How To Give Product Samples In WooCommerce

product samples

Do you run a business where product sampling is a common sales tool?

Perhaps you sell small versions of your products to get customers interested in other products you sell.

Or maybe you send samples to potential wholesale customers to get them interested in ordering.

You can also use product samples as little giveaway items for people who order other related products to get them interested in the sample product. It can be a great marketing tool.

If you need to give product samples in WooCommerce there are a few ways you can do it, but you don’t want to leave the door open and have people take advantage, only ordering samples. So today I’m going to show you a few ways to give away product samples (or discount them) but also close the door on potential abuse.

For any of these methods you’ll need to have a tool that can help you give product samples away specifically and for that, we’ll be using a special coupon extension plugin for WooCommerce.

Enter Advanced Coupons for WooCommerce

Advanced Coupons is a WooCommerce extension that gives you more advanced capabilities with your standard WooCommerce coupons.

Advanced Coupons Adds Additional Coupon Edit Options
Look at all the extra features that Advanced Coupons adds to WooCommerce coupons

There are new features like BOGO deals, Cart Conditions and in the case of product samples, the most interesting feature is the new Add Product feature.

With Advanced Coupons installed you’ll now be able to add products to the cart in specific quantities with a specific discount on that line item, this is something you can’t do without this tool and it is very handy for giving away sample products.

WooCommerce Coupon Add Products And Override Price
Add Products And Override Price

How To Give Away Sample Product Step By Step With Add Products Feature

To give away a sample product you’ll need to setup a new coupon.

  • Go to WooCommerce->Coupons
  • Click Add New Coupon up the top of the screen
  • Give it a name

Since you’ll be using the coupon purely to add a product to the cart, it technically doesn’t need you to set a discount amount, so you can skip the General tab altogether.

  • Go to the Add Products tab and you’ll be presented with a screen that looks like this:
Add Product Interface

As you can see you can type in the name of a product and it will search your WooCommerce products for it. This makes it easy to find the product you’re wanting to give as a sample. You can even choose multiple products to add to the cart if you wish.

Just keep in mind, the time that the products will get added to the cart is when the visitor applies the coupon on their cart.

  • Choose the product/s you want to give as a sample
  • Set the quantity to want to give
  • Set the type of discount for the line item (if any). If you are overriding the price so that it’s free, you’ll most likely want to choose the “Override Price” setting and put a 0.00 in the box next to it.

Another thing to keep in mind is that this will apply just to this specific line item and just this specific quantity of items.

If they already have this item in their cart, it will add another line item to the cart specifically overridden at this price/discount with the quantity fixed to the amount you set. See the screenshot below:

The free item gets added with its price overridden. Note this discount applies on the Line Item on the cart, not the cart totals, that’s why it says -$0.00 there.

So that’s the basics of how to create a coupon that gives away a sample product. Now let’s look at some more advanced techniques that take advantage of some of the other features.

Restricting The Usage Of Product Sample Coupons

There are a few restriction options available for WooCommerce coupons in the standard lineup of coupon features, the primary ones relevant to you here are:

  1. Restricting the number of times a coupon can be used (good if you only have a limited number of samples to give away)
  2. Restriction on how many times a single user can use a coupon
  3. Restricting whether the coupon can be used alongside other coupons
The built-in restriction options for coupons

However, with Advanced Coupons, you get hundreds of additional options for restricting whether a coupon is allowed to be applied or not.

This is largely done by making use of the Cart Conditions feature.

Set cart conditions that must be true before a coupon can be applied

You can restrict if a coupon can be applied to a cart based on any of these conditions:

  • Product Quantity In The Cart
  • Product Category Exists In The Cart
  • Customer Logged In Status
  • Customer User Role
  • Within Hours After Customer Registered
  • Within Hours After Customer Last Ordered
  • Cart Quantity
  • Cart Subtotal
  • Has Ordered Before

If you’re reading this article in the future there might also be other cart conditions you can take advantage of.

Some Example Usages Of Cart Conditions

Here are some examples of how you can use Cart Conditions to creatively enforce the rules of your coupon:

  • Restrict to shopping carts that have over $150 subtotal
  • Restrict to guest users only
  • Check if the customer has ordered a particular product within their last 2 orders
  • Only grant the coupon to wholesale customers ordering over $1000 subtotal
  • Check if the customer is ordering a product from a certain category
  • Check if the customer has more than 1 of a certain product in their cart
  • Only allow a coupon to apply if the customer ordered within the last 72 hours
  • … and so on and so forth

You can also combine conditions together in long conditionals.

Eg. Grant a coupon if (some condition) is true OR if (some other condition) is true OR if (some other condition AND some other condition) is true

As you can see, you can come up with literally hundreds of permutations.

Applying Product Sample Coupons Automatically (A Great Marketing Technique)

The final tip I’m going to give surrounding giving out sample products via coupons is to show you how to apply them automatically to a customer’s shopping cart.

Applying coupons automatically is a great way to give your customers a surprise and nothing gives someone greater pleasure than getting something for FREE, especially unexpectedly!

In this technique I suggest you make use of either the Product Quantity In The Cart or the Product Category Exists In Cart cart condition.

When you check the Auto Apply Coupon feature on a coupon, it means that when a customer visits the cart, the system will check whether the coupon is eligible to be applied.

To check this eligibility, it needs to check the Cart Conditions.

So for instance, if you were giving a free cleaning solution sample bottle to customers when they purchased a pair of sunglasses you would want to automatically apply that product to the cart when they have at least one pair of sunglasses in the cart. You’d also want that cleaning solution sample bottle to be added to the cart automatically.

Here’s how you would set it up

First, the Cart Conditions:

Next, you need to set the product that is going to be automatically added. You do that in the Add Products tab.

And lastly, you need to tell it to auto apply, this is the easy bit.

Auto apply product sample WooCommerce

Let’s give it a test:

When a pair of Sunglasses is added, the cleaning solution sample bottle gets added automatically.

What I like about doing it this way is that if the sunglasses are removed, so too is the cleaning solution sample.

Said another way, getting the sample is contingent on satisfying the cart conditions.

Wrapping Up

So to wrap up, we have learned about:

  1. Using Advanced Coupons to give away products when a coupon is applied
  2. Applying restrictions to coupons (using the WooCommerce built-in restrictions)
  3. More advanced restrictions applications by way of the Cart Conditions feature in Advanced Coupons (there’s literally hundreds of creative permutations!)
  4. Applying coupons automatically and how to set up the granting of a free sample automatically based on a specific product purchase

Now it’s over to you. How can you apply the product sample marketing technique in your WooCommerce store? Could you use Advanced Coupons to run your product sample campaigns on auto pilot?

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