Use Case
When a customer receives a refund, you want to offer them a discount to come back and try again. This turns a potentially lost customer into a future opportunity.
Common scenarios:
- Win-back discount after product return
- “Try again” coupon for unsatisfied customers
- Store credit instead of cash refund
- Goodwill gesture for inconvenience
- Re-engagement incentive
Step-by-Step Setup
1. Create a New Workflow
Navigate to Sequensy → Workflows in your WordPress admin and click Add New Workflow.
Name your workflow “Refund Win-Back Coupon” or “Try Again Discount”.
2. Configure the Trigger
Select Order Refunded as your trigger.
Useful filters:
- Refund Reason: Target specific reasons (size issues, changed mind)
- Products: Specific products with alternatives
- Order Total: Scale discount to original spend
- Refund Type: Full refunds only
3. Set Up the Create Coupon Action
Configure your win-back coupon:
| Setting | Recommended Value | Description |
|---|---|---|
| Coupon Code | TRYAGAIN-{order_id} | Unique per refund |
| Discount Type | Percentage | 20% off |
| Discount Amount | 20 | Compelling offer |
| Usage Limit | 1 | Single use |
| Expiry | 30 days | Reasonable window |
| Email Restriction | {billing_email} | Refunded customer only |
4. Deliver With Empathy
Chain a Send Email action:
Subject: We're sorry it didn't work out—here's 20% off
Hi {billing_first_name},
We've processed your refund for order #{order_id} and we're
sorry this purchase didn't work out.
We'd love a chance to make it right. Here's 20% off your
next order:
Code: {coupon_code}
Expires: 30 days
If there's anything we could have done better, we'd love to
hear from you—just reply to this email.
We hope to see you again soon.
Warm regards,
The {site_name} Team
5. Test Your Workflow
- Enable the workflow
- Create a test order and complete payment
- Process a refund on the order
- Verify coupon was created
- Check email delivery and tone
Pro Tips
Empathy first: Acknowledge the issue before offering a discount. Don’t seem desperate.
Right discount level: Too small feels insulting after a refund. 15-25% shows you value them.
Ask for feedback: Use this opportunity to learn why they returned.
Consider alternatives: Sometimes a different product suggestion is more valuable than a discount.
Win-Back Strategies
By Refund Reason
| Reason | Coupon | Message |
|---|---|---|
| Wrong size | 15% off | ”Let’s find the perfect fit” |
| Changed mind | 10% off | ”We’ll be here when you’re ready” |
| Quality issue | 25% off | ”We’re committed to quality” |
| Arrived damaged | 30% off | ”So sorry about the damage” |
Tiered by Original Order
| Original Spend | Win-Back Discount |
|---|---|
| Under $50 | 15% off |
| $50-$150 | 20% off |
| Over $150 | 25% off |
Email Templates
Size/Fit Issue
Subject: Let's find your perfect fit
Hi {first_name},
We're sorry the sizing wasn't quite right. Getting the perfect
fit can be tricky!
Here are some resources that might help:
- Size guide: {size_guide_url}
- Free virtual fitting: {fitting_url}
Plus, here's 20% off to try again: {coupon_code}
Need help choosing? Reply and our style team will assist.
Quality Concern
Subject: We hear you—and we're making it right
Hi {first_name},
Thank you for letting us know about the quality issue with
your recent order. That's not the experience we want for you.
We take quality seriously and have shared your feedback with
our team.
Please accept 25% off your next order as our apology:
{coupon_code}
We hope you'll give us another chance to impress you.
General Dissatisfaction
Subject: We're sorry—let us make it up to you
Hi {first_name},
We're sorry your recent purchase didn't meet your expectations.
Your satisfaction means everything to us.
We'd love the chance to do better. Here's 20% off your next
order: {coupon_code}
If you have a moment to share what went wrong, we'd really
appreciate the feedback: {feedback_url}
Thank you for your patience.
Tracking Win-Back Success
Track coupon redemption to measure win-back rate:
| Metric | Target |
|---|---|
| Coupon redemption rate | 15-25% |
| Time to redemption | Within 30 days |
| Second purchase value | Equal to first |
| Customer satisfaction | Improved |
Troubleshooting
Coupon not created?
- Verify refund was processed
- Check workflow is enabled
- Review coupon settings
Wrong discount amount?
- Check discount type setting
- Verify merge tag values
- Review tiered conditions
Customer didn’t receive email?
- Check spam folders
- Verify email action configured
- Test email delivery system