong></td><td></td><td></td><td><a href="/files/ce5mVjfKkSTVZcVBQCKu">/files/ce5mVjfKkSTVZcVBQCKu</a></td><td><a href="/pages/mshxNDsSS64NAhtswftl">/pages/mshxNDsSS64NAhtswftl</a></td><td></td><td></td></tr><tr><td><strong>iContact</strong></td><td></td><td></td><td><a href="/files/VIM8B4Gu5kCTAGxayc3l">/files/VIM8B4Gu5kCTAGxayc3l</a></td><td><a href="/pages/TVqadZRXk9yzTbti5L3q">/pages/TVqadZRXk9yzTbti5L3q</a></td><td></td><td></td></tr><tr><td><strong>Klaviyo</strong></td><td></td><td></td><td><a href="/files/qIS7phkfZGPmfnfE30Jq">/files/qIS7phkfZGPmfnfE30Jq</a></td><td><a href="/pages/vE1iLYUETLiBRAjEFqew">/pages/vE1iLYUETLiBRAjEFqew</a></td><td></td><td></td></tr><tr><td><strong>MailerLite</strong></td><td></td><td></td><td><a href="/files/LUkw89t9FR9zTxxluKj7">/files/LUkw89t9FR9zTxxluKj7</a></td><td><a href="/pages/Ggvq87bNcB36jBgrWc31">/pages/Ggvq87bNcB36jBgrWc31</a></td><td></td><td></td></tr><tr><td><strong>Omnisend</strong></td><td></td><td></td><td><a href="/files/IPdEwAMwTUbTLglmkUXD">/files/IPdEwAMwTUbTLglmkUXD</a></td><td><a href="/pages/rSJwbjCzsdVETQo1sbu6">/pages/rSJwbjCzsdVETQo1sbu6</a></td><td></td><td></td></tr><tr><td><strong>Ontraport</strong></td><td></td><td></td><td><a href="/files/hEO4XGhdCkMXi1sl8l4q">/files/hEO4XGhdCkMXi1sl8l4q</a></td><td><a href="/pages/w4EAUE9zKD99JdCOeRqP">/pages/w4EAUE9zKD99JdCOeRqP</a></td><td></td><td></td></tr><tr><td><strong>OrderlyEmails</strong></td><td></td><td></td><td><a href="/files/oVDG5TkHAH3il2g0O2RG">/files/oVDG5TkHAH3il2g0O2RG</a></td><td><a href="/pages/UhB4ZED8jW4TyhVWA4rJ">/pages/UhB4ZED8jW4TyhVWA4rJ</a></td><td></td><td></td></tr><tr><td><strong>SendGrid</strong></td><td></td><td></td><td><a href="/files/Ay3rgTFdTIebSle4NJXJ">/files/Ay3rgTFdTIebSle4NJXJ</a></td><td><a href="/pages/kHRwCiJDkLbaQcwHiGOh">/pages/kHRwCiJDkLbaQcwHiGOh</a></td><td></td><td></td></tr><tr><td><strong>Sendinblue</strong></td><td></td><td></td><td><a href="/files/lSXsM3wNwMI7FGdYlW6l">/files/lSXsM3wNwMI7FGdYlW6l</a></td><td><a href="/pages/4PrRhwxSo8SquIFDCAgD">/pages/4PrRhwxSo8SquIFDCAgD</a></td><td></td><td></td></tr><tr><td><strong>Vitals</strong></td><td></td><td></td><td><a href="/files/HmINaPPsr1vEifDd36OZ">/files/HmINaPPsr1vEifDd36OZ</a></td><td><a href="/pages/cM2DnDtcBtjCNGaNjnbt">/pages/cM2DnDtcBtjCNGaNjnbt</a></td><td></td><td></td></tr></tbody></table>


# Shopify notifications

<table data-card-size="large" data-column-title-hidden data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>How to send an order confirmation email with a discount code in Shopify?</strong></td><td></td><td></td><td><a href="/pages/JWJqvcdAEHJTrfkqZiBp">/pages/JWJqvcdAEHJTrfkqZiBp</a></td><td><a href="/files/5Qjmdkk1AY6sgoImgpMB">/files/5Qjmdkk1AY6sgoImgpMB</a></td></tr><tr><td><strong>How to include a discount code in Shopify abandoned cart notification</strong></td><td></td><td></td><td><a href="/pages/GdCAqNUdfeWUDrryTLbA">/pages/GdCAqNUdfeWUDrryTLbA</a></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td></tr><tr><td><strong>How to send a unique discount code to customers who create an account?</strong></td><td></td><td></td><td><a href="/pages/6PIAA6R96u2BUi87zjde">/pages/6PIAA6R96u2BUi87zjde</a></td><td><a href="/files/IX2hFSm8mPzOKZbAWEKX">/files/IX2hFSm8mPzOKZbAWEKX</a></td></tr></tbody></table>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to send a discount code only if a specific product has been purchased?</strong></td><td></td><td></td><td><a href="/pages/2Hp8M3gy7vsdAfU2NyR9">/pages/2Hp8M3gy7vsdAfU2NyR9</a></td></tr></tbody></table>


# How to send an order confirmation email with a discount code in Shopify?

Are you wondering what to do to make an order confirmation encouraging repeat purchases from your Shopify shop? Here is a guide on how to use Personal Discount with Shopify order confirmation.

Firstly open your **Shopify admin panel** > **Apps** > **Personal Discount**. Click the **Add automation** button. Select **Shopify** as your **Email Service Provider** and the **campaign type** - **Follow up on purchases**.

<figure><img src="/files/XwshdHTbjrEbK6aT03a7" alt="Add Personal Discount follow up on purchases automation animated"><figcaption><p>Add Personal Discount follow up on purchases automation</p></figcaption></figure>

In the next step fill out the form of your **automation details**. Here is a useful guide on [how to configure discount](/personal-discount-for-shopify/configure-discount).

Now **save** your automation and copy the code snippet to your clipboard.

<figure><img src="/files/1XjAHm5gQX5S96cG5Aeu" alt="Copy the code snipepet from Personal Discount annotated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

Navigate to **Settings** > **Notifications** > **Order confirmation** and insert your code snippet into your confirmation email template. If you are not sure where to place the code snippet, then the safest place is below the following line:

```html
<p>{{ email_body }}</p>
```

You can paste it for example here:

<figure><img src="/files/nQoyC3DDxvkDNyHNnARd" alt="Paste the code snippet into order confirmation template annotated"><figcaption><p>Paste the code snippet into order confirmation template</p></figcaption></figure>

Don't forget to save changes to your template.

<figure><img src="/files/6KLp8cTRrokvU2RO6MuQ" alt="Save Shopify order confirmation template annotated"><figcaption><p>Save Shopify order confirmation template</p></figcaption></figure>

When your customers place an order, they will receive a discount code for their next purchases, included in an order confirmation email.

<figure><img src="/files/0HnTnUUmb4ePnonWdEN4" alt="Shopify order confirmation with a discount code from Personal Discount"><figcaption><p>Shopify order confirmation with a discount code from Personal Discount</p></figcaption></figure>


# How to include a discount code in Shopify abandoned cart notification

Are you worried that your Shopify customers don't complete purchases? You can send them a notification with a discount code to increase the chance for recovering abandoned carts.

Let's start with opening your **Shopify admin panel** > **Apps** > **Personal Discount**. Click the **Add automation** button. Then select **Shopify** as your **Email Service Provider** and the **Campaign Type**: **Recover abandoned carts**.&#x20;

<figure><img src="/files/v7Ql3ErPorIfM8Wo41Kl" alt="Add Shopify recover abandoned carts automation with Personal Discount animated"><figcaption><p>Add recover abandoned carts automation for Shopify</p></figcaption></figure>

Now you can set your automation details. [How to configure discount](/personal-discount-for-shopify/configure-discount) is a nice article on that.

Meanwhile, you can click the highlighted link. It will open in a new browser tab. We will come back to this in a moment.

<figure><img src="/files/Yfs4AbCnjxbT8ZX1jIn1" alt="Navigate to Shopify abandoned cart notification template annotated"><figcaption><p>Navigate to Shopify abandoned cart notification template</p></figcaption></figure>

If you set all parameters, save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/NZEdYQkW1zii2X9EPELn" alt="Copy the code snippet from Personal Discount annotated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

In the next step navigate to **Settings** > **Notifications** > **Abandoned checkouts** and insert your code snippet into your confirmation email template. If you are not sure where to place the code snippet, then the safest place is below the following line:

```html
<p>{{ email_body }}</p>
```

You can paste it for example here:

<figure><img src="/files/NwhcCtMeVenGApaQ5CJg" alt="Insert the code snippet into Shopify abandoned cart notification template annotated"><figcaption><p>Insert the code snippet into abandoned cart notification template</p></figcaption></figure>

Now **save** the template changes.

<figure><img src="/files/28SQZ9fSx0h06OhQu8Y3" alt="Save Shopify abandoned cart notification template annotated"><figcaption><p>Save your template</p></figcaption></figure>

Finally, switch out to the **Abandoned Checkouts** settings that you have opened in a separate browser tab. The most important is to make sure that abandoned checkout emails are enabled for your store. Here you can also set additional options that you can see below.

<figure><img src="/files/jNRr50ZvRN1GdXamx89R" alt="How to enable sending abandoned checkout notification Shopify"><figcaption><p>Enable sending abandoned checkout notification Shopify</p></figcaption></figure>

Thanks to this automation, the chances of a customer completing a purchase in your shop will increase significantly.

<figure><img src="/files/KKVGw5ZMbZGcpYFlxVpd" alt="Abandoned cart notification with a discount code"><figcaption><p>Abandoned cart notification with a discount code</p></figcaption></figure>


# How to send a unique discount code to customers who create an account?

Shopify sends a welcome email to customers who create an account in your store. By default the email looks like this:

<figure><img src="/files/RCaKytt56ff3x27GAMjb" alt="Default Shopify welcome email to customers who created an account"><figcaption><p>Default Shopify welcome email to customers who created an account</p></figcaption></figure>

If you want to include a unique discount code (each customer gets an individual coupon code), then follow the steps below.

#### Set up a discount automation in Personal Discount

1\. Add a new automation in Personal Discount.

2\. Select **Shopify** as your email provider.

<figure><img src="/files/avlUXw5Vd66SjrQLpke9" alt="Select Shopify notifications as your Email Service Provider annotated"><figcaption><p>Select Shopify notifications as your Email Service Provider</p></figcaption></figure>

3\. Select **Welcome new accounts** as your campaign type.

<figure><img src="/files/1nFkfUAvHfifQojzjic4" alt="Select the welcome new accounts campaign type annotated"><figcaption><p>Select the <em>welcome new accounts</em> campaign type</p></figcaption></figure>

4\. Set up discount options and copy the code snippet.

<figure><img src="/files/4gtGUZ567EeWecaxU2n6" alt="Personal Discount automation settings annotated"><figcaption><p>Personal Discount automation settings</p></figcaption></figure>

#### Add the code snippet to the Customer account welcome email template

1\. Nagivate to Settings in your Shopify admin panel and the to Notifications:

<figure><img src="/files/PxebChoOHu5UA4IoX6Od" alt=""><figcaption></figcaption></figure>

2\. Scroll down to Customer section and open **Customer account welcome**.

<figure><img src="/files/W0ZRkduvGQmwMUxB1OLu" alt=""><figcaption></figcaption></figure>

3\. Find the following line:

```html
<p>{{ email_body }}</p>
```

4\. Paste the code snippet below the line:

<figure><img src="/files/MmbnP27MlfoegYLFUQjg" alt=""><figcaption></figcaption></figure>

5\. Preview the email to check if the discount code appears in the right place.

<figure><img src="/files/uf6SOxWmzhM6LwMNRSrC" alt=""><figcaption></figcaption></figure>

6\. Save the email template.

Congratulations! From now on, customers who create an account in your shop will receive a discount code for their next purchase.


# How to send a discount code only if a specific product has been purchased?

Using Personal Discount, you can add a unique discount code to the order confirmation email that Shopify sends after every purchase. However, you may want to offer a discount based on certain conditions. For example, you may want to send a coupon code only if a customer purchased a specific SKU.

Normally, Personal Discount gives you a code snippet like below to insert in the order confirmation email template:

```liquid
<div style="text-align: center; margin: 20px">
    <a href="https://render.personaldiscount.me/discount/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx/apply?email={{email}}">
        <img src="https://render.personaldiscount.me/discount/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx/image?email={{email}}" alt="Discount Code">
    </a>
</div>
```

To send a coupon only if a particular item was purchased, you need to add two lines above and to lines below the code snippet:

```liquid
{% for line in line_items %}
{% if line.sku == "A123" %}
<div style="text-align: center; margin: 20px">
     <a href="https://render.personaldiscount.me/discount/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx/apply?email={{email}}">
         <img src="https://render.personaldiscount.me/discount/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx/image?email={{email}}" alt="Discount Code">
    </a>
</div>
{% endif %}
{% endfor %}
```

Please note that you need to replace **A123** with the SKU of the product that you want to target.

The order confirmation email will now include a discount code only if the SKU has been added to the order. Other customers who have not purchased the specific item won't receive the discount.


# Shopify Email

Shopify Email is becoming increasingly popular. With this Shopify feature, you can develop your email marketing. To achieve even better results with it, integrate Shopify Email with Personal Discount

### Add new Personal Discount automation <a href="#text-add-new-personal-discount-automation" id="text-add-new-personal-discount-automation"></a>

First, add a new Personal Discount automation. Navigate to your **Shopify admin panel** → **Apps** → **Personal Discount**. Click **Add automation**. Select **Shopify Email** *marketing automations* as your Email Service Provider. Then, pick the campaign type that you want to enhance with unique discount codes:

* Welcome new subscribers
* Recover abandoned carts
* Thank first-time customers
* Follow up on purchases
* Customer winback
* Other

<figure><img src="/files/9xrmL61q38UOAF9djRMT" alt="Add new automation in Personal Discount for Shopify Email animated annotated"><figcaption><p>Add new automation in Personal Discount for Shopify Email</p></figcaption></figure>

In the next step, you can set up details of your automation such as a discount value, usage limit, or expiration date. Learn more from the article on [how to configure your discount](/personal-discount-for-shopify/configure-discount).

Save the automation when you finish and copy the code snippet to the clipboard.

<figure><img src="/files/SrneL4Rl8qeHoJ7UhRyH" alt="Copy the code snippet from Personal Discount annotated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

### Create new Shopify Email automation

Switch over to the **Marketing** section in your Shopify dashboard → **Automations**. Hit **Create** automation button. Then select the desired automation type. The automation preview will be displayed. Click **Use workflow** to continue. Now you can edit the automation workflow according to your needs. There is also an option to build your automation from scratch. Once you have completed this stage, let's **Edit email content**.

<figure><img src="/files/vr1xEg09YXFrfjDKcRCV" alt="How to create new Shopify Email automation animated"><figcaption><p>How to create new Shopify Email automation</p></figcaption></figure>

### Include a discount code in the email template

Now design your amazing email template and insert a code snippet responsible for displaying a discount code. Hit **Add section** button or the **plus icon**. Pick the **{/} Custom Liquid** element. In the Custom Liquid area in the right-hand sidebar paste the code snippet from Personal Discount. You don't have to save changes to this element, just click somewhere on the background of the message. From now in your template will be displayed a preview of an example discount code.

<figure><img src="/files/x7CMe9lWo4jPInR4MtyI" alt="How to paste the code snippet from Personal Discount into Shopify Email message template animated"><figcaption><p>Paste the code snippet from Personal Discount into Shopify Email message template</p></figcaption></figure>

### Activate your automation

When all the elements of your automation are ready, you can turn it on. **Save** your email template and click **Turn on workflow** and again **Turn on** to confirm.

<figure><img src="/files/sVbHwRq4fsZww19f3RKE" alt="How to activate Shopify Email automation animated"><figcaption><p>Activate Shopify Email automation</p></figcaption></figure>

Congratulations! From now on your customers can receive messages with unique discount codes according to your automation settings. A discount code is displayed as an image that, when clicked on, redirects the customer to your shop with the discount applied.

<figure><img src="/files/OAtKltHQFi8WRheNhqWO" alt="Personal Discount code in the Shopify Email annotated"><figcaption><p>Personal Discount code in the Shopify Email</p></figcaption></figure>


# Mailchimp

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to set up an automated welcome email in Mailchimp</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/wPDs13YsDnkKtyl5CLIC">/pages/wPDs13YsDnkKtyl5CLIC</a></td></tr><tr><td><strong>How to set up an abandoned cart email in Mailchimp?</strong></td><td></td><td></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td><td><a href="/pages/GfCR5RFdgFc53XbrpsHz">/pages/GfCR5RFdgFc53XbrpsHz</a></td></tr><tr><td><strong>Send unique coupons from Mailchimp to customers who bought a specific product</strong></td><td></td><td></td><td></td><td><a href="/pages/hziaMaJ9yZukqgp5Bpbh">/pages/hziaMaJ9yZukqgp5Bpbh</a></td></tr><tr><td><strong>How to display a discount code as an image in a Mailchimp message</strong></td><td></td><td></td><td></td><td><a href="/pages/t2SaSWu8EAnMVzOuvMyl">/pages/t2SaSWu8EAnMVzOuvMyl</a></td></tr><tr><td><strong>Create a link to apply discount automatically</strong></td><td></td><td></td><td></td><td><a href="/pages/NGC4yQat6DSmkGnsyJSV">/pages/NGC4yQat6DSmkGnsyJSV</a></td></tr><tr><td><strong>Connect to Mailchimp</strong></td><td></td><td></td><td></td><td><a href="/pages/iBlNz3bDGXxSmSIdJwQL">/pages/iBlNz3bDGXxSmSIdJwQL</a></td></tr><tr><td><strong>How to create a birthday campaign with a discount code using Mailchimp</strong></td><td></td><td></td><td><a href="/files/tCoT47sDZhdHLURAjL48">/files/tCoT47sDZhdHLURAjL48</a></td><td><a href="/pages/qRqpCjqmZYTqpasEebRN">/pages/qRqpCjqmZYTqpasEebRN</a></td></tr></tbody></table>


# How to set up an automated welcome email in Mailchimp

Follow a step by step guide on how to set up the automated welcome email in Mailchimp and include a unique discount code from Personal Discount.

Personal Discount creates unique coupon codes for your email subscribers. However, to send out the discount codes you'll need to set up an automated welcome email in Mailchimp.&#x20;

**Personal Discount Settings**

Navigate to Personal Discount. Click on **Add automation** and connect the app with your Mailchimp account if it has not already been connected.&#x20;

<figure><img src="/files/DOWt55fVhNC7uUzc7Yrm" alt="Personal Discount: create new automation and connect to the Mailchimp account animated"><figcaption><p>Personal Discount: create new automation and connect to the Mailchimp account</p></figcaption></figure>

In the next step, provide the automation name and select the audience. Then pick the **New Subscriber** trigger. You can also decide whether to add new customers who accept marketing (for example at the Shopify checkout) to the Mailchimp list.

<figure><img src="/files/RGLw5fivm4m1SsFZC0B8" alt="Personal Discount setting for welcome automation with Mailchimp animated annotated"><figcaption><p>Personal Discount setting for welcome automation with Mailchimp</p></figcaption></figure>

Now you can set up details of your automation such as a discount value, usage limit, or expiration date. Learn more from [this article on how to configure your discount](/personal-discount-for-shopify/configure-discount).

#### Edit an existing welcome email automation <a href="#edit-existing-welcome-email" id="edit-existing-welcome-email"></a>

If you're creating the welcome email from scratch then [move to the next section](#create-an-automated-welcome-email-in-mailchimp). Otherwise, if you already have a running welcome email, navigate to the **Automations section**, and click on **All Journeys**. Locate the automated welcome email, show the drop-down menu next to View Report and click on **View Journey**. Then hit **Pause & Edit,** click on **Send email** point → **Edit Email Content**.

<figure><img src="/files/2V4uwzIkiLN9Wfbx7DPJ" alt="Edit Mailchimp Journey animated"><figcaption><p>Edit Mailchimp Journey</p></figcaption></figure>

At this point you can [skip to the section on how to include discount code in your welcome automation](#include-discount-code-merge-tag).

#### Create an automated welcome email in Mailchimp

Log in to your Mailchimp account and click on **Automations** from the left-hand sidebar. Then hit **Build from scratch** and type a name of your new automation.&#x20;

<figure><img src="/files/Qm36sKW7MaOsRj6hd5NY" alt="Add new Customer Journey in Mailchimp animated"><figcaption><p>Add new Customer Journey in Mailchimp</p></figcaption></figure>

**Choose a staring point**, for us it is **Signing up**. You can also decide whether to **include imported contacts**.

<figure><img src="/files/eRu7Qo3FJhqNPzzwVl8s" alt="Choose a starting point for Mailchimp welcome automation animated"><figcaption><p>Choose a starting point for Mailchimp welcome automation</p></figcaption></figure>

Select the action that will be taken when a customer enters the journey. In our case the action is **Send email**. Then design your welcome message. You can choose one of pre-designed themes for this.&#x20;

<figure><img src="/files/taFv26dOu0RdOuQKHazu" alt="Add an email as journey point in Mailchimp welcome automation annotated animated"><figcaption><p>Add an email as journey point in Mailchimp welcome automation</p></figcaption></figure>

#### Include discount code merge tag

While preparing the email template, insert Shopify Discount Code merge tag into one of the merge text elements. It can be modified in the same way as other text. **Save & Close** the text element and if your template is ready, hit **Save and Return to Journey**.

<figure><img src="/files/1UXVjKbaQQ8EvHyc3qiZ" alt="Insert Personal Discount code into Mailchimp welcome email template animated"><figcaption><p>Insert Personal Discount code into Mailchimp welcome email template</p></figcaption></figure>

In an actual email, the merge tag will be replaced with a unique discount code.

#### Ensure discount code is not blank <a href="#ensure-discount-code-is-not-blank" id="ensure-discount-code-is-not-blank"></a>

At this point, you could start the automation and it would work most of the times. However, there may be instances where Mailchimp is faster with sending the welcome email than Personal Discount is at creating the discount code and pushing it to Mailchimp. In such case, the email would be sent out without a discount code. See the article below for more details.

[Discount codes are not appearing in the emails sent by Mailchimp](/personal-discount-for-shopify/troubleshooting/discount-codes-are-not-appearing-in-the-emails-sent-by-mailchimp)

#### Activate Mailchimp Journey

When the automation is ready, it's high time to activate it. Hit **Continue** and **Turn On**. Then the Journey will appear on the automations list with the status Active.

<figure><img src="/files/hu5wWwJuNYpPcZIjZotF" alt="Activate Mailchimp welcome automation animated"><figcaption><p>Activate Mailchimp welcome automation</p></figcaption></figure>

From now on, your customers will receive a welcome message with a discount code when they sign up to your newsletter.

<figure><img src="/files/xFi6036Hxk0RnEIXkbGR" alt="Mailchimp welcome email with Personal Discount code for Shopify annotated"><figcaption><p>Mailchimp welcome email with Personal Discount code for Shopify</p></figcaption></figure>


# How to set up an abandoned cart email in Mailchimp?

**Integrate your Shopify store with Mailchimp**

To set up an automated cart recovery email, you need an app that can synchronize abandoned carts with Mailchimp, such as [Mailchimp: Email Marketing](https://apps.shopify.com/mailchimp). Install it in your store and connect with your Mailchimp account.

While configuring the Mailchimp app, ensure that the list chosen in **Linked Audience** section matches the list selected in Personal Discount. Then hit **Sync now**.

<figure><img src="/files/yxfdPCR95RBAqNuochii" alt="How to synchronize your Shopify store with the Mailchimp account animated"><figcaption><p>Synchronize your Shopify store with the Mailchimp account</p></figcaption></figure>

**Personal Discount Settings**

Navigate to Personal Discount. Click on **Add automation** and connect the app with your Mailchimp account.&#x20;

<figure><img src="/files/28kHAnBTLcWuzVefBv7C" alt="How to create Personal Discount automation for Mailchimp animated"><figcaption><p>Create Personal Discount automation for Mailchimp</p></figcaption></figure>

In the next step, provide the automation name, select the audience (the same as in the Mailchimp app). Then pick the Abandoned Cart trigger and specify a time period after which a cart should be considered as abandoned.

<figure><img src="/files/pEBO0uH6jzDFi0grNyGk" alt="Personal Discount settings for Abandoned Cart automation with Mailchimp animated"><figcaption><p>Personal Discount settings for Abandoned Cart automation with Mailchimp</p></figcaption></figure>

Personal Discount adds a customer who abandoned a cart to the selected list in MailChimp. The app also creates a unique discount code and assigns it to the member's profile as a merge tag **DSCNT\_CODE**.&#x20;

Now you can set up details of your automation such as a discount value, usage limit, or expiration date. Learn more from [this article on how to configure your discount](/personal-discount-for-shopify/configure-discount).

**Mailchimp automation**

Switch over to Mailchimp to create a Journey for customers that abandoned their cart. Click on **Automations** on the left sidebar → **Build from scratch** and type a name of your automation.&#x20;

<figure><img src="/files/0mhrHrigPrOPnZEVBliB" alt="How to create new automation in Mailchimp animated"><figcaption><p>Create new automation in Mailchimp</p></figcaption></figure>

Now set the **starting point**. Select **Abandons cart** as the starting point from the available options. Then choose the **Store name** from which customers will take part in this campaign. You can also indicate if the **Customer Cart** should **contain** any or a specific product and **Abandoned Cart Wait Time**. The **Wait for** value cannot be shorter than the one specified in Personal Discount.&#x20;

<figure><img src="/files/V0Z1Is4jqS6lygKHRWkh" alt="Set the starting point for the Recover Abandoned Cart automation in Mailchimp animated annotated"><figcaption><p>Set the starting point for the Recover Abandoned Cart automation in Mailchimp</p></figcaption></figure>

Select the action that will be taken when a customer enters the journey. In our case the action is **Send email**. You can choose how you want to design it.

<figure><img src="/files/6VFvUIggnjx6ai5jb4es" alt="Add sending email as journey point in Mailchimp"><figcaption><p>Add sending email as a journey point in Mailchimp</p></figcaption></figure>

When preparing the email template, insert Shopify Discount Code merge tag into one of the merge text elements. It can be modified in the same way as other text. **Save & Close** the text element and if your template is ready, hit **Save and Return to Journey**.

<figure><img src="/files/2r77Svn6cLC69zAEaqOy" alt="Insert Shopify Discount Code merge tag into Mailchimp email template animated"><figcaption><p>Insert Shopify Discount Code merge tag into Mailchimp email template</p></figcaption></figure>

When the automation is ready, it's high time to activate it. Hit **Continue** and **Turn On**. Then the Journey will appear on the automations list with the status Active.

<figure><img src="/files/E7U2XSJ0xV06Sn0AOrHq" alt="Mailchimp: activate automation animated annotated"><figcaption><p>Mailchimp: activate automation</p></figcaption></figure>

From now on, your customers will receive a message with a discount code one hour after abandoning their cart.

<figure><img src="/files/X1ZeSM7c5kwOtLMjdcsG" alt="A message with a Personal Discount code from Mailchimp annotated"><figcaption><p>A message with a Personal Discount code from Mailchimp</p></figcaption></figure>


# Send unique coupons from Mailchimp to customers who bought a specific product

Establishing a long-term relationship with your customers it’s a must in today’s world. Once the transaction is being made it’s your turn to build the relation.

One of the most common (and one of the most successful!) ways to do so is awarding your customer base with a discount for future shopping. It can help your business with a cross-selling as well - offering a special offer for products related to what’s been bought already.

Learn how to generate unique discounts for a customer who just made a purchase of a specific item from your shop with us!

How does it work?

1. Personal Discount generates a discount code after every purchase of a  specific product.
2. Mailchimp sends a follow-up message with a discount code -  only to customers who had purchased a specific (chosen) product from a store

**How to do it?**

Configuring Personal Discount

For starters, you will need to configure Personal Discount to generate coupons for New Order.

1. Start from visiting your Dashboard and clicking on the **Add automation** button;
2. Connect to your Mailchimp account;
3. Select **New Order** as a trigger to generate discounts;
4. Now, you can set up the discount settings according to your needs.

<figure><img src="/files/K9SczdcGAgXZBvVX8aRw" alt="Personal Discount settings in automation for customers who bought a specific product"><figcaption><p>Personal Discount settings in automation for customers who bought a specific product</p></figcaption></figure>

#### Configuring Mailchimp

First of all, to enable e-commerce campaigns on MailChimp, you will need to install [Mailchimp: Email Marketing](https://apps.shopify.com/mailchimp) app.

The next step is creating a Mailchimp campaign - to do so, you will need to visit your Mailchimp dashboard, open the **Automations** section and hit **Build from scratch**. Enter your automation name and click on **Start building**.

<figure><img src="/files/temTgCq4LjWJGkJpzguw" alt="How to add new Mailchimp Customer Journey animated"><figcaption><p>Add new Mailchimp Customer Journey</p></figcaption></figure>

Now **Choose A Starting point**. We want a customer to enter the automation when they **Buys a specific product**. Then select this product from the list. &#x20;

<figure><img src="/files/oG2KDLzo97U347dZcC2q" alt="How to set a starting point for Mailchimp automation animated"><figcaption><p>Set a starting point for Mailchimp automation</p></figcaption></figure>

The flow trigger is set up, so now **Add a journey point**. Select the **Send email** action from the available options and choose a method how to prepare a message template.

<figure><img src="/files/XiDYAhw9zmxagOjUxm5e" alt="Configure a journey point in Mailchimp automation animated"><figcaption><p>Configure a journey point in Mailchimp automation</p></figcaption></figure>

While fine-tuning the email template, insert Shopify Discount Code merge tag into one of the merge text elements. It can be modified in the same way as other text. **Save & Close** the text element and if your template is ready, hit **Save and Return to Journey**.

<figure><img src="/files/dHpXHZIqj7l5ZoiPuVtn" alt="Insert a discount code merge tag into Mailchimp email template animated"><figcaption><p>Insert the discount code merge tag into Mailchimp email template</p></figcaption></figure>

When the automation is ready, it's high time to activate it. You can also decide if contacts should repeat Journey by checking a proper box. Hit **Continue** and **Turn On**. Then the Journey will appear on the automations list with the status Active.

<figure><img src="/files/WfUcYuyl3BGx1YifuMaF" alt="How to activate Mailchimp automation annotated animated"><figcaption><p>Activate Mailchimp automation</p></figcaption></figure>

From now on, your customers will receive a follow-up message with a discount code when they buy a specific product.

<figure><img src="/files/b44cStuB1wRv6sTYVMnL" alt="Example message with a discount code for the purchase of a specific product annotated"><figcaption><p>Example message with a discount code for the purchase of a specific product</p></figcaption></figure>


# How to display a discount code as an image in a Mailchimp message

Would you like the discount code in the Mailchimp message to be displayed as an image that, when clicked on, redirects the customer to your shop with the discount code applied?

This is a method that Personal Discount uses to integrate with any other email marketing service (other than Mailchimp, but it also works with Mailchimp). The HTML snippet generates a unique discount code when a recipient opens the email for the first time. The key advantage, in this case, is that it's no longer needed to hold on sending the email until the discount is ready. So the filter condition "Shopify Discount Code is not blank" is not necessary. Nevertheless, there is also a little disadvantage in that the discount code is shown as an image, so it's not possible to copy the code. However, the image is wrapped with a link redirecting to the checkout and automatically applying the discount code.

Firstly, navigate to your **Shopify dashboard** ➜ **Apps** ➜ **Personal Discount** and hit **Add automation.** Then, select **Other** as your Email Service Provider and the desired campaign type.

<figure><img src="/files/K8vGOwgprQfunP93ftjL" alt="How to add Personal Discount automation animated"><figcaption><p>Add Personal Discount automation</p></figcaption></figure>

Set up the discount according to your needs. For more information have a look at the article on [how to configure a discount](/personal-discount-for-shopify/configure-discount).

Next, copy the HTML code snippet that you can find at the bottom of the automation settings page.

<figure><img src="/files/lNLr8s3ivirhUeXmCcAx" alt="How to copy the code snippet from Personal Discount animated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

Now switch over to Mailchimp and edit an email template from your automation. If your template contains **\*|DSCNT\_CODE|\***, delete it. Next, add a code block to the email template and edit this element. Delete the default code snippet and paste the one that you copied from Personal Discount.

<figure><img src="/files/zJjsPOfWgYbHI4ugZQi2" alt="How to insert code snippet from Personal Discount into Mailchimp email template animated"><figcaption><p>Insert the code snippet from Personal Discount</p></figcaption></figure>

Now replace both occurrences of **{{email}}** with **\*|EMAIL|\*** in the code snippet you just pasted.

<figure><img src="/files/kGLNjcRiXQOfeW6B9xJc" alt="How to replace email merge tag in the Personal Discount code snippet animated"><figcaption><p>Replace <strong>{{email}}</strong> with Mailchimp customer email address merge tag</p></figcaption></figure>

Save the email template. Finally, remove the condition **discount code is not blank** if it was set.

<figure><img src="/files/qQt2gkZq7RmLGsYpzWHl" alt="How to disable Shopify Discount code is not blank filter in Mailchimp animated"><figcaption><p>Disable Shopify Discount code is not blank filter in Mailchimp</p></figcaption></figure>

From now on, a unique discount code will be generated when a recipient opens the email for the first time. A code will be displayed as a clickable image.

<figure><img src="/files/UFKQkqk1yky65SedBVzE" alt="Shopify Personal Discount code in an email"><figcaption><p>Shopify Personal Discount code in an email</p></figcaption></figure>


# Create a link to apply discount automatically

Shopify provides the mechanism of [shareable discount links](https://www.shopify.com/blog/shareable-discount-links). In a nutshell, when your customers click such a link, then they are redirected to your store homepage, and the discount is automatically applied at checkout.

When you use an email marketing service other than Mailchimp, then Personal Discount gives you a code snippet that already works like the shareable discount link.

If you use Mailchimp, then you'll need to prepare a sharable discount link manually. To do the trick you need to construct the link in your email template as follows: `https://{shop_name}.myshopify.com/discount/*|DSCNT_CODE|*` where `{shop_name}` should be replaced with your shop name.

<figure><img src="/files/To4J5CEJDc2B6XDBbYTw" alt="Email template sharable discount link for Shopify"><figcaption><p>Email template with sharable discount link for Shopify</p></figcaption></figure>

A final email will look for example like this:

<figure><img src="/files/quiD8Wz4NEAKligjtpiA" alt="Email template sharable discount link for Shopify annotated"><figcaption><p>Discount code in Mailchimp displayed as a sharable link</p></figcaption></figure>

When the link is clicked then the discount will be automatically applied at checkout:

<figure><img src="/files/9cb7imASBr6neQQaA4O7" alt="Sharable discount link to Shopify checkout annotated"><figcaption><p>Sharable discount link to Shopify checkout</p></figcaption></figure>


# Connect to Mailchimp

First step to setup Personal Discount is to connect with Mailchimp. Personal Discount integrates with Mailchimp to get notified about new subscribers and assign unique discount codes to their profiles

To start off click the Connect button in the Mailchimp section on the settings page:

<figure><img src="/files/cZ7GUxNX14bcm3G62cj9" alt="Connect the Shopify store to your Mailchimp account annotated"><figcaption><p>Connect the Shopify store to your Mailchimp account</p></figcaption></figure>

You will see a screen to enter a username and password of your Mailchimp account:

<figure><img src="/files/cOvtHWWVCN0j4N2llF7V" alt="Log in and authorize to your Mailchimp account annotated"><figcaption><p>Log in and authorize to your Mailchimp account</p></figcaption></figure>

Personal Discount does not store your credentials not even sees them for a moment. Authorization is handled by Mailchimp and if it passes then Personal Discount gets only an authorization token.

Your username in Mailchimp is typically different than your email address. If you get an error saying "Sorry, we couldn't find an account with that username", then please try recovering your username by providing your email address here <https://login.mailchimp.com/login/forgot-username/>

When you log in successfully then you get back to the settings page. Now you can choose a list that you want to be served by Personal Discount:

<figure><img src="/files/dNZ8vVesa6j2yq6FHDdl" alt="Select recipients list Mailchimp annotated"><figcaption><p>Select recipients list Mailchimp</p></figcaption></figure>

Once you selected the list hit Save:

<figure><img src="/files/IJmoGH8W7nE71f6F2f67" alt="Save Mailchimp connection annotated"><figcaption><p>Save Mailchimp connection</p></figcaption></figure>

What's next?

[Configure discount](/personal-discount-for-shopify/configure-discount)


# How to create a birthday campaign with a discount code using Mailchimp

Personal Discount does not support a dedicated trigger to generate discount codes on a birthday with Mailchimp. Nevertheless, there is a clever workaround. With this approach, the discount code displays as a clickable image that will redirect a customer to your store with a discount applied.

Start by creating new automation in Personal Discount. Click on **Add automation**. Select **Other** as your Email Service Provider and **Happy Birthday** as the campaign type.&#x20;

<figure><img src="/files/ldyV9nLuirHd3qMAeGk2" alt="How to create Happy Birthday automation in Personal Discount animated"><figcaption><p>Create Happy Birthday automation in Personal Discount</p></figcaption></figure>

Set the parameters of discount codes that will be created by this automation. Find more in the article on [how to configure discount](/personal-discount-for-shopify/configure-discount) to make the most of the options provided by the app.

Once you have completed this stage, **save** your automation and **copy** the code snippet.&#x20;

<figure><img src="/files/ERV0oUtGkoDKCigRaBWE" alt="Personal Discount: copy the code snippet animated"><figcaption><p>Personal Discount: copy the code snippet</p></figcaption></figure>

The next step is creating a birthday campaign in Mailchimp. You can do this using **Journey** or **Classic Automations**. Navigate to the **Mailchimp dashboard**  > **Automations** > **Build from scratch**. Type your Journey name and hit **Start Building**.

<figure><img src="/files/lSQiPSqNV5cXxPOeHlkC" alt="How to create a new Journey from scratch in Mailchimp animated"><figcaption><p>Create a new Journey from scratch in Mailchimp</p></figcaption></figure>

Set **Birthday** as the starting point of your automation. Decide how many days before the subscriber's Birthday date you want to send a message to them and indicate the name of the field where this date is stored in Mailchimp.

<figure><img src="/files/9PIDfNOpXDFO798cvJqg" alt="Mailchimp: how to set the starting point of Birthday automation animated annotated"><figcaption><p>Mailchimp: set the starting point of Birthday automation</p></figcaption></figure>

**Add a Journey point**. We want to **send email**. Next, design your message. You can choose from the themes or build an email from scratch.&#x20;

<figure><img src="/files/XfDPXaef1tP2Kr67s49H" alt="Mailchimp add a Journey point: send email animated"><figcaption><p>Mailchimp - add a Journey point: send email</p></figcaption></figure>

Customize your email template. Next, drag and drop a code element into the place where you want a discount code to be displayed. Delete the placeholder div and paste the code snippet from Personal Discount. Then replace both occurrences of **{{ email }}** with **\*|EMAIL|\*** in the code snippet. **Save & close** the code element. You will see an example discount code in your email template.&#x20;

<figure><img src="/files/8l3SBGyO20akT36DZz3r" alt="How to insert discount code into Mailchimp birthday campaign email animated"><figcaption><p>Insert discount code into Mailchimp birthday campaign email</p></figcaption></figure>

When your email template is ready, hit **Save and Return to Journey**. Then click on **Continue** and **Turn On** to activate the automation. Your automation will appear on the list in **Overview** of the **Automations** section.&#x20;

<figure><img src="/files/FuZFsZjZWwlCpoYmgVIk" alt="How to activate a Birthday Journey in Mailchimp animated"><figcaption><p>Activate Birthday Journey in Mailchimp</p></figcaption></figure>

From now on, your subscribers will receive a message with a discount code the day before their birthday.

<figure><img src="/files/sIODYSuOXxB2EXC0oDlZ" alt="Personal Discount code in Mailchimp Birthday campaign annotated"><figcaption><p>Personal Discount code in Mailchimp Birthday campaign</p></figcaption></figure>


# AWeber

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Reward new subscribers with a discount code using AWeber</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/JfGoJ71GgxBBB6iCA9Kz">/pages/JfGoJ71GgxBBB6iCA9Kz</a></td></tr></tbody></table>


# Reward new subscribers with a discount code using AWeber

A newsletter is a great tool to stay in touch with your customers. To encourage them to subscribe, give a discount code for the next purchase. Learn how to do it with the Personal Discount and AWeber.

Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Hit the **Add automation** button, select **AWeber** as your Email Service Provider, and **Welcome New Subscribers** a Campaign type.

<figure><img src="/files/NNI77kiHLAmvhnNPKj5I" alt="Personal Discount for Shopify: create automation with AWeber"><figcaption><p>Create Personal Discount automation for AWeber</p></figcaption></figure>

Specify your automation details like the discount pattern, value, expiration date, or usage limit. Here is a great guide on [how to configure discount in your Shopify store using the Personal Discount app.](/personal-discount-for-shopify/configure-discount)

When your automation is finished, click the **Save** button and copy the code snippet to the clipboard.&#x20;

<figure><img src="/files/roptwjm3p0WwFKBUWdc4" alt="Copy the Personal Discount code snippet to the clipboard animated"><figcaption><p>Copy the Personal Discount code snippet to the clipboard</p></figcaption></figure>

Now switch over to your AWeber admin panel. Click **Messages** > **Campaigns** > **Create Campaign**. Then **Blank Campaign,** enter their name, and hit **Create**.

<figure><img src="/files/urX5GLMTJ0aiG0Dm6huU" alt="Create Aweber welcome new subscribers campaign animated"><figcaption><p>Create Aweber welcome new subscribers campaign</p></figcaption></figure>

In the next step select the **On Subscribe** trigger. Drag and drop the **Send a Message** box to your automation and click **Create a Message**. We will do it using **Drag and Drop Email Builder**.

<figure><img src="/files/7VWGiG2nd6vTIZn29MQw" alt="How to build AWeber welcome new subscribers automation animted"><figcaption><p>Build AWeber welcome new subscribers automation</p></figcaption></figure>

Now design your message. To insert the code snippet drag and drop a **Paragraph** element, switch over to the **Source** view and paste the snippet from Personal Discount. Then hit **OK**. Click **Save & Exit** at the right bottom when your template is ready.

<figure><img src="/files/OGJ0uGImrPqKhSBKJx8n" alt="AWeber: create welcome email template animated"><figcaption><p>AWeber: create welcome new subscribers email template</p></figcaption></figure>

Next, save your entire automation and activate it.&#x20;

<figure><img src="/files/aMG8Vslo8p98x4NPgp6V" alt="How to activate AWeber automation animated"><figcaption><p>Activate AWeber automation</p></figcaption></figure>

That's all! From now you can reward new subscribers with a discount code.

<figure><img src="/files/GKV3lxrDHly2NwKqXz5e" alt="AWeber welcome email with a discount code annotated"><figcaption><p>AWeber welcome email with a discount code</p></figcaption></figure>


# ActiveCampaign

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to add a unique discount code to welcome emails in ActiveCampaign</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/nNCfDJIFrL2ONctCZdD6">/pages/nNCfDJIFrL2ONctCZdD6</a></td></tr><tr><td><strong>How to create a recover abandoned carts campaign with a unique discount code via ActiveCampaign?</strong></td><td></td><td></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td><td><a href="/pages/vIHWsY0uYZ5rzQCfsIXB">/pages/vIHWsY0uYZ5rzQCfsIXB</a></td></tr><tr><td><strong>How to encourage customers to buy more from your shop with Personal Discount and ActiveCampaign?</strong></td><td></td><td></td><td><a href="/files/r7gVzWEy2EnyzzvcxWvn">/files/r7gVzWEy2EnyzzvcxWvn</a></td><td><a href="/pages/V39VjSyXyJM4S6Ajdbol">/pages/V39VjSyXyJM4S6Ajdbol</a></td></tr></tbody></table>


# How to add a unique discount code to welcome emails in ActiveCampaign

A step by step guide on how to send a welcome email from ActiveCampaign that will include a unique discount code to be redeemed in your Shopify store.

First, let's prepare a discount automation in Personal Discount. Open **Personal Discount** in your **Shopify admin panel**, and click on **Add automation**. Select **ActiveCampaign** as email service provider and **Welcome new subscribers** as the campaign type.

<figure><img src="/files/jdYm74MAqZr63Y53s5pb" alt="How to create welcome Personal Discount automation for ActiveCampaign animated"><figcaption><p>Create welcome Personal Discount automation for ActiveCampaign</p></figcaption></figure>

Specify the discount settings

* code pattern
* discount type
* discount value
* usage limit
* expiration date

according to your needs. Hit **Save** once you are done.

<figure><img src="/files/ZJHpxBGQFO3y3xuhuXs4" alt="Save your Personal Discount automation annotated"><figcaption><p>Save your Personal Discount automation</p></figcaption></figure>

Scroll down to the bottom of the settings page, and copy the code snippet. It's enough when you click on the code snippet and then the app will copy it to your clipboard.

<figure><img src="/files/Rd4bAQmV5ggJ3W5BoW2c" alt="Copy the code snippet from Personal Discount annotated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

Now, log in to your ActiveCampaign account and navigate to Automations. If you don't have a welcome email series yet then click on **Create an automation**.

<figure><img src="/files/AFogy2sGrK5qVMhjhFTZ" alt="Create new ActiveCampaign automation annotated"><figcaption><p>Create new ActiveCampaign automation</p></figcaption></figure>

Filter available recipes by the keyword "welcome". Select **Welcome Series** and click on **Continue**.

<figure><img src="/files/7jBptcsScPjzuR3K7nm4" alt="Select a campaign type annotated"><figcaption><p>Select a campaign type</p></figcaption></figure>

You'll see a workflow designer. Click on **Get Started** to let the automation wizard guide you through the initial setup where you specify the email address from which the welcome email is going to be sent.

<figure><img src="/files/Ao3d2AmtcK5uoWZ76DkI" alt="How to configure your ActiveCampaign automation annotated"><figcaption><p>Configure your ActiveCampaign automation</p></figcaption></figure>

Click on the first email in the series. It's the flow element described as **Send an email "Welcome Email"**.

<figure><img src="/files/8bsoGF59XqeWGchzhjfU" alt="How to set sending an email in ActiveCampaign automation annotated"><figcaption><p>Set sending an email in ActiveCampaign automation</p></figcaption></figure>

A pop-up appears where you need to click on **Edit** to open the email template editor.

<figure><img src="/files/Gkl3rYIrnaryGJ0QdoV8" alt="How to edit your ActiveCampaign email template annotated"><figcaption><p>Edit your ActiveCampaign email template</p></figcaption></figure>

In the email editor, drag and drop the **HTML Block** to the desired place in your welcome email.

<figure><img src="/files/IIftpfTy0F1SbTSTOPbC" alt="How to insert HTML block into your ActiveCampaign email template annotated"><figcaption><p>Insert HTML block into your ActiveCampaign email template</p></figcaption></figure>

Click on the added HTML Block and paste the code snipped copied from Personal Discount.

<figure><img src="/files/V2xxoZsUHO1CceiDsTzK" alt="Edit HTML element and paste code snippet from Personal Discount annotated"><figcaption><p>Edit HTML element and paste code snippet from Personal Discount</p></figcaption></figure>

Click on **Save** and you should see a unique discount code added to your email.

<figure><img src="/files/VWh7VatzW8TTVKk96mUV" alt="Pesronal Discount code preview in ActiveCmapaign email template annotated"><figcaption><p>Pesronal Discount code preview in ActiveCmapaign email template</p></figcaption></figure>

Click on **Save and exit**. Finally, you can click on **Active** to start sending your welcome series to new subscribers.

<figure><img src="/files/ISBpFIY1dR2YUxv3gjGq" alt="How to activate your ActiveCampaign automation annotated"><figcaption><p>Activate your ActiveCampaign automation</p></figcaption></figure>


# How to create a recover abandoned carts campaign with a unique discount code via ActiveCampaign?

If you wonder how to encourage your Shopify customers to buy sth despite they abandoned their carts – here you will find the answer. You need just two tools for that.

Personal Discount is a highly rated Shopify app for creating discount codes. You can integrate it with a lot of email marketing services such as ActiveCampaign.

Here is the complete guide on how to integrate them. If you need to create a different campaign type, check our article on [How to create a welcome new subscribers campaign in Personal Discount with ActiveCampaign.](/personal-discount-for-shopify/integrate-personal-discount-with-your-email-service-provider/activecampaign/how-to-add-a-unique-discount-code-to-welcome-emails-in-activecampaign)

Open the Personal Discount app in your Shopify dashboard. Then click **Add automation** button. Select **ActiveCampaign** from the Email Service Providers list. Then pick the desired Campaign Type: **Recover abandoned carts.**

<figure><img src="/files/Dn1h1iRmjidtqYwBr735" alt="Add recover abandoned carts automation with ActiveCampaign animated"><figcaption><p>Add recover abandoned carts automation with ActiveCampaign</p></figcaption></figure>

In the next step fill out the form with automation details. If you need more information about that, here is a useful article on [how to configure discount in the Personal Discount app](/personal-discount-for-shopify/configure-discount).

Save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/BVIAQQP3DzVwfp5SgWSI" alt=""><figcaption><p>Copy Personal Discount code snippet</p></figcaption></figure>

Now switch over to the **ActiveCampaign dashboard**. Go to **Campaigns** > **Create your campaign**.

<figure><img src="/files/p15LxwlxI46W1YBaqhLw" alt="How to create new ActiveCampaign automation annotated"><figcaption><p>Create new ActiveCampaign automation</p></figcaption></figure>

Name your campaign and select the proper type – **Automated** in our case.

<figure><img src="/files/RFjkrMZQ10OO7aWwR1Pf" alt="Select campaign type annotated"><figcaption><p>Select campaign type</p></figcaption></figure>

Now **Select a Trigger**.

<figure><img src="/files/ENje1HpJTxkNSo3QV26M" alt="Select trigger for your automation annotated"><figcaption><p>Select trigger for your automation</p></figcaption></figure>

Set **options** for your automation.

<figure><img src="/files/7bZuyiOJss2Nz6wIBk6c" alt="Set action options for your automations"><figcaption><p>Set action options for your automations</p></figcaption></figure>

Now you will be asked which action to take. We would like to **send an email**.

<figure><img src="/files/blT6pLMnZn5JZf8RgMpt" alt="Select action for your ActiveCmapign automation annotated"><figcaption><p>Select action for your automation</p></figcaption></figure>

In the next step create **an email template** if you haven't already.

<figure><img src="/files/qbL31TvyBjC7vC7J1KWM" alt="Design your ActiveCampaign message template"><figcaption><p>Design your message template</p></figcaption></figure>

Insert an **HTML Block**.

<figure><img src="/files/gqYCsuBPKVUWJOceWhFc" alt="Insert HTML block into your ActiveCmpaign automation annotated"><figcaption><p>Insert HTML block into your automation</p></figcaption></figure>

Now paste the Personal Discount code snippet which you've copied to the clipboard.

<figure><img src="/files/jHiHYANQfvf7FHMczR4q" alt="Paste code snippet from Personal Discount into ActiveCampaign email template"><figcaption><p>Paste code snippet from Personal Discount</p></figcaption></figure>

After preparing an email template save all changes. Check campaign summary settings. Then click\
**Save and exit**.

<figure><img src="/files/b1yuxOXo0ExjLf58n3Lp" alt="ActiveCampaign automation summary"><figcaption><p>ActiveCampaign automation summary</p></figcaption></figure>

Now we are coming back to our automation. Select your **email to send**.

<figure><img src="/files/acAy2GYyXH2mWWaW8QW8" alt="ActiveCampaign: select email to send"><figcaption><p>ActiveCampaign: select email to send</p></figcaption></figure>

Take a look at your automation graph. If everything is OK, you can **activate** it.

<figure><img src="/files/ZBJhsNAvEBD9nYtPNa08" alt="Activate ActiveCampaign automation"><figcaption><p>Activate ActiveCampaign automation</p></figcaption></figure>


# How to encourage customers to buy more from your shop with Personal Discount and ActiveCampaign?

Personal Discount is a great tool to add unique discount codes to automated emails. Using it with ActiveCampaign you can create a fantastic campaign to encourage customers to shop again in your store.

Open the Personal Discount app in your **Shopify dashboard**. Then click **Add automation** button. Select **ActiveCampaign** from the Email Service Providers list. Then pick the desired Campaign Type: **Follow up on purchases.**

<figure><img src="/files/ocMqYkmYS1hZEVnEQErc" alt="Create new post-purchase Personal Discount automation with ActiveCampaign animated"><figcaption><p>Create new post-purchase Personal Discount automation with ActiveCampaign</p></figcaption></figure>

In the next step fill out the form with automation details. If you need more information about that, here is a useful article on [how to configure discount in the Personal Discount app](/personal-discount-for-shopify/configure-discount).

Save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/e0DYX2AcY1HktM3lBUhh" alt="Copy code snippet from Personal Discount annotated"><figcaption><p>Copy code snippet from Personal Discount</p></figcaption></figure>

Now switch out to the **ActiveCampaign dashboard**. Go to **Campaigns** > **Create your campaign**.

<figure><img src="/files/XUcjsGasmp9AuKMBnEQE" alt="Create ActiveCampaign automation annotated"><figcaption><p>Create ActiveCampaign automation</p></figcaption></figure>

Name your campaign and select the proper type – **Automated** in our case.

<figure><img src="/files/p1g20C11ybtxstkl85fr" alt=""><figcaption><p>Select automated campaign type</p></figcaption></figure>

Now **Select a Trigger**.

<figure><img src="/files/g76IVn9nqauSP4ik2QHk" alt="Select trigger for ActiveCampaign automation annotated"><figcaption><p>Select trigger</p></figcaption></figure>

Set **options** for your automation. You can also add advanced filters if you need them.&#x20;

<figure><img src="/files/gBm843pMNQGinVGEt3kt" alt="Set action options for ActiveCampaign automation"><figcaption><p>Set action options</p></figcaption></figure>

Now you will be asked which action to take. We would like to **send an email**.

<figure><img src="/files/YWvmRq7ZAzjmyLo6ZaFE" alt="Select action for your ActiveCampaign automation"><figcaption><p>Select action</p></figcaption></figure>

In the next step create **an email template** if you haven't already. You can use pre-set templates or create your own.&#x20;

<figure><img src="/files/sSve1ArXcwwz0Bhljrf6" alt="Select email template for ActiveCampaign automation"><figcaption><p>Select email template</p></figcaption></figure>

Insert an **HTML Block**.

<figure><img src="/files/8aSV9D9WekOMSdSZ8fXl" alt="Insert HTML block into ActiveCampaign email template annotated"><figcaption><p>Insert HTML block</p></figcaption></figure>

Now paste the Personal Discount code snippet which you've copied to the clipboard.

<figure><img src="/files/5JU4W2wXa0XqMcATeIWj" alt=""><figcaption><p>Paste code snippet from Personal Discount</p></figcaption></figure>

After preparing an email template save all changes. Check campaign summary settings. Then click **Save and exit**.

<figure><img src="/files/YSbeQHp2xpvqzvHdYY84" alt="ActiveCampaign automation summary"><figcaption><p>ActiveCampaign automation summary</p></figcaption></figure>

Now we are coming back to our automation. Select your **email to send**.

<figure><img src="/files/O66NmixRZHj5qoXw7yEv" alt="Select email for ActiveCampaign automation"><figcaption><p>Select email for ActiveCampaign automation</p></figcaption></figure>

Look at your automation graph. If everything is OK, you can **activate** it.

<figure><img src="/files/fxAM1kXaAJdDp5XBOByA" alt="Activate ActiveCampaign automation"><figcaption><p>Activate ActiveCampaign automation</p></figcaption></figure>

Voilà! Now your customers will have an additional incentive to make a next purchase in your store.&#x20;

<figure><img src="/files/eyAKscs5ICfKc95smYuA" alt="Example email from ActiveCampaign automation with Personal Discount code"><figcaption><p>Example email from ActiveCampaign automation with Personal Discount code</p></figcaption></figure>


# Campaigner

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to integrate Personal Discount and Campaigner to send welcome emails with a discount code</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/Cl0a2VIYMAkNalB253Wq">/pages/Cl0a2VIYMAkNalB253Wq</a></td></tr></tbody></table>


# How to integrate Personal Discount and Campaigner to send welcome emails with a discount code

Reward your new subscribers with a unique discount code for the next purchase. Increase your email marketing base and stay in touch with your Shopify customers using Campaigner.

Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Then click **Add automation** button and select **Campaigner** as your Email Service Provider and **Welcome new subscribers** as the Campaign Type.

<figure><img src="/files/oEbOk9XhimpoKGHZeeNY" alt="How to add automation in the Personal Discount app"><figcaption><p>Add Personal Discount automation</p></figcaption></figure>

Next, specify the automation details. The article on [how to configure your discount](/personal-discount-for-shopify/configure-discount) may be helpful.

When your automation is ready, save it and copy the code snippet to the clipboard.&#x20;

<figure><img src="/files/jnbb1lV39yEmmPlhc2Vp" alt="How to copy Personal Discount code snippet to the clipboard animated"><figcaption><p>Copy Personal Discount code snippet</p></figcaption></figure>

Switch over to your **Campaigner admin panel**. Let's start by preparing an email template. Click **Email Campaigns** and we will use the **Drag & Drop Editor** to create a new message.

<figure><img src="/files/vk0ZMzmX6hxLuNRmlHNS" alt="How to create a new email campaign in campaigner animated"><figcaption><p>Create a new Email Campaign</p></figcaption></figure>

Now insert an **HTML element** into your message template and paste the **code snippet** from Personal Discount there. Then hit **Preview changes** and **Apply changes**.

<figure><img src="/files/IjTQGuE5VJl6RaxU9keO" alt="Insert an HTML element to the Campaigner email template animated"><figcaption><p>Paste the code snippet to your template</p></figcaption></figure>

Click **Next** to go to the further settings. In the end, don't forget to check the option that allows using this template in a workflow.

<figure><img src="/files/KKIE3IuP70cZbjQshE7z" alt="Animated: How to paste the code snippet to your Campaigner emaAnimated: How to paste the code snippet to your Campaigner email templateil template"><figcaption><p>Paste the code snippet to the email template</p></figcaption></figure>

It's time to create automation. Navigate to **Workflows** > **New Workflow**.

<figure><img src="/files/qWaXxrXBHYxPjG59eRjE" alt="Annotated: Create new Campaigner workflow"><figcaption><p>Campaigner: new workflow</p></figcaption></figure>

Now we will work with the workflow editor. Right-click the default connection and **delete** it. Then drag and drop **Send Email** box and create new connections between nodes.&#x20;

<figure><img src="/files/xj8iSZrupgAyovtonuGL" alt="Animated: build the welcome email workflow in Campaigner"><figcaption><p>Build your welcome email workflow</p></figcaption></figure>

Set the trigger. Double click it. Your trigger type is **Rules**. Then select from dropped-down menus the following values:

Filter Type: **List Membership**\
Contact: **Added to**\
List: **your list name**

Then double click **Send Email** box and check the message that will be assigned to this automation.

<figure><img src="/files/yZWqOrjsSWdzbptBXjUO" alt="Animated: Set trigger and select message in Campaigner workflow"><figcaption><p>Set the trigger and message in Campaigner</p></figcaption></figure>

Now you can validate and activate your workflow.&#x20;

<figure><img src="/files/vAsFtH03rzxrGl2hK8Iu" alt="Animated: How to activate Campaigner workflow"><figcaption><p>Activate Campaigner workflow</p></figcaption></figure>

From now your customers will be rewarded with a discount code for joining the newsletter.

<figure><img src="/files/ZJNv0nVOSBSbgWeUKnKN" alt="Welcome email with a discount code for new subscribers in Campaigner"><figcaption><p>Welcome email with a discount code</p></figcaption></figure>


# Campaign Monitor

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to send automated welcome emails with discount codes using Campaign Monitor</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/eleX5zubw6AwJiOtX04S">/pages/eleX5zubw6AwJiOtX04S</a></td></tr></tbody></table>


# How to send automated welcome emails with discount codes using Campaign Monitor

Let's examine how to encourage your Shopify customers to subscribe to your newsletter. We will use the Personal Discount app and Campaign Monitor as an email marketing tool.

Start with creating a discount automation. Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Then click **Add automation** button, select **Campaign Monitor** as your Email Service Provider and the Campaign Type is **Welcome new subscribers**.

<figure><img src="/files/CPtkCr132FYgr0GR4s6E" alt="Animated: Add welcome new subscribers campaign in Personal Discount using Campaign Monitor"><figcaption><p>Add automation in Personal Discount</p></figcaption></figure>

Specify the details of your automation. Take a look at the article on [how to configure a discount](/personal-discount-for-shopify/configure-discount) if you want to learn more.

Hit **Save** and copy the code snippet to the clipboard when you set it up.&#x20;

<figure><img src="/files/swO3clTIKOGg5WA0WmGs" alt="Copy the automation code snippet from Personal Discount animated"><figcaption><p>Copy the code snippet to the clipboard</p></figcaption></figure>

In the Campaign Monitor email template builder, there is no option to insert an HTML element. The only way to add the Personal Discount code snippet is to use an external tool for creating email templates like [BEE Pro](https://beefree.grsm.io/personal-discount). You can select a pre-built template and modify it or create your own from scratch.

<figure><img src="/files/70y56O7gkv1QVcPDO3hK" alt="BEE Pro email templates library"><figcaption><p>BEE Pro email templates library</p></figcaption></figure>

Below you can see, how to add the Personal Discount code snippet to your email template.

<figure><img src="/files/fHaXRw9P0QTyYNM2lzs2" alt="How to add an HTML element to an email template in BEE Pro animated"><figcaption><p>Add an HTML element to your email template</p></figcaption></figure>

Now export the template as an HTML doc.&#x20;

<figure><img src="/files/0P9Td5b1xpSF2DEbh4xL" alt="BEE Pro - how to export an HTML email animated"><figcaption><p>Add an HTML element to your email template</p></figcaption></figure>

Switch over to your **Campaign Monitor dashboard**. Navigate to **Automations** and hit **Create an automation** button. Select **Welcome journey**. In the next step make sure that you have selected a subscribers list that is connected with your Shopify store. Click **Continue**.&#x20;

<figure><img src="/files/BYnfsRruu5KzdnDtLJUs" alt="Create a Welcome automation in Campaign Monitor animated"><figcaption><p>Create a welcome automation</p></figcaption></figure>

Now import your email template to the automation. Scroll down the left section and click **Change template**, next **Import HTML** at the bottom.

<figure><img src="/files/ZAqHjxuyiEkMLTl9cIFI" alt="Import email HTML template in Campaign Monitor animated"><figcaption><p>Import email HTML template in Campaign Monitor</p></figcaption></figure>

It's high time we activated our automation.&#x20;

<figure><img src="/files/x5N9Bqy72iuMWsQQJ5VM" alt="How to activate Campaign Monitor welcome automation animated"><figcaption><p>Activate Campaign Monitor welcome automation</p></figcaption></figure>

When your customer joins the newsletter, they will receive an email with a discount code.

<figure><img src="/files/1jr4OYm6n3e1qYlzqLFk" alt="Welcome new subscribers email with a Shopify discount code"><figcaption><p>Welcome email with a discount code</p></figcaption></figure>


# ConvertKit

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>How to create a welcome campaign with ConvertKit</strong></td><td></td><td></td><td><a href="/pages/4yQLo5oQGtILcVZFRUGR">/pages/4yQLo5oQGtILcVZFRUGR</a></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td></tr><tr><td><strong>How to create a follow up on purchases automation with ConvertKit</strong></td><td></td><td></td><td><a href="/pages/IK4WFT5gKsZnyHpMivBQ">/pages/IK4WFT5gKsZnyHpMivBQ</a></td><td><a href="/files/r7gVzWEy2EnyzzvcxWvn">/files/r7gVzWEy2EnyzzvcxWvn</a></td></tr></tbody></table>


# How to create a welcome campaign with ConvertKit

The newsletter is a powerful tool to stay in touch with your customers and offer them your products. But how do encourage them to join it?

In this tutorial, you will learn, how to create welcome automation using ConvertKit with our Personal Discount.

Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Hit **Add automation**. Select **ConvertKit** as your Email Service Provider and **Welcome new subscribers** as the Campaign Type.

<figure><img src="/files/sdAJ5yHkVBerpnkXnt7a" alt="Add Personal Discount welcome automation with ConvertKit animated"><figcaption><p>Add ConvertKit welcome automation</p></figcaption></figure>

Next, specify the automation details such as the code pattern, value, number of usages, etc. Take a look at the article on [how to configure discount](/personal-discount-for-shopify/configure-discount) for more information.

When your automation is set up, save it and copy the code snippet to the clipboard.

<figure><img src="/files/dLxWyutH3xn610a9HBYl" alt="Copy the Personal Discount code snippet for ConvertKit welcome automation animated"><figcaption><p>Copy the code snippet to the clipboard</p></figcaption></figure>

Now switch over to your ConvertKit dashboard. Start by preparing an email template. Click on **Send** > **Email Templates**. Then hit **New email template**. You can choose one of the pre-built ones or create your own using HTML code.

<figure><img src="/files/4znMidoFvoIHuY37RvaL" alt="Create ConvertKit new email template animated"><figcaption><p>Create ConvertKit new email template</p></figcaption></figure>

Prepare your template and **Save** it. Now let's create an email sequence. Click on **Send** > **Sequences**. Hit **New sequence** and select your email template.&#x20;

<figure><img src="/files/mTVTNAnR8jJQmrJ9Jr6Z" alt="Create ConvertKit email sequence animated"><figcaption><p>Create ConvertKit email sequence</p></figcaption></figure>

Now paste the code snippet from Personal Discount into your email template. Click on the **plus sign** and select **HTML Block** from the dropped-down menu. Hit **Edit** and paste the code snippet. **Save** element and **Publish changes**.&#x20;

<figure><img src="/files/jVHgNqFyx595AhNSLr9a" alt="How to insert an HTML code snippet into ConvertKit email template animated"><figcaption><p>Insert an HTML code snippet into ConvertKit email template</p></figcaption></figure>

Finally, let's create welcome automation using elements we have prepared in the previous steps. Navigate to **Automate** > **Visual Automations** > **New automation** > **Start from scratch**.&#x20;

<figure><img src="/files/ULir3uKSTKuucgZx8Y1J" alt="How to create ConvertKit automation from scratch animated"><figcaption><p>ConvertKit: Create automation from scratch</p></figcaption></figure>

You can rename your automation. Now set the trigger: when a subscriber is added to the list connected with your Shopify store. Hit **Add event** to confirm.

<figure><img src="/files/L1USyKJpzJi6i59y9AWl" alt="How to set welcome automation trigger in ConvertKit animated"><figcaption><p>Select welcome automation trigger</p></figcaption></figure>

Now set the action that will be performed when a subscriber joins the newsletter. Click on the plus sign. Select the **Email sequence** from the **Action** section. Now pick the sequence that you prepared earlier. Hit **Add Action** to confirm.

<figure><img src="/files/u0dO01jZsrmYzOGVnSt1" alt="How to add an action to the ConvertKit welcome email automation animated"><figcaption><p>Add action to the ConvertKit welcome automation</p></figcaption></figure>

It's high time to activate our automation. Hit **Live** at the right top.&#x20;

<figure><img src="/files/cBBXSsPYLFpWBEHjf623" alt="ConvertKit: activate visual automation animated"><figcaption><p>Activate ConvertKit visual automation</p></figcaption></figure>

Voilà! From now your new subscribers will receive a message with a discount code when they join your newsletter.

<figure><img src="/files/u0DF4dixR6LdcceyZ8qR" alt="Welcome email from ConvertKit automation with a Shopify Personal Discount code"><figcaption><p>ConvertKit welcome email with Shopify discount code</p></figcaption></figure>


# How to create a follow up on purchases automation with ConvertKit

One of the greatest ways to build loyalty with your customers is to reward them with a discount code for their next purchase when they buy something in your Shopify store.

From this article, you will learn how to create a post-purchase campaign with ConvertKit and Personal Discount.

Let's start by preparing post-purchase automation in the Personal Discount app. Open your **Shopify dashboard** > **Apps** > **Personal Discount** > **Add automation**. In the next steps pick **ConvertKit** as your Email Service Provider and **Follow up on purchases** as the Campaign Type.

<figure><img src="/files/EYUqbkvmUkneeYUrwLg3" alt="How to create follow up on purchases automation using Personal Discount for Shopify and ConvertKit animated"><figcaption><p>Create Personal Discount Follow up on purchases automation with ConvertKit</p></figcaption></figure>

Next, specify parameters of your automation such as the code pattern, the discount value, the expiration date, etc. Here is the guide on [how to configure discount](/personal-discount-for-shopify/configure-discount).&#x20;

When you have finished setting up the automation, save it and copy the code snippet at the bottom of the page to the clipboard.

<figure><img src="/files/qautTW7Admf8OcBWI79D" alt="Copy the code snippet from Personal Discount to the clipboard animated"><figcaption><p>Copy the code snippet to the clipboard</p></figcaption></figure>

Now switch over to the ConvertKit. Create your post-purchase message. Click **Send** > **Email Templates** > **New email template**. You can select one of the pre-built templates or add your HTML code.

<figure><img src="/files/xnBWCmKM2J1YxUv5xnfc" alt="How to create new ConvertKit email template animated"><figcaption><p>Create new ConvertKit email template</p></figcaption></figure>

When you have finished preparing your template, **Save** it. Then navigate to the **Send** section > **Sequence** > **Create new sequence**. Then select the template which you prepared in the previous step.&#x20;

<figure><img src="/files/3f1hm0MyMwsmsCYWRlMi" alt="How to create ConvertKit email sequence animated"><figcaption><p>How to create ConvertKit email sequence animated</p></figcaption></figure>

In the next step, paste the code snippet from Personal Discount into your email sequence. Click the **plus sign** and select an **HTML Block** to insert this element into your template. Then, **Edit** this element and paste the code snippet from Personal Discount. **Save** the HTML Block changes and **Publish changes** in your sequence.&#x20;

<figure><img src="/files/ue1tXG3ADJGh3dv0aZf5" alt="How to insert an HTML code snippet into email template in ConvertKit animated"><figcaption><p>Insert an HTML code snippet into ConvertKit email template</p></figcaption></figure>

We already have everything we need to create the purchase automation. So let's navigate to the **Automate** section > **Visual Automations** > **New automation**.

<figure><img src="/files/cg2LtUqbKCMpJfWBOi32" alt="How to create visual automation in ConvertKit animated"><figcaption><p>ConvertKit: create visual automation</p></figcaption></figure>

Now set up the trigger for your automation. Click on **Start Building** > **Purchase** label. Then, select the product after purchase of which, the customer will receive the message with the discount code. You can also pick the **Any product** option from all of your integrations. Hit **Add event** to confirm.

<figure><img src="/files/M4Os9gkAgSujXZbFF0mq" alt="How to set up the trigger for ConvertKit post-purchase automated campaign animated"><figcaption><p>Set up the ConvertKit post-purchase automation trigger</p></figcaption></figure>

Next, select the action that will be performed when your customer enters the automation. We would like to send the email we prepared in the previous steps. Click on the **plus sign** > **Action** > **Email sequence** and select the sequence you want to send.

<figure><img src="/files/BGMOkJVHO8enFmNZlzm3" alt="How to add an action to the ConvertKit post-purchase automation animated"><figcaption><p>Add an action to the ConvertKit post-purchase automation</p></figcaption></figure>

Finally, you can activate your automation.&#x20;

<figure><img src="/files/tE0jif3pX0EUup5K9vKT" alt="How to activate ConvertKit automation animated"><figcaption><p>Activate ConvertKit automation</p></figcaption></figure>

From now, when your customer buys something in your store, they will get a discount code for their next purchase.

<figure><img src="/files/xIMsM9IQS9SdMIqO0Hir" alt="Example automated welcome message from ConvertKit with Personal Discount code animated"><figcaption><p>Example automated welcome message from ConvertKit with Personal Discount code</p></figcaption></figure>


# iContact

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Increase your newsletter audience using the iContact welcome campaign with a discount code</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/GJuluWRqVNQh8QBWtJqo">/pages/GJuluWRqVNQh8QBWtJqo</a></td></tr></tbody></table>


# Increase your newsletter audience using the iContact welcome campaign with a discount code

One of the best ways to increase your newsletter audience is to offer them a discount for subscribing. How to create a welcome campaign with a discount code using iContact and Personal Discount?

Firstly, create an automation in Personal Discount. Navigate to the **Shopify admin panel** > **Apps** > **Personal Discount** > **Add automation**. Then, select **iContact** as your Email Service Provider and **Welcome new subscribers** as the campaign type.

<figure><img src="/files/eK6zl2GTNGf0FZToG8i9" alt="How to set iContact as Email Service Provider in welcome campaign in Personal Discount animated"><figcaption><p>Create Personal Discount automation with iContact</p></figcaption></figure>

Now you need to specify your discount details. Set the code pattern, the value, the expiration date, etc. For more information, see the article on [how to configure discount](/personal-discount-for-shopify/configure-discount).&#x20;

When you set your automation details, **Save** them and copy the code snippet to the clipboard.

<figure><img src="/files/hK46F8sAcTHFcwH0TS68" alt="How to copy the Personal Discount code snippet to the clipboard animated"><figcaption><p>Copy the Personal Discount code snippet</p></figcaption></figure>

That's all you need to prepare in your Shopify dashboard. Now switch over to your iContact admin panel. Firstly, create your welcome email message. You can use one of the templates, build your message from scratch or use the HTML editor.&#x20;

<figure><img src="/files/bI6wJgubpf449ICo2Xtj" alt="How to create iContact message animated"><figcaption><p>iContact: create message</p></figcaption></figure>

Let's add your Personal Discount code snippet to your email template. Drag and drop an **HTML element**, and paste the code snippet. Then hit **Preview changes** > **Apply changes**.

<figure><img src="/files/g1ZJiCBMp4iLJ8LJalqN" alt="How to add an HTML element to the iContact email template animated"><figcaption><p>iContact: add an HTML element to the code snippet</p></figcaption></figure>

When you've finished your template, click on **Save and Exit**.

<figure><img src="/files/Arf5pBZGDVkKS5YiJJ7b" alt="Save and exit iContact email template annotated"><figcaption><p>Save iContact email template</p></figcaption></figure>

The next step is creating an iContact welcome automation. Navigate to the **Automation** from the left-hand sidebar > **Create an automation**. Then type the name of your automation. Select **Subscribe Event** as the trigger and hit **Continue**.

<figure><img src="/files/mvt5zq21KXehldjDdHph" alt="How to create iContact welcome automation animated"><figcaption><p>Create iContact welcome automation</p></figcaption></figure>

Now set the automation trigger. Select your **Shopify audience** and decide, if you want to include existing subscribers. Then, hit **Save**.

<figure><img src="/files/U0hoJl4O4lhLC0v3ELL1" alt="How to set iContact welcome automation Shopify trigger animated"><figcaption><p>How to set iContact welcome automation Shopify trigger</p></figcaption></figure>

Add the action that will be performed when a customer enters the automation. Click on the **plus sign** and **Add an action**. Then pick the **Send message** option and **Select** your email template.

<figure><img src="/files/U0hoJl4O4lhLC0v3ELL1" alt="How to set iContact welcome automation action animated"><figcaption><p>Set action in iContact welcome automation</p></figcaption></figure>

Finally, you can Activate your automation.&#x20;

<figure><img src="/files/JmX7MYI48PUyhJr7WswE" alt="How to activate iContact automation annotated"><figcaption><p>Activate iContact automation</p></figcaption></figure>

From now, when someone subscribes to your newsletter, they will receive a welcome message with a discount code.&#x20;

<figure><img src="/files/PCZLX1R0ne0ZYv76sysx" alt="iContact welcome message with a discount code"><figcaption><p>iContact welcome message with a discount code</p></figcaption></figure>


# Klaviyo

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Send a discount code for new subscribers using Klaviyo</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/Hc3sgojaxIbAsMwyPwtx">/pages/Hc3sgojaxIbAsMwyPwtx</a></td></tr><tr><td><strong>Create an abandoned cart recovery campaign with Klaviyo</strong></td><td></td><td></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td><td><a href="/pages/nTjzjnS6B92zg2xly9GK">/pages/nTjzjnS6B92zg2xly9GK</a></td></tr><tr><td><strong>How to create a post-purchase campaign to increase customers' loyalty using Klaviyo</strong></td><td></td><td></td><td><a href="/files/r7gVzWEy2EnyzzvcxWvn">/files/r7gVzWEy2EnyzzvcxWvn</a></td><td><a href="/pages/LEmLwXoTzvOK3ZSYUrgk">/pages/LEmLwXoTzvOK3ZSYUrgk</a></td></tr><tr><td><strong>How to create a Happy Birthday campaign using Klaviyo</strong></td><td></td><td></td><td><a href="/files/tCoT47sDZhdHLURAjL48">/files/tCoT47sDZhdHLURAjL48</a></td><td><a href="/pages/T9Jv4P3egYsQbyf699KN">/pages/T9Jv4P3egYsQbyf699KN</a></td></tr></tbody></table>


# Send a discount code for new subscribers using Klaviyo

Email marketing is a great tool to increase your sales. How do you encourage customers to sign up for your newsletter? This guide shows how to send a discount code for new subscribers using Klaviyo.

Firstly, visit your **Shopify admin panel** and click **Apps** from the left-hand sidebar. Open **Personal Discount** and click **Add automation**. Select **Kaviyo** as your **Email Service Provider** and your **Campaign Type** is **Welcome new subscribers**.

<figure><img src="/files/7FNqPVkO27gfyR5p4S1n" alt="Add Personal Discount and Kalviyo welcome new subscribers automation animated"><figcaption><p>Add welcome new subscribers automation</p></figcaption></figure>

In this step, you can set up details of your automation like a discount value, usage limit, or expiration date. If you would like to learn more, here is a useful article on [how to configure your discount](/personal-discount-for-shopify/configure-discount).

Save the automation when you finish and copy the code snippet to the clipboard.

<figure><img src="/files/uNPsP37FC62QMIYOwVJp" alt="Copy Personal Discount code snippet annotated"><figcaption><p>Copy Personal Discount code snippet</p></figcaption></figure>

Now switch out to your **Klaviyo admin panel** and open **Flows** from the left-hand sidebar. Next, click **Create flow**.

<figure><img src="/files/eKDU9z6lKbL1fUIdrwxi" alt="How to create Klaviyo flow annotated"><figcaption><p>Create Klaviyo flow</p></figcaption></figure>

You can use a predefined automation structure or build your own. I will show you how to **Create From Scratch** so click it.

<figure><img src="/files/GDGantlkgEJMxLkqkOyg" alt="Create Kaviyo flow from scratch annotated"><figcaption><p>Kaviyo flow from scratch</p></figcaption></figure>

Next, enter the name of your automation.&#x20;

<figure><img src="/files/gkTaknBdePXIFXyYv7xB" alt="Enter Klaviyo flow name"><figcaption><p>Enter Klaviyo flow name</p></figcaption></figure>

Now set the trigger which will start an action. Click it and then select **List** and **Newsletter** as a list name.

<figure><img src="/files/2I5aeoQDcKeiziFGouAb" alt="How to set Kaviyo flow trigger animated"><figcaption><p>Set Kaviyo flow trigger</p></figcaption></figure>

After signing up for the newsletter, your recipient should get a welcome message, so drag and drop the **Email** to your automation structure.

<figure><img src="/files/gp411FzxT936bJo2xgxb" alt="How to set action for Klaviyo flow annotated"><figcaption><p>Set action for Klaviyo flow</p></figcaption></figure>

In the next step design your welcome message.

<figure><img src="/files/MHu5aKFqPDZFzc41BKB4" alt="How to design Klaviyo welcome message animated"><figcaption><p>Design Klaviyo welcome message</p></figcaption></figure>

Choose the way how to design your email.

<figure><img src="/files/lg7kd4rac7uAmhVtqVdb" alt="Ways of designing email in Klaviyo"><figcaption><p>Ways of designing email in Klaviyo</p></figcaption></figure>

Drag and drop a text element to the email content.&#x20;

<figure><img src="/files/291kPvOukuHG7Ts0Si4G" alt="Insert text element into Klaviyo email design annotated"><figcaption><p>Insert text element into Klaviyo email design</p></figcaption></figure>

Now edit this text element. Switch view to the **Source** and paste the code snippet from Personal Discount.

<figure><img src="/files/1Cvd36ajfMI63oli9kBL" alt="How to edit code source in Klaviyo text element annotated"><figcaption><p>Edit code source in Klaviyo text element </p></figcaption></figure>

Don't forget to save your content.

And finally, you need to start your automation. Change the status from Draft to Live.

<figure><img src="/files/E3Mu4GXMD0B9ySEs1by2" alt=""><figcaption><p>Activate Klaviyo automation</p></figcaption></figure>

Save your automation by clicking the button at the top right. Now, when someone signs up for your newsletter, will get the discount code.

<figure><img src="/files/jEyaOa7CiiSKeAn3qGOT" alt="Example Klaviyo welcome message discount code with Personal Discount code"><figcaption><p>Example Klaviyo welcome message discount code with Personal Discount code</p></figcaption></figure>


# Create an abandoned cart recovery campaign with Klaviyo

Has your Shopify customer forgotten to complete the purchase? Klaviyo and Personal Discount give you the possibility to create a campaign that will encourage them to finalize shopping.

Open the **Personal Discount** app from your **Shopify admin panel** and click **Add automation** button. Select **Klaviyo** as your **Email Service Provider** and pick the **Campaign type**: **Recover abandoned carts.**

<figure><img src="/files/NDOY219VNist5tU9Rh15" alt="How to create recover abandoned carts automation in Personal Discount with Klaviyo animated"><figcaption><p>Add recover abandoned carts automation</p></figcaption></figure>

In the next step, specify your automation details, including discount value, expiration date, and others. Find out more in the article [how to configure discounts in the Personal Discount app for Shopify stores](/personal-discount-for-shopify/configure-discount).

Now you can save your automation and copy the code snippet to clipboard.&#x20;

<figure><img src="/files/q04sWcjwTUK7D8kkjVgx" alt="Copy the code snippet from Personal Discount annotated"><figcaption><p>Copy the code snippet from Personal Discount</p></figcaption></figure>

It's time to open your **Klaviyo dashboard**. Click the **Flows** section from the left-hand sidebar. Then click the **Create Flow** button. You can also move directly to the Abandoned Cart automation creator if it is available at this site as is highlighted below.

<figure><img src="/files/ua5wGZcNsdUqHHLMv9JZ" alt="How to create Klaviyo automation for customer who abandoned their cart annotated"><figcaption><p>Create Klaviyo automation for customer who abandoned their cart</p></figcaption></figure>

Now you can type **'abandoned'** in the search field. Then different options will appear. Select **standard abandoned cart reminder**.&#x20;

<figure><img src="/files/Qfsdi9MzhQXktoImMdgm" alt="Klaviyo abandoned cart reminder annotated"><figcaption><p>Klaviyo abandoned cart reminder</p></figcaption></figure>

The pop-up will appear. Here you can set the name of your flow and preview the structure of that. Make sure that the Shopify integration with Klaviyo is enabled. Click the **Create Flow** button at the end.&#x20;

<figure><img src="/files/m6YANWm6yc1iezwk0SH5" alt="Configure Klaviyo abandoned cart reminder"><figcaption><p>Configure Klaviyo abandoned cart reminder</p></figcaption></figure>

By default, you may have filters set up that restrict messages to be sent to only those customers who have completed an action. You can delete conditions or set up your own. To delete the filter click the button with trash icon and save.

<figure><img src="/files/KcSY1TTubovjAp9V2VbR" alt="Set trigger for your Klaviyo automation"><figcaption><p>Set trigger for your Klaviyo automation</p></figcaption></figure>

Now you can see the default recover abandoned cart automation structure. In our case, we want to send one message, so we will delete two last boxes.

<figure><img src="/files/5LU3GzJvgyKXUnNAptj0" alt="Customize Klaviyo abandoned cart reminder automation"><figcaption><p>Customize Klaviyo abandoned cart reminder automation</p></figcaption></figure>

Let's customize our automation parameters. Below you can see how to set desired **time delay** after checkout has started.

<figure><img src="/files/2T532OX0638mGr5ugTCT" alt="Save Klaviyo automation"><figcaption><p>Save Klaviyo automation</p></figcaption></figure>

Now design your email with a discount code.&#x20;

<figure><img src="/files/IDDS7OQ2W4AkftJNPVYZ" alt="Design email for your Klaviyo automation annotated"><figcaption><p>Design email for your Klaviyo automation</p></figcaption></figure>

In the next step, specify details of your message like the sender name or subject. Then click on **Edit Content**.

<figure><img src="/files/1xAN9pv2vVWkKknjWZ9R" alt="Edit email for Klaviyo automation"><figcaption><p>Edit email for Klaviyo automation</p></figcaption></figure>

We need to paste the code snippet into a text element. You can edit the existing one or drag and drop a new text element into the email content. Switch out to the **Source** and paste the code snippet. Next, **Save** text block changes and **Save Content** at the end.

<figure><img src="/files/F9ZNf4jZl7bxSRpggvbK" alt="Paste code snippet from Personal Discount into Klaviyo email template annotated"><figcaption><p>Paste code snippet from Personal Discount into Klaviyo email template</p></figcaption></figure>

We come back to the automation graph. To start sending messages, change the email status from **'Draft'** to **'Live'**.

<figure><img src="/files/EvgW4AYw5UwaVn4KsQ7l" alt="Activate Klaviyo automation annotated"><figcaption><p>Activate Klaviyo automation</p></figcaption></figure>

Congratulations! You've just increased the chances that your customer will return to the abandoned cart and complete the purchase.

<figure><img src="/files/Cy0uFZI3t7WtrNKomXig" alt="Klaviyo abandoned cart reminder with Personal Discount code"><figcaption><p>Klaviyo abandoned cart reminder with Personal Discount code</p></figcaption></figure>

When a customer clicks the discount code, will be redirected to the Shopify checkout with a discounted purchase price.

<figure><img src="/files/6mJlSQUp68IGNsbfYcBZ" alt="Personal Discount code applied at Shopify store checkout"><figcaption><p>Personal Discount code applied at Shopify store checkout</p></figcaption></figure>


# How to create a post-purchase campaign to increase customers' loyalty using Klaviyo

Do you want to increase your customers' loyalty to your Shopify store? The best solution is to create an email campaign with discount codes for their next purchases.

In this guide, we will examine how to do this with Personal Discount and Klaviyo.

Let's start with creating new automation with our app. Open your **Shopify dashboard** > **Apps** > **Personal Discount**. Then pick **Klaviyo** as your **Email Service Provider** and the **Campaign type** is **Follow up on purchases**.

<figure><img src="/files/YDDY1kBcJltRF136Yejw" alt="Create post-purchase Personal Discount automation with Klaviyo animated"><figcaption><p>Create post-purchase Personal Discount automation with Klaviyo</p></figcaption></figure>

Next, set details of your automation. Here is a useful guide on [how to configure a discount](/personal-discount-for-shopify/configure-discount) which describes parameters that you can control.

If you have set everything up, save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/k7sO3yaWMQY08hWs8MwJ" alt="Copy code snippet from Personal Discount annotated"><figcaption><p>Copy code snippet from Personal Discount</p></figcaption></figure>

In the next step, switch over to the **Klaviyo dashboard** > **Flows** > **Create Flow**.

<figure><img src="/files/e5VpxEYKFXCHXm8rNlUo" alt="Create Klaviyo flow annotated"><figcaption><p>Create Klaviyo flow</p></figcaption></figure>

We will build our automation from scratch.

<figure><img src="/files/O6YOMllytYDypdp39Tv5" alt="Build Klaviyo automation from scratch"><figcaption><p>Build Klaviyo automation from scratch</p></figcaption></figure>

Enter the flow name.

<figure><img src="/files/cZytZjbPD8e3mIR3b4hH" alt="Provide Klaviyo flow name"><figcaption><p>Provide Klaviyo flow name</p></figcaption></figure>

Now we will create our automation structure. Let's start with a trigger. We want to send a message when a customer placed an order, so click **Metric**.

<figure><img src="/files/HPaFewbm4Gs20fTOGo6R" alt="Select Klaviyo flow trigger annotated"><figcaption><p>Select Klaviyo flow trigger</p></figcaption></figure>

And select **Placed Order** from the dropped-down menu. Then click **Done**. You can also set trigger filters or flow filters to restrict automation to only certain people.

<figure><img src="/files/NCaMASq1ZoxuCvK4ipLA" alt="Place order trigger in Klaviyo flow annotated"><figcaption><p><em>Place order</em> trigger in Klaviyo flow</p></figcaption></figure>

Now drag and drop an action that will be taken after placing an order. We want to send an **email**. You can also set a time delay.

<figure><img src="/files/O3Bd8XxAbzyscyW4WpQb" alt="Insert send email action into Klaviyo flow annotated"><figcaption><p>Insert <em>send email</em> action into Klaviyo flow</p></figcaption></figure>

In the next step, design your message with a discount code.

<figure><img src="/files/g26yglpo569wJpkXeWBk" alt="Edit Klaviyo flow email annotated"><figcaption><p>Edit Klaviyo flow email</p></figcaption></figure>

Here you can set the details of your email like the mail sender or subject and select your message designing way.

<figure><img src="/files/G4wulYlYDRmz2MbvJ0bi" alt="Select way of designing email for your Klaviyo workflow annotated"><figcaption><p>Select way of designing email for your Klaviyo workflow</p></figcaption></figure>

You can choose one of the pre-built templates or create your own.

<figure><img src="/files/V6uIaq5tpvRaO6yjzK7i" alt="Email templates for Klaviyo automation"><figcaption><p>Email templates for Klaviyo automation</p></figcaption></figure>

Now drag and drop a text element that will contain a code snippet. You can also use the existing element from your template.

<figure><img src="/files/R9VT6HYE8kxh2Gh6cPnY" alt="Insert text element into Klaviyo email template annotated"><figcaption><p>Insert text element into Klaviyo email template</p></figcaption></figure>

Edit your text element. Switch out to the **Source** view, paste the **code snippet** from Personal Discount and **Save** element changes. If your entire template is ready, **Save Content**.

<figure><img src="/files/VtkhyxGK5A397FksrLiW" alt="Paste code snippet from Personal Discount annotated"><figcaption><p>Paste code snippet from Personal Discount</p></figcaption></figure>

It's high time for activating your automation. Change the email status from **'Draft'** to **'Live'**. Then **Save & Exit.**

<figure><img src="/files/PDAVanU96wwfBMs5ygnZ" alt="Activate your Klaviyo automation annotated"><figcaption><p>Activate your Klaviyo automation</p></figcaption></figure>

Now your customers will receive a message with a discount code when they place an order.

<figure><img src="/files/PaGSauCy7J5OxWDNtK9S" alt="Email from Klaviyo with Personal Discount code"><figcaption><p>Email from Klaviyo with Personal Discount code</p></figcaption></figure>


# How to create a Happy Birthday campaign using Klaviyo

It's nice when others remember the days that are important to us. In this guide, we show how to build relationships with your Shopify customers and give them special discount codes for their birthday.

We will use Personal Discount and Klaviyo.

Start in the **Shopify admin panel** > **Apps** > **Personal Discount** and click the **Add automation** button. Then select **Klaviyo** as your **Email Service Provider** and **Happy Birthday** as your **campaign type**.

<figure><img src="/files/98VVa6UXA0gWBwACe7r8" alt="Create Klaviyo happy birthday automation with Personal Discount for Shopify annotated"><figcaption><p>Add Personal Discount automation</p></figcaption></figure>

You will be asked to specify your automation details in the next step. Learn more from the article describing [how to configure an automated discount](/personal-discount-for-shopify/configure-discount).

Copy the code snippet to the clipboard when you have finished setting up the automation.

<figure><img src="/files/rTgXXAPBXSQyapjmAeR4" alt="Copy Personal Discount code snippet Klaviyo"><figcaption><p>Personal Discount code snippet</p></figcaption></figure>

Switch over to the Klaviyo dashboard. We will build happy birthday automation. Navigate to the **Flows** section and click **Create Flow**.

<figure><img src="/files/vYKrIVVxs0Ck3R3HL6wj" alt="Create Flow Klaviyo"><figcaption><p>Create flow in Klaviyo</p></figcaption></figure>

We will **Create From Scratch**.

<figure><img src="/files/yvgVyWbvGwdCx0NftMUc" alt="How to create Flow from scratch in Klaviyo annotated"><figcaption><p>Create Flow from scratch in Klaviyo</p></figcaption></figure>

Now, enter the name of your flow, for example, the Happy Birthday campaign.

<figure><img src="/files/WYOMBfkm7m1hQb04RAv1" alt="The name of your Happy Birthday Campaign Klaviyo"><figcaption><p>Name your Klaviyo automation</p></figcaption></figure>

Now, we need to set the trigger. Select **Date Property** from the trigger types list. Then from the dropped-down menu pick the date property that will trigger this flow. In this case, it is a **Birthday**. In the next window, you can specify trigger setup, for example, if a message should be sent before or on a person's birthday. Click **Done** to save this setting and **Done** again to save the trigger. You can decide if it should be a one-year or annual campaign. In the second case check the **Yearly** option. Personal Discount will generate a new birthday discount code each year.

<figure><img src="/files/Sf7pHNRgj7dAixpiXD2K" alt="Klaviyo set trigger for Happy Birthday Campaign animated"><figcaption><p>Set the trigger for Happy Birthday campaign in Klaviyo</p></figcaption></figure>

We would like to send an email on a customer's birthday, so drag and drop the **Email** box to your automation.

<figure><img src="/files/7EWK9L4uWNw3znY1g9rb" alt="Happy Birthday campaign with Klaviyo. How to add an email? Animated"><figcaption><p>Add sending email to your Klaviyo flow</p></figcaption></figure>

Now we will **Edit** a birthday message.

<figure><img src="/files/B7TA7HlykKKDEvEEczT8" alt="How to edit a birthday message Klaviyo animated"><figcaption><p>Edit a birthday message Klaviyo</p></figcaption></figure>

In the next step, you can specify some details of your email, like the subject or sender name.

<figure><img src="/files/A4DMmYqHDia7XvX4eVQL" alt="Specify the details of your Klaviyo Happy Birthday email"><figcaption><p>Specify the details of your Klaviyo Happy Birthday email</p></figcaption></figure>

You can select an email template from the Klaviyo library or create your own.

<figure><img src="/files/DYE6KEyhmmkzwprbm5li" alt="Klaviyo email templates library"><figcaption><p>Klaviyo email templates library</p></figcaption></figure>

It's time to include a discount code in your email template. Drag and drop a **Text** element to your template. Then delete the default content from it. Next, switch out to the **Source** view and paste the **code snippet** from Personal Discount. **Save** the element and **Save Content**.

<figure><img src="/files/5AiYz1avr91KXI6DPgkT" alt="Add text element into Klaviyo email template and paste code snippet from Personal Discount animated"><figcaption><p>Add text element into Klaviyo email template and paste code snippet from Personal Discount</p></figcaption></figure>

Now you can enable your automation. Change your email box status from **'Draft'** to **'Live'**. Then **Save & Exit**.

<figure><img src="/files/tpIOxWo3uIKJgSZSWRHv" alt="How to enable Klaviyo flow animated"><figcaption><p>How to enable Klaviyo flow</p></figcaption></figure>

Next, we need to prepare a form where the customer can enter their date of birth. One of the solutions is to create a pop-up.

<figure><img src="/files/HKTrmlPYwXiMe5BIy4lP" alt="How to create Klaviyo birthday date pop-up annotated"><figcaption><p>Create Klaviyo birthday date pop-up</p></figcaption></figure>

Select the **Email subscriber list**.

<figure><img src="/files/ZWNiB24XlRw6eeegzaIZ" alt="Klaviyo Birtday pop-up subscribers list annotated"><figcaption><p>Klaviyo Birtday pop-up subscribers list</p></figcaption></figure>

Now, go to the second step of your pop-up. Here, for example, you can change the date format. Notice that Klaviyo has defined the date formats required for the automation to work correctly. It is MM/DD/YYYY or YYYY-MM-DD format. For more information, see the Klaviyo article [Create birthday emails for subscribers (with best practices)](https://www.klaviyo.com/blog/why-to-send-birthday-emails-to-your-subscribers).

<figure><img src="/files/uZS0ozakinHMfTqDY0bV" alt="How to change birthday date format in Klaviyo pop-up annotated"><figcaption><p>Birthday date format Klaviyo pop-up</p></figcaption></figure>

When your pop-up is finished, you can publish it.&#x20;

<figure><img src="/files/uDNwqheClj4g5xeWVdhR" alt="How to publish pop-up in Klaviyo"><figcaption><p>Publish pop-up in Klaviyo</p></figcaption></figure>

To publish your pop-up, there is also a confirmation in Shopify needed. When you click **Publish Form and Go To Shopify**, Klaviyo will redirect you to the appropriate subpage of the Shopify admin panel.

<figure><img src="/files/5LZ9IYZSwpXYvsAymHzc" alt="How to enable Klaviyo pop-up in Shopify template annotated"><figcaption><p>Enable Klaviyo pop-up in Shopify store template</p></figcaption></figure>

Now your customers can get a discount code as a birthday gift.

<figure><img src="/files/kD4H106YFdcf5hQzXWMg" alt="Happy Birthday email for customers using Shopify with Klaviyo"><figcaption><p>Happy Birthday mail with a discount code Klaviyo</p></figcaption></figure>


# MailerLite

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>How to welcome new subscribers with a discount code using MailerLite</strong></td><td></td><td></td><td><a href="/pages/HWZzbRIklZAsRdawRiTt">/pages/HWZzbRIklZAsRdawRiTt</a></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td></tr><tr><td><strong>How to create a recover abandoned carts campaign with MailerLite</strong></td><td></td><td></td><td><a href="/pages/50ttc6go8rzvdnqcySKK">/pages/50ttc6go8rzvdnqcySKK</a></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td></tr><tr><td><strong>How to create Follow up on purchases campaign with MailerLite</strong></td><td></td><td></td><td><a href="/pages/kQzFPu5bVm5iXp4ChVWQ">/pages/kQzFPu5bVm5iXp4ChVWQ</a></td><td><a href="/files/r7gVzWEy2EnyzzvcxWvn">/files/r7gVzWEy2EnyzzvcxWvn</a></td></tr></tbody></table>


# How to welcome new subscribers with a discount code using MailerLite

If you're wondering how to increase your subscribers, one of the best solutions is to reward them with a discount code for their next purchase.

In this article, we will guide you on how to create a welcome campaign in MailerLite.

Firstly, navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Next, click the **Add automation** button, select **MailerLite** as your email service provider, and **Welcome new subscribers** as a campaign type.

<figure><img src="/files/qboYongfmwWTzGrYR14Z" alt="Create Personal Discount automation for Shopify store with MailerLite animated"><figcaption><p>Personal Discount automation for MailerLite</p></figcaption></figure>

Then set up your automation details. For more information, take a look at the article on [how to configure discount](/personal-discount-for-shopify/configure-discount).

Save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/wbYWrzQdtirNvZp7lf9r" alt="Copy Personal Discount code snippet to the clipboard animated"><figcaption><p>Copy the code snippet to clipboard</p></figcaption></figure>

Now you can switch over to your MailerLite admin panel. Hit **Automation** > **Create workflow**.

<figure><img src="/files/oL7URZI9yaFpBq4QvavB" alt="MailerLite create worflow animated"><figcaption><p>MailerLite: create worflow</p></figcaption></figure>

Select the **When subscriber joins a group** trigger and the group where your Shopify customers are subscribed to.

<figure><img src="/files/x7xGpQdZVLvAKBjcJKWP" alt="MailerLite: set subscriber joins a group automation trigger"><figcaption><p>Set the worflow trigger MailerLite</p></figcaption></figure>

Now add the action that will be performed when a subscriber joins the group. In this case, it will be to send an email.&#x20;

<figure><img src="/files/SbrzKMV97p0gukn9M1Py" alt="MailerLite add triggered action to your automation animated"><figcaption><p>MailterLite: add an email action</p></figcaption></figure>

Let's prepare our email template. We can use the drag and drop editor for this.

<figure><img src="/files/wan8lo3mDSf8eZjhVLcQ" alt="How to select drag and drop editor method for creating email template animated"><figcaption><p>Drag and drop email template editor</p></figcaption></figure>

Now design your message template. Add the code snippet from Personal Discount to your automation. Drag and drop a **text** element to your message project. Next, **edit** this one. Switch over to the **HTML view**. Delete the existing code snippet and paste the one from Personal Discount. In the end, **Save** changes. When your template is ready, hit **Done editing**.

<figure><img src="/files/2nV2QNcSE1x65GLX2gYh" alt="Paste the HTML code snippet into MailerLite email template animated"><figcaption><p>Paste the code snippet into message template</p></figcaption></figure>

When your automation is ready, it's time to activate it.

<figure><img src="/files/CY8mfWanw32eOFm4AE2d" alt="Activate MailerLite welcome workflow animated"><figcaption><p>Activate MailerLite welcome automation</p></figcaption></figure>

From now, when someone subscribes to your newsletter, they will receive a welcome email with a discount code for their next purchase.

<figure><img src="/files/V0s4ukvvo6bEQ1uZAODL" alt="Welcome message with a discount code using MailerLite and Personal Discount for Shopify annotated"><figcaption><p>Welcome message with a discount code using MailerLite and Personal Discount for Shopify</p></figcaption></figure>


# How to create a recover abandoned carts campaign with MailerLite

Statistical studies show that nearly 70% of carts in online stores are abandoned. To encourage customers to complete their purchase in your Shopify store send them an email with a discount code.

Let's examine how to create such a campaign using Personal Discount with MailerLite.

Open your **Shopify admin page** > **Apps** > **Personal Discount**. Click **Add automation** button. Then select **MailerLite** as your email service provider and **Recover abandoned carts** as the campaign type.

<figure><img src="/files/cBn55p5895oBPVqY306L" alt="Add Personal Discount recover abandoned carts automation with MailerLite animated"><figcaption><p>Add recover abandoned carts automation</p></figcaption></figure>

In the next step set the details of your automation like discount code pattern, value, expiration date, etc. For more information, take a look at the article on [how to configure discount](/personal-discount-for-shopify/configure-discount).

When you **Save** your automation, copy to the clipboard the code snippet from the bottom of the page.

<figure><img src="/files/X9XZFFrcMy9m1z3b3rds" alt="Personal Discount for Shopify copy the code snippet to the clioboard animated"><figcaption><p>Copy the code snippet to the clipboard</p></figcaption></figure>

Now switch over to your **MailerLite dashboard**. Navigate to the **Automation** section and click the **Create workflow** button.

<figure><img src="/files/QC5DOufuUWhxTYr1h1LD" alt="Create MailerLite workflow animated"><figcaption><p>Create MailerLite automation</p></figcaption></figure>

Set up the trigger. Open the **E-commerce automation** section. Select **Abandoned checkout** from the Workflow trigger drop-down menu.&#x20;

You can specify the time after which an email will be sent from checkout abandonment or decide if you want customers to repeat the workflow every time they abandon a cart. Then uncheck the **Repeat workflow for subscribers only once** box.

<figure><img src="/files/nuhKK2QhF50avb3yesKL" alt="How to set workflow trigger in MailerLite automation animated"><figcaption><p>Set workflow trigger</p></figcaption></figure>

Now add the action that will be performed when a customer enters automation. We want to send an email. Next, type the name and subject of your message. Click **Design email** and **Choose** drag & drop editor.

<figure><img src="/files/uXJdDW0pc03iZqZxxpk2" alt="Add email sending to your MailerLite abandoned carts automation animated"><figcaption><p>Add email sending to your automation</p></figcaption></figure>

In the next step, insert the code snippet from Personal Discount into the email template. Drag and drop a **text element** and **edit** it. Switch over to the **HTML view**. Delete the default code snippet and paste the one from Personal Discount. **Save** changes. If your template is ready, hit the **Done editing** button.&#x20;

<figure><img src="/files/s5Ar6SX66jYuiCPU58gs" alt="MailerLite insert HTML code snippet into email template animated"><figcaption><p>Insert HTML code snippet into MailerLite email template</p></figcaption></figure>

And the final step: turn on your automation.

<figure><img src="/files/CJzeOl25ZDLImollrvq0" alt="Switch on MailerLite automation animated"><figcaption><p>Switch on MailerLite automation</p></figcaption></figure>

From now, when your customer abandons their cart, they will receive an email with a discount code to complete their purchase after a set amount of time.&#x20;

<figure><img src="/files/PTRZ0TevwIqDG6TgqZQV" alt="MailerLite abandoned cart automation message with a Shopify discount code"><figcaption><p>MailerLite abandoned cart automation message with a Shopify discount code</p></figcaption></figure>


# How to create Follow up on purchases campaign with MailerLite

One of the best ways to encourage a customer to continue shopping in your store in the future is to give them a discount code.

In this article, we will show how to set up Follow up on purchases campaign with MailerLite and Personal Discount.

Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Select **MailerLite** as your email service provider and **Follow up on purchases** as the campaign type.

<figure><img src="/files/MtzSxycN35SIq6gtHGwf" alt="Add Personal Discount automation for the follow up on purchases campaign with MailerLite animated"><figcaption><p>Add Personal Discount with MailerLite automation</p></figcaption></figure>

Next, specify your automation details. Set the discount pattern, value, expiration date, etc. Take a look at the article on [how to configure discount](/personal-discount-for-shopify/configure-discount) to find more information.

**Save** your automation and copy the code snippet from the bottom of the page to the clipboard.

<figure><img src="/files/Sor3AHZr8RHWr6I9jqdh" alt="Copy Personal Discount automation code snippet animated"><figcaption><p>Copy Personal Discount code snippet</p></figcaption></figure>

Switch over to your **MailerLite dashboard**. Go to the **Automation** section and click **Create workflow**.

<figure><img src="/files/3cVzEe98zCtjJTuZ9Alm" alt="Create MailerLite workflow animated"><figcaption><p>Create MailerLite workflow</p></figcaption></figure>

Set up the event that will trigger the automation. Open the **E-commerce automation** section, drop down the Workflow trigger menu and select **Purchases any product**. Then hit **Save**.

<figure><img src="/files/EpKbr6SlYgpIOtkZUMB9" alt="Set purchases any product trigger in MailerLite animated"><figcaption><p>Set automation trigger</p></figcaption></figure>

Now add the action that will be performed when a customer enters this automation. We would like to send an email.

<figure><img src="/files/6ePDqzOCeUwuaMi8pGC0" alt="Add email sending by your MailerLite automation animated"><figcaption><p>Add email sending to your automation</p></figcaption></figure>

Next, design your message. We will use the drag and drop editor.

<figure><img src="/files/5cQUt3OUoTBWp1CI5GMm" alt="MailerLite design email: drag and drop editor animated"><figcaption><p>Choose drag and drop editor to design your email</p></figcaption></figure>

Drag and drop a **text** element into your template and **Edit** it. Switch over to the **HTML view**. Delete the default code snippet and paste the one from Personal Discount. Then **Save** the element and entire template by clicking the **Done editing** button.&#x20;

<figure><img src="/files/yq8yCbULyjzQp5ixCFi3" alt="Paste HTML code snippet into MailerLite email template animated"><figcaption><p>Paste the code snippet into MailterLite email template</p></figcaption></figure>

In the end, switch on your automation.&#x20;

<figure><img src="/files/bqy9G4Lk39lPFOWmgGvn" alt="Switch on MailerLite automation animated"><figcaption><p>Switch on MailerLite automation animated</p></figcaption></figure>

From now, when a customer buys any product in your store, will get an email with a unique discount code.

<figure><img src="/files/2WuP5IQcuRAR49WzB9Hv" alt="MailerLite automated email with Personal Discount code annotated"><figcaption><p>MailerLite automated email with Personal Discount code</p></figcaption></figure>


# Omnisend

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to create welcome new subscribers automation with Omnisend</strong></td><td><strong>How to create welcome new subscribers automation with Omnisend</strong></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/E56mGwVMih7uAtxba2L7">/pages/E56mGwVMih7uAtxba2L7</a></td></tr><tr><td><strong>Recover abandoned carts using Omnisend with Personal Discount</strong></td><td></td><td></td><td><a href="/files/XfZ1tttFOSxJZAbBeBdM">/files/XfZ1tttFOSxJZAbBeBdM</a></td><td><a href="/pages/S8Kz0iaPQAVn4iRc8BUn">/pages/S8Kz0iaPQAVn4iRc8BUn</a></td></tr><tr><td><strong>How to create Follow up on purchases campaign using Omnisend</strong></td><td></td><td></td><td><a href="/files/r7gVzWEy2EnyzzvcxWvn">/files/r7gVzWEy2EnyzzvcxWvn</a></td><td><a href="/pages/Gc0mlUjkZWNSvSbyNzWj">/pages/Gc0mlUjkZWNSvSbyNzWj</a></td></tr></tbody></table>


# How to create welcome new subscribers automation with Omnisend

If you are asking yourself how to increase the audience of your newsletter, a great way is to offer them a discount for signing up.

In this tutorial, we will show you how to create a welcome campaign with a discount code using Omnisend and Personal Discount for Shopify.

Start by navigating to your **Shopify dashboard** > **Apps** > **Personal Discount** > **Add automation**. Select **Omnisend** as your Email Service Provider and the Campaign Type is **Welcome new subscribers**.

<figure><img src="/files/zUoGka4toDQrIa2oXu1x" alt="How to add the Personal Discount welcome automation for Omnisend annotated animated"><figcaption><p>Add the welcome automation for Omnisend</p></figcaption></figure>

Now set your automation details such as the code pattern, the discount value, the expiration date, etc. Take a look at the article on [how to configure discount](/personal-discount-for-shopify/configure-discount) to modify it to best suit your need.

When you have finished this process, **Save** your automation and copy the code snippet to the clipboard.

<figure><img src="/files/qiOmqkVS4WMYfSkMjRMc" alt="Copy the Personal Discount code snippet to the clipboard animated"><figcaption><p>Copy Personal Discount code snippet</p></figcaption></figure>

Switch over to the Omnisend admin panel. Navigate to the **Automation** section from the top menu. Then hit the link **Explore all workflows** > **Create custom workflow**.

<figure><img src="/files/nlAnnbuB00BhH3E9vucA" alt="How to create Omnisend custom workflow animated"><figcaption><p>Create Omnisend custom workflow</p></figcaption></figure>

Set the automation trigger. Click on **Select trigger** and pick **Signup** from the dropped-down menu.&#x20;

<figure><img src="/files/IFEjYikOioM3XBeOystK" alt="How to set welcome automation trigger Omnisend animated"><figcaption><p>Set Omnisend automation trigger</p></figcaption></figure>

Add an action that will be performed when a subscriber joins your newsletter. Drag and drop the **Email** element to your automation. Then fill in message fields such as subject, preheader, etc. Hit **Edit content** and **Save** your automation.&#x20;

<figure><img src="/files/7zmQWlzycfgyIBRWTdUC" alt="How to add sending an email to the Omnisend welcome automation animated"><figcaption><p>Send Omnisend automated email</p></figcaption></figure>

Let's move on to editing the email. Customize your message template and add the Personal Discount code snippet there. To do this, click on **Quick add** and drag an **HTML element** to your template. Then delete the default code snippet and paste the one from Personal Discount. When your email template is ready, hit **Finish editing**.

<figure><img src="/files/2F7fxmKRZW6gjaKNdjk1" alt="How to add an HTML element to the Omnisend message animated"><figcaption><p>Add an HTML element to Omnisend email</p></figcaption></figure>

Now it's time to **Start workflow**.

<figure><img src="/files/vv8j94H6lPDf8OlkMFD3" alt="How to start Omnisend welcome flow animated"><figcaption><p>Activate Omnisend automation</p></figcaption></figure>

From now on, your customers will receive a message with a discount code, when they sign up for your newsletter.&#x20;

<figure><img src="/files/c8ltKi4PDBAYSj6iIAt7" alt="Omnisend automated welcome message with Shopify Personal Discount code"><figcaption><p>Omnisend automated welcome message with Shopify Personal Discount code</p></figcaption></figure>


# Recover abandoned carts using Omnisend with Personal Discount

Omnisend is a powerful tool that can be easily integrated with Shopify and Personal Discount. In this article, you will learn how to use the above to create abandoned carts recovery campaign.

Firstly, navigate to your **Shopify dashboard** ➜ **Apps** ➜ **Personal Discount** and hit **Add automation.** Then, select **Omnisend** as your Email Service Provider and **Recover abandoned carts** as the campaign type.

<figure><img src="/files/JHzlmDCylAbMgYbLDRxM" alt=""><figcaption><p>Create recover abandoned carts campaign for Omnisend</p></figcaption></figure>

You will be redirected to a form, where you can set up details of your automation such as a discount value, usage limit, or expiration date. If you would like to learn more about the discount settings provided by our app, please look at the article on [how to configure a discount](/personal-discount-for-shopify/configure-discount).

Save the automation settings when you finish and copy the code snippet to the clipboard.

<figure><img src="/files/xFLwSakiK0et3M1W0SN9" alt="Copy the Personal Discount code snippet for Omnisend abandoned carts campaign animated"><figcaption><p>Copy the Personal Discount code snippet</p></figcaption></figure>

Now switch over to the Omnisend dashboard and click on **Automation** ➜ **New workflow** ➜ **Create custom workflow**. You can also use the built-in abandoned cart automation.

<figure><img src="/files/FxoUTp4f5BBSouGHlDIl" alt="How to create Omnisend new workflow animated"><figcaption><p>Create Omnisend new automation</p></figcaption></figure>

Select a trigger to set who will enter this automation. In this case, it should be **Abandoned Cart**. You can also use additional filters such as Product or Cart Sum if you need them.

<figure><img src="/files/onuu6ocrUtW9aoVQRVxi" alt="How to set Abandoned carts automation trigger in Omnisend animated"><figcaption><p>Set a trigger in Omnisend Abandoned Carts workflow</p></figcaption></figure>

Select an action that will be taken when a customer abandons their cart. Drag and drop an **email** element to your workflow. Then you can edit your email template content.

<figure><img src="/files/6jQUZlOo1Zv8iuqGyMBh" alt="How to add emailing in Omnisend workflow animated"><figcaption><p>Add emailing to the Omnisend workflow</p></figcaption></figure>

Let's include a discount code in your email template. To do this, drag and drop an HTML element. Delete the default content and paste the code snippet from Personal Discount.

<figure><img src="/files/WGq4oWgZFPXeUUE5OdDD" alt="How to add a unique discount code in Omnisend email animated"><figcaption><p>Insert a discount code into your Omnisend email template</p></figcaption></figure>

Set a proper **delay**. To do this, drag and drop an element with the same name and provide the desired value.&#x20;

<figure><img src="/files/EyOO301yu39CNf8edINm" alt="How to set a delay emailing in Omnisend workflow animated"><figcaption><p>Set a delay emailing in Omnisend workflow</p></figcaption></figure>

Now it's time to activate your workflow.

<figure><img src="/files/12mnQDVhKx8SV5xqOz9c" alt="How to activate Omnisend workflow animated"><figcaption><p>Start Omnisend workflow</p></figcaption></figure>

From now on your customers who abandon their carts will get a message with a discount code to encourage them to complete their order.&#x20;

<figure><img src="/files/v5IgmIZupNsZ5NDsy0bI" alt="Shopify with Omnisend: abandoned cart recovery message"><figcaption><p>Abandoned cart recovery message</p></figcaption></figure>


# How to create Follow up on purchases campaign using Omnisend

Got a new customer? That's great! But how do you encourage them to follow up on purchases in your store? This guide, shows how to create a post-purchase campaign with Personal Discount and Omnisend.

Start by navigating to your **Shopify dashboard** > **Apps** > **Personal Discount** > **Add automation**. Select **Omnisend** as your Email Service Provider and the Campaign Type is **Follow up on purchases**.

<figure><img src="/files/E626Ehdg4SHpH5694Sj2" alt="How to add Shopify Personal Discount post-purchase automation for Omnisend annotated animated"><figcaption><p>How to add Shopify Personal Discount post-purchase automation for Omnisend</p></figcaption></figure>

In this step, you can set up details of your automation like a discount value, usage limit, or expiration date. If you want to learn more, here is a useful article on [configuring a discount](/personal-discount-for-shopify/configure-discount).

Save the automation when you finish and copy the code snippet to the clipboard.

<figure><img src="/files/YrM3qjmTA2mxcPxC3p1P" alt="Copy Personal Discount code snippet for Omnisend post-purchase automation animated annotated"><figcaption><p>Copy Personal Discount code snippet for Omnisend post-purchase automation</p></figcaption></figure>

Now switch over to the Omnisend dashboard. Navigate to the **Automation** section > **New workflow** > **Create custom workflow**.

<figure><img src="/files/i8G7C6uq1faCee83J9rh" alt="How to create custom workflow in Omnisend annotated animated"><figcaption><p>How to create custom workflow in Omnisend</p></figcaption></figure>

Let's set the automation trigger. Select trigger **Order placed.** Then hit **Update**.

<figure><img src="/files/IRbr1XUJpOIJSjc02yk4" alt="How to set post-purchase automation trigger in Omnisend animated"><figcaption><p>How to set post-purchase automation trigger in Omnisend</p></figcaption></figure>

In the next step, add an action that is performed when someone will enter the automation. We want to send an **Email**.

<figure><img src="/files/y1xJ7LDcjaHJaKeL4ycy" alt="How to add sending message to an Omnisend automation animated"><figcaption><p>How to add sending message to an Omnisend automation</p></figcaption></figure>

It's time for preparing an email template. In this step, you need to add the Personal Discount code snippet. To do this, click on **Quick add** from the left-hand sidebar, then drag and drop an **HTML** element into your template. Delete the existing example code snippet and paste the one from Personal Discount.

<figure><img src="/files/wxdiYc5c9VwlTqFm0lm1" alt="How to add Personal Discount code snippet into Omnisend email template animated"><figcaption><p>How to add Personal Discount code snippet into Omnisend email template</p></figcaption></figure>

When your email template is ready, hit **Finish editing**. When the entire automation is ready, click on **Start workflow**.

<figure><img src="/files/CBgNiyyNTq2yVq2X0XKk" alt="How to activate Omnisend post-purchase workflow animated"><figcaption><p>How to activate Omnisend post-purchase workflow</p></figcaption></figure>

From now on, when someone buys something in your store, they will get a discount code for their next purchase.

<figure><img src="/files/ra0XD8aeETnrvDfYo0Tw" alt=""><figcaption><p>Omnisend post-purchase message with a Personal Discount code</p></figcaption></figure>


# Ontraport

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to send welcome emails with discount codes for new subscribers via Ontraport?</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/yNeEclMXbq8YzAZOqC4u">/pages/yNeEclMXbq8YzAZOqC4u</a></td></tr></tbody></table>


# How to send welcome emails with discount codes for new subscribers via Ontraport?

In this article, we will show you how to integrate Personal Discount with Ontraport and encourage customers to join the newsletter.

[Personal Discount](https://apps.shopify.com/personal-discount) is highly-rated application to create unique discount codes. With Ontraport, you can automate sending emails. How to integrate them to get a great marketing campaign? Here we go.

#### Set up a discount automation in Personal Discount

Open your Shopify dashboard > Apps > Personal Discount and add a new automation. Select Ontraport from the list of Email Service Providers. Pick the campaign type 'Welcome new subscribers'.&#x20;

<figure><img src="/files/cTBFzrb6QONUOuPwp0RH" alt=""><figcaption></figcaption></figure>

Next, specify discount details. At the bottom of the automation settings page, you'll find a code snippet. You'll need to copy and paste it into an email template in further steps.

<figure><img src="/files/f9vmKtgXOl3yuhUOaka7" alt=""><figcaption></figcaption></figure>

#### Configure newsletter signup automation in Ontraport

Now switch over to your Ontraport dashboard. Click the 'Automations' button.

<figure><img src="/files/R89aSgaHWEEH5krTeB6q" alt=""><figcaption></figcaption></figure>

Then create a new automation. Ontraport has predefined automation templates for new subscribers. In this step select the proper one from the list.

<figure><img src="/files/LKvoQqLTnjp8briPmkQY" alt=""><figcaption></figcaption></figure>

You can see several branches and it could seem complicated but don't worry.&#x20;

<figure><img src="/files/CEqnf7Fw6YCqLPZlObVN" alt=""><figcaption></figcaption></figure>

In our case two of them are unnecessary that you can delete.

<figure><img src="/files/Fh7oVwr9zCUeHAqr0Rca" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7RxRHtpH7yMs28wbOTK0" alt=""><figcaption></figcaption></figure>

Now your automation looks more friendly. Following elements with the red dot have required settings that must be set before publishing.

<figure><img src="/files/4Kk2XRSg9t78wKlQULEJ" alt=""><figcaption></figcaption></figure>

**Set up a sign-up form**

Let's start with the 'Submits form'. Click that and set triggers.

<figure><img src="/files/ZMGwKogqZN6rz6Ew4dBE" alt=""><figcaption></figcaption></figure>

Create a new form or pick the existing one. The recipients will get an email with a discount code after filling out this form.

You can use Ontraport templates that could be modified easily or create your own.

<figure><img src="/files/icd7TDlaqIOjhG7f0Hve" alt=""><figcaption></figcaption></figure>

Publish your form and put it on your page. Follow the instruction – attach the code snippet from Ontraport to include the form on your website.

<figure><img src="/files/9JtoGXPFnIv3u9LIP9EW" alt=""><figcaption></figcaption></figure>

![](/files/dRD1QREmfaOgdVzDN0Ks)

**Prepare your welcome email template**

If your form is ready, you need to prepare your email template with a discount code. Modifying it is similar to creating the form template – you're just working with blocks. So click the element 'Sent email' in your automation.

<figure><img src="/files/PNWgzNn0fp1V6mpRND0B" alt=""><figcaption></figcaption></figure>

From the drop-down menu select an email template or create a new one.

<figure><img src="/files/eLhWDAui4W5hNV5lmPvu" alt=""><figcaption></figcaption></figure>

Choose RAW HTML template type.

<figure><img src="/files/MDHmjKgj6jyjuq6qgnwE" alt=""><figcaption></figcaption></figure>

Prepare your email template. Switch on the source view and paste the code snippet from Personal Discount. Then click Save at the right-top.

<figure><img src="/files/oZcEnNkfizhU5xL1qFBR" alt=""><figcaption></figcaption></figure>

Click Publish to start the automation. If you want to activate it later, click Save.

<figure><img src="/files/JBuiZLhhLMpBoni0NN8I" alt=""><figcaption></figcaption></figure>

Well done! Now your new subscribers can enjoy the discount.&#x20;


# OrderlyEmails

How to integrate Personal Discount with OrderlyEmails?

The [OrderlyEmails](https://apps.shopify.com/email-templates) app from [FORSBERG+two](https://www.forsbergplustwo.com/) is a great way to create beautiful email templates for your store notifications. You can easily design email templates that match your brand and improve conversion.

To include a unique discount in your OrderlyEmails designs, follow the below steps:

**1-** Login to the Personal Discount app (Shopify admin -> Apps -> Personal Discount)

**2-** In the **Email Service Provider** menu, click on **OrderlyEmails**

<figure><img src="/files/ce9NjU9KnYEuJbScM32E" alt=""><figcaption></figcaption></figure>

**3-** In the Campaign Type menu, click on the email type you would like to add the discount to. The available options are:

* Welcome new accounts -> Include in the Customer welcome email in OrderlyEmails
* Recover abandoned carts -> Include in the Abandoned checkout email in OrderlyEmails
* Follow up on purchases -> Include in the Order confirmation email in OrderlyEmails

<figure><img src="/files/UM37K438Y4MAQlcMx2B5" alt=""><figcaption></figcaption></figure>

**4-** Fill out the discount details, save your changes, then copy the Discount link at the bottom of the page.

<figure><img src="/files/HVxAu3AO4ogauUINN8iG" alt=""><figcaption></figcaption></figure>

**5-** If you have not done it already, install the OrderlyEmails app from the Shopify App Store: <https://apps.shopify.com/email-templates>

**6-** Login to the OrderlyEmails app (Shopify admin -> Apps -> OrderlyEmails)

**7-** Click the **Customize** button on your email design

**8-** Select the email type that you would like to add the Personal Discount to, that matches the Campaign Type you chose earlier:

* Welcome new accounts -> Include in the Customer welcome email in OrderlyEmails
* Recover abandoned carts -> Include in the Abandoned checkout email in OrderlyEmails
* Follow up on purchases -> Include in the Order confirmation email in OrderlyEmails

<figure><img src="/files/Yc2pPQONjWlH90Bi6IyO" alt=""><figcaption></figcaption></figure>

**9-** Click the Add section button, then select the Personal discount section and click Add

<figure><img src="/files/WklXaPWXlOGa2CDFzkGT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/DfgspiqbTkeQH2n08FYN" alt=""><figcaption></figcaption></figure>

**10-** In the Personal discount sections settings, paste the discount link you copied earlier, into the **Discount link code** field

<figure><img src="/files/QyX7i5SFI4aLMFwvc3fa" alt=""><figcaption></figcaption></figure>

**11-** You can also customize the wording and button text to match the offer you setup in the Personal Discount app.

Note: You can also move the position of the section in your email, by dragging the section in the list of sections of the email.

**12-** If you have already purchased your email theme, make sure to click the **Export to Shopify** button and follow the instructions to update the email in Shopify.

Done! Your email design will now automatically include the correct link and image based on the Personal Discount app.

&#x20;

Written by Bjorn Forsberg, edited by Lukasz Wiktor


# SendGrid

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to send welcome discount with SendGrid?</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/s77RBXWXWwcqC4QgwdmA">/pages/s77RBXWXWwcqC4QgwdmA</a></td></tr></tbody></table>


# How to send welcome discount with SendGrid?

SendGrid has a Marketing module which you can use to send an automated welcome email to your new subscribers.

<figure><img src="/files/Ai0Q8VbvBqa9ROU1SVgt" alt=""><figcaption></figcaption></figure>

Make sure that your signup form or popup is adding subscribers to your contact list in SendGrid.

Create a discount automation in Personal Discount selecting "Other" as email marketing provider and "Welcome new subscribers" as campaign type.

Copy the code snippet that you can find at the bottom of the settings page in Personal Discount.

<figure><img src="/files/lxgPqlbmXpYmdfV75mVT" alt=""><figcaption></figcaption></figure>

Edit your email template in SendGrid and add a Code block.

<figure><img src="/files/LaAHZiSQoll292DQ5JuZ" alt=""><figcaption></figcaption></figure>

Paste the code snippet you copied from Personal Discount.

<figure><img src="/files/DMIFzuVtZHnJiPKCQ7vc" alt=""><figcaption></figcaption></figure>

Click on Update, and as a result you should see a discount code in your email template.

<figure><img src="/files/MUxU0GbRTOPKFomdj1x9" alt=""><figcaption></figcaption></figure>

Save the email template, navigate back to your automation settings and click on Set Live to activate the flow.

<figure><img src="/files/n3JGJeIIV0DdUz67nA8Z" alt=""><figcaption></figcaption></figure>

You can test if it works by manually adding a contact to your list.

<figure><img src="/files/yiKVNLbH7fByf8OTKJwF" alt=""><figcaption></figcaption></figure>

Some email clients don't show images by default. A recipient has to enable images to see the discount code.

<figure><img src="/files/Ohu1GMrmQipCu6M1g3Se" alt=""><figcaption></figcaption></figure>

After enabling images in the received welcome email you can see the discount code:

<figure><img src="/files/4gCeQxBmdwZqSPEcNH09" alt=""><figcaption></figcaption></figure>


# Sendinblue

How to integrate Personal Discount with Sendinblue?

Follow the steps below to include unique discount codes in emails sent from Sendinblue.&#x20;

1\. Add a new automation in Personal Discount

2\. Select Sendinblue as email service provider

<figure><img src="/files/BiibwqRkDGMjkaJTk0xs" alt="Add Personal Discout Sendinblue automation animated"><figcaption><p>Add Personal Discout Sendinblue automation</p></figcaption></figure>

3\. Select the campaign type that you want to enhance with unique discount codes

* Welcome new subscribers
* Recover abandoned carts
* Follow up on purchases
* Happy Birthday
* Other

<figure><img src="/files/PpQD2xVOpFcIaENuvHCS" alt=""><figcaption></figcaption></figure>

4\. Specify and save the discount settings

5\. Copy the code snippet at the bottom of the settings page

<figure><img src="/files/io2pAnbzQhgh5NIsMD3p" alt=""><figcaption></figcaption></figure>

6\. Switch over to Sendinblue, and navigate to Campaigns > Templates

7\. Open an existing template or create a new one

8\. Drag and drop an HTML element

<figure><img src="/files/q9npZfTWzgnFfYYnjEc4" alt=""><figcaption></figcaption></figure>

9\. Remove the existing source code and paste code snippet copied from Personal Discount settings in point 5

<figure><img src="/files/pRHbmcx1tSE557CTg9Xc" alt=""><figcaption></figcaption></figure>

10\. Click on any location highlighted in blue to confirm changes

<figure><img src="/files/8zChMroLjlXFGyXWq5Yw" alt=""><figcaption></figcaption></figure>

Well done! Your email template includes now a unique discount code.

<figure><img src="/files/gEkPaPk8SrORP7eaQkJK" alt=""><figcaption></figcaption></figure>

The discount will be created individually for each recipient at the moment when they open the email. When a recipient clicks on the discount code then it will redirect them to your shop, and the discount will be automatically applied at checkout.


# Vitals

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to create a pop-up and include a discount code in welcome emails with the Vitals app</strong></td><td></td><td></td><td><a href="/files/CjIZbp3IxN5KgS6ulGBc">/files/CjIZbp3IxN5KgS6ulGBc</a></td><td><a href="/pages/Q29xEg3XWFJ6HI3GGGv3">/pages/Q29xEg3XWFJ6HI3GGGv3</a></td></tr></tbody></table>


# How to create a pop-up and include a discount code in welcome emails with the Vitals app

Do you want to encourage new subscribers to buy from your shop? The best way is to create a campaign with a discount code. Find instructions on how to do this using Personal Discount with Vitals.

Open your **Personal Discount** app and **Add automation**. Select '**Other**' as your email service and **Welcome new subscribers** as the campaign type.

<figure><img src="/files/hyLTBWymrG6hUVmNKAeh" alt="Add Personal Discount welcome new subscribers automation with Other email service animated"><figcaption><p>Add Personal Discount welcome new subscribers automation with Other email service provider</p></figcaption></figure>

Now fill out the form with automation details. If you need more information about that, here is a useful article on [how to configure discount](/personal-discount-for-shopify/configure-discount). Save your automation and copy the code snippet to the clipboard.

<figure><img src="/files/LEPAKshGnDwhqhvNs9Kv" alt=""><figcaption></figcaption></figure>

Switch out to your **Vitals dashboard**. From the left-hand bar, click **Engage customers** then **Email Marketing**.

<figure><img src="/files/eCirHFc2D8eEHvrNAFvP" alt=""><figcaption></figcaption></figure>

Open the **Welcome** automation.

<figure><img src="/files/aS0m80Db0I15AgmKnZJB" alt=""><figcaption></figcaption></figure>

Now enable your automation status and decide how many messages will be sent to your customer. In that case, one is enough. You can disable **Message #2** and **Message #3**. Edit **Message #1** which will contain a discount code.

<figure><img src="/files/i7YZdbREDnOMlxXBgacg" alt=""><figcaption></figcaption></figure>

Set config for your message then go to the content. To include the discount code into your mail you need to drag and drop the **HTML element**, as you can see below.

<figure><img src="/files/jFHbpdtg33zniIjBBPaZ" alt=""><figcaption></figcaption></figure>

Delete the existing code snippet and paste the one from your Personal Discount automation.

<figure><img src="/files/twlucQonSPIsTZH50zMF" alt=""><figcaption></figcaption></figure>

Now you need to modify this code snippet a bit. Delete **{{email}}** and paste\
**{{ customer\_email }}** in two places marked below.

<figure><img src="/files/eUY4MyATFwONfUUjrP0Z" alt=""><figcaption></figcaption></figure>

**Save** all changes.

<figure><img src="/files/eglz6ojgEz3Vrqdgxc9X" alt=""><figcaption></figcaption></figure>

Don't forget to enable the **Email Marketing** app.

<figure><img src="/files/TigFdbBq2rMYyrcn9ere" alt=""><figcaption></figcaption></figure>

Now create your pop-up. Go to **Capture Leads** > **Pop-up**. Click '**Create**' and select **Lead Capture** type.

<figure><img src="/files/DvoVD08emv410c9XouJQ" alt=""><figcaption></figcaption></figure>

Customize your pop-up template. Enable this one and save all changes.

<figure><img src="/files/aGLS71citxyxp9tNWbAe" alt=""><figcaption></figcaption></figure>

Also, enable the pop-up app. If something doesn't work as you expected, visit the '**Settings**' tab.

<figure><img src="/files/U8uV2onOuSNhbVaj1Lvb" alt=""><figcaption></figcaption></figure>

Now you can test the behavior of your automation. A unique discount code will be included in an email message.


# Use cases

Here are the articles in this section:

| [Offer a free product to your newsletter subscribers](/personal-discount-for-shopify/use-cases/offer-a-free-product-to-your-newsletter-subscribers)                                                                       |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [How to create a link to the checkout with a discount code applied in the Shopify store](/personal-discount-for-shopify/use-cases/how-to-create-a-link-to-the-checkout-with-a-discount-code-applied-in-the-shopify-store) |


# Offer a free product to your newsletter subscribers

Offering a free product is a powerful incentive to sign up for your email list.

Offering a discount is not enough to convince people to sign up for your email list? Consider giving away a free product. It doesn't have to be an expensive item, but giving it away for free will do wonders. If you additionally offer free shipping over a certain amount, then customers will be tempted to add more items to their carts.

#### How to set up a free product discount?

Let's say you sell apparel, and you want to give away a tube scarf that you normally sell for $9.90&#x20;

You'll need to set up a discount code with the following combination of settings:

1. Select fixed amount as discount type
2. Set the amount to the product price ($9.90 in our example)
3. Limit the discount to the selected product&#x20;

<figure><img src="/files/LPBbIpqu0MhUSIQrECVL" alt=""><figcaption></figcaption></figure>

Why not 100% off instead of fixed amount? A 100% off discount could be applied to any quantity of the selected product. For example, your customer could add 10 buffs to the cart and all of them would be free. On the other hand, if you wanted to limit the 100% off discount with minimum purchase amount, then it would cause the discount to not work at all because the minimum amount applies to selected products. Only the fixed amount discount will guarantee that your customers will get only one item for free.

After applying a free product discount the checkout will look like this:

<figure><img src="/files/8WYEim7ZNdFtghVMgYva" alt=""><figcaption></figcaption></figure>


# How to create a link to the checkout with a discount code applied in the Shopify store?

There are many ways to encourage customers to buy in our Shopify store. One of them is to make the shopping experience as simple as possible. Therefore, we can redirect the customer directly to the checkout with the discount code applied.

Firstly add the **Buy button** to your **Sales Channels** if you haven't already done so. You will find all the necessary information in the article on [**Adding the Buy Button sales channel**](https://help.shopify.com/en/manual/online-sales-channels/buy-button/setup). Now you can easily create a **Shopify checkout link**. Open the product's edit page to which you want to create a link. Now click **More actions** and select **Create checkout link** from the dropped-down menu.&#x20;

<figure><img src="/files/CzSn03lkpjpJxRsUylPk" alt=""><figcaption></figcaption></figure>

Copy the created link to the clipboard. Have a look at the article on the [**checkout link**](https://help.shopify.com/en/manual/products/details/checkout-link) if you want to link several products or different variants.&#x20;

<figure><img src="/files/QrrevEy6WpkSOkfjR2HM" alt=""><figcaption></figcaption></figure>

The next step is switching out to the **Personal Discount** app. You can add new automation or edit the existing one. Scroll down to the **Redirect** section. At this point, we need to modify our Shopify checkout link a bit. Personal Discount redirect creates a link that looks like this:&#x20;

<figure><img src="/files/19FvTiPi3gkKtg0Zk133" alt=""><figcaption></figcaption></figure>

As we can see, there is one question mark in our link. The construction of the URL doesn't allow to use of further ones. So if there is another question mark in your checkout link, you need to remove it along with the part following it. Please look below:

<figure><img src="/files/LBaXzJlf5DuId8K4R265" alt=""><figcaption></figcaption></figure>

And this is how you should fill out the **Redirect** section in the Personal Discount automation settings:

<figure><img src="/files/v88UgSwDZGXfEUeMzZ2e" alt=""><figcaption></figcaption></figure>

Select the option that you want to redirect to another page within your store and paste the proper part of the URL.

<figure><img src="/files/vnSsaaNxs2pUbnKQYZ6O" alt=""><figcaption></figcaption></figure>

As a result, customers will be redirected to the checkout with the discount code applied.

<figure><img src="/files/qql6HFMhChP3g0uyRMlu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/qiuewByDttNXpHyXaOqc" alt=""><figcaption></figcaption></figure>


# Troubleshooting

In this section you will learn how to solve the following issues:

| [Why my Shopify discount code doesn't work?](/personal-discount-for-shopify/troubleshooting/why-my-shopify-discount-code-doesnt-work)                                                                                                                         |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [My Shopify customer's discount code was applied, but it shouldn't](/personal-discount-for-shopify/troubleshooting/my-shopify-customers-discount-code-was-applied-but-it-shouldnt)                                                                            |
| [Customer eligibility is not respected](/personal-discount-for-shopify/troubleshooting/customer-eligibility-is-not-respected)                                                                                                                                 |
| [Some of my subscribers in Klaviyo don't have a discount code generated in Personal Discount](/personal-discount-for-shopify/troubleshooting/some-of-my-subscribers-in-klaviyo-dont-have-a-discount-code-generated-in-personal-discount)                      |
| [Mailchimp is not sending emails with discount codes](/personal-discount-for-shopify/troubleshooting/mailchimp-is-not-sending-emails-with-discount-codes)                                                                                                     |
| [Discount codes are not appearing in the emails sent by Mailchimp](/personal-discount-for-shopify/troubleshooting/discount-codes-are-not-appearing-in-the-emails-sent-by-mailchimp)                                                                           |
| [I have received << Test discount code >> instead of a real discount code in the Mailchimp test message](/personal-discount-for-shopify/troubleshooting/i-have-received-less-than-less-than-test-discount-code-greater-than-greater-than-instead-of-real-dis) |


# Why my Shopify discount code doesn't work?

There are several cases when the discount code won't be applied at the Shopify checkout, despite it being generated properly. In this guide, we present how to recognize the most common issues and how to solve them.

Your customer may see one of the following messages

* [Discount code isn’t available to you right now](#discount-code-isnt-available-to-you-right-now)
* [Discount code isn’t valid for the items in your cart](#discount-code-isnt-valid-for-the-items-in-your-cart)
* [Enter a valid discount code](#enter-a-valid-discount-code)

Below, we present more detailed reasons behind these messages.

### The discount code isn’t available to you right now <a href="#discount-code-isnt-available-to-you-right-now" id="discount-code-isnt-available-to-you-right-now"></a>

<figure><img src="/files/JW6DkeEtrzAQpy4RQYin" alt=""><figcaption></figcaption></figure>

#### The customer has to use the same email address on the checkout page as the email address entered to receive the discount

It is a common case when a customer tries to place an order using a different email address than the one provided when signing up for your newsletter.

<figure><img src="/files/DN3uQtJz6l5mhCz7a6Hp" alt=""><figcaption></figcaption></figure>

If you want to check whether a discount code is assigned to a particular email address, open your **Shopify admin panel** and click **Discounts** from the left-hand sidebar.

<figure><img src="/files/QhFmOOE6tCrK5fc5SME0" alt=""><figcaption></figcaption></figure>

#### Discount is limited to a specific customer

This is a similar case as above. The only difference is the restriction was added in the Discounts section after the code was generated.

<figure><img src="/files/2F0sVG7rguq43pSYVuiL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/RmVjmIMFalS4xjJA6wV2" alt=""><figcaption></figcaption></figure>

### The discount code isn’t valid for the items in your cart <a href="#discount-code-isnt-valid-for-the-items-in-your-cart" id="discount-code-isnt-valid-for-the-items-in-your-cart"></a>

<figure><img src="/files/21SR6Xy03EXeq03ZXiSG" alt=""><figcaption></figcaption></figure>

#### Discount is limited to a selected product or products from a collection that are not added to the cart

When a customer has added products from a collection covered by discount and from another collection, then the discount will be applied only for products from the first one. If they don't add any product from the discounted collection, the code won't be applied.

<figure><img src="/files/pv8SaBORarlZroamEcJ1" alt=""><figcaption></figcaption></figure>

#### The selected collection is empty

Go to your **Shopify admin panel** > **Products** > **Collections** and check whether your collection is not empty.

<figure><img src="/files/aPXfOWwjsPAQ1uPKiF2O" alt=""><figcaption></figcaption></figure>

#### Discount has a minimum amount requirement

The same warning will appear when a customer hasn't achieved the **minimum purchase amount**.

<figure><img src="/files/EbI3i6J7Xx051f6beKQ4" alt=""><figcaption></figcaption></figure>

You can check it also in the section **Discounts**.

<figure><img src="/files/gKpZmniQzrRYniieB5a6" alt=""><figcaption></figcaption></figure>

### Enter a valid discount code <a href="#enter-a-valid-discount-code" id="enter-a-valid-discount-code"></a>

<figure><img src="/files/tXLzsXcEg3b7zMFyyzeC" alt=""><figcaption></figcaption></figure>

#### The expiration date has already passed

<figure><img src="/files/w2tZEIu6Pzt5b30h6v87" alt=""><figcaption></figcaption></figure>

The expiration date can check here: **Shopify admin panel** > **Discounts**.

<figure><img src="/files/HlLJgdCQLpuNVuEfX6hh" alt=""><figcaption></figcaption></figure>

#### There is a typo in the discount code

A customer might have mistyped the discount code. This may happen especially for letters that look similar. For example:

* l and I (lowercase L and uppercase i)
* 0 and O (digit 0 and uppercase o)


# My Shopify customer's discount code was applied, but it shouldn't

Have you noticed that some customer discount codes are being used even though they shouldn't be? Here's explained what could be the reason.

#### The discount could have been created with previous settings that didn’t include current restrictions

If the discount was generated before the restrictions were changed in your automation, it won't be affected by the changes. This can happen during the automation when you add the **Minimum purchase amount**, for example, or **restrict the discount to the customer who has placed the order**.

<figure><img src="/files/XiXEHAdlTmBT3fQ9Swaf" alt=""><figcaption></figcaption></figure>

The settings of a particular discount code can check in the section **Discounts** from the **Shopify admin panel**.

<figure><img src="/files/PxBwYIvycpec19DZ5kV8" alt=""><figcaption></figcaption></figure>

If you need to change the details of a particular discount code, just click it and modify desired parameters.

<figure><img src="/files/JJfBMJWpVO0nXzqAFvcZ" alt=""><figcaption></figcaption></figure>


# Customer eligibility is not respected

I checked the Customer Eligibility checkbox, but I was able to use the unique coupon code issued for another person. What other settings do I need to make so that only the person who received the coupon code can use it?

<figure><img src="/files/g1mlKSIUJKxc1MoqQdC4" alt=""><figcaption></figcaption></figure>

This is the only setting needed to ensure that only the person who received the discount code can use it. Another person may still be able to enter the discount code, and see a reduced price. However, when the other person fills in the checkout form, then Shopify will inform that the discount code is not valid. It will also revert the original price.

<figure><img src="/files/SumDfEkRUTqUbIfCT5IA" alt=""><figcaption></figcaption></figure>


# Some of my subscribers in Klaviyo don't have a discount code generated in Personal Discount

#### Some of my subscribers in Klaviyo don't have a discount code generated in Personal Discount. Why is that?

The discount codes in emails sent from Klaviyo and any other email marketing provider, besides Mailchimp, are being generated at the moment when recipients open their emails. Additionally, external images have to be enabled and loaded in the email client.

<figure><img src="/files/qzRNg7zEZmIStNB27cOi" alt=""><figcaption></figcaption></figure>

You can check the contact profile in Klaviyo to see whether they received and opened the welcome email. Klaviyo relies on loading an external image to track email opens so this is a good test to check if a discount code has also been displayed.

<figure><img src="/files/MwVirEZoixScpyz0Dr5F" alt=""><figcaption></figcaption></figure>


# Mailchimp is not sending emails with discount codes

#### I've set up a campaign with Personal Discount codes in Mailchimp but emails are not being sent to customers.

1\. Make sure that your campaign status in Mailchimp is **Sending**, and not Paused or Draft.

<figure><img src="/files/9l5hGATwWxfLn223nhkX" alt=""><figcaption></figcaption></figure>

2\. Check if the email filter condition for the discount code merge tag is **is not blank**. A common mistake to select the **is** condition and enter "not blank" as value.

<figure><img src="/files/eoKvOk2LT4s96Lga6kzm" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7HRxKaeIrqB2Teprn8LN" alt=""><figcaption></figcaption></figure>


# Discount codes are not appearing in the emails sent by Mailchimp

#### Sometimes Discounteo codes are not appearing in the emails sent by Mailchimp.

In some cases, Mailchimp may send the welcome email before Discounteo finishes generating and syncing the discount code. When this happens, the email can be sent without a discount code.

Previously, we recommended adding a filter to the automation trigger that allowed emails to be sent only when the **Shopify Discount Code** field was not empty. Mailchimp would recheck this condition after some time, and the email would eventually be sent with the discount code.

<figure><img src="/files/gv9UnfMSsoDYZBylXRVZ" alt="Mailchimp email Journey showing a filter that sends emails only when the discount code field contains a value."><figcaption><p>Mailchimp Journey with a filter checking whether the discount code field is not empty</p></figcaption></figure>

However, currently, Mailchimp no longer rechecks this condition. As a result, emails that do not meet the condition are never sent.

#### How to make sure your Mailchimp emails always include a discount code

To avoid this problem, update your Journey by adding a separate node that checks whether the field used to store the discount code is not empty.

* If the discount code has already been synced to Mailchimp, the email will be sent immediately.
* If the discount code is not yet available, the email will be sent after a delay. Please note that the minimum delay supported by Mailchimp is **1 hour**.

<figure><img src="/files/JDRXrAikMEbs5SXWNHTL" alt="Mailchimp welcome automation email displaying a Shopify discount code sent to a new subscriber"><figcaption><p>Mailchimp welcome automation sending an email with a Shopify discount code</p></figcaption></figure>

<figure><img src="/files/DlcGN4clqvSOnrtnw8sK" alt="Mailchimp filter condition set to check that the Shopify discount code field is not blank."><figcaption><p>Filter condition checking whether the Shopify discount code field is not blank</p></figcaption></figure>

If you previously set a *discount code is not blank* condition directly on the trigger node, remember to remove it.

<figure><img src="/files/sRkSz51sPce21ogQOlJi" alt="Mailchimp Journey editor displaying the filter condition settings being modified."><figcaption><p>Editing a filter condition in a Mailchimp Journey</p></figcaption></figure>

<figure><img src="/files/0CL3a3rWcbfpUiDPSc4M" alt="Mailchimp Journey settings showing the deletion of a filter condition."><figcaption><p>Deleting a filter condition from a Mailchimp Journey</p></figcaption></figure>

#### Alternative way to send Shopify discount codes instantly in Mailchimp

If you want all Mailchimp emails with a discount code to be sent immediately, you can use an alternative integration method. With this approach, the discount code is displayed in the email as a clickable image that redirects customers to your store with the discount automatically applied at checkout.

You can find more details in the following article:

[How to display a discount code as an image in a Mailchimp message](/personal-discount-for-shopify/integrate-personal-discount-with-your-email-service-provider/mailchimp/how-to-display-a-discount-code-as-an-image-in-a-mailchimp-message)


# I have received << Test discount code >> instead of real discount code in the Mailchimp test message

I have sent a test email from Mailchimp. I have received << Test Discount code >> in the message instead of the actual code assigned to the subscriber. Have I done something wrong?

<figure><img src="/files/hAMKDkp6ftZZ5qoqx9mD" alt=""><figcaption></figcaption></figure>

<< Test Shopify Discount Code >> indicates that it is a test email sent from Mailchimp. Mailchimp does not add actual merge tag values in test emails.

<figure><img src="/files/NHhWSLYbCbjdJZ2nJMAA" alt=""><figcaption></figcaption></figure>

As you can see, the same is true of the subscriber's first name. If you want to test generating discount codes, you need to sign up for a newsletter/place a test order in your shop, or take another action depending on which trigger you have set up.


# Contact us

If you couldn't find a solution in the knowledge base, then please contact us by email <support@personaldiscount.me>.


# WooCommerce and Magento

To start using Personal Discount for WooCommerce and Magento you need to [log in or register](https://app.personaldiscount.io/login).

Here are articles in this section:

| [Add a Mailchimp pop-up to your WooCommerce store](/woocommerce-and-magento/add-a-mailchimp-pop-up-to-your-woocommerce-store)                   |
| ----------------------------------------------------------------------------------------------------------------------------------------------- |
| [Apply a coupon code via URL in WooCommerce](/woocommerce-and-magento/apply-a-coupon-code-via-url-in-woocommerce)                               |
| [Create a Cart Price Rule in Magento 2.x](/woocommerce-and-magento/create-a-cart-price-rule-in-magento2)                                        |
| [Create an Access Token in Magento 2.x](/woocommerce-and-magento/create-an-access-token-in-magento2)                                            |
| [Send unique coupons to new email subscribers using Mailchimp](/woocommerce-and-magento/send-unique-coupons-to-new-subscribers-using-mailchimp) |
| [Send unique coupons for your subscribers birthday](/woocommerce-and-magento/send-unique-coupons-for-your-subscribers-birthday)                 |
| [Frequently Asked Questions](/woocommerce-and-magento/master)                                                                                   |


# Add a Mailchimp pop-up to your WooCommerce store

In this tutorial you will learn how to add an email subscription pop-up to your WordPress website. It does not require installing any plugin.

### Set up the pop-up in Mailchimp

* Log in to your Mailchimp account
* Open **Audience** from the top menu

![](/files/-Lqh8x4bTgX9XHEFWUoD)

* Click on **Manage Audience** drop-down and select **Signup forms**

![](/files/-La_NA_rhpV7wimZn2dG)

* Click on the **Select** button next to **Subscriber pop-up**

![](/files/-La_NvSdUGaQl59UQLr_)

* Design your pop-up and click on **Generate Code**

![](/files/-La_PzreLcEoczUJ0d-F)

* Copy the code snippet to clipboard

![](/files/-La_QdrXZHNqdLYwDznK)

### Add the pop-up code snippet to your website

* Log in to your WordPress admin panel
* From the side menu hover on **Appearance** and select **Theme Editor**

![](/files/-La_SoaMxGq2tI1PAs0i)

* Open Theme Footer file (footer.php)
* Scroll down to the bottom of the file and paste the pop-up code snippet right above the closing \</body> tag

![](/files/-La_UzjUCWsQvO9yA2Kw)

* Update the file and you're done. The popup should appear on your website.

![](/files/-La_VECdjtN9Fs2anY_T)

{% hint style="success" %}
Test how it works on our [demo store](https://demo.personaldiscount.io/)
{% endhint %}


# Apply a coupon code via URL in WooCommerce

When you send a coupon code in an email then a recipient has to:

1\. Select the code\
2\. Copy it to clipboard\
3\. Paste the code on the Cart page\
4\. Click on Apply coupon

You can make your customers life easier by sending a link that will automatically apply the coupon code.&#x20;

First, you need to install our free [Woo Coupon URL](https://wordpress.org/plugins/woo-coupon-url/) plugin:

![](/files/-La72h_i753GI8s0KrIQ)

Then, in your email template in Mailchimp you can construct the URL like this:

```
https://shop.example.com/?coupon=*|COUPON|*
```

{% hint style="info" %}
Replace shop.example.com with your e-commerce website domain.
{% endhint %}

![](/files/-La72F1Ref0ORCgf1b-N)

Mailchimp will show an error message that the URL is invalid. It's because \* and | are not acceptable in a web address. You can safely ignore it and click Insert. Mailchimp will replace the merge tag with an actual coupon code before sending the email, and the final URL will be valid.

![](/files/-La76DFr2exceE-iHGd8)


# Create a Cart Price Rule in Magento 2.x

An automation in Personal Discount needs a Cart Price Rule to which it will be adding coupon codes.

You can prepare a Cart Price Rule in your Magento admin panel.

Navigate to Marketing > Cart Price Rules and click on Add New Rule.

![Magento Cart Price Rules](/files/-L_kg_VvCjMyFTxEQDVm)

Cart Price Rules in Magento provide a variety of options. The essential ones are:

**Rule Name** - will appear on the select list in Personal Discount

![](/files/-L_kpf-wBAPM6rnTj_AH)

**Active** - yes

**Websites** - select all, unless you want to limit the coupon to specific website

**Customer Groups** - select all, unless you want to limit the coupon to a specific customer group

![](/files/-L_kq4W4jYVcT4XkH0C-)

&#x20;**Coupon** - Specific Coupon

&#x20;**Use Auto Generation** - checked, this is key for Personal Discount to work properly

![](/files/-L_kqcTefeavzjT14vMo)

**Uses per Coupon** - how many times a customer can use a coupon code

**Apply** - discount type, possible choices are:

* Percent of product price discount
* Fixed amount discount&#x20;
* Fixed amount discount for whole cart
* Buy X get Y

**Discount Amount**

![](/files/-L_ksS1BEdW29bvrVi0J)

Save the Price Rule and switch to Personal Discount automation settings. Now, you can select the newly created "Welcome 10% off" as a Cart price rule for your automation.

![](/files/-L_kt-HlQQH4rb5YJ6ki)

The automation will start adding coupon codes to the selected Price Rule. You can find the generated coupons in the Manage Coupon Codes section of your Cart Price Rule:

![](/files/-L_ku4gUJWH31k3C4-dg)

{% hint style="info" %}
You won't see expiration date in the coupon codes table, because it's a limitation of Magento API. However, Personal Discount keeps track of when the coupon should expire and removes them at a right time.
{% endhint %}


# Create an Access Token in Magento 2.x

Give fine-grained access to certain parts of your shop, such as the coupon management system.

In this little step-by-step tutorial we will learn how to allow Personal Discount to generate unique coupons in Magento.

### &#x20;1. Navigate to the Integrations panel

![](/files/-LZdbvm8nQnC-Yn0x6d0)

### 2. Click on Add New Integration

![](/files/-LZdcBoqUssyWJ5-3WEE)

### 3. Enter a name for the integration

![Click to enlarge the image](/files/-LZe12TJchyI2MjO_Fvj)

### 4. Open the API section and select Cart Price Rules

This resource will give Personal Discount full control over the coupons of your application.

![Click to enlarge the image](/files/-LZe0FQN5P9K88viA9Qr)

### 5. Hover over the Save button and click on Save & Activate

![](/files/-LZddkHOX3Xf13nJWV4u)

### 6. Click on Allow button to confirm access to Cart Price Rules

![](/files/-LZe0M636jLlFMxhTa6i)

### 7. Get your token

You will see a screen with 4 fields. The one you need is Access Token. Copy it to clipboard and click on Done.

![Click to enlarge the image](/files/-LZe0QQ-_dT62Tc-7vmp)


# Send unique coupons to new email subscribers using Mailchimp

Welcome your new subscribers with a unique and time-sensitive discount. Grow your email list faster.

### &#x20;How does it work?

We are gonna use the native functionalities of Mailchimp, such as automated campaigns and merge tags. More precisely, the workflow will look as such :

1. A user subscribe to your Mailchimp list.
2. Mailchimp notifies Personal Discount.
3. Personal Discount generates a coupon in your shop and pushes it to Mailchimp, using [merge tags](https://mailchimp.com/help/getting-started-with-merge-tags/).
4. Mailchimp sends an email, using the merge tag value to display the coupon.

Now, let's dig in the configuration steps!

### 1. Configuring Personal Discount

First of all, we will configure Personal Discount to generate a new coupon for each new subscriber. It will allow us to define the characteristics of the coupons, the discount value or the expiration date for example.

For this, visit your Dashboard (<https://app.personaldiscount.io/>) and click on the **CREATE  AUTOMATION** button.&#x20;

![Configuration example](/files/-LZeSr5wa75gjKbFDAzd)

### 2. Create a welcome campaign in Mailchimp

The next step is to create an **automated welcome campaign** in Mailchimp. If you're not sure how to do it, you can follow [the excellent tutorial provided by Mailchimp on the subject.](<https://mailchimp.com/help/create-an-automated-welcome-email/ >)

### 3. Include the discount code in the email template

To include the discount code, we use the **\*|COUPON|\*** merge tag. Here is an example :&#x20;

![Example of email campaign](/files/-LZeXCUxpYiBpeTU_TyA)

### 4. Wait for the coupon before sending the email

The coupons generated by Personal Discount will often be available a few seconds after a new subscription. Still, to be sure to not send an email without a coupon code, we need to ask Mailchimp to wait for the coupon to arrive.

This can be achieved by editing the campaign to filter by segment :

![Welcome email settings - Filter by segment or tag](/files/-M7Tnrf_98H5FV6oQ6zo)

Then, add a segment rule telling that the COUPON merge tag is not blank:

![Segment Email - COUPON is not blank](/files/-M7ToRJMhxOVMSDjpz5Q)

### Conclusion

Sending a discount to new subscribers is a good way to welcome potential clients!

We hope this article has been useful. If you have any other question, don't hesitate to contact us at[ contact@personaldiscount.io](mailto:contact@personaldiscount.io)


# Send unique coupons for your subscribers birthday

Birthday marketing campaigns achieve an average email open rate of 60%, click-through rates of 10% and a conversion rates of 5%.

### How does it work?

1. You ask your customers for their birthday (using plugins or in your subscription popup).
2. Personal Discount generates a unique coupon code one day before your users birthday and pushes it to Mailchimp.
3. Mailchimp sends the coupon code in an email, using the normal Birthday campaign.

### Configuring Personal Discount

First of all, we will configure Personal Discount to generate coupons one day before your users birthday.&#x20;

1. Visit your dashboard and click on the "**CREATE AUTOMATION"** button.
2. Select "When it's a user birthday"
3. Configure the automation for your needs.

![](/files/-LeBaXT5eYEOY1UwaTi6)

### Configuring Mailchimp

The last step is to configure Mailchimp to send the email. Visit your Mailchimp dashboard and create an automated birthday campaign, by clicking on "**Say 'Happy Birthday'**"

![](/files/-LeBbhUBVFLJR0uowMKL)

To display the coupon in your email, use the merge tag configured earlier (**\*|COUPON\_01|\*** in our case).

![Example of Birthday email template](/files/-LeBe5cHwFOycf_EN6fb)

### Conclusion

Birthday marketing campaigns are one of the most efficient campaigns you can set up. If done well it can make your customer feel special and increase sales significantly. Not using them is losing money, so better starting now!&#x20;


# Frequently Asked Questions

### Can I use Personal Discount for free?

Yes, Personal Discount is free, up to 50 coupons generated per month.If you generate a coupon for your new newsletter subscribers, it means you can offer a discount to 50 of them per month.

### **Will the app stop generating discount codes when I cross the free plan limit and don't upgrade immediately?**

No, it's a soft limit. The application will continue to work. We will notify you and give you some time to upgrade.

### Why do I not see the expiration date of the coupons in my Magento store?

Due to some limitation in the Magento platform, you will be not able to see the expiration date of your coupons in your shop interface. You can however see the expiration dates in your Personal Discount dashboard. Personal Discount takes care of removing the expired coupons.

### Why is Personal Discount a standalone app instead of a plugin or extension that I could install in my store?&#x20;

{% hint style="info" %}
TL;DR\
For security reasons and easier maintenance.
{% endhint %}

Running Personal Discount as a standalone app means that we can only interact with your store through an API. This is a more secure approach than installing a plugin that runs code on the same server where your shop is hosted. Plugins have direct access to files on the server and to your database, whereas the API access has a limited scope.\
For example, when you connect Personal Discount to your WooCommerce store then we ask only for write permissions so that our app can create coupons but not read your data - no access to your customers or orders. \
When you approve the API access then Personal Discount receives only an API key that we additionally encrypt before storing it in the database. Your login and password are invisible to us so we can't log in to your store admin panel.\
Another reason for favoring the API approach is that we wanted to avoid dealing with different versions of WordPress or WooCommerce. Connecting through the API is more stable and easier to maintain since API versions don't change that often.\
Hosting Personal Discount on our server has also the advantage that we can release changes, bug fixes or new features immediately to all our users, as opposed to asking them to update a plugin manually.