Skip to main content

Coupon Triggers in Workflows

Use coupon-based workflow triggers to automatically enroll contacts when a coupon is applied, redeemed, expired, or reaches its usage limit.

Updated over 2 months ago

Who This Is For / When to Use

  • Account owners automating marketing or sales follow-ups.

  • Teams running promotions with coupons.

  • Anyone needing workflows to react to coupon activity in real time.

What Are Coupon Triggers

Coupon triggers enroll a contact into a workflow based on how a coupon is used.

Available coupon triggers:

  • Coupon Code Applied

  • Coupon Code Redeemed

  • Coupon Redemption Limit Reached

  • Coupon Code Expired

These triggers are available under Payments when adding a workflow trigger.

Access the Workflow Builder

  1. Navigate to Automations → Workflows.

  2. Click Create New Workflow or open an existing workflow.

  3. In the builder, click Add New Trigger.

This opens the trigger selection panel.

Add a Coupon Trigger

  1. In the Add Trigger panel, select one of the coupon triggers:

    • Coupon Code Applied

    • Coupon Code Redeemed

    • Coupon Redemption Limit Reached

    • Coupon Code Expired

  2. Enter a Workflow Trigger Name (for internal reference).

Configure Trigger Filters

Coupon triggers support filters to control when the workflow runs.

Common filters include:

  • Coupon Name

  • Order Value (Before Discount)

  • Source (for example, Funnel)

You can add multiple filters to narrow eligibility.

Filters are evaluated before a contact is enrolled in the workflow.

Coupon Trigger Definitions

Coupon Code Applied

  • Fires when a coupon is applied at checkout.

  • Does not require a completed purchase.

Common use case:
Follow up with contacts who applied a coupon but did not complete checkout.

Coupon Code Redeemed

  • Fires only after a successful transaction.

  • Confirms the coupon was used in a completed order.

Common use case:
Send a thank-you message or apply a post-purchase tag.

Coupon Redemption Limit Reached

  • Fires when a coupon hits its maximum allowed redemptions.

Common use case:
Notify internal teams or disable promotional messaging.

Coupon Code Expired

  • Fires when a coupon reaches its expiration date.

  • Does not fire if the coupon is manually deleted.

Common use case:
Trigger last-chance or expiration-based campaigns.

Add Workflow Actions

After configuring the trigger, add actions such as:

  • Send email or SMS

  • Apply or remove tags

  • Notify internal users

  • Update contact fields

Each coupon trigger can have its own unique set of actions.

Publish the Workflow

  1. Review trigger conditions and actions.

  2. Click Save.

  3. Toggle the workflow from Draft to Publish.

Once published, contacts will enroll automatically when trigger conditions are met.

Common Issues and Fixes

Workflow not triggering

  • Verify the workflow is published.

  • Confirm filter conditions match the coupon activity.

Expired trigger did not run

  • The coupon must reach its actual expiration date.

  • Deleted coupons do not trigger expiration workflows.

Trigger fired but action did not run

  • Check action conditions and delays.

  • Review execution logs for errors.

FAQ

Where do I find coupon triggers?

Go to Automations → Workflows → Add New Trigger, then look under Payments.

Can I use multiple coupon triggers in one workflow?

Yes. You can add multiple triggers to the same workflow if needed.

Can I filter by a specific coupon?

Yes. Use the Coupon Name filter to target specific coupons.

What’s the difference between “Applied” and “Redeemed”?

  • Applied: Coupon entered at checkout (purchase not required).

  • Redeemed: Coupon successfully used in a completed order.

Will a workflow run if a coupon is deleted?

No. Deleted coupons no longer exist in the system. Let coupons expire naturally if you want expiration triggers to run.

Can different coupon triggers have different actions?

Yes. Each trigger can have its own actions and logic.

Did this answer your question?