In this guide we’ll show you how to use Coupon X for WordPress in order to increase conversion into sales, leads and email subscribers by creating engaging pop ups for discount codes, promotions and more.
You can use the plug-in to create announcement popups and to collect emails using email sign up popups. If you want to offer discount codes, you will need to have WooCommerce installed and activated on your site, since discount codes are based on WooCommerce. If you are planning to use the plug-in for announcement popups only, it will work without WooCommerce as well. So let’s get right into it. First, install the Coupon X plug-in for WordPress and start creating your first widget. Tab design The first step of the setup is the Tab design – this is the clickable widget with a call-to-action text that, when clicked, will reveal the announcement or discount code popup. Start by naming your widget in the “Name your widget” field – it will be called “My widget #1” by default – and proceed with selecting the tab icon from the 6 preset options or upload your custom icon. Then, choose your tab and tab icon colours. You will see your progress immediately in the “Preview” box to the right. You can also choose a custom tab shape – circle, square, leaf or hexagon – that will match your site design the most.
Then proceed with the tab position – you can choose from left, right or custom position to place the widget anywhere on your site – and tab size in pixels.
The next step is to add a call-to-action text, for example “Get 10% off now!” and select your call-to-action colour and background colours. Next, choose whether you want the call-to-action to be visible all the time or just until first interaction. You can also show the tab all the time or hide it after conversion. Moving on, to increase click-rate, you can add a pending messages icon to your widget to let your visitors know that you’re waiting for them to contact you. Finally, select the desired font family for your widget and add an optional attention effect. Once you’re ready, proceed to the next step – Choose coupon Choose coupon In this step you will need to choose between 4 options – . Create a new discount from the Coupon X plug-in or Use an existing Discount from WooCommerce Discounts – with these options there will be an identical discount code for everyone, Generate unique coupons for each new user – with this option a new and unique code will be created for each visitor and stored in your WooCommerce discount code settings – or Don’t show a coupon code – with this mode you can use the widget to collect emails, display announcements or show promotional offers via an attention-grabbing widget. We’ll cover each of these options below Create a new discount from the Coupon X plug-in
With this option you’ll create a new discount that the Coupon X plug-in will display to everyone as per your preference.
Start off by giving a name to your discount code in the “Discount code” field. Next, choose the discount type – percentage or a fixed amount – and the value. Select if you want the code to apply for all products or just specific products or collections and add any minimum requirements such as a minimum purchase amount. Finally, you can add usage limits – to control the number of times the discount can be used in total per discount code (for example, if you set 5, the customer can use the code for a maximum of 5 times in total) or to limit the code to one use per customer (meaning if a customer has already bought something with the code, they won’t be able to use the code more than once) – and active dates (for time-limited promotions with a start and end date). Use an existing Discount from WooCommerce Discounts . With this option you can use an already created discount that the Coupon X plug-in will display to everyone as per your preference If you select this option, a table with all your existing codes will appear, so you can choose one of them. If you can’t see the code you’re looking for, use the searchbar. Generate unique coupons for each new user With this option a new and unique code will be generated by the plug-in for every new visitor. Please note that many new codes will be generated by the plug-in in your WooCommerce Discounts section. For this option, you can’t give a custom name to your code as the plug-in generates codes automatically. They will look something like this: couponx5915233012. Proceed with setting up the code parameters by choosing the discount type – percentage or a fixed amount – and the value. Select if you want the code to apply for all products or just specific products or collections and add any minimum requirements such as a minimum purchase amount. Finally, you can add usage limits – to control the number of times the discount can be used in total per discount code (for example, if you set 5, the customer can use the code for a maximum of 5 times in total) or to limit the code to one use per customer (meaning if a customer has already bought something with the code, they won’t be able to use the code more than once) – and active dates (for time-limited promotions with a start and end date). Don’t show a coupon code If you select this mode, you can use the widget to collect emails, display announcements or show promotional offers via an attention-grabbing widget. You don’t need to have WooCommerce installed on your site to use this mode of the plug-in. After selecting this option, there will be no further settings on this step. Pop up design Move on to the third step – Pop up design. This step will be identical regardless of what type of widget you select with the exception of the Don’t show a coupon code mode which doesn’t support a shareable link flow. Keep on reading to find out more. The first step would be to choose the popup layout. The popup is the screen/ window that will show upon clicking on the tab. You can choose between three preset layouts – Slide-in Popup, Lightbox Popup or Floating bar. Let’s cover each of them below in brief. With the Slide-in Pop up option, the Coupon X widget will be displayed at the bottom right corner of your page. Depending on your settings and customisations, it may look something like this: With the Lightbox Pop up option, the Coupon X widget will be displayed at the bottom right corner of your page. Depending on your settings and customisations, it may look something like this: With the Floating bar option, the Coupon X widget will be displayed at the top or bottom of your page. You can choose whether you want it to be displayed on the top or on the bottom of the page from this setting. In the end, depending on your settings and customisations, it may look something like this: No matter which option you choose, you can see how your selection will look in the live Preview to the right of the page. To change your current selection, simply hover on any of the other layouts and click “Select”. Next, select the behaviour of the popup – you can choose from three options – Show a coupon code with a Copy button, Collect email first, then show the coupon or Link to any page, or use a shareable discount link. Let’s cover each of them in more detail. Show a coupon code with a Copy button With this option, upon opening the widget tab, the visitors will see the discount code with a “Copy” button next to it so they can copy-paste the code at checkout. This option is good if you want to show the code right away with no further steps. Collect email first, then show the coupon You can use this option if you want visitors to enter their email address before they can reveal the discount code. After the email field is filled in, the discount code will be revealed. If you select this option, make sure you customise both the “Main screen” and “Coupon screen” settings to ensure consistency in both screens. All subscribers will be stored in the “Leads” submenu in the Coupon X plug-in settings: Link to any page, or use a shareable discount link You can select this option if you want to link to any page of your choice. You can choose to link to any URL of your choice or a shareable link which means that the code will not be displayed and instead it will be applied automatically to your customer’s cart. Up next, you can optionally add a . Let’s cover each of them below. countdown timer to your widget. You can enable this feature to increase conversion by suggesting a time limit and exclusivity of your discount offer. The timer can count to a specific time and date (the so-called specific date and time), or from the moment that the pop up appears (the so-called popup appearance), for example counting down from 5 minutes, from the dropdown Popup appearance You can choose to display a popup appearance – a countdown timer that is triggered from the moment the Coupon X widget is opened. If you go for this option, you will need to add how many minutes and seconds you want the countdown to display, for example 5 minutes and 30 seconds. Specific date and time This is a countdown that is triggered on a specific date and time in your desired timezone. If you go for this option, you will need to select the appropriate timezone from the dropdown menu and add the exact start date and time from the relevant fields. Finally, proceed with adding the texts of your choice such as headline, field placeholders, button text, description. You can customise all colours of course as well as add a consent checkbox if you choose the Collect email first, then show the coupon option. For more advanced customisations, click on the “Advanced settings” button in order to set message that will display after copy, an error message (the message visitors will get if they try to add the same email more than one time), custom CSS as well as to enable automatic closure of the widget after conversion (after the visitor clicks on the Copy button). Triggers & Targeting And then you’re ready to proceed to the final step of setting up your widget: Triggers & Targeting. Start by choosing whether you want the widget to appear on desktop or mobile or both, then choose when you want the popup to be revealed – on click, on hover or to be opened by default on page load. Triggers Next, you can add one or more triggers of your choice – a time delay (the widget will trigger after a brief period of time), a page scroll (the widget will trigger after a visitor scrolls a certain percentage of the website) or an exit intent (the coupon pop-up will be shown automatically when visitors are about to leave the store). Targeting rules By default the widget will be displayed for visitors. If you want to add any limitations, the next steps will be beneficial for you. Let’s look into each of them in more detail. Cart targeting rules You can add cart targeting rules if you wish the widget to be displayed exclusively for visitors who meet a specific condition such as cart value, number of items in cart or specific products in cart. When off, the widget will show for any cart value or content. Order history targeting rules You can add order history targeting if you want to hide or show the widget for users who have purchased a specific item/ product collection or any product in the past. When off, the widget will show no matter what was ordered in the past/ if there were any past orders. Page targeting rules You can add page targeting rules to show or hide the widget on specific pages (whether exact matches or pages containing/ ending in/ starting with a specific word or phrase). When off, the widget will show on all pages of your website. Country targeting rules Add country targeting rules to target your widget to specific countries. When off, the widget will show for visitors from all over the world.
And that’s it! Your first Coupon X widget is ready. Click on save to publish the widget and it’s now up! ☺️
Remember that you can view all your widgets and widget statistics from your Coupon X plug-in dashboard, including status (turned on or turned off), widget name, widget type (widget with a Copy button, collect email first, shareable link, visitors (the number of people who viewed your widget), open rate (the number of unique times your widget was opened), conversions (the number of times people click on the Copy button on your widget), percentage rate (the number of times the code was copied divided by the number of times the widget has been opened) as well as a handful of quick actions such as edit, duplicate, delete.