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How To Give WooCommerce Store Credit After Email Opt-In (Automation Guide)

How To Give WooCommerce Store Credit After Email Opt-In (Automation Guide)

Getting a user to sign up for your email list is the first of many steps of their customer journey. Thanks to email campaigns, you can reach out to users with offers, personalized messages, information about upcoming products, and more. Store credit after email opt-in is another option you can do. If you can get subscribers to make that first purchase, you’re off to the races.

One way to encourage subscribers to become buyers is to offer them discounts for their first purchases. You can do this by offering users store credit in WooCommerce after they sign up to your email list.

In this article, we’re going to talk about why email opt-in store credit can be such a powerful tool and what options you have to manage subscribers. Then we’ll show you how to offer WooCommerce store credit for opt-ins step by step. Let’s get to it!

Why You Should Offer Store Credit for Email Opt-Ins

A lot of websites offer benefits or freebies for users that sign up for their email list. The goal is to encourage as many signups as possible. How effective this approach is will depend on what you’re offering and whether users find your emails engaging or not.

The main advantage of offering store credits as a reward for email opt-ins is that users only benefit if they make a purchase. You may lose out on getting the maximum revenue for a product, but in exchange, you get a client.

Getting users to make that first purchase is often the hardest part of the road. Once they know they can trust the quality of your products and that the purchasing and shipping process works, users are more likely to return to your store.

The probability of closing a sale with an existing customer can be as high as 60-70%. Returning customers are also 50% more likely to try out new products. Investing in discounts and special offers for onboarding new customers can pay off big time if you can retain those users.

What Is the Best Email Opt-In Service for Your Store?

WordPress doesn’t offer email marketing functionality out of the box. The Content Management System (CMS) can send transactional emails. However, if you want more advanced email functionality, you’ll need to turn to a third-party service. Here are our top picks:

  1. Drip: This is one of the few email marketing services built with e-commerce in mind. Drip can keep track of orders that users make and lifetime revenue. You can use the service to build complex campaigns that include triggers, and the platform can even show you projected revenues.
  2. ActiveCampaign: If you’re looking for an email marketing service that integrates with a broad range of platforms and apps, this is it. ActiveCampaign can help you sign users up for an email list, and it offers over 800 app integrations.
  3. OptinMonster: This service enables you to set up highly-optimized opt-in forms using popups, exit-intent elements, and other similar options. It’s also one of the best solutions that you can use to lower cart abandonment rates for your website.
  4. Campaign Monitor: This platform gives you access to both email and SMS marketing. Moreover, the service offers one of the most intuitive email builders in the market alongside a massive selection of templates for your campaigns.
  5. Klaviyo: With Klaviyo, you get an email marketing service designed for online stores. The platform can integrate with your store, track user behavior, and help you configure messages that will send to specific audiences.

Any of the email marketing services we mentioned before can integrate with WordPress. Some of them come with official plugins whereas others will provide you with the code that you need to embed opt-in forms in your website. In the next section, we’ll show you how that process works.

How to Give WooCommerce Store Credit After Email Opt-In (3 Steps)

For this tutorial, you’re going to need the free version of Advanced Coupons and a premium Uncanny Automator license. That’s because the integration that we need to use is only available with the premium version of Uncanny Automator.

Step 1: Create an Email Opt-In Form

If you don’t have an email signup form set up yet, now is the time to do so. Uncanny Automator integrates with several email marketing services and plugins. However, the easiest way to set up this automation is by using WPForms. The premium version of WPForms integrates with several of the email marketing services we mentioned earlier, including OptinMonster, Active Campaign, and Drip.

This process works similarly with most WordPress form plugins. Look for the option to add a new form and select the opt-in option:

Setting up an email opt-in form
(click to zoom)

WPForms offers a broad range of form templates that you can use to save time. The plugin’s opt-in form template enables you to collect first and last names and email addresses. However, you can pick and choose which fields to add using the plugin’s drag-and-drop form builder:

Creating an email opt-in form using WPForms
(click to zoom)

Once you’re happy with your form’s design, move to the Marketing tab. Here you’ll see options for available email marketing integrations. The free version of WPForms can only integrate with one provider, Constant Contact:

Connecting WPForms with an email marketing platform
(click to zoom)

The process for connecting an email marketing service with WPForms works similarly for most options. The plugin will ask you for your account information and, in some cases, for an API key.

After connecting the opt-in form with a marketing service, close the editor. The form is ready to use so you can go ahead and place it on your website using blocks or shortcodes:

The shortcode for adding an opt-in form to WordPress
(click to zoom)

Now that the form is ready, it’s time to configure its integration with Advanced Coupons. For that, we’re going to need to use Uncanny Automator.

Step 2: Configure the Uncanny Automator Trigger

To get started, go to Automator > Add New and select the Everyone recipe type. This is so that even non-logged-in users will be able to fill out the opt-in form and get their corresponding credits:

Selecting a recipe type in Uncanny Automator
Choose which kind of users you want the automation to work for, logged-in users or everyone

On the next page, click on the WPForms option under Triggers. Select the A form is submitted option and Uncanny Automator will enable you to select what form this applies to. Choose the opt-in form that you created during step one:

Configuring the Uncanny Automator trigger
(click to zoom)

Save your choice and make sure the trigger status is set to Live. Now let’s move on to the action part of the recipe.

Step 3: Configure Advanced Coupons to add store credits

Scroll down to the Actions section of the page and look for the Advanced Coupons option. As we mentioned earlier, this option is only available if you’re using Uncanny Automator Pro:

Configuring Uncanny Automator to work with Advanced Coupons
(click to zoom)

After selecting the action, look for the option that says Add a specific amount of store credit to the user’s account. The plugin will let you know that this action needs a WordPress user account to work:

Confirming the need for user data in Uncanny Automator
(click to zoom)

Click on Set user data and Uncanny Automator will ask you if you want to run the action on existing or new users. Let’s go with the Existing user option, as we can also use the plugin to configure what happens if a visitor fills out the opt-in form:

Configuring the Uncanny Automator action to run for existing users
(click to zoom)

Select the Email option under Unique field and choose Create new user under What to do if the user doesn’t exist. What this does is tell WordPress that if the email value doesn’t match any existing users’, it should create a new account. This is essential because you can’t assign store credits to guest accounts:

Configuring Uncanny Automator to create new user accounts when needed
(click to zoom)

The last thing we need to do is to configure the values for these new accounts. There are two required values needed to create a new user account, which are Email and Username. Select the asterisk icon next to the Email field and look for the Opt-in Form > Email value:

Configuring the email field value for new users
(click to zoom)

Repeat the same process with the Username field but select the Opt-in Form > Name value instead. Finally, scroll to the bottom of the section and select the role that WordPress should assign to new users. Since we’re using WooCommerce, set the role to Customer and save the action’s configuration:

Setting the customer role for new users
(click to zoom)

We’re not setting automatic passwords for this integration because that can lead to security vulnerabilities. Instead, it’s best to leave the Password field blank and have users reset their passwords before they login. Users will get confirmation emails when they opt-in and register, and resetting the password in WordPress is fairly simple.

Before saving the recipe, click on the option that says a specific amount of under Advanced Coupons to set how much store credit users will get:

Configure the amount of store credit that users will receive
(click to zoom)

Save the configuration and that’s it. Remember to switch the recipe’s status from Draft to live and new subscribers will start to get store credit.


Offering email opt-in store credit is a fantastic way to incentivize visitors to both sign up for your email list and make their first purchase. Once a user makes that purchase, they’re much more likely to return to your store. In other words, a small amount of store credit can pay off big time in terms of lifetime revenue.

If you’re using Uncanny Automator Pro and Advanced Coupons, you can give WooCommerce store credit after email opt-in following three steps:

  1. Create an email opt-in form.
  2. Configure the Uncanny Automator trigger.
  3. Configure Advanced Coupons to add store credits.

Do you have any questions about how to offer email opt-in store credit in WooCommerce? Let’s talk about them in the comments section below!


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