How Unification Of HubSpot Coupons Workflow Can Impact Your Business?

Coupons ensue a sense of advantage and also encourage a sense of urgency in online shoppers. Therefore, it enhances the likelihood of obtaining healthy business. So, today we’ll explore how you can attend to this opportunity using HubSpot coupons workflow.

Globally, 97% of shoppers use coupons, and 38% of people make unplanned purchases if there is a coupon offered. Many such reports indicate that any opportunity for digital coupons directly influences the purchasing behavior of online shoppers.

In this view, the demand for coupons suggests a closer understanding of the coupon market and also the involvement of automation for today’s marketers.

The Coupon Market is on a Surge!

Coupons aren’t new they have been here for a while. Started with magazines or mailed to doorsteps, and now they’re just a search away. And the digital couponing is on the rise and everybody wants a bunch of these.

Source: Statista

Here are a few more interesting numbers about coupons.

• A significant majority of 93% of US shoppers consider “discounts and offers” as crucial factors influencing their shopping decisions.
• Approximately 80% of shoppers are willing to “go out of their way” to seek out the best deals, and 40% of them feel a sense of accomplishment on success.
• 67% of shoppers decide to buy something solely because they found a coupon or a discount.
• 48% of consumers avoid brands that do not provide any special or discount offers..

These data and predictions reveal that consumers today are obsessed with discounts and deal offers. The customers feel more satisfied and happy if they get any discount or complimentary offers.

Additionally, the more satisfied your customers, the higher will be their visit frequency. Thereby, coupons boost both your customer retention and loyalty. Integrating coupons with modern business models and technologies like coupon automation and AI guarantees better results with targeted coupon generation.

Well, the popularity of dynamic coupons is nothing new. But you must be wondering why we’re so much into integrating it with HubSpot workflow. (We’ve got you covered in the following section).

Why Create HubSpot Coupons Workflow?

Consumers love coupons and find it frustrating when they can’t use them.

You must have something to serve the large number of bargain hunters. The HubSpot Coupons Workflow also gives you an upper hand in managing that and make your customers feel like earning with personalized coupons.

Digital coupons are the proven way to attract and motivate new customers to engage with your business.

Though, the concept of creating and sharing digital coupons is simple. As simple the concept is, it requires a few things to be addressed in time before you commence a targeted coupon marketing campaign.

• Generating coupons in bulk.
• Coupon promotion.
• Redemption scales.
• Tracking, managing, and analyzing performance in real time.

All this requires a complex structure of communication channels between the coupon management software and the customer.

With proper coupon analytics, the collected data can be used to segment the prospects and customers for specific promotional campaigns. Hence, offering a personalized shopping experience and targeted coupon promotions can enhance opportunities to upsell and cross-sell without disrupting your customer’s journey.

Moreover, coupons also pave way for the better returns on sales and promotion activities. However, it’s advised to have complete control over how & how much you your customer can benefit from your coupons. This suggests getting your own discount code generator and utilizing the controlled HubSpot workflow.

Because the coupons function on multiple ends including the shopping cart, marketing front, and CRM data records. And customers require a close-knit network to render smooth services and returns.

This can be managed easily with a HubSpot Coupons Workflow. Therefore, unifying HubSpot workflow with coupons is what I suggest to automate all your coupon generation and tracking activities.

Impacts of Unifying HubSpot Workflow with Coupons

1. Automates Coupon Generation

To scale the business faster with coupon marketing,

• Plan to make it available for the larger section of the audience and not just your close customers.
• Secondly, you must also consider the process of generating, sharing, and redeeming coupons is easy and flawless.

Along with the implementation of HubSpot automation workflow, the triggers and the HubSpot workflow actions are assigned. When the trigger enrolls and action is called for the related customer’s activity, it will generate discount codes automatically with the HubSpot coupon code generator. And that’s what we call a HubSpot coupons workflow.

Similarly, you can create multiple coupon rules and compile them into a single HubSpot automation workflow. For instance, you can map the nurturing journey of the prospect toward loyalty.

Also, you can create coupon workflows targeting a specific section of customers with similar behavior.

2. Identify & Segment Your Target Audience for Coupon Marketing

You wouldn’t want to send the same coupon to all your customers, right?

Every customer is unique, and so are their preferences and requirements.

With the data gathered from your previous promotional and coupon campaigns, it would be easier for you to analyze and group your customers.

Based on demographics or preferences, you can identify and segment them using HubSpot lists created with the desired properties. For example, you can create lists of customers who use coupons quickly or wait for the last day to redeem coupons.

You can even segment customers based on their buying frequencies, offering heavier discounts to your regular customers and starting introductory offers for the new leads.

3. Offer Coupons to Targeted Customers

Automation has completely transformed the way customers use & redeem coupons. Owing to the tough competition prevailing in the market, businesses run one or the other campaigns constantly.

Although the purpose of each coupon campaign is different, they tend to target different customer groups as well.

Often a unique coupon code itself defines the target customer groups and intent of the campaign. With HubSpot automated coupons and HubSpot workflow, it becomes easier for marketers to design coupon rules differently for each campaign and customize HubSpot coupon code workflows accordingly.

4. Observe Buying Behavior for Better Coupon Marketing Campaign

Since every coupon generated via HubSpot automation workflow can be tracked in the HubSpot CRM, it will be more convenient to analyze the coupon usage behavior of your contacts.

With HubSpot CRM, you already can define the purchase history for each contact/customer. Meanwhile, you also can compile it with your coupon data can help you with crucial information. This could be based on your planned HubSpot marketing workflows.

Furthermore, you can also analyze your customer’s behavior before and after receiving a HubSpot coupon code to predict their future actions in either case.

Consider the following aspects whenever monitoring the purchase history and analyzing the buying behaviors of your customers –

• Number of purchases by the customer.
• Total money spent by the customer.
• Products bought frequently.
• Products bought without coupons and discounts.
• Frequency of customer visits.
• Frequency of coupon usage.
• Total money saved via coupons.

5. Tracking and Reporting Coupon Performance

It gets better when you analyze your marketing campaign efforts and utilize its findings for future marketing.

For example, you can create coupons report using HubSpot contact properties indicating the performance of the desired coupons.

To create this kind of report, follow these steps:

• Simply navigate to Reports.
• From the top right corner, click Create.
• Then choose Single Object under Create reports from scratch.
• Select Contact as the report object on the next page.
• After this, click Add Contact Property and choose Discount Coupon Used.
• From the right corner, click Next. Subsequently, you will be redirected to the Visualization tab.
• Here, you can select Chart Type.
• Once done, click Save.
• Then, choose whether to display the report on the dashboard and decide on access to this report. Finally, hit Save.

6. Abandoned Cart Recovery & Better ROI

Cart abandonment is a common occurrence in e-commerce, and it represents a missed opportunity for the business. However, with the right approach, these lost sales can be recovered.

To address this issue, businesses can implement an abandoned cart recovery system. When a customer abandons their cart, the system automatically sends them reminder emails or notifications.

Use HubSpot workflows for reminders about the items they left behind, encouraging them to return to the website and complete the purchase using a personalized coupon.

How to Setup Winning Coupon Marketing with HubSpot Automation Workflows?

Creating and sharing coupons have become a necessity for eCommerce businesses owing to the rising competition. Moreover, automating coupon generation and send-outs makes it easier for marketers to offer unique coupon codes to their prospects or customers.

Also, defining the coupon type and its usage before setting the automation makes it even more convenient for marketers to track and analyze the coupon usage and redemption progress.

Automated Coupons by MakeWebBetter is a simple SaaS application to help you set the desired HubSpot coupon rules for the coupon marketing campaign. Moreover, the HubSpot Coupons Workflow will allow you to set up automation and generate discount codes automatically when the actions are triggered.

For your store, you can use Automated Coupons by Makewebetter as your own HubSpot discount code generator.

So, without further adieu! Let’s proceed to the procedure of HubSpot Workflow setup with coupon rules.

a) Prerequisites:

To unify your HubSpot workflows with coupons, you must qualify the following requirements:

1. Active HubSpot account (Professional & Enterprise plan preferred)
2. Automated Coupons by MakeWebBetter app (can be installed directly from HubSpot Marketplace)
3. Determination to rollout coupons for your customers 😉

b) Steps to Unify HubSpot Workflows with Coupons:

When ready with the prerequisites, you can proceed with the further steps as guided below. Please ensure that you have completed the installation and setup process before proceeding.

1. Create Coupon Rule

• Login to your MakeWebBetter admin portal.
• Navigate to the Coupon Rules tab on the left-side panel.
• Click on the Create New Coupon Rule button.
• Add Coupon Name and Select Store.

• Define Coupon Code Format — prefix, merge fields, random characters, suffixes, and select the final layout format. This could be used to obtain customized coupons.
• Select the Coupon Discount Type — percentage discount or flat amount discount. And add the Discount Value.
• Select Applies to — to classify whether the coupon is applicable on all the available products or the selected range of products.
• Select Active Dates — to define the period of coupon applicability.
• Add Coupon Usage — as Unlimited or Limited to specify whether the coupon can be used once or multiple times.
• Click Save to save the coupon rule defined.

It all will be automated to create coupons based on these rule.

2. Generate HubSpot Coupons Workflow with Special Properties

After setting the coupon rule, go to your HubSpot portal to create HubSpot coupons workflow and add automation.

• Navigate to your HubSpot portal > Workflows > Create Workflow.
• Select From Scratch to create the workflow from the very start.

• Select the property to proceed with creating the workflow. Here, we have shown the Contact-based Workflow. And select Blank workflow.
• Reset your HubSpot Workflow Name.

• Select Contact Enrolment Triggers > Contact Properties > First Name. and select the “is known” filter and click on Apply Filter.

• Next, choose the workflow action by clicking the “+” button.

• In the list of Choose from actions, you’ll spot the “MWB Create Coupon” action under Automated Coupons by MWB. Select this one out of the list of workflow actions.

• Then choose the coupon value you created earlier from the drop-down list, and finally click Save.

c) One-click Coupon Generation within HubSpot

Generating coupons has been made easy and it became very precise. With HubSpot Automated coupons app linked to HubSpot. You can create contact-specific coupons in HubSpot, coupons that can be product-specific too, with just a click. Here’s how to do it:

To create a coupon for your contacts using this feature, follow the steps below:

• Connect the Automated Coupons app and then go to your HubSpot account.
• Next, navigate and click on Contacts.
• Then, find the desired contact to create a unique coupon for.

• Spot the option “Create Coupon” on the right side of the contact under CRM Cards. Click on it.

• After this, you’ll see a popup. There, select the Source and Store URL from the drop-down. You’ll be able to see your store URL in the drop-down as you’ve connected your store to our app.

• Then, fill these fields with the required information. Start by creating a unique coupon code, then select a discount type, discount amount, expiration (or always active), and usage limits.
• Click on Create New Coupon. And, done!

Then, post this, you create a HubSpot coupons workflow for send-outs.

Create HubSpot Account Now!

Personalized Marketing Opportunities With HubSpot

With the advent of dynamic and contact-specific coupons, businesses can now cater to each customer’s unique preferences and needs. And redefine the buyer’s journey with personalization and relevance using customized coupons.

Gone are the days of generic promotions that might not resonate with individual customers. Use HubSpot marketing workflows combined with coupon generator in taking your inbound marketing to the next level. Now, with just a few simple steps, you can create contact-specific custom coupons that cater to each customer’s unique preferences and needs.

Create Personalized Coupons In-App

With the ability to fine-tune each custom coupon to meet specific criteria, you can now craft offers that cater to individual preferences and purchase histories. Here’s how to use the HubSpot Automated Coupons app when catering to your customer in their decision stage.

• Begin by generating a unique coupon code, ensuring exclusivity for each recipient.
• Obtain customized coupons to personalize by choosing prefixes and suffixes as per the situation lifecycle stage.
• Use the merge field section to include the contact name or email in the personalized discount coupons.
• Set the discount type and amount, tailoring the savings to suit your marketing objectives.
• Whether you opt for percentage-based discounts or fixed amounts, the choice is yours.

To instill a sense of urgency or to align with special promotions, you can easily set expiration dates for the coupons. Alternatively, if you wish to maintain an “always active” approach, the HubSpot Automated Coupons app allows you to create custom coupons that can be redeemed at any time.

Personalized Discount Coupons from HubSpot CRM Card

By effortlessly generating contact-specific coupons within HubSpot, marketers can deliver targeted incentives that resonate with individual customers, fostering customer loyalty and driving conversions. All you have to do is:

• Create a distinctive coupon code (it can even include the name of the contact, but must have traits to differentiate it from the previous coupons).
• This is followed by selecting the discount type, discount amount, expiration date, or choosing to keep the coupon always active, and setting usage limits as per your preference.

Once all the required information is entered, simply click on “Create New Coupon,” and voilà – your personalized discount coupons are ready to go! Then, you just require a personalized email to send this one out to your contact using HubSpot coupons workflow.

Unlocking this powerful feature in HubSpot represents a significant leap forward in the realm of personalized promotions. This also offers businesses a strategic edge in an increasingly competitive marketplace.

Summing Up!

To summarize everything in one phrase — Unifying HubSpot Workflows with coupons can deliver a personalized experience to your customers.

When you implement HubSpot coupon code marketing with workflows for your eCommerce store, you have the opportunity to enhance your customer experience right from the start when they enter your sales funnel, through the buying journey till they complete and turn into your brand advocates.

A better customer experience translates into more sales for you, and that ensures the success of your eCommerce business!

What do you think about collaborating the coupons with the HubSpot automation workflows? Share your thoughts in the comments below.