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How to Send Automated Birthday & Anniversary Emails in WooCommerce

Do you want to send automated birthday and anniversary emails in WooCommerce?
Birthdays and purchase anniversaries are great opportunities to get in touch with your customers. By marking these special dates, you can make customers feel valued, boost engagement, and even get more sales by offering incentives like personalized coupon codes and discounts.
In this article, we will show you how you can send birthday reminders and purchase anniversary emails in WooCommerce.
Why Send Automated Birthday & Anniversary Emails?
If you run an online store, then an email list allows you to promote your products and services to people who have already shown an interest in your business.
Pro Tip: Even though WordPress can send messages you should never use WordPress to send emails. To find a better alternative, please see our expert pick of the best email marketing services for small businesses.
After building an email list, it’s important to keep subscribers engaged and interested in what you have to say. One option is to send automated birthday and anniversary emails.
Immediately, this makes customers feel more valued and appreciated, which can boost brand loyalty. However, you can often get even more engagement and sales by offering rewards such as discounts, coupon codes, and free gifts.

These email campaigns are often very popular with customers. In fact, according to Omnisend, birthday emails have a 45% open rate, a 12% click-through rate, and a 3% conversion rate, which is much higher than the national average.
With that being said, let’s see how you can send automated birthday and anniversary emails in WooCommerce.
How to Send Automated Birthday & Anniversary Emails
The easiest way to send automated birthday and anniversary emails in WooCommerce is by using FunnelKit Automations Pro. FunnelKit is the best automation tool for WooCommerce websites. It allows you to customize your WooCommerce emails using a drag-and-drop builder, and create automated email and SMS campaigns.
First, you will need to install and activate the FunnelKit Automations Pro plugin. For more details, please see our guide on how to install a WordPress plugin.
You will also need the free FunnelKit Automations plugin, as the premium plugin uses it as the base for its more advanced features.
Upon activation, head over to FunnelKit Automations » Settings and add the license to the ‘FunnelKit Automations Pro’ field.

You can find this information under your account on the FunnelKit website. After entering the key, just click on the ‘Activate’ button.
Now, you’re ready to create automated birthday and anniversary reminder emails. Simply use the quick links below to jump straight to the email campaign you want to create.
How to Send Automated Birthday Emails in WooCommerce
Personalized birthday messages can help you build a stronger relationship with your customers, while also encouraging brand loyalty.
Even better, you can add a gift to your birthday messages, such as a personalized coupon code, a free upgrade, or a complimentary digital download such as an ebook. These gifts can boost engagement, get customers to visit your website, and even get you more sales.
With that being said, let’s see how you can send automated birthday emails using the FunnelKit Automations plugin.
Step 1. Get the Customer’s Date of Birth
Before you can send automated birthday emails, you’ll need to know the customer’s date of birth. You can collect this information on WooCommerce’s checkout page, My Account page, or thank you page.
To get started, go to FunnelKit Automations » Settings in the WordPress dashboard.
In the left-hand menu, select ‘Birthday Reminders.’

You can now choose where to add the date of birth field.
The first option is to collect this information on the checkout page.

By making this field part of the checkout process, you’re guaranteed to get the information. However, this does add an extra step to the purchasing process, which may increase your cart abandonment rates.
To add a field to the WooCommerce checkout page, simply check the box next to: ‘Enable Date of Birth field on WooCommerce checkout.’
By default, FunnelKit will use a ‘Date of Birth’ label but you can replace this with your own custom phrasing like ‘Birthday’ by typing into ‘Field Label.’

You can also change where the field appears on the WooCommerce checkout page by opening the ‘Field Position’ dropdown.
Then, choose between After Billing Details, Before Order Notes, or After Order Notes.

Another option is adding the field to the ‘Account details’ section of WooCommerce’s My Account page.
This allows you to collect the date of birth without adding friction to the purchasing process. However, there’s no guarantee that every customer will visit the My Account page and enter their date of birth.

To add this field to the My Account page, just check the box next to the ‘Enable Date of Birth field on My Account’ option.
To change the label, simply type your custom messaging into ‘Field Label.’

Finally, you can add the birthday field to the thank you page using a shortcode.
In this way, you can collect the date of birth without adding more steps to the checkout process. The customer will also see the thank you page every time they make a purchase, so they’ll get multiple chances to enter their date of birth.
To create a shortcode, check the box labeled ‘Enable Date of Birth collection form shortcode on the Thank you page.’

By default, FunnelKit will show the following message when a customer enters their date of birth: Thank you for submitting your Birthdate!
To replace this with your own messaging, simply type into the ‘Success Message’ field.

After that, FunnelKit will create the shortcode.
Simply click on the ‘Copy’ button to copy the code to your computer’s clipboard.

You can now add the shortcode to your WooCommerce thank you page. If you don’t already have a custom page, then please see our guide on how to easily create custom WooCommerce thank you pages.
For more information on how to place the shortcode on the thank you page, check out our guide on how to add a shortcode in WordPress.
When you’re happy with how the field is set up, click on ‘Save Settings’ to make it live.

Step 2. Create a Birthday Email Automation For WooCommerce
Now you’re recording the customer’s birth date, it’s time to create an automated happy birthday workflow.
To get started, go to FunnelKit Automations » Automations (Next-Gen) and click on the ‘Add New Automation’ button.

Here, you’ll see all the ready-made email campaigns you can use to recover abandoned carts, sell online courses, and more.
To send automated birthday emails, click on ‘Start from Scratch.’

You can now type in a name for the automation. This is just for your reference, so you can use anything you want.
With that done, click on ‘Create.’

This launches FunnelKit’s user-friendly email automation builder, ready for you to create the WooCommerce workflow.
To get started, click on ‘Select Trigger’.

You can now choose the action that will trigger the automated workflow in WordPress.
In the popup that appears, click on ‘Birthday Reminder.’

Then, select ‘Done’ to add the trigger to your workflow.
The next step is configuring the trigger, so go ahead and click on ‘Birthday Reminder.’

In the popup that appears, you can choose whether to run the automation on the contact’s birthday, or before the contact’s birthday.
In this guide, we’ll show you how to create follow-up emails. For example, you might send the customer a personalized coupon code 7 days before their birthday, and then a follow-up email warning that their coupon is about to expire.
With that in mind, you may want to select ‘Before contact’s birthday’ and then type in the number of days.

Another option is to select ‘On contact’s birthday.’
This is a good choice if you’re simply wishing the customer a happy birthday, or you’re sending them a free gift coupon that doesn’t expire.

With that done, you need to tell FunnelKit when to send the birthday email. Typically, you’ll want to use the time when your customers are most likely to be online.
That said, it helps to know as much about your customers as possible. If you haven’t already, then we recommend installing Google Analytics in WordPress. This will help you learn more about your customers, including their location and time zone.
By continuously monitoring and fine-tuning all your custom WooCommerce emails, you should be able to improve your open rates and conversion rates.
To send the automated birthday email at a specific time, simply type into the fields that show ‘HH’ (hour) and ‘MM’ (minute) by default.

It is possible for a customer to be in the same workflow multiple times, simultaneously.
This may be a good idea for some automated workflows, such as upselling or cross-selling automations where multiple campaigns may be running at once. However, this doesn’t make sense for an automated birthday campaign, so make sure you select ‘Once.’

When you are happy with how the trigger is set up, simply click on the ‘Save’ button.
Step 3. Create a Personalized Birthday Coupon (Optional)
Many businesses send their customers a coupon code on their birthday. This can make customers feel valued, while also getting you more engagement and sales.
With that in mind, you may want to create a personalized coupon that you’ll add to the birthday email. To do this, click on the ‘+’ and then select ‘Action.’

In the popup that appears, click on the ‘WooCommerce’ tab.
Then, select ‘Create Coupon.’

Finally, click ‘Done’ to add the action to your workflow.
Back in the main FunnelKit editor, click on the action you just added. This opens a popup where you can customize the ‘Create Coupon’ action.
To start, type a name for the coupon into the ‘Coupon Title’ field. This is just for your reference so you can use anything you want.

After that, choose the type of coupon that you want to create, using the ‘Discount Type’ dropdown menu.
FunnelKit supports percentage discounts, fixed cart discounts, and fixed product discounts.

After making a decision, you’ll need to type the discount amount into the ‘Amount’ field.
FunnelKit automatically creates a unique coupon code for each contact. However, you can add a prefix to the start of the coupon, which can either be plain text or dynamic merge tags.

FunnelKit will replace merge tags with real text every time it creates a code, so this is a great way to create personalized coupons.
Since you’re creating a birthday email, it’s a good idea to include the customer’s name in the coupon. This can catch their attention and also makes your code easier to remember.
You can add the customer’s name using a merge tag, so click on the ‘{{.}}’ icon.
Note: Some products use other names for merge tags. WPForms, for instance, calls them smart tags.

This opens a popup where you can look through all the available merge tags.
When you find a tag you want to use, you might see either a ‘Copy’ or ‘Settings’ icon. If you see the ‘Copy’ symbol, then simply click to copy the merge tag.

With that done, you can go ahead and paste the tag into the ‘Coupon Code Prefix’ field.
As you can see in the following image, you can use a mix of plain text and tags.

When looking through the tags, you may see a ‘Settings’ icon instead of a ‘Copy’ icon.
For example, the following image shows a ‘Settings’ icon next to the Contact First Name merge tag.

This icon allows you to set a fallback, which FunnelKit will use if it doesn’t have access to the real value.
If you see a ‘Settings’ icon, then give it a click and type some text into the ‘Fallback’ field.

After creating a fallback, click on ‘Copy.’ With that done, simply paste the merge tag into the ‘Coupon Code Prefix’ field.
By default, the coupon will never expire. A sense of urgency and FOMO can encourage customers to use the coupon, so you may want to select the button next to either ‘Expire after Specific Days’ or ‘Expire on Specific Date.’
You can then use the controls to schedule the coupon in WooCommerce.

Finally, you can choose whether the coupon gives shoppers a free shipping discount.
Customers love free shipping, so you may want to consider selecting the ‘Yes’ radio button under ‘Allow Free Shipping.’

When you’re happy with how the coupon is set up, make sure to copy the code under the ‘Coupon Title.’
You’ll need to add this code to the birthday email, so store it somewhere safe.

With that done, click on ‘Save’ to store your changes.
Step 4: Design the WooCommerce Automated Birthday Email
Now, it’s time to create the WooCommerce email that you‘ll send to customers.
To get started, click on the ‘+’ button and then select ‘Action.’

In the popup that appears, choose ‘Send Email.’
Then, click on ‘Done.’

You can now create an email by typing in a subject and previewing it.
You can use a mix of plain text and merge tags. To add a merge tag, just click on the ‘{{.}}’ icon next to the field where you want to use the tag.

You can then add merge tags by following the same process described above.
When you’re happy with the subject and preview, scroll to the small text editor.
Here, you can create the email body text by typing into the editor. You can also add dynamic tags by selecting ‘Merge Tags’ and then following the process described above.
To add your coupon code, simply paste or type in the {{wc_dynamic_coupon id='6'}}
code you copied in the previous step. Double-check the ID number for the discount you’re sending the user.

The text editor has all the standard text formatting options, so you can add links, change the text size, change the font, and more.
To see how the email will look to customers, simply click the ‘Show Preview’ button.

When you’re happy with how the birthday email is set up, don’t forget to click on the ‘Save & Close’ button.
Step 5: Add Follow-up Emails to the Birthday Campaign
At this point, you might want to add one or more follow-up emails to the campaign. For example, you might send the customer’s birthday coupon in advance, followed by a simple greeting on their birthday.
When creating follow-up emails, it’s important to add a delay so the customer doesn’t get all the messages at the same time.
To do this, click on the ‘+’ icon and then select ‘Delay.’

On this screen, open the dropdown that shows ‘Minutes’ by default and choose a value from the list. When creating a birthday email sequence you’ll typically want to select either ‘Days’ or ‘Weeks.’
After that, type in the value you want to use, such as 1 Week or 3 Days.

With that done, you can set the time when FunnelKit will send the follow-up email.
It’s usually a good idea to send emails at a time when the customer is most likely to be online, or when you typically get the highest open rates.
To do this, just check the following box: ‘Delay until a specific time of day’.

You can now set a time using the new settings that appear.
By default, FunnelKit will use the timezone in your WordPress settings. However, you may want to schedule the message based on the customer’s timezone, by checking the ‘In Contact Timezone’ box.

When you’re happy with how the delay is set up, click on ‘Save.’
With that done, it’s time to create the follow-up email. Go ahead and click on the ‘+’ icon and then select ‘Action’.

In the popup that appears, select ‘Send Email.’
After that, click ‘Done.’

This opens a popup where you can create a subject and preview, and type in body text by following the same process described above.
When you are happy with the follow-up email, don’t forget to click on ‘Save & Close.’

To add more delays and follow-ups, simply repeat these steps.
When you are ready to make the automation live on your WordPress website, click on the ‘Inactive’ slider so that it turns to ‘Active.’

That’s it. FunnelKit will now send automated birthday emails to your customers.
How to Send Automated Anniversary Emails in WooCommerce
Purchase anniversaries are an opportunity to get in touch with customers, and remind them about your online store.
You can also use anniversary emails to get more conversions. For example, if you sell physical products, then you might encourage customers to reorder the item by offering them a buy one get one free coupon or free shipping.
If you sell subscriptions using a plugin such as WooCommerce Subscriptions, then you can encourage the customer to renew their annual subscription by offering them a complimentary upgrade.
Even better, you can present these coupons and special offers as an exclusive reward for being a loyal customer. This can make customers feel valued and encourages them to take advantage of their reward.
Step 1. Create an Anniversary Email Automation For WooCommerce
To start, you’ll need to create a new WooCommerce automation by going to FunnelKit Automations » Automations (Next Gen).
Here, select Add New Automation.

Now, you’ll see all the ready-made automation templates you can use.
To create an anniversary email, click on ‘Start from Scratch’.

You can now type in a name for the automation. This is just for your reference, so you can use anything you want.
With that done, click on ‘Create.’

Step 2. Add an Order Created Trigger
The first step is adding the workflow trigger, so click on ‘Select Trigger.’

In the popup that appears, select the ‘WooCommerce’ tab.
Then, click on ‘Order Created.’

Next, click ‘Done’ to add the trigger to your workflow.
The next step is configuring the trigger, so go ahead and click on ‘Order Created.’

You can now choose the order status that you’ll use in the trigger.
Since you’re sending a purchase anniversary email, you’ll typically want to check the box next to ‘Completed.’

However, you may want to select ‘Draft’ or ‘Processing’ if incoming orders take a while to complete. For example, if you approve orders manually, then it may make sense to use the date when the order was created, rather than the completion date.
By default, FunnelKit will run this automation workflow for every product the customer buys. This is a good choice if your online marketplace only has a few products, or you sell more expensive and luxurious items.
However, if your customers often buy lots of small products, then running this workflow for every single purchase may create lots of anniversary emails. This can quickly become annoying and frustrating for the customer.
With that being said, you may want to run the automated anniversary workflow for specific products only. To do this, select the ‘Specific Products’ radio button and then type each product into the ‘Search by name’ field.

Next, you can choose whether the customer can be in this workflow multiple times, simultaneously. The default setting is ‘Once,’ so let’s look at how this might work on your WordPress website.
If a customer buys Item 1, then FunnelKit will add them to the anniversary automation for Item 1. However, if the shopper then purchases Item 2, they won’t be added to the anniversary workflow for Item 2, since they’re already in the workflow.
This can stop FunnelKit from sending lots of anniversary emails to the same customer, in a short space of time.
Another option is adding the customer to the workflow every single time they buy an item. This is a good choice if you sell more expensive or luxury items. For example, if you run an online boutique shop then it may make sense to celebrate every single purchase anniversary.
To make this change, select the button next to ‘Multiple Times.’ Then, click the following toggle: Allow currently active contacts in this automation to re-enter again.

When you’re happy with how the trigger is set up, click on ‘Save.’
Step 3. Add a Delay
Now, you need to set a delay. This is how long the automation will wait before sending the anniversary email to customers.
To get started, click on ‘+’ and then select ‘Delay.’

In the popup, open the dropdown that shows ‘Minutes’ by default and choose a value from the list. When creating an anniversary email you’ll typically want to select ‘Months’ or ‘Days.’
After that, type in the value you want to use. For example, if you want to mark the customer’s 1 year purchase anniversary, then you’ll need to set the delay to 12 months or 365 days.

It typically makes sense to send the anniversary email when the customer is online.
With that in mind, you may want to type a time into ‘Delay until a specific time of day.’

By default, FunnelKit will use the timezone in your WordPress settings.
However, you may want to use the customer’s timezone instead, by checking the ‘In Contact Timezone’ box.

With that done, click on ‘Save’ to store your settings.
Step 4. Create a Personalized Coupon Code (Optional)
You may want to encourage customer loyalty by sending a personalized coupon code.
This is a particularly good option if a customer’s subscription is due to expire. Instead of simply reminding the customer about the expiry date, you can congratulate them on being a loyal subscriber and offer them a discount if they renew their subscription in WooCommerce.
To create a personalized coupon code, click on the ‘+’ icon in the FunnelKit editor. Then, select ‘Action.’

In the popup that appears, select the ‘WooCommerce’ tab.
Then, click on ‘Create Coupon.’

Finally, click ‘Done’ to add the action to the workflow.
You can now click on the ‘Create Coupon’ action.

This opens a popup where you can create the coupon, and personalize it by adding FunnelKit merge tags.
For step-by-step instructions, simply follow the same process described above.

When you’re happy with how the coupon is set up, copy the small pieces of code under the ‘Coupon Title.’
In the next step, you’ll add this code to the anniversary email, so store it somewhere safe.

When you’re finished, click on ‘Save’ to add the coupon code to your workflow.
Step 5. Design the WooCommerce Anniversary Email
Now, it’s time to create the email that FunnelKit will send to customers on their anniversary, by clicking the ‘+’ button.
Then, select ‘Action.’

In the popup that appears, choose ‘Send Email.’
Then, click on ‘Done.’

You can now create an email by typing in a subject, preview, and body text.
You can also personalize the email by adding merge tags. For example, you might include the customer’s name, your store name, and other important information.

For step-by-step instructions on how to use merge tags, simply follow the same process described above.
If you’ve created an anniversary coupon, then you can add it using the code you copied in the previous step.

When you’re happy with the anniversary email, just click on ‘Save & Close.’
Step 6. Add Follow-Up Emails to the Anniversary Email Workflow
At this point, you might want to add one or more follow-up emails to the campaign. For example, you might remind customers when their anniversary coupon is due to expire.
When creating follow-up emails, it’s important to add a delay so customers don’t get all your messages at the same time.
To create a schedule, click on the ‘+’ icon and then select ‘Delay.’

In the popup that appears, set the delay by following the same process described above. When you’re happy with the delay, click on ‘Save.’
With that done, it’s time to create the follow-up email. Simply add a ‘Send Email’ action to your workflow by repeating the same steps described above.
You can now type in the subject line, preview, and body text.

When you’re happy with the follow-up email, just click on the ‘Save & Close’ button.
Simply repeat the exact same steps to add more delays and follow-up emails.

Step 7. Publish Your Anniversary Emails in WooCommerce
When you’re finally ready to make the automation live on your WordPress website, click on the ‘Inactive’ slider so it shows ‘Active’ instead.

FunnelKit will now send anniversary emails to all your customers and subscribers.
Bonus: How to Build a Successful Email List
Creating automated birthday and anniversary workflows is a great start, but for the best results, it’s important to work on building your email list too.
That’s where OptinMonster comes in.
OptinMonster is one of the best email capture plugins for WordPress used by over 1.2 million websites. It has everything you need to turn visitors into email subscribers.

OptinMonster allows you to create eye-catching email signup forms including popups, floating bars, full-screen welcome mats, slide-in scroll boxes, inline personalized lead forms, gamified spin-to-win optins, and more.
OptinMonater comes with over 400 professionally-designed templates that you can customize using the drag-and-drop builder.

For more information, please see our complete guide on how to build your email list in WordPress with OptinMonster.
We hope this article helped you learn how to send automated birthday and reminder emails in WooCommerce. You may also want to check out our guide on how to create a WooCommerce popup to increase sales and the best WooCommerce plugins for your store.
If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.
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8 Best Zapier Alternatives to Automate Your Website

Are you looking for a Zapier alternative to automate your website?
Zapier is a popular web service that allows you to connect different apps and services to automate workflows. However, you may be looking for an alternative due to pricing, advanced features, ease of use, or more.
In this article, we will share the best Zapier alternatives that can be used to automate your WordPress site.

What Is Zapier and Why Use a Zapier Alternative on Your Website?
Zapier is a cloud-based automation tool that lets you connect different apps and services with your WordPress website. It enables users to create ‘Zaps’, which are workflows that trigger one event in one app when another event happens in another app.
For example, you could create a Zap that will automatically add new customer information to your CRM every time someone fills out a form on your website.
Zapeir can connect with many applications, including HubSpot, WooCommerce, PayPal, Facebook, Twitter, and more.
However, you may be looking for an alternative because Zapier’s free version offers limited Zaps, only supports the English language, does not offer some of the native apps, and is not as affordable as other solutions.
If you have a small business website and need to automate a lot of workflows, then you can use a Zapier alternative that offers affordable pricing and more workflow customization options.
Having said that, here is our list of the best Zapier alternatives that you can use to automate workflows on your website.
1. Uncanny Automator


Uncanny Automator is the best WordPress automation plugin on the market that makes it super easy to create workflows without using any code.
It can integrate with 140+ WordPress plugins and third-party tools like Twilio, Instagram, Google Sheets, and Zoom, making it the best Zapier alternative for your website.
With Uncanny Automator, you can easily set triggers and actions to create a recipe and also use conditional logic to control when and how your automation runs.
To create an Uncanny Automator recipe for your website, just head over to the Automator » Add new page from the WordPress admin dashboard and click the ‘Everyone’ option as the recipe type. After that, click the ‘Confirm’ button.
The Everyone recipes can be triggered by any user, while logged-in recipes can only be activated by users logged in to your website.


Next, type a name for your recipe and choose an integration for the trigger. Keep in mind that the trigger is the event that will start the recipe, and the action is the task that runs after the trigger takes place.
For example, if you want to post a tweet every time a new post is published on your website, then you will have to select ‘WordPress’ as the trigger integration.


This will open a list of WordPress triggers on the screen from where you have to select the ‘A post in a taxonomy is published’ option.
Next, open the ‘Post type’ dropdown and choose the content you want to share on Twitter.


After that, you will have to choose an integration that will perform the action of the recipe. Here, you can choose Twitter as the platform and then connect it to Uncanny Automator by providing your credentials.
Once you’ve done that, choose the ‘Post a status to Twitter’ option from the list of Twitter actions.


For more detailed instructions, please see our tutorial on how to create automated workflows in WordPress using Uncanny Automator.
Pros
- It is super easy to use and provides unlimited recipes and actions.
- Uncanny Automator has a free version.
- It has advanced features, such as delays, scheduling, and user creation.
- If you have multiple WordPress sites, then you can also connect them using Uncanny Automator.
- It can integrate with popular plugins like WooCommerce, WPForms, and MemberPress.
Cons
- The free version allows you to create only a limited number of automations with a limited number of app integrations.
Why we recommend using Uncanny Automator: It is the most powerful Zapier alternative that allows you to create detailed workflows in just a few clicks, is easy to use, and is super cost-effective. We recommend using Uncanny Automator if you have a small business website and need to create a lot of automated workflows.
2. Thrive Automator


Thrive Automator is a powerful and free WordPress automation plugin that allows you to connect your website with 40+ apps. These include Constant Contact, HubSpot, and WooCommerce.
With this plugin, you can create complex workflows to add a customer to your mailing list upon a purchase, create a user account, tag your email subscribers when they post a comment, and so much more.
Thrive Automator also has an easy-to-use interface, amazing customer support, and a list of premade actions and triggers, making it a great alternative to Zapier.
Pros
- Thrive Automator is a completely free WordPress plugin.
- It allows you to add filters to your automation workflows.
- It comes with the conditional logic feature to help create complex automations. This means that the tool checks for certain conditions before performing an action.
- Thrive Automator is a part of the Thrive Themes Suite, which is a set of plugins that can improve lead generation and boost conversions on your site. It includes popular plugins like Thrive Architect, Thrive Leads, Thrive Quizzes, Thrive Optimize, and more.
Cons
- All of the other plugins in the Thrive Themes Suite are paid plugins, meaning that if you want to unlock other features, you will have to buy them.
Why we recommend using Thrive Automator: We recommend picking Thrive Automator if you are on a budget. This tool is super powerful, allows you to create unlimited workflows, integrates with numerous apps, and is completely free.
3. HubSpot Automation


HubSpot is an all-in-one marketing software that also comes with an automation tool that connects with 47+ apps and platforms.
It is an amazing Zapier alternative that lets you automate repetitive tasks and workflows across your marketing, sales, and service teams.
With HubSpot Automation, you can send automated emails, publish social media posts, update landing pages, assign leads to sales reps, create deals, and send follow-up emails.
Additionally, you can also use HubSpot to create an automated chatbot that can open support tickets, notify customers of updates, and send surveys.
Pros
- HubSpot offers a free plugin that you can use to create automated workflows.
- It lets you create and manage automation with a user-friendly, drag-and-drop interface.
- HubSpot has its own built-in CRM, help desk software, a self-service customer portal, form builder, and other powerful marketing tools.
Cons
- HubSpot does not integrate with all third-party systems.
- Its premium plan can be a bit expensive for some users.
Why we recommend using HubSpot Automation: It has a free version, a drag-and-drop interface, and allows you to integrate with numerous tools, making it a great Zapier alternative. We recommend using HubSpot Automation if you are looking to manage all your marketing and sales tasks in a central place.
4. FunnelKit Automations


FunnelKit Automations is the best marketing automation platform for WooCommerce websites.
If you have an online store, then FunnelKit Automations can act as a great alternative to Zapier by allowing you to easily set up automated email and SMS campaigns for abandoned carts, win back coupons, lead nurturing, purchase anniversaries, and more.
FunnelKit Automations can integrate with over 200 plugins, comes with a drag-and-drop interface, and also offers ready-made email sequences from its built-in library.
Pros
- It allows you to create no-code workflows by setting a trigger and action along with conditional logic.
- FunnelKit Automations offers A/B testing, contact profiles, broadcast campaigns, email and SMS marketing, and more.
- It provides detailed analytics and reports for your automated emails.
Cons
- FunnelKit Automations is a paid plugin.
- It does not integrate with as many third-party tools as some other automation plugins.
Why we recommend using FunnelKit Automations: This is the go-to Zapier alternative if you have a WooCommerce store. That’s because FunnelKit Automations easily integrates with WooCommerce, connects it with other plugins, and allows you to send automated emails to all your customers.
5. Constant Contact


Constant Contact is the best WordPress email marketing service for small businesses that allows you to manage all the emails on your website.
However, it can also act as a Zapier alternative by letting you create automated email sequences to build customer relationships, sell products, remind customers about abandoned carts or anniversaries, and so much more.
Constant Contact can integrate with more than 300 tools, including WooCommerce, Shopify, PayPal, and Salesforce.
If you are looking for a tool that allows you to create automated workflows for email marketing, then Constant Contact is the best choice.
Pros
- With Constant Contact, you can create drip campaigns where a series of automated emails are sent to subscribers over time.
- You can also create workflows for event-triggered emails that will be sent to users upon taking a certain action.
- The software also offers a list of other tools, including CRM, A/B testing, list-building tools, SMS marketing, social media marketing, and more.
Cons
- Constant Contact’s automation interface can be difficult to use for beginners.
- It does not offer a free plan.
Why we recommend using Constant Contact: Constant Contact is the best Zapier alternative if you are looking to send automated emails to your users. It will allow you to manage and automate your emails effortlessly.
6. IFTTT


IFTTT is also an amazing Zapier alternative that lets you automate workflows without using any code. It offers a free version, is super easy to use, connects with over 700 services, and also comes with a library of pre-built applets, which are automated workflows.
You can use IFTTT to create WordPress posts from YouTube videos, post new Instagram photos to WordPress, and much more.
For more details, you can see our guide on how to automate WordPress and social media with IFTTT.
Pros
- With IFTTT, you can use conditional logic to control how your automation runs.
- It offers a number of advanced features, such as loops, delays, and variables.
- You can run an unlimited number of workflows with applets.
Cons
- Some of IFTTT’s applets can be unreliable and do not work as expected.
- Creating a custom applet can be difficult for beginners.
Why we recommend using IFTTT: Overall, IFTTT is a great choice if you are on a tight budget, as its free version has all the features required to create an automated workflow.
7. Make


Make is an automation tool that allows you to create advanced automated workflows for your site.
It is a great Zapier alternative that integrates with over 1000 apps and services, including Gmail, Slack, Twitter, Asana, and more. Make also offers around 100 premade templates that let you set up workflows on your site in minutes.
It is a great choice if you want to use automated workflows for your sales, marketing, HR, and operations teams.
Pros
- The tool provides detailed analytics about the performance of your automations.
- It is super easy to use and comes with a visual builder to create and manage automations.
- It can help you create advanced automated workflows like setting up a new user account and updating product statuses.
Cons
- The free version of Make has some limitations.
- It reserves priority support for premium plans only.
Why we recommend using Make: We recommend opting for Make if you want to create advanced workflows or use a lot of apps. It is also a good choice to create different workflows for your support, sales, and marketing teams.
8. Pabbly Connect


Pabbly Connect is a popular Zapier alternative that comes with a user-friendly interface and highly customizable workflows.
It offers 1000+ integrations, comes with a visual builder, and even has a library of pre-built automation templates that you can use to get started quickly.
Additionally, Pabbly offers advanced features like automation scheduling, delays, and routers.
Pros
- Pabbly offers a free plan.
- It can also act as an email marketing platform, form builder, subscription billing, and affiliate marketing platform.
- Pabbly provides detailed analytics on the performance of your automations, email campaigns, and subscription plans.
Cons
- Its free version has some limitations.
- It does not offer any live chat support.
Why we recommend using Pabbly: You should pick Pabbly if you want to create highly customizable workflows, as it comes with pre-made templates, a visual builder, and integrations with over 1000 apps.
Which Is the Best Zapier Alternative for Your Website?
In our expert opinion, Uncanny Automator is the best Zapier alternative for WordPress websites. It has a user-friendly interface, integrates with more than 140 tools, offers a free version, and lets you create unlimited recipes.
However, if you have an online store, then you could pick FunnelKit Automations instead. It is specifically built for WooCommerce and even lets you set up email and SMS marketing for customers.
Similarly, if you only want to send automated emails to users, then Constant Contact and HubSpot Automation are also great choices.
Finally, if you are on a budget, then IFTTT and Thrive Automator are also good Zapier alternatives.
Frequently Asked Questions About Zapier Alternatives
Here is a list of some questions frequently asked by our users who are looking for Zapier alternatives.
What is Zapier?
Zapier is a no-code automation tool that integrates with over 4000 apps and allows you to automate tasks such as sending emails, creating new tasks in project management tools, and posting updates to social media.
However, even though Zapier is popular, it is not the only automation tool on the internet.
To create automated workflows, you can also use tools like Uncanny Automator, Constant Contact, Make, Thrive Automator, and Pabbly, which are more reliable, cost-effective, and easy to use.
Why should I use a Zapier alternative?
You might want to use a Zapier alternative because Zapier’s premium plan isn’t affordable for everyone, and its free plan does not offer all the features you will need to automate your workflows.
Additionally, Zapier can also be slow and unreliable, especially when running complex automations.
Which is the best free Zapier alternative?
If you are on a shoestring budget and looking for a free alternative to Zapier, then Thrive Automator is the perfect choice.
It is a free WordPress plugin that is super powerful, has an easy-to-use interface, integrates with 40+ apps, has amazing customer support, and so much more.
Best WordPress Guides for Automating Your Website
If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.
WORDPRESS
Watch Live on December 11 – WordPress.com News

It’s almost time for State of the Word 2023! Join us for this live stream event on December 11th at 10am ET.
State of the Word is the annual keynote address delivered by the WordPress project’s co-founder and Automattic CEO, Matt Mullenweg. Every year, the event shares reflections on the project’s progress and the future of open source. Expect all that and more in this year’s edition.
For the first time ever, this event is venturing beyond North America, bringing the WordPress community to a new and vibrant city: Madrid, Spain! The event will be live-streamed to WordPress enthusiasts and newcomers alike via the WordPress YouTube channel.
Join Matt as he provides a retrospective of 2023, demos the latest in WordPress tech, and comments on the future of the WordPress open source project.
Watch State of the Word 2023 live!
What: State of the Word 2023
When: Monday, December 11, 2023 @ 10:00 am ET (15:00 UTC)
How: The live stream is embedded in this post, just above, and will go live at the time of the event. It will also be available through the WordPress YouTube channel. Additionally, there are a number of locally organized watch parties happening around the world if you’d like to watch it in the company of other WordPressers.
Don’t worry, we’ll post the recorded event early next week if you aren’t able to catch it live.
Join 103.7M other subscribers
WORDPRESS
Enhanced WordPressing With the Updated Jetpack Mobile App – WordPress.com News

The Jetpack app’s latest update offers an enhanced mobile experience for all your WordPress.com needs.
The Jetpack app is getting better and better every single day. We’re excited to share a few updates we’ve made across the mobile experience to make your WordPress.com content creation and management more efficient and enjoyable.
Look for these updates when your app updates to version 23.7.
Posts and Pages improvements
Redesigned posts and pages screen
The Posts and Pages screen has a fresh new look. Notably, the “default” and “compact” display options have been consolidated, making the user interface more streamlined. This means that you now have a more intuitive way to navigate your content and find what you need.
New context menu

Navigating to “Stats,” “Comments,” and “Settings” has been moved to the context menu for a cleaner and more organized look. This enhancement simplifies the user interface, making it easier to access and manage your content.
New swipe actions on iOS
With the introduction of swipe actions, you can now swipe left to view a post or page, and swipe right to share or delete it. This intuitive feature adds a layer of convenience to your workflow, allowing you to perform actions with a simple gesture.
Improved search and filtering on iOS

This Jetpack app update also includes various search and filtering improvements on iOS. You can now perform full-text searches and filter content by “author” or “tag.” This makes it easier to locate specific content within your collection.
Streamlined dashboard and personalizations

We’ve refined the dashboard interface, offering a more personalized experience. You can now customize shortcuts and cards on your dashboard, tailoring it to your specific needs and preferences, so you can easily access the features that matter most to you.
Updated “Me” tab
By moving the “Me” section to the bottom tab, we’ve simplified the app’s navigation. This means you can now access your profile, account settings, and app settings from anywhere within the app, without interrupting your workflow.
Optimized site media on iOS

We’ve re-engineered the screen for managing and selecting your site’s media on iOS, focusing on performance optimizations. The previews load significantly faster and use less memory, ensuring a smooth scrolling experience.
We’ve also added three new gestures to help you manage your media on the fly:
- Long press on an image to quickly preview a photo and access some of the common actions
- Quickly select multiple items by dragging your finger over the images
- When checking the media details, swipe from left to right to switch between items
There are many other minor improvements and fixes that add up to a significantly better overall experience of working with your media, and we’ll continue to build on this new foundation in the upcoming releases to deliver the best experience possible.
Download the latest update
Experience the new and improved Jetpack mobile app by downloading the latest update.
Thank you for being part of the WordPress.com community! We’re thrilled to continue this journey of improvement with you.
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