How to Create Discount Codes in Klaviyo | Full Klaviyo Tutorial
Summary
TLDRThis video script delves into the nuances of dynamic versus static coupon codes for e-commerce stores, emphasizing their impact on email marketing and sales. Dynamic codes, generated by Klaviyo, offer unique, one-time-use strings ideal for personalized customer engagement, reducing the risk of coupon site abuse. In contrast, static codes, set up within Shopify, are best for time-bound campaigns. The tutorial guides viewers on creating dynamic codes in Klaviyo and integrating them into email templates for effective marketing without falling prey to spam bots and ensuring a healthy email list. The script also touches on the broader challenges and benefits of email marketing, offering a free course for further learning.
Takeaways
- đ Dynamic and static coupon codes serve different purposes in e-commerce, with dynamic codes being unique per customer and static codes being consistent for campaigns.
- đ Dynamic codes are generated within tools like Klaviyo and are designed for one-time use, reducing the risk of coupon sharing and abuse.
- đ Static codes are best used for time-bound campaigns and should have a clear expiration date to manage customer expectations and campaign effectiveness.
- đ« Avoid using static codes on coupon sharing sites to prevent spam bots and non-investment customers from exploiting your marketing efforts.
- đĄïž Dynamic codes are crucial for store success as they are less likely to be shared and cannot be used by unauthorized users, protecting your marketing investments.
- đ ïž Setting up dynamic coupon codes in Klaviyo involves creating a unique name, prefix, discount type, and conditions like minimum purchase and activation time.
- đĄ Use descriptive names for your coupon codes to easily identify their purpose and associated marketing flows or campaigns.
- đž Consider adding a minimum purchase requirement to your coupon codes to encourage higher average order values.
- â° Be mindful of the activation and expiration timing of your coupon codes to align with your marketing strategy and customer engagement.
- đ When integrating coupon codes into email templates, ensure the correct format is used to avoid errors and ensure the codes display correctly in customer emails.
Q & A
What is the main difference between dynamic and static coupon codes?
-Dynamic coupon codes are unique strings of letters and numbers generated for each customer and can only be used once, while static codes are consistent and do not change, such as 'welcome10' or 'browse10'.
Why are dynamic codes recommended for email marketing in e-commerce?
-Dynamic codes are created uniquely for each recipient and can only be used once, reducing the risk of overuse and ensuring that promotions are targeted and effective.
What are the potential issues with using static codes for promotions?
-Static codes can be easily shared and misused, leading to a burnt email list, potential refunds, and wasted ad spend if not managed correctly.
How can static codes be effectively used in e-commerce marketing?
-Static codes should be used for specific campaigns with a set expiration date, ensuring they are time-limited and part of a strategic marketing effort.
What is the role of coupon sharing sites in the context of e-commerce promotions?
-Coupon sharing sites can lead to spam bots and non-investment customers, which may negatively impact ad spend and email marketing effectiveness.
How can e-commerce stores avoid the negative impacts of coupon sharing sites?
-By using dynamic codes, which are less likely to be shared on these sites and cannot be used by others even if they are, thus protecting the store's marketing efforts.
What steps are involved in setting up a dynamic coupon code in Klaviyo?
-Setting up a dynamic coupon code in Klaviyo involves creating a coupon, defining a name, prefix, discount type, conditions, activation and expiration settings, and adding a minimum of 1,000 codes.
How should the coupon code be inserted into an email template in Klaviyo?
-The coupon code should be inserted into an email template using a text block, with the coupon tag copied and pasted without any additional formatting or links, ensuring the quotation marks are included.
Why is it important to test the coupon code setup in an email template?
-Testing the coupon code setup ensures that the code is correctly formatted and functional, preventing errors and ensuring a smooth customer experience.
What are the benefits of learning and implementing email and SMS marketing for e-commerce stores?
-Learning email and SMS marketing allows e-commerce stores to enter an advertising space that many avoid, potentially leading to increased clicks and rewards as the store grows.
Outlines
đ Dynamic vs. Static Codes for E-commerce Success
The video script discusses the differences between dynamic and static coupon codes for e-commerce stores. Dynamic codes are unique, generated strings that can only be used once per customer, akin to a fingerprint, and are created within the e-commerce platform. In contrast, static codes are consistent and do not change, like 'welcome10' or 'browse10'. The script emphasizes the importance of using the right type of code for email marketing to avoid issues like a burnt email list or excessive refunds. It also touches on the risks of sharing coupon codes on coupon sharing sites, which can attract spam bots and lead to wasted ad spend and ineffective email marketing. The video aims to guide viewers on choosing the appropriate coupon code strategy for their e-commerce business.
đ Setting Up Dynamic Coupon Codes in Klaviyo
This section of the script provides a step-by-step guide on setting up dynamic coupon codes within Klaviyo, an email marketing platform. It explains how to create a coupon code, including naming conventions that reflect the coupon's purpose, adding a prefix for organization, and generating a unique string of characters. The script also covers how to configure the discount type, whether it's a percentage off, a fixed amount, or free shipping, and how to set conditions such as minimum purchase requirements. Additionally, it details the activation timing and expiration settings for the coupon codes. The guide continues with instructions on integrating the coupon code into email templates, ensuring the correct implementation of coupon tags, and testing the setup to avoid errors. The importance of adding a sufficient number of coupon codes to the platform is also highlighted to ensure availability for users.
đ Overcoming Email Marketing Challenges
The final paragraph of the script addresses the common frustrations associated with setting up email marketing, such as configuring automation flows, campaigns, segmentation, and monitoring deliverability to avoid the spam folder. The speaker acknowledges the initial challenges but points out the benefits of mastering these aspects, as many e-commerce stores avoid them, leaving more opportunities for those who invest the effort. The script promotes a free course on email and SMS marketing available on YouTube, which covers in-depth strategies for setting up marketing automation and creating effective campaigns. The speaker encourages viewers to learn from the resources provided, engage with the content by asking questions, and appreciates the viewership by asking for thumbs up on the video.
Mindmap
Keywords
đĄDynamic Codes
đĄStatic Codes
đĄE-commerce Store
đĄEmail Marketing
đĄCoupon Sharing Sites
đĄSpam Bots
đĄNon-investment Customers
đĄKlaviyo
đĄAbandoned Checkout Flow
đĄUnique Coupon Code
Highlights
Dynamic versus static codes comparison for e-commerce stores
Dynamic codes are unique strings generated per customer, like fingerprints
Static codes are consistent and can be used for specific campaigns
The importance of using the right code type for email marketing success
Static codes should have an expiration date and be used for limited-time campaigns
Risks of sharing coupon codes on popular coupon sharing sites
How dynamic codes can protect against spam bots and ensure unique use per customer
The impact of non-investment customers on email marketing efforts
Step-by-step guide to setting up dynamic coupon codes in Klaviyo
Naming conventions for organizing discount codes effectively
How to create a coupon code with a specific prefix in Klaviyo
Setting discount conditions and activation times for dynamic codes
Adding a minimum purchase requirement to a coupon code
Importance of adding a sufficient number of coupon codes for users
Integrating dynamic coupon codes into email templates in Shopify
Correctly formatting coupon codes in email templates to avoid errors
Testing coupon codes to ensure they work correctly in real emails
Challenges and rewards of setting up email and SMS marketing for e-commerce
Free resources and courses available for learning email and SMS marketing
Encouragement for viewers to engage with the content and ask questions
Transcripts
Dynamic versus static codes which one is
better for your e-commerce store I'm
going to compare the two let's
go I get asked this a lot what is the
difference between Dynamic and static
coupon codes and which one is better for
your e-commerce store Dynamic codes look
like
this static codes look like
this both work great yet they're still
different and can get you different
results for your e-commerce store if
you're trying to make more money from
your email marketing then pay close
attention to this video which one would
you focus on if you had to pick just one
well I'm going to get into that first
let's take a look at what they
are Dynamic codes are created inside of
clavo and generate a unique strings of
letters and numbers that can be only
used once like a fingerprint per
customer data codes stay the same think
of codes like welcome 10 C 10 browse 10
you get the gist these are made from the
inside of your Shopify back end each of
these has its rightful and useful place
but use them wrong and you can end up
with a burnt email list and thousands of
dollars in refunds or wasted ad spent
want you to use them let's dive into
that static coding as the name says
these are static so they should be used
for campaigns only and they should have
a specific expiration date it's a use it
and lose it type of situation where it
runs its course expires and then we move
on to the next campaign imagine the
scenario if a user Googled a coupon code
for your e-commerce store usually there
are coupon codes available on popular
coupon sharing sites when users click
the link they're redirected to your
e-commerce site however the coupons
should not apply as they typically have
a set time frame usually just a few days
or so Dynamic codes with Dynamic codes
the coupon code is unique for each
recipient and it can only be used once
these are very rarely shared to coupon
site and when they are they cannot be
used anyway why are they crucial for
your store success but wait why do you
not want to be on these sites again the
most important reason spam Bots these
coupon sites are literally crawling with
these little buggers and when they start
firing their fake marketing pixels on
your site not only do they waste your ad
spend and potentially slow your side
down they can recok on your email
marketing pixels moreover new clients
are great but those coming from these
sites are usually a non-investment
customer or what we call a one-time
hidden run sale these guys end up as
dead weights on your list anyway we'll
tell you how to fix that though in just
a bit ready to make your codes
bulletproof let's go first we'll start
with Dynamic codes all right moving over
to clayo I'm going to walk you through
step by step on how to set up your
coupon code your Dynamic coupon code
inside of clavo so first thing you want
to do is go to coupon coupons it's right
here under content and in here you want
to create Shopify coupon click on that
button right there now let me walk you
through this part right here so name I
like to call the discount code a dynamic
discount code in a descriptive name that
is going to tell me where the coupon
code is located so let's say if I'm
planning to use this coupon code in the
abandon checkout flow I'm going to use a
name like AB checkouts right if it was
let's say for the welcome Series so you
can call it a welcome if it's a campaign
just name it as the name of your
campaign if you are curious on our
naming guideline we have a video you can
check it out on how to name your flows
and campaigns to keep your account nice
and organized so for this example I'm
going to create an abandoned checkout
discount now moving on to the prefix
this is actually pretty cool you can
basically add either an abbreviated
format of your flow like AC or even
let's say say parts or
checkouts and I like to use a little
hyphen okay um where if you use a prefix
usually I like to use a shorter prefix
like AC your your coupon codes will have
this prefix before the unique strings of
characters that Cay you will add as a
unique coupon code so basically just to
keep it simple let's say if this is your
unique coupon code this is what it would
look like all together right so clayy
will add AC hyen before your unique
coupon codes and this whole thing will
be your Dynamic coupon code so it can
also look like this you know it's
basically AC hyphen and eight random
letters and numbers to the end of your
prefix as you see right here okay so I
like definitely like to use it it just
adds a little touch now moving on to
Discount let's say for the abanded
discount uh for the banded checkout I
like to use something like 10% off but
you can also use a fixed amount free
shipping so on and so so forth decide
where you'd like to apply the discount
on a specific collection product or the
entire order for this example I'll use
the entire order now this is a cool part
here require minimum purchase if you'd
like to use a conditional split and only
give the discount let's say over a
certain amount so you can basically
split the cart or split the flow based
on cart value uh so here this is the
place to do that you can basically do
the coupon code would apply on orders
over 100 bucks 200 bucks and this is the
place to put that activation at sent
time this is great for flows on a
specific date this is great for
campaigns same thing here after a
certain number of days hours for the
expiration this is great for flows and
this is great for campaign so let's say
I want to
have 3 days for this coupon
code okay so here we go now moving back
up looks like we're all set here let's
click on create
coupon now real quick before we finalize
here just read it real quick and make
sure that this is what you indeed want
it to be right so 10% off any order with
subtotal greater than $200 valid
starting okay so the
validity this is something I'd like to
change CU it looks
like this is uh not good for flows right
as I said good thing I checked so for
flows we' like to have something that is
making sense so the coupon code will be
activated as soon as the email was sent
which is great for flows now here before
we wrap up just making sure you can
create add codes and at least add 1,000
codes to your coupon code okay it
doesn't give me the option right now so
I'll just circle back later and but you
need to add at least 1,000 coupon codes
so there's enough coupon codes for your
users to receive and to use right so you
need to create create the coupon code
and then step two is to add coupon codes
and now the process is created inside of
Shopify now let's move over to a
template and I'm going to show you how
to set it up inside of your template so
here is a template this is the abandoned
uh checkout here and I want to add the
coupon code right inside of this
template inside of this email template
so what I'm going to do first is drag
over a text block as I did right now
delete the content that you have here
now I'm going to have another tab open
here which I'm going to leave you inside
of the description of this video down
below go ahead and grab the coupon tag
okay copy paste okay make sure you don't
have any Wes or anything like
that I like to have it nice and centered
just like this and
now what you'd like to do is grab the
name of your coupon code just like I did
and delete name of coupon placeholder
now make sure not to delete the
quotation marks this is super super
important otherwise your code is not
going to work now if I just copy this in
you see this is not a good format what I
like to do instead instead of just doing
control V or command V or Mech is
command shift V okay this way is going
to copy your coupon code without any
links or hyperlinks connected or
attached to the name right to the coupon
code now this is looking great I'm going
to hit
done and final Stage Preview and test
now this indicates this little hyphen
preview that the coupon code is set up
correctly I want to show you if I Would
by accident delete let's say quotation
mark okay I want to show you what a
invalid code looks like Okay
so
clavio gives you a message right here
that something is wrong with one of your
tags or variables okay and as you can
see
here there's a missing quotation mark
the quotation mark need to stay in place
just like I showed you if you get this
error message you know what to do just
go ahead make sure to add a single
quotation mark just like I did right
now super super important guys and
we're back on track this is a working
coupon code now if you're curious why it
doesn't show you what I explained before
where is the formatting AC hyphen
where's the unique coupon code clay and
Shopify have this type of format where
you just see the preview it's not going
to populate the coupon code for a
preview inside of clayo but it will
populate the coupon code inside of a
real email so what you can do if you
want to test this is send yourself an
actual preview of this coupon code you
can do this typically in a campaign so
hopefully it makes sense please let me
know if you have any questions what
sucks about email marketing well for one
it's the setup it can be incredibly
frustrating to know how to set up all
these flows what campaigns to send
segmentation or how to monitor your
deliverability to stay out of the spam
box ah it might be a real pain in the
neck especially if it's your first time
I remember my first time but think about
it it's actually a good thing because
few e-commerce stores are willing to
take the time energy and patience to
learn all this stuff about email and SMS
marketing once you've done this and set
them up you're entering an advertising
space that a lot of people actually
avoid so you can get all those clicks
and reap the rewards as you scale your
store from your own marketing channels
like email and SMS marketing I've
actually made a full course about email
and SMS marketing that I uploaded to
YouTube for free where I walk you
through step by step on how to set up
all your automation flows what what
campaign should you send how to create
reports and so much more so be sure to
check out my channel like I said links
are down below in the description to all
those resources so go ahead and learn
from everything I've got to give you
just go through and learn as much as you
can about email and SMS marketing cuz
they're an amazing assets on growing
your store if you have any question feel
free to drop it in the comments I'll do
my best and answer as many as I can if
you found this video helpful please give
it a thumbs up that tells you to n over
here is making some good content that
people actually like his audience is
enjoying and finding this valuable thank
you so much for watching guys and I'll
see you in the next video bye for now
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