How to Create Discount Codes in Klaviyo | Full Klaviyo Tutorial

Summary

This 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

• 🔑 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.
• 📈 Dynamic codes are generated within tools like Klaviyo and are designed for one-time use, reducing the risk of coupon sharing and abuse.
• 📆 Static codes are best used for time-bound campaigns and should have a clear expiration date to manage customer expectations and campaign effectiveness.
• 🚫 Avoid using static codes on coupon sharing sites to prevent spam bots and non-investment customers from exploiting your marketing efforts.
• 🛡️ 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.
• 🛠️ Setting up dynamic coupon codes in Klaviyo involves creating a unique name, prefix, discount type, and conditions like minimum purchase and activation time.
• 💡 Use descriptive names for your coupon codes to easily identify their purpose and associated marketing flows or campaigns.
• 💸 Consider adding a minimum purchase requirement to your coupon codes to encourage higher average order values.
• ⏰ Be mindful of the activation and expiration timing of your coupon codes to align with your marketing strategy and customer engagement.
• 📝 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

00:00

🛒 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.

05:01

🔗 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.

10:02

📈 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.

Keywords

💡Dynamic Codes

Dynamic codes are unique strings of letters and numbers generated by software, such as Klaviyo, for each customer and can only be used once. In the context of the video, dynamic codes are recommended for personalized email marketing campaigns to avoid misuse and ensure that each customer receives a unique offer. The script mentions setting up dynamic codes in Klaviyo with a specific prefix and unique string, ensuring they are not easily shared or abused.

💡Static Codes

Static codes are fixed coupon codes that do not change, such as 'WELCOME10' or 'BROWSE10'. They are used for specific campaigns and have an expiration date. The video emphasizes that static codes should be used for limited-time offers and should not be shared on coupon-sharing sites to prevent misuse and maintain the value of the promotion.

💡E-commerce Store

An e-commerce store is an online retail business that sells goods or services directly to consumers via the internet. The video discusses the use of dynamic and static codes as marketing strategies for e-commerce stores to increase sales and customer engagement. The effectiveness of these codes is crucial for the success and revenue generation of an e-commerce store.

💡Email Marketing

Email marketing is the use of email to promote products or services, with the goal of enhancing the customer relationship through email communication. The video script discusses how dynamic and static codes can be utilized in email marketing campaigns to drive sales and customer loyalty for e-commerce stores.

💡Coupon Sharing Sites

Coupon sharing sites are online platforms where users can find and share discount codes for various online stores. The video warns against using these sites for distributing static codes due to the risk of attracting non-investment customers and spam bots, which can lead to wasted ad spend and a decrease in the effectiveness of email marketing efforts.

💡Spam Bots

Spam bots are automated software programs that crawl the web to find and exploit coupon codes, often leading to fraudulent use and wastage of marketing resources. The video script advises against sharing static codes on coupon sharing sites to avoid attracting spam bots, which can negatively impact an e-commerce store's marketing efforts.

💡Non-investment Customers

Non-investment customers are those who make a purchase only to take advantage of a discount or promotion and are unlikely to become repeat customers. The video explains that customers coming from coupon sharing sites are often non-investment customers, which can lead to a less valuable email list for e-commerce stores.

💡Klaviyo

Klaviyo is an email marketing platform that the video uses as an example to demonstrate how to set up dynamic coupon codes. The script provides a step-by-step guide on creating dynamic codes within Klaviyo, emphasizing the importance of unique codes for personalized marketing and the prevention of code misuse.

💡Abandoned Checkout Flow

An abandoned checkout flow refers to a series of automated emails sent to customers who have started the checkout process on an e-commerce site but did not complete their purchase. The video discusses using dynamic codes within this flow to re-engage customers and encourage them to complete their purchases.

💡Unique Coupon Code

A unique coupon code is a one-time-use code generated for individual customers, ensuring that each customer receives a distinct offer. The video script describes how to create unique coupon codes in Klaviyo, which are then integrated into email templates to provide personalized discounts to customers.

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