Do you want to send automated coupons in WordPress to bring back customers?

By sending the right coupon to the right person at the right time, you can re-engage customers who are losing interest. This can get you more sales, create brand loyalty, and help you keep your best customers.

In this guide, we’ll show you a few different ways to send automated coupons in WordPress, and bring back customers.

Why Send Automated Coupons to Bring Back Customers?

You may have heard the saying that it costs five times more to get a new customer than keep an old one.

While lead generation will help grow your business, you also need to keep your existing customers happy. Over time, people may lose interest in your website, forget about your products, or start shopping with a competitor.

That’s where automated coupons come in.

The best WordPress automation tools and plugins can watch your customers for signs they’re becoming disengaged. For example, a customer may not place an order for 2 months or stop opening your emails.

One way to bring those customers back is to automatically send them a coupon code via email. By creating this automated workflow in WordPress, you can retain customers without having to do all the hard work yourself.

Pro Tip: If you send coupons via email, then you’ll need to make sure those messages land in the customer’s inbox and not in the spam folder. Here, a good SMTP service provider is essential for improving your email deliverability. We also recommend using WP Mail SMTP as it allows you to easily send WordPress emails using any SMTP service provider.

With that being said, let’s see how you can send automated coupons in WordPress and bring back customers. Simply use the quick links below to jump to the method you want to use.

Method 1. Using FunnelKit (Best for WooCommerce Users)

One way to send automated coupons in WordPress, is by using FunnelKit Automations.

FunnelKit is a WordPress sales funnel builder and optimization plugin that allows you to create powerful customer winback campaigns. It also lets you create unique, personalized coupons, which can really catch the shopper’s attention.

FunnelKit integrates with WooCommerce and has lots of features that are designed to grow your online store. With that in mind, FunnelKit is a great choice if you already use WooCommerce to sell products and services online.

How to Set up the FunnelKit WordPress Plugin

First, you’ll need to install and activate the free version of FunnelKit Automations, as it provides the base for the premium plugin’s features. For more details, please see our guide on how to install a WordPress plugin.

After that, you’ll need to install and activate the FunnelKit Automations Pro plugin.

After activating both plugins, go to FunnelKit Automation » Settings. You can now go ahead and add the license key to the ‘License’ field.

You’ll find this information in your account on the FunnelKit website. After adding this information, click on the ‘Activate’ button.

How to Create an Automated Coupon Workflow for WordPress

Now, we’re going to create a workflow that will generate a personalized coupon and send it to the customer via email. This workflow will run once 30 days have passed since the customer’s last order.

To create the workflow, go to FunnelKit Automations » Automations (Next Gen) in the WordPress dashboard. Then, click on the ‘Add New Automation’ button.

You’ll now see all the different automation templates that you can use.

Since we want to create our own workflow, select ‘Start from Scratch.’

In the popup that appears, type in a name for the automation. This is just for your reference, so you can use anything you want.

With that done, click on ‘Create.’

Now, we need to choose the action that will kickstart the workflow, so click on ‘Select Trigger.’

In the left-hand menu, choose ‘WooCommerce’ and then click to select ‘Customer Win Back.’

With that done, click on ‘Done’ to add the trigger to your automation workflow.

Back in the main editor, click on the ‘Customer Win Back’ trigger.

In the ‘Customer Last Ordered Period’ section, you can type in how long FunnelKit will wait before running the workflow.

For example, in the following image the workflow will run when 30 days have passed since the customer’s last order.

FunnelKit will repeat this automation once every 24 hours, so it’s important to only run it for a short period of time. For this reason, we’ve set the workflow to stop when 35 days have passed since the customer’s last order.

In this way, you won’t annoy customers by sending them dozens of emails.

Next, you can set the time when the automation will run, using the ‘Schedule this….’ fields. FunnelKit will use your store’s timezone, so you may want to change your online store settings if you want to use a different timezone instead.

With that done, click on ‘Save.’

Back in the main workflow editor, click on ‘+’ and then select ‘Action.’

In the popup that appears, select ‘WooCommerce’ and then click on ‘Create Coupon.’

Simply click on ‘Done’ to add this action to the workflow.

Back in the main FunnelKit editor, click on the action you just added. This opens a popup where you can customize the ‘Create Coupon’ action.

To start, type a name for the coupon into the ‘Coupon Title’ field. This is just for your reference so you can use anything you want.

After that, choose the type of coupon that you want to create, using the ‘Discount Type’ dropdown menu.

FunnelKit supports percentage discount, fixed cart discount, and fixed product discount. Most of the time, you’ll want to select ‘Percentage Discount’ to make sure all customers get a similar benefit, no matter how much they spend or what products they buy.

After that, type an amount into the ‘Amount’ field. For example, you might offer customers 20% off, or a $5 discount on all purchases.

FunnelKit automatically creates a unique coupon code for each contact. However, you can add a prefix to the start of the coupon, which can either be plain text or dynamic tags. FunnelKit will replace these tags with real text every time it creates a code, so this is a great way to create personalized coupons.

Since we want to bring shoppers back in, you may decide to include the customer’s name in the coupon. This can catch their attention, and also makes your code easier to remember.

To add plain text as a prefix, simply type into the ‘Coupon Code Prefix’ field.

To add one or more tags, click on the ‘Merge tags’ icon.

This is the button that has curly braces.

Now, you’ll see all the tags that you can use in the automated coupon.

We’re going to use the {{contact_first_name}} tag, but you can use any tags you want.

Simply copy each tag and then paste it into the ‘Coupon Code Prefix’ field.

As you can see in the following image, you can use a mix of plain text and tags.

By default, the coupon will never expire. A sense of urgency and FOMO can push customers to use a coupon, so you may want to select the radio button next to ‘Expire after Specific Days’ or ‘Expire on Specific Date.’

You can then use the controls to specify when the coupon will expire.

Finally, you can choose whether the coupon gives customers a free shipping discount.

Shoppers love free shipping, so you may want to consider adding this to your coupon by selecting the ‘Yes’ radio button under ‘Allow Free Shipping.’

When you’re happy with how the coupon is set up, make sure you copy the small pieces of code under the ‘Coupon Title.’

You’ll need this coupon code for the email we’ll be creating in the next step, so store it somewhere safe.

With that done, click on ‘Save’ to store your changes.

Now we have a coupon, it’s time to create the email that FunnelKit will send to your customers. To add an email action, click on the ‘+’ button and then select ‘Action.’

If it isn’t already selected, then click on ‘Messaging’ in the left-hand menu.

Then, select ‘Send Email’ and click on ‘Done.’

You can now create an email by typing in a subject and preview, and adding body text.

Similar to creating a coupon, it’s best to use a mix of plain text and tags. To add dynamic tags, click on the ‘Merge Tags’ icons that appear next to the To, Subject, and Preview Text fields.

If you want to add tags to the email body, then you can click on the ‘Merge Tags’ button.

To add your coupon code, simply paste or type in the {{wc_dynamic_coupon id= code we copied in the previous step.

When you’re happy with how the email looks, click on ‘Save & Close.’

That’s it. When you’re ready to make the automation live, click on the ‘Inactive’ slider so it turns to ‘Active.’

Now, FunnelKit will automatically send the coupon to any customer who hasn’t purchased from you in the past 30 days.

Method 2. Using Uncanny Automator (Over 100 Integrations)

Another way to send automated coupons in WordPress, is by using Uncanny Automator. It is one of the best WordPress automation plugins on the market and lets you create powerful workflows to save time and help you respond to customers more quickly.

Uncanny Automator works seamlessly with WooCommerce, plus all of the must have WordPress plugins and third-party tools. If you’re already using lots of different software on your online store, then Uncanny Automator may be a good choice for you.

There is a free Uncanny Automator plugin that lets you automate many common tasks. However, we’ll be using Uncanny Automator pro because it works with WooCommerce.

To start, you’ll need to install Uncanny Automator pro, plus the free plugin as it provides the base for the premium version. If you need help, then please see our guide on how to install a WordPress plugin.

Upon activation, go to Automator » Settings and enter your license key into the ‘Uncanny Automator Pro license key’ field.

You’ll find this information under your account on the Uncanny Automator website.

Uncanny Automator is a powerful and flexible plugin, so there’s lots of different ways that you can bring customers back to your site. Let’s take a look at a few options.

Automatically Send Coupons to Logged-Out Customers

It’s smart to let customers create an account with your online store, as it encourages brand loyalty and makes it easier for shoppers to buy from you in the future.

User registration can also help with lead generation. If you get the shopper’s email address, then you can target them with email marketing, personalized ads, an email newsletter, and much more.

If you’re using WooCommerce, then this plugin automatically creates all the pages customers need to create and manage an account. WooCommerce also adds a new Customer role, which it automatically assigns to any shoppers who register with your store.

Are you using a different eCommerce solution that doesn’t support customer registration? Then see our guide on how to allow user registration on your WordPress site.

After that, you can simply create a new role for your customers. For detailed instructions, please see our beginner’s guide to WordPress user roles and permissions.

If you allow user registration, then you can track when a shopper logs out of their account, as this suggests they’re losing interest in your store. You can then send a coupon to encourage them to log back in.

To create this recipe, simply go to Automator » Add new in the WordPress dashboard.

Uncanny Automator will now ask whether you want to create a recipe for logged-in users, or everyone. Go ahead and select ‘Logged-in users,’ then click on the ‘Confirm’ button.

Next, you can give the recipe a name by typing into the ‘Title’ field. This is just for your reference so you can use anything you want.

Once you’ve done that, click on ‘WordPress’ in the ‘Select an integration’ area.

You can now choose a trigger, which is anything that kickstarts the recipe.

In the dropdown menu, start typing the following ‘A user logs out of a site’ and then select the right option when it appears.

We only want to run the workflow when someone with the ‘Customer’ user role logs out of their account.

With that in mind, click on the ‘Add filter’ button.

In the popup that appears, click on ‘WordPress.’

Next, find ‘The user has a specific role’ in the dropdown menu.

Open the ‘Role’ dropdown and select the role you’re using for your customers.

After that, go ahead and click on ‘Save filter.’

Now it’s time to specify the action that Uncanny Automator will perform every time this workflow runs.

We’re going to send the customer an email containing a coupon, so go ahead and click on ‘Add action.’

Since we want to send an email, select ‘Emails’ as the integration.

In the dropdown that appears, click on ‘Send an email.’

This adds all the fields that you can use to create the email.

To start, we need to make sure the message goes to the right user, by clicking on the asterisk next to the ‘To’ field. Then, select ‘Common’ and ‘User email.’

You can now create the email by adding a subject line and body text.

Here, you can use a mix of plain text and tokens, which are placeholders that Uncanny Automator replaces with real values automatically. For example, if you want to use the customer’s name, then you can click on the asterix and select ‘Common.’

Simply select the ‘User first name’ token to create the personalized greeting.

You’ll also need to create a coupon and add it to the email.

The easiest way is by using the Advanced Coupons plugin, which is the best WordPress coupon code plugin on the market. It lets you create lots of different advanced coupons to get more sales and grow your business.

For a step-by-step guide, please see our post on how to create smart coupons.

After creating a coupon, you can simply add it to the email.

When you’re happy with how the email looks, click on ‘Save.’

After that, it’s time to set a delay. This is how long Uncanny Automator will wait after the customer logs out, before sending them the coupon.

To add a delay, hover your mouse over the ‘Email’ action. When it appears, click on ‘Delay.’

You can then add your delay in the popup that appears.

Once you’ve done that, go ahead and select ‘Set delay.’

When you’re happy with how the recipe is set up, it’s time to make it active.

In the ‘Recipe’ box, click the ‘Draft’ switch so that it shows ‘Live’ instead.

That’s it. Now, when a customer logs out of their account, Uncanny Automator will wait for the specified amount of time before sending them a coupon code.

Automatically Send Coupons for a Specific Product

Sometimes a shopper may look at a product multiple times. This suggests they’re interested in the item, but something is stopping them from making a purchase.

In this case, you may want to send them a coupon, which will encourage them to splash out on the product.

To get started, create a new recipe for logged-in users following the same process described above. After that, click on ‘WooCommerce’ in the ‘Select an integration’ area.

Next, choose a trigger by typing the following ‘A user views a product.’

When the right trigger appears, give it a click.

By default, this trigger is set to ‘Any product.’

If you want to link the recipe to a specific product, then open the ‘Product’ dropdown and choose that product from the list.

Once you’ve done that, click on the ‘Number of times’ button.

By default, the recipe will run every time a customer looks at a product. You should change this, so the customer has to look at the product multiple times before triggering the recipe. To do this, type a different number into the ‘Number of times’ field.

When that’s done, click on ‘Save’ to store your settings.

This recipe should only run when a customer views a product, so click on ‘Add Filter.’ In the popup that appears, click on ‘WordPress’ and then choose ‘The user has a specific role.’

After that, open the ‘Role’ dropdown and select the role you’re using for your customers.

When you’re ready, click on ‘Save filter.’

Now it’s time to add the action. There are a few different ways to send automated coupons from your WordPress website.

To email a code to your customers using Uncanny Automator and Advanced Coupons, simply follow the same process described above.

Another option is to generate the code using WooCommerce. To do this, click on ‘Add Action’ and then select ‘WooCommerce’ as the integration.

In the search bar, start typing ‘Generate and email a coupon code to the user.’

When the right option appears, give it a click.

This will add some new settings where you can create the coupon code.

To generate a code automatically, simply leave the ‘Coupon code’ field blank.

In the ‘Discount type’ field, choose the kind of coupon that you want to create, such as a fixed cart discount or percentage discount.

For this guide, we’ll select ‘Percentage discount’.

After that, type the percentage discount into the ‘Coupon amount’ field.

In the following image, we’re offering customers a 30% discount on their purchase.

In the next field, you can set an expiry date for the coupon, either by using the YYY-MM-DD format or typing in the number of days until the coupon expires.

For example, in the following image the coupon will expire after 7 days.

You can also set a minimum and maximum spend for the coupon. We’ll leave these fields blank so the customer can use the code with any purchase.

You may also want to check the ‘For individual use only’ box so customers can’t use this code in combination with other coupons.

Next, scroll to the ‘Usage limit per coupon’ section. The shopper should only be able to use the coupon once, so type in ‘1.’

There are lots of other settings you can change for the coupon. It’s a good idea to look through these settings to see whether you want to make any more changes.

When you’re happy with how the coupon is set up, scroll to the ‘Email’ section. To start, find the ‘To’ field and then click on the asterisk next to it. Then, click on ‘Common’ and select ‘User email.’

With that done, you can add a subject line and change the text in the email body.

To create a more personalized email, it’s a good idea to use a mix of plain text and tokens, by following the same process described above.

When you’re happy with the email, click on the ‘Save’ button to store the recipe.

After that, you can make the recipe live by clicking the ‘Draft’ switch so that it shows ‘Live.’

Now, every time someone views a product multiple times, it’ll trigger the recipe workflow.

We hope this article helped you learn how to send automated coupons in WordPress to bring back customers. You may also want to check out our guide on how to create a WooCommerce popup to increase sales and the best WooCommerce plugins for your store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Send Automated Coupons in WordPress to Bring Back Customers first appeared on WPBeginner.

Do you want to switch from Gumroad to WordPress?

Gumroad is an online marketplace where users can sell digital goods. From games to music to courses and videos, Gumroad used to be a good eCommerce platform for creators. However, many users are looking to switch from Gumroad to WordPress because they have raised their fees to 10% for each transaction.

In this article, we’ll show you how to easily switch from Gumroad to WordPress, so you can grow your online business without the Gumroad tax.

Why Do You Need to Switch From Gumroad to WordPress?

Gumroad is a popular eCommerce platform that allows users to sell digital goods online.

However, they now charge a 10% flat fee on each sale. This 10% does not include credit card processing or PayPal fees.

Plus, an additional 10% fee is charged if a product is sold through the ‘Gumroad Discover’ feature, or their ‘Global Affiliates’ program. That’s a lot of fees.

On the other hand, WordPress is free and doesn’t charge you any fee for the items you sell.

Unlike Gumroad, WordPress gives you the freedom to sell anything online, including physical versions of your digital goods. Plus, you can use any payment gateway you want and promote your website freely.

To learn more, see our complete WordPress review with pros and cons.

Important: When we say WordPress, we are talking about WordPress.org aka self-hosted WordPress, and not WordPress.com which is a hosting platform. For more details, please see our article on the difference between WordPress.com vs. WordPress.org.

That being said, here is a quick overview of the things we’ll cover to switch from Gumroad to WordPress.

Ready? Let’s get started.

Step 1. What Do You Need to Switch from Gumroad to WordPress?

You’ll need the following things to switch from Gumroad to WordPress.

A domain name – This will be your website’s address on the internet (e.g. wpbeginner.com) A web hosting account – This is where all your website files will be stored. All websites on the internet need hosting. Free Easy Digital Downloads plugin for WordPress30 minutes of your time.

Normally, pricing for a web hosting account starts at $7.99 per month.

Luckily, the folks at SiteGround have agreed to offer WPBeginner users a generous discount on eCommerce-ready hosting.

Basically, you can get started for $2.99 per month.

If for some reason, you don’t want to use SiteGround, then you can also install WordPress on other hosting companies like Bluehost, Hostinger, and WP Engine following a fairly similar process.

Let’s go ahead and walk through how to purchase your domain, web hosting, and SSL certificate.  

First, you need to visit the SiteGround website and choose a plan by clicking on the Get Plan button.

After that, SiteGround will ask you to enter a domain name for your website. 

You can look up a domain name or if you already have one then you can add that as well.

If you don’t already have a name in mind, then you can see our guide on how to choose the best domain name.

Lastly, you will need to add your account information. You will also be able to purchase some optional extras. 

You can always add these extras at a later date if you decide that you need them. If you’re unsure then we recommend skipping this step. 

You can now finish the setup by making the payment.

After that, you will get an email from SiteGround with a link to log in to your hosting account control panel.

From here, switch to the websites tab and click on the WordPress Admin button next to your website.

This will take you to the WordPress admin area of your website where you’ll notice Easy Digital Downloads pre-installed on your website.

Step 2. Setting up Your WordPress Website

By default, WordPress does not come with eCommerce shopping cart functionality.

If you followed our advice and signed up with SiteGround, then your WordPress site will now have Easy Digital Downloads installed which provides all the Gumroad features you’ll need to sell digital goods.

On the other hand, if you are using some other WordPress hosting provider, then you’ll need to install Easy Digital Downloads first.

Simply, install and activate the Easy Digital Downloads plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

Note: For the sake of this tutorial, we are using the free version of Easy Digital Downloads. There is also a premium version that comes with additional features and priority support.

Upon activation, you need to visit Downloads » Settings page in your WordPress admin area to set up your store.

First, you need to provide a business name and type.

After that, enter your business address and country. This information is used for calculating taxes.

Finally, click on the ‘Save changes’ button to store your settings.

Next, you need to switch to the ‘Currency’ tab and select the default currency you want to use on your store.

Don’t forget to Save your changes to store your settings.

Step 3. Setting up Payment Gateway

In order to accept payments online, you’ll need to set up a payment gateway provider.

Easy Digital Downloads supports PayPal, Stripe, and Amazon payment gateways by default. You can also add support for additional payment gateways using add-ons.

To set up payments, simply switch to the Payments tab under the plugin settings.

From here, you need to select the payment services you want to use. You can choose more than one payment service if you want.

We recommend using Stripe since it lets you accept credit cards from anywhere in the world.

After that, select a default payment gateway and check the payment method icons you want to display on checkout.

Finally, click on the Save changes button to store your changes.

After that, you need to click on the individual payment gateway tabs to configure them.

For instance, clicking on Paypal will show you a button to connect your PayPal account.

Similarly, you can switch to the Stripe tab and click on the ‘Connect with Stripe’ button to set it up.

Step 4. Importing Gumroad Products in WordPress

The next step is to import the products from Gumroad to Easy Digital Downloads in WordPress.

Unfortunately, Gumroad does not provide an easy way to export your product data in a WordPress-compatible format.

You’ll need to manually move your products from your Gumroad account to Easy Digital Downloads.

To create your first digital product, go to the Downloads page and click on the ‘Add New’ button at the top.

You can now type a name for your product into the ‘Enter download name here’ field. Below that you can provide details of your item.

Feel free to use images, videos, emojis, and text to write a compelling description. You can also just copy and paste the description from your Gumroad product.

Tip: Learn how to use the WordPress block editor to create beautiful content layouts.

You can also organize your downloads into categories and tags. This helps users browse and discover product downloads that interest them.

You also need to provide a download image, this will be the main featured image for your download and will be displayed in different locations on your website.

Feel free to use the image you used for your Gumroad product.

Below the editor, you will find the Download options. First, you can set the download price.

After that, you can choose the download type. EDD supports both single downloads and bundles as download types.

Below that, you can provide the download file name and then click on the Link button in the File URL field to upload your download file.

If you need to add more files to a bundled product then click on the ‘Add New File’ button to add them.

Finally, you can provide any optional download instructions or notes. These will be displayed on the purchase receipt and some plugins and themes may also use these instructions.

Once you are finished, simply click on the ‘Publish’ button at the top right corner of the screen to publish your download.

This will make your download publicly available for purchase.

Once published, you can click on the ‘View Download’ button to see your download product in action.

Here is how it looks on our test site.

Repeat the process to move all your products from Gumroad to your WordPress website.

Step 5. Moving Subscription Products From Gumroad to WordPress

Some users sold subscription-based downloads on Gumroad. Basically, customers purchased a membership plan to access downloads.

EDD offers recurring digital subscriptions as part of their Pro plugin which you can purchase from their website.

Alternatively, if you’re selling memberships or online courses, then the easiest way to sell these products is by using MemberPress. It is the best WordPress membership plugin on the market.

MemberPress allows you to sell membership subscriptions, file downloads, and even online courses.

For more details, follow our guide on how to make a membership website with step-by-step instructions.

Step 6. Choose and Customize Your WordPress Theme

Themes are the design templates for your WordPress website. They control how your website looks to the users.

There are thousands of free and paid WordPress themes that you can use on your website. However, this abundance can be a bit overwhelming for beginners.

To make things easier, you can pick a theme from our expert pick of the most popular WordPress themes.

Once you’ve chosen a theme, you can see our beginner’s guide on how to install a WordPress theme to get it live on your website.

Each WordPress theme comes with a bunch of options that allow you to customize it to your own needs. You can change colors and layout, as well as add your own images and logo.

After your theme is installed, you can use our guide on how to customize your WordPress theme to make it your own.

You can also use SeedProd to create a custom WordPress theme (without coding).

SeedProd is the best WordPress page builder on the market.

It also allows you to easily create any type of landing page, product page, and custom login page using a drag-and-drop interface.

Step 7. Customize Easy Digital Download Emails

Just like Gumroad, Easy Digital Downloads also relies on emails to send users to purchase receipts, account information, and download instructions.

However, since you are now selling on your own platform, you may want to use your own branding with those emails.

Simply go to the Downloads » Settings page and switch to the ‘Emails’ tab.

From here, you can provide a logo to be used in your emails.

Below that, you can add a name that will be used as the sender’s name. You can also provide an email address to send the email from.

We recommend using a business email address because it looks more professional. Your hosting provider can also offer a free business email address that you can use.

Lastly, you will need WP Mail SMTP plugin to configure your emails. It ensures that all your emails reach users’ inboxes and not end up in spam.

For more details, see our guide on how to set up WP Mail SMTP to improve email deliverability.

Once you are finished, don’t forget to click on the ‘Save changes’ button to store your settings.

Here is how a properly branded Easy Digital Downloads email would look like:

You can also customize the text of the emails by switching the to the ‘Purchase Receipts’ tab.

From here, you can enter a title, headline, and text for the purchase email receipts.

Below that you will find a bunch of tags that you can use inside the email template.

You will be able to display dynamic information such as customer name, their downloads, and receipt by using the tags provided beneath the text field.

Step 8. Growing Your Business in WordPress

A big advantage of moving from Gumroad to WordPress is the ability to use a ton of free and paid tools to grow your business.

Following are some of the must-have WordPress plugins that will help you sell more downloads.

WPForms Lite – the best WordPress contact form plugin that helps you easily add any type of form to your website. All in One SEO Lite – The best WordPress SEO toolkit that helps you get more visitors from search engines. OptinMonter – It is the best conversion optimization software that helps you convert website visitors into paying customers. MonsterInsights Lite – Allows you to easily install Google Analytics and see how much traffic your downloads are getting. PushEngage –  is the best push notification software, which allows you to send personalized notifications to users. You can announce new downloads, sale events, or special offers. AffiliateWP – Run your own affiliate program and partner with marketers to help you sell more downloads with affiliate marketing.

We hope this article helped you learn how to easily switch from Gumroad to WordPress. You may also want to see our article on growing your business on a shoestring budget or take a look at our ultimate WordPress SEO guide.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Switch from Gumroad to WordPress (Step by Step) first appeared on WPBeginner.

Do you want to highlight a menu item on your WordPress site?

Highlighting a menu item can really help you point user’s attention to a specific area on your menu. This can be great if you want to highlight the Pricing or Contact Us page on your website.

In this article, we will show you how to easily highlight a menu item in WordPress using CSS code.

Why Should You Highlight a Menu Item?

A navigation menu is a list of links pointing to important areas of your website. They are usually presented as a horizontal bar at the top of every page on a WordPress website.

This navigation menu is created by adding different menu items. For more details, you can see our article on how to add a navigation menu in WordPress.

A highlighted menu item can be a great way to capture the user’s attention to your most prominent call to action. The eyes of the visitors will be automatically drawn to the menu item when they visit your website.

By adding this feature, you can create a user-friendly website and highlight important menu items that you want your users to check out.

That being said, let’s see how you can highlight a menu item in WordPress using CSS.

Method 1. Highlighting a Menu Item Using Full Site Editor

If you’re using a block-enabled theme then you’ll have the Full Site Editor instead of the older Theme Customizer. You can easily highlight a menu item in it as well.

First, head over to Appearance » Editor from the WordPress admin dashboard. This will direct you to the full site editor.

Here simply double-click the menu item you want to highlight, and then click the gear icon at the top. This will immediately open up that specific menu item’s ‘Settings’ block.

Simply scroll down in the ‘Settings’ block to the ‘Advanced’ tab and click the arrow icon beside it to expand the tab.

This will open up an ‘Additional CSS Class’ field where you simply have to write highlighted-menu in the field.

Next, click the ‘Save’ button at the top of the page to store your changes.

After that, you will need to add a small bit of CSS to your theme for the highlight effect. You can either fix the missing Theme Customizer, or you can use a code snippet plugin to add CSS code.

How to Add CSS Snippets Using WPCode

For adding CSS in WordPress, we recommend using WPCode because it’s the easiest way to add any custom code to WordPress.

First you need to install and activate the free WPCode plugin. For more instructions, check out our guide on how to install a WordPress plugin.

Upon activation, navigate to Code Snippets » Add Snippet from your WordPress admin panel. Now click on the ‘Add New’ button.

This will take you to the ‘Add Snippet’ page.

Here, hover your mouse over the ‘Add Your Custom Code (New Snippet)’ option and simply click on the ‘Use Snippet’ button below it.

Now that you’re on the ‘Create Custom Snippet’ page, start by choosing a name and a ‘Code Type’ for your CSS snippet.

You can choose any name you like.

Next, simply click the dropdown menu beside the ‘Code Type’ option on the right and then choose the ‘Universal Snippet’ option.

After that, copy/paste the following CSS code into the ‘Code Preview’.

Be sure to include the style tags, as you see on Lines 1 and 10 below.

After pasting the code, go to the ‘Insertion’ section by scrolling down.

Here simply choose the ‘Auto Insert’ mode so that the code can be automatically executed on your entire website.

Now, go to the top of the page and toggle the switch from ‘Inactive’ to ‘Active’.

Then simply click the ‘Save Snippet’ button.

You have now successfully highlighted a menu item in WordPress using a full site editor.

This is how your menu item will look after you add the CSS code.

How to Access the Theme Customizer Using a Block Theme

If you want to use the Theme Customizer and use an FSE theme, then simply copy and paste the URL below into your browser. Make sure to replace ‘example.com’ with your own site’s domain name.

Here you simply have to click the ‘Additional CSS’ tab.

Now, expand the ‘Additional CSS’ field, and then just copy/paste the following code snippet.

After that, simply click the ‘Publish’ button at the top.

That’s all it takes to highlight a menu item.

It should look something like this on your website when finished:

Method 2. Highlighting a Menu Item Using Theme Customizer

If you’re using a non-block-enabled theme, then you’ll probably have a theme customizer enabled by default. Highlighting a menu item in a theme customizer is a fairly simple process.

First, simply go to Appearance » Customize in your WordPress dashboard to launch the theme customizer. Once the theme customizer opens up, simply click on the ‘ Menus’ tab.

Once you’re in the ‘Menus’ section, simply click on the gear icon at the top right to display advanced properties.

Now, simply check the ‘CSS Classes’ box.

After that, scroll down to the ‘Menus’ section.

If you have multiple menus on your website, simply click on the menu whose menu items you want to highlight.

This will open up a new tab where you can select the menu item that you want to highlight. It could be ‘Get Started’ like in our example, or it might be your contact form page or the link to your online store.

Simply click on the menu item of your choice which will expand it to display some options. Click into the ‘CSS Classes’ field.

All you have to do is write ‘highlighted-menu’ in the field. You can add this CSS Class to multiple menu items, and they will all be highlighted.

Next, simply go to the ‘Additional CSS’ tab in the theme customizer.

Now, simply copy and paste the following CSS code.

Congratulations! You’ve successfully highlighted a menu item.

Note: Your theme might not have an ‘Additional CSS’ field in the theme customizer. If not, check theme settings to find out how to add custom CSS. If you can’t find it, you might want to contact the developer or add it using WPCode.

Customizing Your Menu Item Highlight

Now that you have highlighted the menu item, you can adjust the CSS code to customize your menu item the way you like it.

For example, you can change the background color of your menu item.

Simply look for the following code in the CSS snippet, you just pasted.

After locating it, you can simply replace the pink color code number with the hex code of any color of your choice:

Above is the hex code for aquamarine.

You can check out our guide to easily add custom CSS for other ideas on how to customize the highlighted menu item.

After you’re satisfied with your choices, simply click on the ‘Publish’ button in the theme customizer or ‘Save Snippet’ in WPCode to save your changes.

We hope this article helped you learn how to highlight a menu icon in WordPress. You may also want to check out our beginner’s guide on how to style WordPress navigation menus or our expert picks of the must-have WordPress plugins to grow your site.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Highlight a Menu Item in WordPress first appeared on WPBeginner.

Do you want to show different content to different users in WordPress?

Sometimes you may want to show custom content to users from specific locations, on specific dates, or under other conditions. Website personalization is not available in WordPress out of the box. However, there are simple and easy tools you can use to handle this.

In this article, we’ll show you how to easily show personalized content to different users in WordPress.

Why Show Different Content to Users in WordPress?

Normally, when you publish content on your WordPress website, it just becomes available to everyone. What if you wanted to show a different version of the content to specific users?

For instance, you may want to offer free shipping to customers in a specific geographic location or show different content to users coming from a particular landing page.

One way to deal with this is by making a membership site and restricting access to content based on a user’s profile. However, not everyone wants to require user login to offer personalization.

That’s where WordPress website personalization solutions can help.

You can use smart conditions to add content personalization on your blogs, product personalization on your online store, and dynamic text replacement on your landing pages.

These conditions can include specific user interactions, their geographic location, time of day, specific pages they’re visiting, specific traffic referrer source, past behavior, and more.

That being said, let’s take a look at how to show different content to different users in WordPress. You can use the links below to go directly to the method you want to use.

Method 1. Showing Different Content to Users Using OptinMonster (Website Personalization Made Easy)

OptinMonster is the best lead generation and conversion optimization tool on the market. It comes with powerful targeting rules which allow you to show personalized campaigns to users based on a large set of display rules.

This method is recommended for all users because it gives you the ability to design your content and comes with more powerful targeting rules. It also works with email marketing tools and third-party apps.

First, you’ll need to sign up for an OptinMonster account. It is a paid tool, and you’ll need at least a Pro or Growth plan to access all targeting features.

Simply visit the OptinMonster website and click the ‘Get OptinMonster Now’ button to set up an account.

Next, you need to install the OptinMonster plugin on your WordPress site. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, you will see the OptinMonster setup wizard in the WordPress admin panel. Next, you need to click the ‘Connect Your Existing Account’ button to connect your WordPress site to your OptinMonster account.

After that, a new window will open.

Simply click the ‘Connect to WordPress’ button to move ahead.

Design The Content You Want to Show to the Users

Once connected, you can head to OptinMonster » Campaign from your WordPress dashboard and click the ‘Create Your First Campaign’ button.

This will take you to the OptinMonster website, where you will be asked to choose a campaign type and template.

OptinMonster offers different campaign types that you can use to show various types of content or targeted messages to your users. This includes lightbox popups, floating bars, fullscreen, inline widgets, slide-in popups, and gamified campaigns.

For instance, if you want to show dynamic content inside a WordPress post or page, then you can choose the Inline campaign type.

Each campaign type has dozens of templates to choose from. Simply click to select and use a template.

After that, you will be asked to enter a name for this campaign and click the ‘Start Building’ button.

Next, you’ll enter OptinMonster’s campaign builder interface. It is a drag-and-drop tool where you can design your campaign with a live preview.

Simply drag new elements from the menu on your left and drop them onto the template. Plus, you can click on an element in the preview to edit it.

OptinMonster also connects with all top email marketing services so you can show an email sign-up form.

You can use the campaign builder to create campaigns to add any type of content, such as a coupon code, free shipping offer, smart product recommendations, or anything you want.

Once you are done with the design of your campaign, you can click on the ‘Save’ button at the top to store your changes.

You can always edit your design to match your display rules. We will show you a few design examples tailored for different display scenarios in the next step.

Setting up Display Rules for Campaign

This is the part where you set up the display rules to decide when to show your campaign.

Inside the OptinMonster builder interface, switch to the ‘Display Rules’ tab.

It allows you to create smart rule sets, and choose from a ton of targeting options.

First, you need to choose the conditions to match. There are plenty of options here. Let’s take a brief look a each one of them.

1. Time-based Triggers

These triggers allow you to set display rules based on time or date. You can show your campaign content at a specific date, time, or day of the week.

These triggers allow you to show custom messages designed for specific dates and times.

For instance, you can set OptinMonster to show a flash sale coupon on holidays or display a message on special events.

2. Targetting Users Matching Specific Criteria

The targeting section lets you set display rules based on smart recognition technology.

For instance, you can show a campaign to users coming from a specific website, referral, landing page, or geographic location. You can also target based on cookies, ad blockers, and JavaScript variables.

As an independent publisher, you may want to ask visitors to support you by disabling the AdBlock software. You can show a message only to the users with AdBlock software installed.

Another great usage is giving special offers to visitors from a specific URL. For instance, you may want to offer an exclusive discount to users coming from an affiliate partner website.

3. Personalization Targeting

OptinMonster allows you to set personalized display rules based on user behavior, too.

You can show custom campaigns to new users, returning visitors, those on specific devices, users who have already converted, not converted, have seen another campaign, visited a page, and more.

You can also use OptinMonster’s smart tags feature to display a user’s name, location, and more to show them even more personalized content.

This allows you to tailor the content to specific users.

4. Ecommerce Display Rules

These triggers are explicitly made to boost conversions on eCommerce websites.

You can show content to users based on their shopping behavior. OptinMonster supports WooCommerce, BigCommerce, and Shopify eCommerce platforms.

Ecommerce targeting allows you to show content based on what products users are viewing, the number of products in their cart, the total cart cost, and more.

Bonus: Need more help to reduce cart abandonment on your online store? See our tips on how to recover abandoned cart sales in WooCommerce for some more ideas.

Once you select a condition, you will then be asked to select what to look for. For instance, if you choose a geographic location, then you will be asked to select locations that need to be matched.

After setting up your condition, you can validate it to ensure it is set up correctly and then click on the ‘Next Step’ button.

Next, you will be asked to select the campaign view. Depending on your campaign, you can choose from the optin view (the main campaign), success view, or Yes/No view.

There are also options to add a MonsterEffect and sound effects for your campaign. Once that’s done, click on the ‘Next Step’ button to continue.

You’ll now see a summary of your display rule set. If you want, you can add more rules or simply click on the ‘Save’ button at the top to store your changes.

Publish Your Content and Add it to Your Website

OptinMonster also makes it super easy to display campaigns on your website.

Simply switch to the Publish tab inside the builder and change the ‘Publish Status’ to Publish.

Don’t forget to click the ‘Save’ button to store your changes.

You can now go back to your WordPress site and visit OptinMonster » Campaigns page and you’ll see your new campaign listed there.

If the ‘Status’ of the campaign is shown as ‘Pending,’ then click the ‘Change Status’ option under the campaign name. From here, simply select the ‘Publish’ status from the dropdown menu.

You can now test it by visiting your website while matching the conditions you set in the display rules.

Note: Clear your WordPress cache and browser cache to make sure you don’t load a cached page. You may also want to use the Incognito mode in your browser to mimic the behavior of a new user.

OptinMonster’s display rules give you many powerful options to show different content to users in WordPress without modifying your templates and code.

Essentially, it lets you leverage additional digital real estate on your site to increase your sales and conversions. With their A/B testing technology, you can easily test and improve your campaigns to drive better results.

Method 2. Showing Different Content to Users using a Plugin

This method is recommended if you want to change the entire content of a post or page in WordPress or show different variations of the same content to your users.

First, you need to install and activate the If-So Dynamic Content plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, you need to visit If-So » All Triggers page and click on the ‘Add New’ button.

This will bring you to the page where you can create a trigger and add the content.

First, you can enter a name for the trigger at the top. Next, you’ll see a ‘Select a Condition’ dropdown menu to the left.

The plugin offers a number of conditions based on time, date, URL, geographic location, IP address, and more.

After choosing the trigger, you can add the content you want to show users when that condition is matched.

Below that, you can add another version and use another set of rules to display different content.

Lastly, you’ll see the default content area. This is the content you want to show the users who don’t qualify for the conditions you set above.

Once you are finished, don’t forget to click the ‘Publish’ button for your trigger.

After publishing the trigger, you’ll see the shortcode meta box appear. Simply copy the shortcode shown on the screen.

You can now edit any post or page and add the shortcode in your content where you want to display the trigger.

You can now save and publish your post or page.

After that, visit your website to see the trigger in action. If you match the required conditions, then you’ll see the message you set for those conditions.

Otherwise, you’ll see the default message you added for the trigger.

Method 3. Showing Personalized Content in WooCommerce using FunnelKit

While the above solutions help you display personalized content to different users, they will not be able to do deep personalization when it comes to adjusting WooCommerce offers.

If you run an online store using WooCommerce, then you may want to show dynamic offers such as relevant upsells based on various cart conditions.

This is where you need FunnelKit, it is one of the most powerful WooCommerce plugins to grow your sales.

It lets you add custom one-click upsells or order bumps in your store, so you can increase profits without increasing traffic or ad spend.

You can use their Dynamic offers to show custom upsells and make any personalization rules that you want.

FunnelKit also comes with built-in A/B testing, so you can show different headlines, checkout designs, buttons, and more in less than 5 minutes.

Basically if you’re running a WooCommerce store and want to do content personalization than you need FunnelKit. A lot of users use FunnelKit for cart personalization alongside with OptinMonster for overall website personalization.

We hope this article helped you learn how to easily show different content to different users in WordPress. You may also want to see our guide on how to track conversions on your WordPress site like a pro and our list of the best marketing automation tools for small businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Show Personalized Content to Different Users in WordPress first appeared on WPBeginner.