Integration with WordPress – WooCommerce plugin

WooCommerce plugin, that enables you to set up an e-store with WordPress, has been integrated with SALESmanago. With this integration, email addresses used during logging or registering into your store will be added to your SALESmanago account. From that point, the contact is monitored. 

SCOPE OF INTEGRATION:

  • the export of contacts to SALESmanago who logged in to the shop,
  • the export of contacts to SALESmanago who registered in the shop,
  • sending contacts to SALESmanago with tags assigned to them after registration, logging in, purchase and subscription to the newsletter,
  • contact monitoring (assigning cookies: smclient),
  • the feature of recovering URL with products from abandoned cart,
  • adding events (external events): cart and purchase without logging in

Contents

  1. Installation of WooCommerce plugin
  2. Installation of SALESmanago plugin
  3. Configuration of SALESmanago plugin
  4. Configuration of WooCommerce plugin

1. Installation of WooCommerce plugin

Log into your account in WordPress. On the menu on your left-hand side hover the cursor of a mouse over Plugins, and then click Add new. Type in the name of the application in the searcher: WooCommerce. Once you find the application, begin the installation process by hitting the button Install.

After the installation, the plugin will be available in the section Installed plugins, hover the cursor of the mouse on the Plugins section to get there. You will see the list of the installed plugins among which you can find WooCommerce. The next step will be the activation of the plugin that will be performed once you hit the button Activate next to the plugin name.


2. Installation of SALESmanago plugin

Navigate to Plugins once again and click Add new [1]. Search SALESmanago [2] and Install [4]. After the installation, the plugin will be available in the section Installed plugins. Then you will see a list of the installed plugins among which you can also find WooCommerce. The next step will be the activation of the plugin that will be performed once you click the Activate button next to the name of the plugin.

OR

Download the plugin here and click Upload Plugin [3]. Open the section Installed plugins and click Activate.

Installed and activated plugin will show up as a separate position on the main menu on the left-hand side.


3. Configuration of SALESmanago plugin

Once you create or log into the SALESmanago account, go to settings of integration and find the Synchronization settings for WooCommerce [1]. You will find there the following options:

  • Export contacts to SALESmanago – choose this option to activate sending automatically contacts to SALESmanago. You can choose the status with which contacts will be sent to SALESmanago – they can be either subscribed or unsubscribed contacts.
  • Export historical transaction data – choose this option, if you want to move all finalized transactions to SALESmanago. Remember that events (purchase) will be duplicated if they already exist in SALESmanago.

In the advanced options, you can choose the period during which the contacts were acquired and export them to SALESmanago. In the second field, add tags which will be assigned to the exported contacts.

You can find a detailed instruction on how to configure SALESmanago plugin here


4. Configuration of WooCommerce plugin

Activate the plugin that integrates SALESmanago with WooCommerce and Save settings.

[1] Cart URL – fill in the URL address of the abandoned cart. The first part of the field marked grey is automatically filled. The second needs to be filled with the further part of the URL address, e.g. cart. This option facilitates marking this event on the contact card. In the details of the event, you can find a link to the abandoned cart and paste it to the email sent to the customer.

[2] Tags  – in the remaining four fields fill in the names of the tags that will be assigned to contacts respectively which will make it possible to differentiate the source of contact acquisition.

Click Save settings to finish the process.

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