Automation - Personalization using Merge Tags

When you’re setting an automation, Autonami helps you personalize your emails/SMS using merge tags. You can use as many of these tags as you wish while composing your messages.

It is even possible to create personalized coupons to incentivize purchases.

Composing Personalized Messages

Step 1: Select a trigger and then select an action

You can choose from various triggers such as cart abandonment, purchases made, added a new contact, etc.

The action following the event could be to send an Email or SMS.

For our case, we have selected Cart Abandoned as the trigger and Send Email as the action.

In the email area, you can see the option to select merge tags.

click on merge tags

Step 2: Select merge tags

When you click on merge tags, you’ll see a list of merge tags to choose from. You can type to search and Autonami will suggest tags that you can choose.

For example, if you want to add Cart Abandoned Date, click on Select next to it.

Select abandoned date merge tag

Now, select Copy To Clipboard to copy the merge tag you need.

select Copy To Clipboard

Step 3: Paste the merge tags

Once you've copied the tag, paste it into the email copy.

Paste the merge tags

So, when your prospect receives this email, it will read like this - "We noticed that you were trying to buy some products from our website on {{cart_abandoned_date}} but couldn't complete the purchase..."

This level of personalization can increase the click-through rate of your emails. Some of our commonly used merge tags are first name, items in cart, and cart total among others.

Creating Personalized Coupon Codes

Autonami lets you create personalized coupon codes that are also time-bound. You can send these codes via email or SMS. 

Let’s say you want to create a coupon SAVE20MARILYN with the prospect's first name. You can easily create it using Autonami. Let's look at how:

Step 1: Add an Action

For this automation, we have selected the Cart Abandoned trigger and now creating a coupon as the action.

Select Action in Cart Abandoned Automation

Please note that coupon codes must always be created in WooCommerce first before they can be personalized and made time-bound in Autonami.

Step 2: Create a Coupon

You can find the option of creating coupons under WooCommerce.

Create a Coupon

Click on Continue.

Step 3: Customize the coupon settings

Here are the options available for you to customize your coupon code:

  • Select Coupon - Select the code you created in WooCommerce.
  • New Coupon Code - Either you can leave the name of your coupon code as it is or personalize it using merge tags. Select - cart_billing_first_name as the coupon code name.
  • Coupon Expiry - Set the number of days after which the coupon must expire.
Customize your coupon in Autonami

You can restrict coupons with the user's email and execution priority here.

You can even set a delay in creating your coupon code instead of instantly creating one after a particular action is performed.

This is especially useful when you are creating sequences of emails going after timed intervals.

Step 4: Paste the coupon code in your email

Paste the code you created on your email body content.

Paste the coupon code in your email

Toggle the automation to live, and you’re good to go!