FunnelKit Documentation
Get unstuck with our helpful reference material

FunnelKit Automations

Personalization using Merge Tags

When you’re setting an automation, FunnelKit Automations helps you personalize your emails/SMS using merge tags. You can use as many of these tags as you wish while composing your messages.

It is even possible to create personalized coupons to incentivize purchases.

Composing Personalized Messages

Step 1: Select a trigger and then select an action

You can choose from various triggers such as cart abandonment, purchases made, new contact gets added, etc.

The action following the event could be to send an Email or SMS.

For our case, we have selected Cart Abandoned as the trigger and Send Email as the action.

In the email area, you can see the option to select merge tags.

click on merge tags

Step 2: Select merge tags

When you click on merge tags, you’ll see a list of merge tags to choose from. You can type to search and FunnelKit Automations will suggest tags that you can choose.

For example, if you want to add Cart Abandoned Date, click on Select next to it.

Select abandoned date merge tag

Now, copy this merge tag.

Select Copy To Clipboard

Step 3: Paste the merge tags

Once you've copied the tag, paste it into the email copy.

So, when your prospect receives this email, it will read like this - "I noticed that you were trying to buy some products from our website on {{cart_abandoned_date}} but couldn't complete the purchase..."

This level of personalization can increase the click-through rate of your emails.

Some of our commonly used merge tags are first name, items in cart, and cart total among others.

Creating Personalized Coupon Codes

FunnelKit Automations lets you create personalized coupon codes that are also time-bound. You can send these codes via email or SMS. 

Let’s say you want to create a coupon SAVE followed by some randomly generated codes. You can easily create it using FunnelKit Automations.

Let's look at how:

Step 1: Add an Action

For this automation, we have selected the Cart Abandoned trigger and now creating a coupon as the action.

Please note that you can directly create your coupon codes in FunnelKit Automations.

Step 2: Create a Coupon

You can find the option of creating coupons under WooCommerce.

Click on Done.

Step 3: Customize the coupon settings

Here are the options available for you to customize your coupon code:

  • Coupon Title - Enter the name of your coupon code
  • Amount - Enter the number you want to give the discount to your user
  • Coupon Code Prefix - You can personalize your coupon by adding a prefix after which FunnelKit Automations will put a random code for each contact
  • Coupon Expiry - Choose the expiry option among setting the expiry after a certain number of days, on a specific date, or doesn't expire at all
  • Allow Free Shipping - Choose this option to allow free shipping if any user uses this coupon code

You can even set restrictions and limits for this coupon by going to the respective tabs.

Create a Coupon

Click on Save when done.

Step 4: Paste the coupon code into your email

Paste the code you created on your email body content.

Paste the coupon code in your email

Toggle the automation to live, and you’re good to go!

This is how you can personalize your emails in FunnelKit Automations.

Increase your sales, starting today.

Grab Our Exclusive Bundle