How to Offer First Order Discount in WooCommerce (Step-by-Step Guide)

Editorial Team
May 18, 2023
How to Offer First Order Discount in WooCommerce (Step-by-Step Guide)

Do you want to offer WooCommerce first order discount and get new customers?

In today’s digital world, where online shopping has become the trend, shoppers are continuously on the lookout to get the best deals and discounts.

In fact, 70% of email readers open a brand's email searching for a deal, discount, or coupon code. [Source: Campaign Monitor]

As an online business owner, you should provide your shoppers with an impeccable shopping experience. This way, you don’t just get their attention but also make them come back for more.

In this post, we’ll help you understand the importance of first-order discounts and how you can set them up in your WooCommerce store with an easy, step-by-step guide.

Furthermore, we’ll also list the best practices that will help you boost the number of your first-time buyers.

Let’s get started!

What is WooCommerce First Order Discount?

WooCommerce first order discounts are the discounts that are provided to shoppers to incentivize their first purchase on your WooCommerce store. These discounts are applied to a customer’s first order from your website.

You can offer discounts in the form of 

  • Fixed amount off on order price
  • Some percentage off on order total 
  • Free shipping, and more.

If you provide a discount on the first transaction, customers are more likely to purchase. Moreover, this will establish a connection with your business. This bond can result in stronger customer loyalty and repeat sales.

One of the effective ways to utilize a first order discount is to offer the incentive to the new subscribers right after they register on your site. Let’s have a look at the welcome email by Huppy.


They use the first order discount trick in their welcome email to turn their new subscribers into customers. What we love about  their approach is they do it in the simplest way.

In their welcome email, along with greeting the customer, they offer a discount on the first order.  They also add a CTA at the end directing the users to the website where they can enjoy the discount on their first order. 

Why Should You Offer a First Order Discount in a WooCommerce Store?

Offering a first order discount adds a number of benefits to your WooCommerce store. Let’s get to know about the benefits.

  • Attract new customers: According to Statista, 29% of shoppers will purchase if offered a discount, even if initially there was no intention to buy. As discounted prices are an effective motivation to make a purchase, it is highly likely to get you more new customers.
  • Increase sales: Offering first order discounts can also help increase sales. Customers who may have been hesitant to make a purchase may be more willing to do so if there is a discount available.
  • Increase customer loyalty: First order discounts are a great way to establish relationships with new customers. Over the long run, it bolsters customer loyalty by encouraging repeat purchases in your store.
  • Reduce abandoned carts: Many new shoppers hold off and exit before making the purchase. Offering them a first order discount helps you to reduce such abandoned cart cases.

How to Capture Leads in WooCommerce?

Generating qualified leads is certainly the most effective way to drive sales and revenue.

Do you know only 3% of your prospects are ready to convert into customers right off the bat? For the remaining 97%, you need an effective system that captures their email addresses and gets them into your email list.

Once you have generated leads for your business, you can nurture them and convert them into paying customers.

But first, you need to capture leads. The simplest way to do this is by asking users to fill up a form when visiting your website in exchange for an offer or a piece of content.

You can ask users to provide their information such as email address, name, etc. using:

  • Opt-in page
  • Modal pop ups 
  • sidebar forms, 
  • floating bar form
  • Footer form etc.

To capture your leads, you can create forms with popular form builders, such as:

  • Optinmonster: It’s a powerful lead generation tool that helps you to stunning lightbox popups, floating bars etc. The plugin also comes with many pre-built templates.
  • WPForms:  This is a popular drag and drop WordPress form builder that allows you to create different types of forms to collect leads. 
  • Thrive Leads: With this WordPress tool, you get dozens of templates to create eye-catching, effective list building forms. And you can place the forms anywhere on the website. 
  • Elementor Popup: This plugin lets you create eye-catchy popup forms seamlessly to collect leads. You can easily engage with shoppers and convert them into paying customers.

The most effective way to collect leads is using an Optin page or a Squeeze page. Such a page collects the user’s email address in exchange for a free product.

For this blog, We have created a lead generation opt-in funnel using the Charmer template by FunnelKit Opt-in. This template collects leads in exchange for a free online seminar. 
Note:  Make sure you have created an opt-in page with a functioning form before you move to the next section.

How to Offer WooCommerce First Order Discounts?

To create the WooCommerce first-order discount and send emails to users, we will use FunnelKit Automations. This marketing platform helps you create broadcast and automated campaigns without leaving WordPress.

With this WooCommerce plugin, you can easily create event-based emails such as triggered emailswelcome emailscart abandonment emailsorder confirmation emailsre-engagement emails, etc. You will find prebuilt recipes for all these events, which you can import and use in a few clicks.

Another reason why we chose this create first order discount email is you can add personalized coupons using this tool. For example, you can add a customer's first name at the start of the discount code to give it a personalized style. 

Moreover, you can keep track of open rate, click rate, conversion, revenue, unsubscribed numbers, and much such information.

To learn more about FunnelKit Automations, you can check out the video below 👇

Note: In this blog, we will email new subscribers a discount coupon they can use on their first order. 

Step 1 : Install and activate FunnelKit Automations

First you need to install and activate FunnelKit Automations. FunnelKit is available in both the free and premium versions. Make sure to activate both the versions.

Step 2: Add new automation

The first step is to create a new automation. For that, navigate to FunnelKit Automations ⇒ Automations (Next Gen) and then click on Add New Automation.

Now select the black template, provide a name and click on Create.

name your first order discount automation

Step 3:  Choose a form collecting trigger 

In this step, we will choose a trigger that will start the process of creating a personalized coupon code and email to the subscribers. In our case of course, the trigger is when someone fills up the form and we collect a lead.

Click on the Trigger button.

select triggers

On the Funnel Builder tab, under Optin Form choose “Form Submits” and click on Done. 

chose form submits events

Step 4: Configure your form and map the field

Now you need to select the lead generation form and map the field. 

As mentioned earlier we used the Charmer template to create an opt-in funnel. This template has two versions, one inline form and another popup form. We choose the popup form. Here is how the form looks like :


 For this you need to set up the following options:

  • Select Form: Choose the Opt-in form from the dropdown.
  • Select Email Field: Select the email field here.
  • Select First Name: Here choose the first name. 
  • Select Last Name: Our form has only two fields: email and first name so we are going to skip this field.
  • Select Phone: We will skip this one as well.
  • Mark Contact as Subscribed: Checking this box will mark all the generated leads as subscribed contacts.
  • Runs On Contact: Choose once as we will offer first order discounts once only. 

Finally, click on Save changes. 

map form field

Step 5: Create a dynamic personalized coupon

We will now create an action that will create the coupon code. For that click on the “+” icon and choose “Action”.

chose new action

Now on the WooCommerce tab, choose “Create Coupon” and click on Done.

click on create coupon for discount of first order woocommerce

Now provide the following information:

  • Coupon Title: Provide a coupon title.
  • Discount Type: Choose the discount type. The options are percentage discount, fixed cart discount and fixed product discount.
  • Amount: Here enter the discount amount.
  • Coupon Code Prefix: Here you can provide the text that will be added to the start of the discount code. For example, we are given the prefix “welcome”. With FunnelKit you can also add the customer's first name as a prefix using the merge tag.
  • Coupon Expiry: You can set the discount code to expire after specific Days or on a specific date. We would recommend you to set the expiry date after a specific day such as one day or 24 hours. This will create an urgency in the users to make the order fast.
  • Allow Free Shipping: If you want you can allow free shipping.
create discount coupon details such as percentage discount, discount rules in woocommerce first time order discount

After providing the details, click on Save. 

Step 6: Design email with coupon code

Before you can create the email, you need to add another action that will send the email.

For this like previously, click on the “+” icon and then select “Action”.

add action to send email

Now on the Messaging tab, select “Send Email” and click on Done.

select send email action

Now add the Email Subject and Preview Tex. You can use the merge tag to personalize the subject and preview Line. Here we are using the “{{contact_first_name}}” tag here which will dynamically display the user name. 

email subject and preview text that includes first order discount woocommerce

You can design the email template in three ways: 

  • Rich Text,
  • Raw HTML 
  • and Visual Builder.

Note: Don’t use the Raw HTML option unless you are a pro at HTML.

Rich Text

Using the Rich Text option, you can easily create text-based email. Use emojis to make the email or eye-catchy and also add merge tags wherever you can to make the image more personalized.

rich text email body

To add the discount coupon to the email body, click on the Merge Tags button, search for the “WC Dynamic Coupon” tag.

Once you find it, click on the Settings icon, from the drop down choose the coupon you just created in the previous step and click on the “Copy” button to copy it. After that paste the code in the email body. 

Add coupon to email body

Once you are happy with the email, click on Save. 

Visual Builder

To use the visual builder, first choose that option from the Template Type options, then click on Start.

click on visual builder

Now you can design the email body by dragging and dropping different elements. For starters, we are going to add the company logo. For this, drag a column, then drag an image widget and then choose the logo you want to display.

add logo

Similarly add another image, followed by the text. Finally, add a CTA that will take users to the website. 

visual builder email

After you design the email body, go to the Body tab and change Background color. 

change body color

Another useful feature of FunnelKit Automation is you can check whether your email is device responsive. If the design is not device responsive, you can make changes. 

To check how the email will look on a mobile device, click on the Eye icon on the bottom-right corner. After that choose a different device to check how email will look on that device size. 

check device responsiveness of email body

To save the email template, click on the Save button. 

Note: We created a sample email template to show you  the process. You can design your email according to your choice using the process shown.

Step 7: Send a test email

You can also send a test email to check how the email will look when an actual user receives it in their email box. 

To send a test email, provide  an email address and click on the “Send Test Email” button.

send test email

Step 8: Activate the automation 

The last step is to activate the automation, for that close the email builder and turn on the toggle on the top right corner.

activate WooCommerce first order discount campaign

And that’s it your email campaign with WooCommerce first order discount is live!

🔔 You can also read our blog What is an Email Drip Campaign and How to Create One in WordPress

Best Practices of WooCommerce First Order Discount 

Set a time limit on offer to create a sense of urgency

Setting a time limit on the first order discount will create a sense of urgency among users.  Time limits help shoppers prioritize your business over your competitors and make quick purchases. 

You can set a time limit on coupons using FunnelKit Automations like shown in this blog. With the Coupon Expiry option, you can set the time limit to specific days or till a specific date.

set time limit to create urgency

Set minimum and maximum amount spent limit on discount coupon

An effective way to make sure you make profit even when you offer a discount is to put a both minimum and maximum spend limit on the discount coupon.

A minimum spend limit will ensure customers buy products worth a certain amount, and thus you will sell more products.  On the other hand, the maximum spend limit will ensure you don’t give an ample amount of discount in case you offer a discount in the form of a percentage. 

With FunnelKit Automation, you can set both minimum and maximum spend limit when you set the coupon code action under the restrictions tab. 

minimum and maximum limit

Offer free shipping and provide a good shopping experience

According to a survey, 93% of respondents confirm that free shipping compelled them to place an order. So it's good practice to provide free shipping along with a first-order discount. You can reduce the discount amount to offer free shipping within your budget. 

In funnelKit Automation, you can easily attach free shipping with the first order discount coupon code.

allow free shipping

Restrict coupon code to customer email

You should restrict the coupon code to customer email only so only your registered subscribers can use the discount code. If others want to use the coupon code, they must register to your subscription list. 

In FunnelKit Automations, you can restrict the coupon code to customer email by checking the “Restrict to Customer Email” option in the restrictions tab. 

restrict user

If you use all these best practices, you will be on your way to enjoy the maximum profit with your first order discount campaign. 

Ready to Offer WooCommerce First Order Discount?

Offering first-order discounts in your WooCommerce store surely helps you attract new customers and boost your conversions. It’s a great way to strengthen your relationship with them and build brand loyalty.

By using FunnelKit Automations, you can easily set up and offer discounts on the first purchase to your shoppers.

It lets you easily create limited-time, dynamic coupons and set them up in your automated campaigns, allowing you to increase your sales on autopilot.

Furthermore, the plugin lets you design emails using its built-in visual builder that helps you stand out from the crowd.

So start implementing WooCommerce first-order discounts today to boost new customer acquisition.

Author: Editorial Team
The Editorial Team at FunnelKit (formerly WooFunnels) is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.

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