Automation Recipes — Example Recipes

Here are step-by-step examples for common automation scenarios.

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1. Tag Customers After Purchase

Goal: Apply a Keap tag when a customer completes a purchase.

Setting	Value
Trigger	Purchase Trigger
Conditions	None
Action	Apply Keap Tags to Contact

Steps:

1. Create a new recipe
2. Select Purchase Trigger
3. Skip conditions (Step 2)
4. Add action: Apply Keap Tags to Contact
5. Search for and select the tag(s) you want to apply
6. Click Done and activate the recipe

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2. Apply Tag When Specific Product is Purchased

Goal: Tag customers who buy a specific product.

Setting	Value
Trigger	Purchase Trigger
Condition	If product is in the order … > Specific product
Action	Apply Keap Tags to Contact

Steps:

1. Create a new recipe
2. Select Purchase Trigger
3. Add condition: If product is in the order …
4. Set match type to “specific product / variation…”
5. Search and select the product
6. Click Done
7. Add action: Apply Keap Tags to Contact, select your tag
8. Activate the recipe

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3. Free Shipping for VIP Customers

Goal: Give free shipping to customers who have a “VIP” tag in Keap.

Setting	Value
Trigger	Checkout Trigger
Condition	If contact’s tags in Keap … > has one or more: VIP
Action	Give Shipping Discount (100%)

Steps:

1. Create a new recipe
2. Select Checkout Trigger
3. Add condition: If contact’s tags in Keap …
4. Set to “has one or more of these tags”
5. Search and select the “VIP” tag
6. Add action: Give Shipping Discount (default is 100% = free)
7. Activate the recipe

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4. Show Popup on Cart Page for High-Value Carts

Goal: Show a promotional popup when the cart total exceeds $100.

Setting	Value
Trigger	Page Visit Trigger
Condition 1	When Page visited is … > the woocommerce cart page
Condition 2	If Shopping Cart total value is … > is greater than > 100
Action	Show Popup to User

Steps:

1. Create a new recipe
2. Select Page Visit Trigger
3. Add condition: When Page visited is … > select “the woocommerce cart page”
4. Add condition: If Shopping Cart total value is … > “Cart Subtotal” > “is greater than” > enter “100”
5. Add action: Show Popup to User with title “Special Offer!” and your message
6. Activate the recipe

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5. Send Data to External Webhook on Order

Goal: POST order data to an external system (e.g., Zapier) when an order is completed.

Setting	Value
Trigger	Order Status Change Trigger
Condition	When new order status is … > Completed
Action	Send HTTP POST to Another Server

Steps:

1. Create a new recipe
2. Select Order Status Change Trigger
3. Add condition: When new order status is … > select “Completed”
4. Add action: Send HTTP POST to Another Server
5. Enter the webhook URL (e.g., your Zapier webhook URL)
6. Add field rows with the data to send:
   • Field: email, Value: {{WPUser:user_email}}
   • Field: order_id, Value: {{WCOrder:OrderId}}
   • Field: total, Value: {{WCOrder:order_total}}
7. Activate the recipe

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6. Auto-Apply Coupon for Returning Customers

Goal: Automatically apply a coupon when a returning customer visits the checkout page.

Setting	Value
Trigger	Checkout Trigger
Condition 1	If user is logged-in in WordPress
Condition 2	If contact’s tags in Keap … > has one or more: Returning Customer
Action	Auto-apply WooCommerce Coupon

Steps:

1. Create a new recipe
2. Select Checkout Trigger
3. Add condition: If user is logged-in in WordPress
4. Add condition: If contact’s tags in Keap … > “has one or more of these tags” > select “Returning Customer”
5. Add action: Auto-apply WooCommerce Coupon > enter the coupon code
6. Activate the recipe

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7. Generate Unique Coupon After Purchase

Goal: Create a unique coupon code for the customer after their first purchase.

Prerequisites: Create a WooCommerce coupon starting with template_ (e.g., template_thankyou with 10% discount).

Setting	Value
Trigger	Purchase Trigger
Action 1	Generate WooCommerce Coupon Code
Action 2	Update Contact Record in Keap (optional: save code to custom field)

Steps:

1. Create a new recipe
2. Select Purchase Trigger
3. Add action: Generate WooCommerce Coupon Code
4. Select the coupon template
5. Set prefix (e.g., THANKS-) and length (e.g., 8)
6. Optionally check “Limit coupon usage to current email address”
7. (Optional) Add action: Update Contact Record in Keap to save {{Woocommerce:LastCouponCode}} to a custom field
8. Activate the recipe

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8. Product Category Discount for Tagged Contacts

Goal: Apply a 20% discount on a specific product category for contacts with a “Loyalty” tag.

Setting	Value
Trigger	Page Visit Trigger
Condition	If contact’s tags in Keap … > has one or more: Loyalty
Action	Apply Discount to Products > from certain product category

Steps:

1. Create a new recipe
2. Select Page Visit Trigger
3. Add condition: If contact’s tags in Keap … > “has one or more of these tags” > select “Loyalty”
4. Add action: Apply Discount to Products
5. Enter discount: 20%
6. Set “Products to Discount” to “From certain product category…”
7. Select the product category
8. Activate the recipe

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9. Webhook Integration (Incoming)

Goal: Receive data from an external system and apply a Keap tag.

Setting	Value
Trigger	HTTP POST Trigger
Action	Apply Keap Tags to Contact

Steps:

1. Create a new recipe
2. Select HTTP POST Trigger
3. The webhook URL will appear — copy it
4. Add action: Apply Keap Tags to Contact > select your tag
5. Activate the recipe
6. Configure the external system to send POST requests to the webhook URL
7. The POST data must include an email field (one of: Email, email, email_address)

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10. Update WooCommerce Order Status After Keap Sync

Goal: Change order status to “completed” after the order is synced to Keap.

Setting	Value
Trigger	Purchase Trigger
Action	Update Order Record in WooCommerce

Steps:

1. Create a new recipe
2. Select Purchase Trigger
3. Add action: Update Order Record in WooCommerce
4. Select field: “Order Status”, value: “completed”
5. Set “Order ID to Update” to “Triggered Order’s ID”
6. Activate the recipe