How to Manage Coupons with Instant AI

Instant AI supports adding coupons to your flows, to create further incentives to convert customers. These coupons are created as new offers that are automatically added to every email, if they are configured to particular flows. 

This strategy is common if you wish to further incentivise high-intent actions to a conversion like in an Abandoned Checkout email, or offer a thankyou gift for subscribing such as giving 10% off in a Welcome Flow email. Coupons are created in addition to any sales or external offers on your site and are offered exclusively within Instant AI emails. 

How it works

There are multiple options available when configuring a Coupon with Instant AI.
When creating a coupon you can customise settings such as:

• Coupon Type
• Coupon Amount
• Minimum order requirement
• If eligible to combine with other offers (if it can be stacked with other coupons)
• Which flows it can be offered on

When a customer enrols into a flow, and you have coupons configured, we'll automatically generate and include the coupon in your emails. This coupon is generated directly through our Shopify integration so that a customer can take your coupon and use it at checkout to complete their purchase. 

 

How to find the code

The coupon will show as a part of the AI Body Copy block in your emails for all flows you've configured it to be included. We'll automatically switch the body copy to include the coupon when it meets your coupon configuration.

You don't need to update any templates or flows, simply enable the coupon and we'll take care of the rest. If you want to alter the design of the coupon you can try a different design of the body copy block. If you need to see the codes that have already been sent, you can see these in the email preview of every past sent email 

Any coupons configured to apply to your Welcome Flow will automatically show on your pop-up and send immediately on the first touchpoint.

How to set up or change your coupon method

1. Go to Settings → Coupons in your Instant dashboard
2. Select Add Coupons on the right 
3. Select the type of coupon you would like to create
   1. Smart Coupon
   2. % off the Total Order Value
   3. $ off the Total Order Value
   4. Free Shipping
   5. Existing Shopify Discount
      (Select this if you don't want Instant to make a new coupon, and you want to configure all of the requirements yourself in Shopify then map an existing code)
4. Depending on which option you pick, you'll be prompted to pick the amount you would like to offer as a part of this code. The settings you input will be created as a new code
5. Lastly, we'll show you a preview of the coupon code settings about to apply
6. We'll default to the most common flows in your coupon configuration, however if you want to edit this simply click Edit and override any details
7. Once you're happy that all of the coupon settings are accurate, just click save
8. If you want to configure multiple coupons, such as different coupons per flow, simply repeat the above process for the remaining flows

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FAQ's

What code is sent to the customer?

By default, Instant AI will always generate a unique coupon per interaction. This means that every customer will get a unique code, every time they quality for a coupon. This is a key strategy to drive urgency and ensure the coupon code isn't misused by personalising the expiry date and use of the code direct to that individual person, on that individual action. 

If you wish to use a single code for all customers, you can configure this option during the coupon set up. However it is recommended to continue using a unique code to help more accurately track expiry dates and keep your offer exclusive so it can't be shared. 

What flows will the coupon apply to?

Coupons can be configured to apply to a single flow, or multiple flows. If a coupon has been applied to multiple flows then those business rules will apply everywhere.

For example, if you create a 10% off code and apply it to Abandoned Checkout and Abandoned Cart, the same coupon rules will apply to both flows however every customer will continue to get a unique code, specific to their interaction. They will receive their very own code that they must use while their cart is active. If they don't use their code it will expire so that it can't be used with any other future offer

How do customers redeem their coupon?

If an Instant AI coupon is being offered in an email, any customers can click on their CTA buttons or anywhere in the email and have the coupon automatically applied to their checkout. A customer can also choose to copy and paste or manually input the coupon code for it to apply at checkout. 

Customers will only be eligible to redeem their coupon if they meet all the conditions that you have configured (e.g. a minimum spend). This is all managed at the Shopify level once the coupon has been created.

How long does a coupon last when it's sent to a customer?

Each of our coupons show an expiry date which is 48 hours, after the last email touchpoint. For example, if you have a flow with 3 emails and the last email is set to send 72 hours after the first interaction, then the coupon will expire +48 hours from that last date. This is to give sufficient timing so that the coupon can be used for the duration of the entire flow. 

How is the expiry date format determined on my coupon?

The date format used on Instant AI emails is determined by the location of the recipient. We use the IP address of the recipient to determine the locale. 

For example, if interacting with a website while in the US, I will receive my email with the expiry date formatted in US format (MM/DD). However if interacting with a website while in AUS, I will receive my email with the expiry date formatted in AU (DD/MM). 

If we cannot determine the location of the recipient for any reason, we will default to the date format of your site. For example, if your site is predominately in the US then we'll prioritise US formatting in the instance we can't verify their location 

How do I find a coupon in Shopify that Instant has created?

The email previews on the Instant Dashboard can easily show you what code has been sent to a customer.

If you need to find a coupon that's been generated, you can either search for the coupon in Shopify, by searching INSTANT_COUPON_<insert coupon number> or you can use the Coupons tab on the Instant dashboard to also search and save having to log back into Shopify. Simply copy and paste the coupon from a customers email and find it through one of the above methods. 

If you are using Smart coupons, you can follow the same methods but use SMART_COUPON_<insert coupon number>.