Dynamic Coupon Code Updates for Shopify – HubSpot

With a recent update to the Shopify API, we are now able to provide you with even more value through our Dynamic Coupon Codes. On Wednesday, November 8th, our CEO and Co-Founder, Dan, hosted a webinar explaining the new features and how you can quickly and easily implement them. You can watch the full recording here!


Dynamic Coupon Code Updates for Shopify – Infusionsoft

With a recent update to the Shopify API, we are now able to provide you with even more value through our Dynamic Coupon Codes. On Wednesday, November 8th, our CEO and Co-Founder, Dan, hosted a webinar explaining the new features and how you can quickly and easily implement them. You can watch the full recording here!

Have questions? Feel free to reach out!

Revenue Conduit Is Now Revenue Conduit By Unific

Introducing, Unific! The exciting future of our company, Revenue Conduit.

revenue conduit is unific

We’ve had a big year; over the past twelve months, we’ve been fortunate to receive investor funding and experience significant growth to our team. As our team has grown and transformed, so has our vision for the future. That future is Unific.

What does this really mean?

For starters, it means a small update to Revenue Conduit’s product name. Revenue Conduit is now a product of Unific and will now be known as: Revenue Conduit by Unific. Beyond that, we’ve been hard at work on a new product: Unific.

What is Unific?

shopify app email confirmations

Unific lets online retailers leverage sales data for sending highly customized and deeply segmented messages. The initial release of Unific focuses on transactional emails, specifically order confirmation emails.

Why order confirmation emails? We consider order confirmation emails to be a highly valuable, yet underutilized, marketing opportunity.

I dive into why order confirmation emails are a prime opportunity for growth here:

Who is Unific for?

Initially, Unific’s app will be exclusively available to Shopify customers. We plan, and are excited, to introduce Unific for other shopping carts solutions in the future!

When will Unific be available?

The team can’t wait to release the Unific app to everyone! We’re nearing the final stages of testing and will soon release the app to more customers. So, please stay tuned!

One Last Thing

We’re hard at work to make Unific your go-to resource for growing an eCommerce business. Please feel free to check our latest blog posts below!


Site Optimization – the Footer

It is often believed that customers do not scroll all the way to the bottom of pages on ecommerce home pages and heat maps show this to be true. So it is assumed that customers don’t look at the footer and many companies worry less about the footer than they should. In actuality, the footer is very important. Not only does is act as the end of the container that holds informational and product content, it is essential for navigation. Additionally, the footer is the perfect place for social links and email capture.

The ecommerce standards that have evolved over the past few years include the header and footer which have become two central points of navigation for customers. The header, what customers first see, is meant for conversion – how can I find what I am looking for? – whereas the footer is primarily meant to be pre- and post-conversion support – where can I find a store in my area? – as well as company resources. For this reason, the footer must hold clear and concise information.

The most common categories within the footer are “contact” and “about”. Within contact, a FAQ page is suggested as it can often answer most customer questions. This decreases the number of phone calls and emails your support team receives, and ultimately decreases your company cost. If, for some reason, their question cannot be answered by the FAQ or they have a problem that requires interaction with a support team member, have the email address or web form and phone number readily available. If you have brick and mortar locations, consider integrating with a store locator service, such as Storemapper or ZenLocator. Services like this are easy to integrate with and allow your customers a more immersive and informative experience. The “about” section is where you can tell your company’s story, post job openings and highlight your charitable efforts. Usually these are three separate pages that can be found via links in the footer.

Although less effective than a pop-up, having an email capture in the footer is key. Some people either instinctively click out of pop-ups or have a pop-up blocker installed. These customers need an alternative way to sign up for promotions, newsletters, etc. In the footer you can continue to generate leads and email capture is tablet and mobile friendly, unlike some pop-up widgets.

Finally, being active on social media has become integral to building a strong brand presence. Depending on your industry you may want to consider additional social medias, but the primary accounts to create and maintain are Facebook and Twitter, although Instagram is gaining momentum and becoming increasingly popular. Pinterest, Tumblr, G+ and YouTube are some additional sites to consider as well. Have these linked within your footer. Standard is to use the company logo as indicators.

Site Optimization: Navigation

These days, we all shop online, and we all know that the most important and sometimes frustrating part of the shopping experience is finding exactly what we are looking for. Most of us rely on the site navigation to be the most organized and efficient way of purchasing the item we are looking for, but many sites fall short and end up losing potential revenue. There are five areas of the navigation that are the most important for consumers and businesses alike.

Let’s start with the most basic piece of the navigation – the logo. Your logo represents your brand. It is what consumers remember and it is what makes company identifiable. Even if you don’t know how to pronounce Louis Vuitton or know what LV stands for, you recognize the logo. It’s everywhere, and it represents luxury. Because the logo is so important to the business, it should be the first thing consumers see. People read left to right and therefore their eyes tend to move in a capital E shape. Make your logo obvious by placing it on the left side of the navigation bar or above the navigation links. Additionally, it is standard that the logo represents the home page on the site, meaning it is unnecessary to have a “Home” link next to the logo.



Moving to the right, you will undoubtedly have additional links available. Most likely something like “Shop Men’s” and “Shop Sale”. These links should focus on conversion and be simple to understand. Navigation is ultimately an information tree so the top level should be as basic as it can be and the drop down should allow for deeper filtering. Additional links like “About Us”, “Customer Care”, and “Shipping” belong in the footer.

Most of us enjoy a good sale. In fact many shoppers wait to buy until sale season, and the site front is the perfect place to advertise your upcoming or current sale, preferably in a promotion bar. Typically the “promo bar” sits above the navigation, just below the URL. Some sites have a persistent promo bar that they use to show free shipping or encourage customers to sign up for their newsletter, while others only show it during major sale times, like End of Season or Fourth of July. The promo bar is meant to be attention grabbing so it is important to make it a distinguishable color and underline the verbiage that can be clicked. If you have a coupon code, place it here as well.

Now onto the trickiest part – the drop down navigation. This is where many customers bounce away from the home page. Often dropdowns are overwhelming and too detailed with imagery that is distracting, multiple colors or uncommon naming conventions. If you have a unique set of products that require customers to educate themselves, keep the navigation simple so they can focus on a few product categories at a high level before diving into the specific items.

If you have a very recognizable product, such as clothing, you can expand the navigation while using industry standard verbiage.

The navigation should make finding what your customer is looking for as simple and easy as possible. Consumers know that there is no shortage of retailers available to them and if they can’t find what they are looking for quickly, they will move on to another site.

Last, but certainly not least, is to ensure that your navigation is sticky. This means that when a customer starts scrolling, the navigation sticks to the top of the page. This allows them to click from one page or category to another without scrolling all the way back to the top. Even sites that have a “Back to Top” button at the bottom don’t perform as well as those with sticky navigations – it is becoming the industry standard. You can find some excellent examples of sticky navigations here and here!

Segmenting Customers

There are several applications, platforms and integrations that allow you, as a retailer, to market to your target audiences by segmenting them based on purchase history, browsing behavior, or demographics. Once you have identified your various target audiences, segmentation is an easy way to appeal to them on a personal level in such a way that encourages a purchase. Marketers have been using this method for years and have seen great success.

Like I’ve mentioned in my previous blog posts, transactional emails are a missed opportunity and this includes segmentation. Although it is very common to see marketing emails segmented by customer information, you rarely see this with transactional emails. This is because a system must gather information about a customer and apply the segmentation prior to an order confirmation email being sent. We believe all emails should have segmentation applied to them.

In my previous blog post, I discussed how some real order confirmations could be improved upon. Let’s revisit the Kate Spade example.

In this example we see that the customer purchased a bag and a bracelet, both from the sale section, and they used a 15% off coupon. This is a customer that appreciates fine goods but is looking for a great deal. That being said, it doesn’t make much sense to market “new arrivals” to them in the promotional space beneath the order information. They may click through and browse the New Arrivals, but ultimately are unlikely to make a full priced purchase.

If this email had been segmented by customers that purchased from the sale category, or by customers who used a coupon, it could include messaging related to their buying pattern. Perhaps the promotional section could lead them to a “last chance” page, which would help move out inventory from a previous season, or offer a 10% off code for their next purchase to encourage a second purchase.

By segmenting transactional emails, you have the chance to not just direct your customers back to your store, but help them find a category or product page that will most likely result in a purchase.

Let’s discuss another example of when segmentation on transactional emails makes sense. You will often see product recommendations in order confirmations that read something like this;

Although knowing what other customers purchase is helpful and interesting, it may not be the best way to market to certain segments of your customer base. In the fast fashion space, for example, people are looking to buy inexpensive trendy items and are often looking for an outfit for a specific event, like a music festival. These customers would rather understand how to put an outfit together and see what other pieces would complete their look.

Check back soon for more on improving your transactional emails!

Order Confirmation Best Practices

We often see designers and marketers focus their efforts on newsletters and sales blasts rather than transactional emails. This is often due to limitations within their shopping carts, and sometimes due to a lack of time. As we have discussed, transactional emails are a missed opportunity and it all begins with the order confirmation. To maximize the available opportunity, here are some tips and tricks to ensure you are sending out the best possible order confirmation.

1.Branding, branding, branding

We have all experienced a bad order confirmation like the one shown here. It isn’t recognizable in any way. At first glance, it is difficult to determine which online store this email is from. This is because of an utter lack of branding. The email does not emulate the company’s image. Not only is this an ugly email, sparse and unidentifiable emails often create a sense of uneasiness with customers who are fearful of having their identity stolen in a hack.

Screen Shot 2017-03-20 at 4.13.26 PM

Put a little extra effort in by adding your logo and some HTML.

2.Be Mobile Friendly

This seems like an obvious one, but many retailers don’t realize that their transactional emails aren’t optimized for mobile and tablet. With customers spending more and more time on mobile instead of desktop, it is imperative that all your emails, not just your marketing ones, are easy to read and interact with on mobile and tablet.

3. Include Valuable Content

We have discussed how order confirmation emails receive high open rates – in the 60-70% range – which makes them perfect for additional content. If you are launching a new product, send them to the pre-order page or a blog post about the upcoming release. Or if you are looking to send more traffic to your sale page, educate them on the great deal you are offering. Additional content in the order confirmation email may seem out of place, but it can be tremendously impactful.

4. Include an Opportunity to Review

Recent studies show that 55% of all customers find reading product reviews important before making a purchase, so it stands to reason that you should be encouraging your customers to leave reviews after purchasing your products. There is some debate over whether or not this should be offered after an order is confirmed or after the product has been delivered. Take into account that the customer may be a repeat buyer or be on a subscription. In these cases, asking for a product review in the order confirmation makes perfect sense. Plus, reviews from satisfied customers will boost your credibility and increase sales. And don’t forget to thank your customers for the purchase as well as for leaving a review!

5. Product Recommendations

You already know that a customer is interested in your products once they have purchased from you. Perhaps they are looking to make another purchase, whether that be more of the consumable you offer, or a matching pair of earrings to go with the bracelet you sold them. Provide them with information that they will find valuable based on their previous purchases

6. Get Social!

Growing your social communities is a daunting task. There are millennials all over the world working tirelessly to increase their company’s online community. Keeping that in mind, it makes sense to include a simple “Follow Us” in your order confirmation emails. Furthermore, you can incentivize them by letting them know about special offers and discounts available only through social channels.

Of course there are other actions you can take to improve your order confirmations, but if you are just starting the optimization process, these seven tips are a great place to start!

Check back in a couple weeks for more information on transactional emails and how to use them to increase your revenue.

Reviewing Real Order Confirmations

Now that we have now spent some time thinking about transactional emails, you may be thinking to yourself, “is there really a missed opportunity here?” Or maybe you are thinking that most order confirmation emails look pretty good. In today’s post, we will be discussing some real examples of order confirmations in various industries to pinpoint where improvements could be made.

Ebay with PayPal

Our first example is from a company with a store on Ebay. Since Ebay uses PayPal, we see them as the processor here.

Screen Shot 2017-03-07 at 3.21.21 PM


This probably looks like a standard order confirmation email. It has been personalized with the customer’s name and the items that they purchased. It has the order number and is effectively doing it’s job – telling the customer that the order they placed has been received and they have been charged for it.

         What this order confirmation is not  doing, however, is encouraging the customer to purchase again. This is where the missed opportunity lies. Yes, this was a relatively small purchase. You could say that there isn’t much to market to this person. Ideally, you want this customer to become loyal to your store. This would be the ideal time to educate them about your loyalty program, encouraging them to return and purchase again, with the incentive of a future reward or discount for doing so.

Chipotle – Mobile Order ConfirmationScreen Shot 2017-03-07 at 3.57.55 PM

At this point you may be wondering how much flexibility retailers have when working through Ebay. Using a third party like Ebay does limit you some. After all, you have agreed to play by their rules. However, many large companies create their own emails through their site.

In this example, we recognize that this is a mobile order. Chipotle has done a great job of communicating with the customer. They know when and where to pick up their order, what is in their order and how much it cost. That being said, this is yet another opportunity to encourage loyalty through repeat visits. Starbucks has mastered this concept with their app, which includes loyalty points and tracks the customers visits to stores.

AdditionallyScreen Shot 2017-03-07 at 3.00.51 PM, Chipotle can use this mobile experience to encourage sharing on social media. Since the customer is already on their phone, they could share their order on Facebook or Twitter in a few clicks. This is when having a referral program can be implemented to market via word of mouth. All you have to do is provide the customer with a quality product and experience.


High End Retailers

In this case, the customer purchased from a high end retailer, Kate Spade, and once again is provided with all of the details you would expect in a standard order confirmation email. However, if we look more closely, the email is not appealing to this customer the way it could. The customer has purchased two sale items and used a coupon code. This indicates that they are a bargain shopper and was looking for a high end item at a reduced price. At the bottom of the email there is a link to the New Arrivals page. Linking the customer back to the site takes advantage of their focus being on the brand, but a bargain shopper will most likely not be interested in full priced new arrivals. This area would be better used by highlighting “last chance” products.

As you can see, the opportunities for order confirmation are endless, as are those for other types of transactional emails. Check back in for more information on transactional emails and how to optimize them to the benefit of your business.