Using the Coupon Code Expired Workflow Trigger
What Is the Coupon Code Expired Trigger?
The Coupon Code Expired trigger is an automation tool that activates a workflow the moment a coupon code in your CRM passes its scheduled expiration date and becomes inactive. This allows you to automatically perform follow-up actions, such as sending new offers to customers or alerting your team, ensuring you can effectively manage time-sensitive promotions.
Key Benefits
Using this trigger provides several advantages for managing your marketing campaigns and customer interactions:
- Immediate Team Alerts: Get instant notifications when important coupons expire, allowing your sales or marketing team to respond promptly.
- Re-engage Customers: Automatically send follow-up messages or alternative offers to contacts who missed using the coupon, helping to recover potential sales.
- Automate Campaign Closure: Keep your CRM data organized by automatically removing tags, closing opportunities, or pausing related ads when a promotion ends.
- Maintain Clear Communication: Proactively inform customers that an offer is no longer valid, preventing confusion and improving their experience.
How to Set Up the Trigger
To configure a workflow that starts when a coupon expires, follow these steps in your CRM's workflow builder.
Step 1: Add the Trigger to a Workflow
Go to the Automation section and select Workflows. Create a new workflow or open an existing one. Click the option to add a new trigger.
Step 2: Select the Trigger Type
From the list of available triggers, find the Payments category and choose Coupon Code Expired.
Step 3: Name Your Trigger
Enter a clear, descriptive name in the Workflow Trigger Name field to help you identify this automation later. For example, you might use a name like "HolidaySaleExpired".
Step 4: Apply Filters (Optional)
To make the workflow run only for specific coupons, you can add filters after naming the trigger. Click the button to add filters and select from the available options to narrow the conditions.
Step 5> Save and Build Your Workflow
After configuring the trigger and any filters, save your trigger. You can then add the actions you want the workflow to perform, such as sending an email or adding a tag. Use the test feature to verify the workflow works correctly before publishing it to activate the automation.
Available Filters
You can use the following filters to control which expired coupons activate the workflow:
- Coupon Code: Target specific coupon codes using operators like 'Is Any Of' or 'Is None Of'.
- Coupon Name: Filter based on the name of the coupon.
- Coupon Type: Narrow the trigger to either percentage-based or fixed-amount coupons.
Suggested Workflow Actions
After a coupon expires, here are some useful actions you can add to your workflow:
- Send an email to the contact with a new promotional offer.
- Notify an internal team member via a system notification.
- Add a tag to the contact record for future segmentation.
- Create or update an opportunity to track follow-up.
- Send an SMS message with a time-sensitive follow-up offer.
Frequently Asked Questions
When does the trigger activate?
The workflow triggers as soon as a coupon's expiration date passes and its status changes to inactive.
Can I target only certain types of coupons?
Yes, you can use the Coupon Type filter to specify whether the workflow should run for percentage discounts or fixed-amount discounts.
What if I don't use any filters?
Without filters, the workflow will run for every single coupon that expires in your system.
Can I have different actions for different coupons?
Absolutely. You can create multiple workflows, each with its own set of filters for specific coupon codes or names, to execute unique actions for different promotions.
Does the trigger fire if a customer tries to use an expired coupon?
No. This trigger is activated by the coupon's scheduled expiration, not by a customer's attempt to redeem an already-expired code.