For more details see how the Special Occasion Coupons for Magento 2 extension works.
Generate and grant your shoppers discount coupons for birthdays, newsletter subscriptions, order placement or any other event you want to. Use appealing email templates to draw customers’ attention and build their loyalty.
To configure the extension, go to Stores → Configuration → Amasty Extensions → Special Occasion Coupons.
Email Sender - choose a sender for emails.
Remove not used Coupons after Creation (days) - set the period after which the expired coupons will be automatically deleted. Thus, you can clean your promotions section from obsolete coupons. Indicate -1 if you would like not to remove coupons automatically.
In this tab, you can see coupon cronjobs statuses.
You can manage cron tasks in the System → Cron Tasks List section.
You can configure the automatic dispatch of emails with warm greetings and discounts on a specified date. Also, the extension is protected from abuse: the coupon code can be sent only once per year even if the user changed his birth date.
Enabled - set to Yes to generate automatic coupons for customers' birthdays.
Send Coupon After (days) - send coupons before, after of right on the birthday. Indicate 0 for the same day, or -1,-2, etc to send the coupon before the date. For example, if you set -5, the coupon will be sent 5 days before the birthday. In case you want to send coupons 3 days after the birthday, set 3. To send coupons on the same day, specify 0.
Email Template - choose a suitable template for emails.
Discount type - set the strategy for a discount. 3 options are available:
Discount Amount - specify the particular discount amount (fixed of percentage, depending on the value selected above).
Expire Coupon in (days) - set the period after which coupons will expire.
Coupon Uses - fill in how many times one coupon can be used.
Uses per Customer - specify how many times a particular customer can use the birthday coupon.
Apply for Customer Group Only - make coupons available for particular customer segments.
Min Order Amount - you can also stimulate bulk purchases and make coupons application available for specific order amounts.
You can also use pre-configured coupons for new customers. All the settings are the same as in the birthday coupons. Just choose a suitable email template to notify shoppers.
To enlarge your customer email base, you can also give coupons for newsletter subscription. The coupons will be sent in the email for a successful subscription, so here you don't have to select the Send Coupon After (days) and Email Template options. The rest settings are identical to birthday coupons.
Important: To send the coupon in the subscription success email, please add the following variable to the subscription success template:
To do this please go to Marketing → Communications → Email Templates and click the ‘Add New Template’ button.
Choose Newsletter Subscription Success template and click the ‘Load Template’ button.
Insert the variable in the template and specify the text you need:
Once you save the template, please go to Stores → Configuration → Newsletter and choose the template you saved for the ‘Success Email Template’ setting.
To get insights about customer shopping preferences, you can motivate them to use wishlists more often by granting coupon for adding an item to a wishlist. All options as for the birthday coupons are available for wishlists as well.
To return customers, you can give discounts when a shopper hasn't been at your store for a particular number of days. Just activate the option, set the Send Coupon After Last Log-In (days) option to the required value and choose the email template. Other settings are described in the birthday coupons section.
If you enable this section, customers will receive a discount coupon for their next purchases once they place an order in your store. As usual, see the description for each setting in the birthday coupons section.
Using this option, you can thank your long-term customers with coupons. Just configure all the settings as in the previous steps.