Documentation: Post-Purchase Review Campaign for HubSpot-Shopify

CREATING CUSTOM PROPERTIES

  1. Go to your settings by clicking on the cogwheel in the top right of your portal.
  2. Click on Properties on the left side.
  3. Click on Create property (orange button).
  4. Object type is “Contact” and for Group select “Contact information”.
  5. Fill out the Label and Description fields appropriately. Then click Next.
  6. Select the correct Field type (in this case, it’s binary, so we we selected “Single checkbox”).
  7. Click Save in the bottom right. Voila!

 

Creating Custom Property


 

HOW TO HIDE MODULES OR ITEMS INSIDE OF MODULES

  1. To hide modules or items inside of modules, hover over the module you would like to hide and click. The module editor will pop up on the left side.
  2. To turn modules “on” or “off” simply click the appropriate toggle button on the left side. Click Apply and voila!

 

Hide Using Toggle Bar


 

AUTOMATICALLY APPEND A COUPON CODE TO YOUR SHOPIFY URL

Sometimes you want to automatically apply a promo for your customers to make it that much easier for them. One less step in the buyers journey is one step closer to checkout!

In order to add a coupon code to your Shopify checkout URL, all you need to do is:

  1. Select the CTA you would like to use for your promo by selecting the appropriate module.
  2. The module editor will pop up on the left side. Click Edit call-to-action for the appropriate CTA, then click on Edit.
  3. In the first screen, you can change the CTA text. Click Next.
  4. Change URL redirect type to “External website URL”. 
  5. For the “Enter URL” field, add your checkout page, but be sure include this URL string at the end: /checkout?discount=COUPONCODE

Note: COUPONCODE should be replaced with the Shopify coupon code you plan on using!

 

Adding a Coupon Code to Your URL

 

Have additional questions? Email us at express@campaigncreators.com.