Once the integration is complete, you can select them to set up coupon applicability rules directly inside the HubSpot CRM Card or the app. If you wish to add or remove any product, category or brand, then you can do so within your WordPress Admin only.

Similar to this, you also have the options with brand and product-specific.

The post How does the Automated Coupons app enable WooCommerce product categories in the HubSpot CRM Card? appeared first on MakeWebBetter Support.

Follow the steps mentioned below to authorize HubSpot accounts to create coupons for their contacts:

• Open the Automated Coupons app.
• Next, navigate to the Configuration.

The Configurations tab showcases all the accounts with shared access to the HubSpot account, which you used to sign up on the Automated Coupons app.

• There will be a list of other accounts, for which you can enable access to create coupons in the CRM Card.
• Click on the toggle button next to the respective account to enable or disable the access.

The post How do I authorize other HubSpot accounts to create coupons for their in HubSpot? appeared first on MakeWebBetter Support.

• In the Automated coupons app, connect your HubSpot account & the desired portal.
• After this, connect your WooCommerce store with the app.
• Next, go to your HubSpot account.
• Navigate to contact and you’ll be able to access the CRM Card feature on the right.
• Click on the Create Coupon button under the MWB Create Coupon CRM Card.

• In the popup, start by selecting the Source and Store URL respectively. Then, fill out the fields thereon. (The information and the data of your connected store will be fetched automatically)

• Next, fill in these fields—a unique coupon code, discount type, discount amount, expiration (relative or always active), restrictions of coupon applicability (brand, sitewide, product, or category), and usage limits.

Everything is the same as you do while creating a Coupon Rule in the Automated Coupons app. Here, it is for a contact-specific coupon.

The post How to generate Coupons using HubSpot CRM Card? appeared first on MakeWebBetter Support.

If you’ve exceeded the limit, then also the coupons will be stored as pending, but no one will be able to use them. Upgrade to the next plan to make those pending coupons usable.

Here are the number of coupons that can be created with respect to the plan you’ve activated:

• 7 Days Free Trial Period – 100 Coupons.
• Basic Plan – 200 Coupons.
• Advanced Plan – 700 Coupons.
• Ultimate – Unlimited Coupons.

Let’s take an example here. You’ve purchased Basic Plan and just created 2 more coupons after successfully creating 200 coupons. Then, the 201st & 202nd coupons will go under pending ones until you upgrade to the Advanced plan.

The post Why does it say ‘You have 1 pending coupon request’? appeared first on MakeWebBetter Support.

• Open the Automated Coupons app.
• Navigate to the Coupon Rules tab from the main menu.

• Then, choose the coupon rule you wish to update.

• Click on the ellipsis menu (three dot) on the right of the respective coupon rule.
• Then, you’ll be redirected to the coupon rule edit page. There, you can redefine Coupon Format, Coupon Expiry, Products, Coupon Usage, Expiry and everything.
• Once done, click Save.

The post Can I change the coupon rule after saving? appeared first on MakeWebBetter Support.

• Go to the Automated Coupon app and make sure you’re logged in.

• Navigate to the Coupons tab from the main menu (or the above tabs).
• On the next page, you will be able to view all the coupons generated and used with Coupon Name, Rule Name, Expiry, and Date of Coupon Creation.

  You can also view coupon usage under respective contacts in your HubSpot account.

The post How do I track the coupon usage from the app itself? appeared first on MakeWebBetter Support.

The Merge Fields option gives you the ability to personalize the coupon. Using this, the coupon can include the first or last name of your customer or the email address of the customer.

Furthermore, Prefixes and Suffixes can be used to serve personalization as per the event. If the coupon is for a new customer, you enter FIRST as a suffix, or if the discount is for another occasion you can choose the characters accordingly.

Say, you’re creating a coupon for a 20% discount for your Christmas campaigns.

Put NEW in Prefix and 20 for Suffix. To personalize this coupon for your customers, you add their first/last name to the coupon.

The post Does the Automated Coupon app provide coupon personalization/ customization options? appeared first on MakeWebBetter Support.

One more way to set expiry is by choosing the relative option. Choose Relative and you just have to enter the number of days after which the coupon will expire.

Moreover, you can set a coupon usage limit, which means the coupon will expire once used one time.

The post What are the ways to set coupon expiry? appeared first on MakeWebBetter Support.

In the case of the CRM Card coupon creation process too, you can select under the Select Products field.

The post Is there a way to create storewide coupons using the Automated Coupons app appeared first on MakeWebBetter Support.

Once done, follow these steps to generate a unique coupon code for your contact:

• Go to your HubSpot account and navigate to Contacts from the main menu.
• There, find and click on the respective contact that you want a coupon for.

• On the next page, find and click on the MWB Create Coupon option which you’ll be able to see in the CRM Cards section on the right of your contact.
• Click Create Coupon.
• Select your WooCommerce store from the drop-down you want to create a coupon for.

• Then, fill in the following fields.
  • Type in the coupon code.
  • Select the discount type (flat or percentage).
  • Type the coupon value.
  • Choose Always Active, for the customer to avail of coupons for every purchase.
  • Select the Expires At, then select an expiration date. Or select Relative (no. of days for which the coupon will be active).
  • Select Products to which the coupon will be applicable to claim a discount. Or choose Entire Store eligible for the coupon discount.
  • Also, you can Exclude Products that you don’t want to product discount for.
  • Lastly, select coupon Usage Limit.
• Once done, click Create New Coupon button.

This coupon will be available to the respective contact. You can intimate the contact for the same by creating an email workflow every time a new coupon is created.

The post How do I create a coupon code in HubSpot for particular contacts? appeared first on MakeWebBetter Support.