Coupon Settings

Configure Keap actions for individual WooCommerce coupons in the Coupon Data → iMember360 tab.

Accessing Coupon Settings

1. Go to Marketing → Coupons in your WordPress admin.

2. Edit a coupon (or create a new one).

3. Scroll down to Coupon Data.

4. Click the iMember360 tab.

Settings Reference

Option	Description
Coupon tag name	When checked, a tag is created and added to contacts using this coupon’s code as the tag name.
Assign tags	Select tags to add to contacts when they use this coupon.
Remove tags	Select tags to remove from contacts when they use this coupon.
Run actionsets	Select Keap actionsets to run when a contact uses this coupon.

Use Cases

Track Coupon Usage

Enable “Coupon tag name” to automatically tag contacts with the coupon code they used. This helps you:

• Identify which promotions are most effective
• Segment customers by the offers they responded to
• Prevent reuse of one-time offers

Promotional Campaigns

Assign tags when specific coupons are used to trigger follow-up campaigns:

1. Create a coupon code “WELCOME20”

2. Configure: Assign tag “Used Welcome Offer”

3. In Keap, create a campaign triggered by the “Used Welcome Offer” tag

4. Send a follow-up sequence thanking them for their first purchase

Affiliate Tracking

Use coupon codes to track affiliate referrals:

1. Create unique coupon codes for each affiliate

2. Configure: Run an actionset that credits the affiliate

3. Assign a tag identifying the referral source

Membership Upgrades

Remove lower-tier tags when upgrade coupons are used:

1. Create a coupon “UPGRADE50” for membership upgrades

2. Configure: Remove “Basic Member” tag, Add “Premium Member” tag

3. Run an actionset to update the contact’s membership level in Keap