Introduction

CartGreet is a WooCommerce extension that displays a personalized greeting and a discount code to your customers at checkout and on the thank‑you page. By combining smart placeholders with a flexible tier‑based coupon system, you can encourage repeat purchases and create a friendly shopping experience. In PRO, the plugin is organized into several tabs: Message, Coupon Logic, Returning Customer, Display Rules, Volume Deals and Analytics. If you create only one tier, the system effectively behaves like a static discount while retaining full flexibility for future expansion.

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1. Message – the text your customers see

1.1 Default message

The default message is shown when a customer qualifies for a coupon. It may contain smart placeholders that are automatically filled:

• {first_name} – the customer’s first name.

• {coupon} – the coupon code generated for the tier.

Example:

Hi, {first_name}! Thank you for shopping with us – we truly appreciate you. Here’s a little something for next time: {coupon}

When the order is completed, the placeholders are replaced with the actual name and code.

1.2 Encouragement message

Displayed when the cart total is below the minimum threshold, so the customer doesn’t yet qualify for a discount. You can use these placeholders:

• {first_name} – the customer’s first name.

• {current_amount} – the current cart total.

• {remaining_amount} – the additional amount needed to reach the minimum tier.

• {min_amount} – the minimum amount for the lowest tier.

• {shop_link} – a link back to the shop.

Example:

Hi {first_name}, you’ve spent {current_amount} kr. If you spend {remaining_amount} kr more, you’ll earn a discount for next time! Go back to shop {shop_link}.

1.3 Headings

• Frontend heading: an optional heading above the message on the checkout or thank‑you page. Leave blank to hide it.

• Email heading: a heading shown at the top of the order confirmation email.

1.4 Dates

You can set a start date and end date for your campaign. The message will appear only between these dates. If both fields are empty, the campaign is active immediately and has no end date.

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2. Coupon Logic – tiers and coupon settings

CartGreet uses a flexible tier‑based system. You define one or more tiers based on order total, each with its own discount.

2.1 Basic settings per tier

• Enable this tier: turn the tier on or off.

• Min amount / Max amount: set the order total range (0 = no limit).

• Type: choose percentage or fixed amount discount.

• Value: the discount value (e.g. 10 = 10 % or 10 kr).

• Prefix: the prefix for generated codes (e.g. “SAVE”).

• Length: the number of random characters appended to the prefix (0 = prefix only).

• Usage limit: how many times each code can be used (0 = unlimited).

• Validity days: number of days the code is valid (0 = never expires).

Define only one tier if you want a fixed discount with full control over code length, usage limits and expiration.

2.2 Advanced settings per tier

• Min order amount: minimum order total required to apply the code.

• Max discount: cap on the discount amount (useful for percentage discounts).

• Excluded products / categories: comma‑separated IDs that the coupon doesn’t apply to.

• Free shipping: whether the coupon grants free shipping.

• Individual use only: whether the coupon can be used with other coupons.

• Exclude sale items: prevents the code from working on already discounted items.

• Description: an internal note for administrators.

2.3 Example tier setup

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3. Returning Customer – handling existing coupons

Decide how to handle repeat customers who already have a valid code:

1. Only one active coupon per customer (recommended): a new code is generated only if the previous one is expired or used up.

2. Always issue a new coupon: generates a new code with every purchase, overriding previous codes.

3. Customer message if coupon exists: a message shown when the customer already has a code. Use {coupon} to display the code, e.g. “You already have an active coupon: {coupon}. Would you like to use it now?”

If none of these are selected, a new code is issued only when no valid code exists.

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4. Display Rules – controlling where messages appear

4.1 Box styling

Enable “Box styling” to apply CartGreet’s built‑in CSS so the message appears in a consistent green box and is not overridden by theme styles.

4.2 Automatic display

Choose where the message is inserted automatically:

• All pages – shows the message everywhere.

• Checkout only – only on cart and checkout pages.

• Thank‑you page only – only after purchase.

• All pages except checkout & thank‑you – excluded from checkout/thank‑you.

• None – no automatic placement; you control it via block or shortcode.

4.3 Additional features

• Enable Gutenberg block: activates the “CartGreet Message” block for manual placement.

• Enable email: inserts the message into order confirmation emails.

• Enable volume deals: turns on the Buy X Get Y module.

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5. Volume Deals – Buy X, Get Y

The Volume Deals tab lets you create promotions where customers receive free or discounted items when they buy a certain quantity.

5.1 How it works

• Qualifying products: items that count toward the “Buy” quantity.

• Reward products: items that are discounted or free; the system applies discounts starting with the cheapest items.

• If no reward group is set, the discount is applied to the cheapest qualifying items.

• Reward items do not count toward the buy threshold.

Shortcodes

• Display promotion products
  [cartgreet_volume_products tier="1" group="both" columns="2" per_page="12"]
group can be buy (qualifying only), reward (reward only) or both.

• Display the deal message
  [cartgreet_volume_message tier="1"] – shows the deal name, quantity rule and description for tier 1.

5.2 Deal tiers

• Deal name: any name you choose.

• Active: enable or disable this deal.

• Description: describe the promotion, e.g. “Buy 2, get 1 free.”

• Buy quantity / Get quantity: number of items to buy and number of items discounted per application.

• Minimum order value: minimum total for the deal to apply (0 = none).

• Public message: the text customers see (used with the shortcode).

5.3 Product selection

• Qualifying products: choose categories or specific products that count toward the buy quantity.

• Reward products: choose a category or specific products to receive the discount. If none are selected, the cheapest qualifying items are discounted.

• Tip: If you select both a category and specific products, the product list overrides the category. If you select only a category, all products in that category qualify.

5.4 Headings and advanced settings

• Qualifying/Reward products heading: customise headings shown with the product grid.

• Max uses: limit how many times a customer can use the deal (0 = unlimited).

• Valid from / until: start and end dates for the promotion.

• Excluded products / categories: comma‑separated IDs to exclude from the discount.

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6. Analytics – key numbers

The Analytics tab (work in progress) provides useful statistics such as:

• Coupons generated / used – number of codes created and redeemed in the selected period.

• Conversion rate – percentage of orders where a coupon was used.

• Total revenue – sales in the selected period.

• Discount given – total discount provided through CartGreet codes.

• Volume deals active / orders with volume deals – number of active Buy X Get Y promotions and the number of orders affected.

• Volume deals discount / conversion – total discount and conversion rate for those promotions.

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Conclusion

CartGreet PRO offers a modern, tab‑based interface for managing personalised greetings, tiered coupons, volume deals and analytics. You define flexible tiers to apply different discounts, set up messages and encouragements, control when and where they appear, and collect analytics. With the correct setup you can motivate customers to spend more, reward loyal buyers and maintain precise control over your promotions.