WooCommerce Deep Data integration overview

The WooCommerce Deep Data integration is available on the following plans:

  • Plus
  • Professional
  • Enterprise

Our Deep Data integration with WooCommerce allows you to send actionable purchase and abandoned cart data directly from a WooCommerce store into your ActiveCampaign account.

You can use this data to send customized follow-up emails to your contacts, trigger automations to run based on abandoned cart data for both logged in customers and guests, create list segments, configure automation goals, and more.

Take note

To setup and use this integration, you'll need the following:

  • WooCommerce 3.0 or greater. If you are on a previous version of WooCommerce, you will need to upgrade to the most recent version
  • ActiveCampaign for WooCommerce Wordpress plugin 1.2.0

How to set up the WooCommerce Deep Data Integration

In order to set up the WooCommerce Deep Data integration and sync abandoned cart data into your ActiveCampaign account, you will need to configure the integration in two places in the following order: your ActiveCampaign account then your WordPress account.

Your ActiveCampaign account

This is where you'll need to first establish and authorize the connection. This connection will also let you sync contact and purchase data to your ActiveCampaign account.

Your WordPress account

Once the connection is established, you'll need to log into your WordPress account and configure the ActiveCampaign for WooCommerce WordPress plugin. This plugin will let you:

  • Sync future abandoned cart data to your ActiveCampaign account. You cannot sync previous abandoned cart data
  • Set a wait time before triggering any automation that uses the "Abandons Cart" trigger. Abandoned cart is supported for both logged in customers and guests
  • Show or hide an "Opt-in" checkbox
  • Sync opt-in preference for both logged in customers and guests. Once synced, contacts will appear in the appropriate "Has or Has not accepted marketing" segment results. Opt-in preference will not be displayed on contact profile pages

Once the integration configured both in ActiveCampaign and WordPress:

  • All checkouts, abandoned carts, and "Accepts marketing" opt-in preferences will be synced to your ActiveCampaign account for logged in customers and guests
  • Orders of any status for synced contacts will be added to your ActiveCampaign account as they happen. This includes orders where payment is accepted, pending, failed, and refunded
  • Contacts synced from this integration will receive the following tag on their contact profile record in ActiveCampaign: woocommerce-customer

If you have already configured the integration in your ActiveCampaign account and have not yet installed and configured the ActiveCampaign for WooCommerce WordPress plugin, your integration will not break.

Click the links below to expand instructions.

Configuring the WooCommerce Deep Data integration in your ActiveCampaign account

To get started follow these steps:

1. From your ActiveCampaign account, click "Settings" (gear icon) located on the left menu.

2. Click the "Integrations" option.

3. The "Connected Integrations" page will open. Click the "Add an Integration" button.

Add an integration button

4. A modal window will appear. Click the WooCommerce option.

WooCommerce Deep Data option

5. Enter the URL of your WooCommerce website then click the "Connect" button.

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6. We'll redirect you to your WooCommerce store where you can authorize the connection. When finished, click "Done" in the modal.

Configuring the ActiveCampaign for WooCommerce plugin

After you've connected your ActiveCampaign account to WooCommerce, you're now ready to install and configure the ActiveCampaign for WooCommerce plugin.

1. Log into your WordPress account.

2. Navigate to "Plugins" > "Add New" and search for the ActiveCampaign for WooCommerce plugin.

3. Install the plugin.

4. Under the ActiveCampaign for WooCommerce Settings, click the "Connection" tab and enter your ActiveCampaign API URL and Key.

5. Click the "Update Settings" button.

ActiveCampaign-for-WooCommerce-‹-AC-Test-—-WordPress.png

6. Click the "Store Settings" tab. Under this tab are two settings for you to configure: Abandoned Cart and Opt-in Checkbox.

  • Abandoned Cart - choose how long ActiveCampaign should wait after a contact abandons their cart before triggering an abandoned cart automation. Choose the best option for you by clicking it
  • Opt-in Checkbox - Configure what text should appear next to the opt-in checkbox, and whether that checkbox should be visible and checked by default. Choose the best option for you by clicking it
  • When finished, click the "Update Settings" button
ActiveCampaign-for-WooCommerce-‹-AC-Test-—-WordPress (1).png
Disconnect your WooCommerce store

If you ever need to disconnect your WooCommerce store, you can do so by clicking the WooCommerce integration then clicking Disconnect button.

Any data already synced from that WooCommerce store will not be deleted and will remain even after the store has been disconnected.

Managing your integration and syncing historical orders

Once your WooCommerce store is connected, you can manage the connection at any time from the Settings > Integrations page in your ActiveCampaign account.

The "Disconnect" button

Clicking the "Disconnect" button will prevent future order and customer data from syncing into your ActiveCampaign account. It will not remove any previously synced customer and payment data.

The "Sync Historical Data" button

Clicking the "Sync Historical data" button will sync the following data from WooCommerce:

  • All contacts in your WooCommerce account along with any orders that they made
  • All contacts in your WooCommerce account that have not placed any orders with you
  • All orders placed by contacts that already exist in your ActiveCampaign account

Previous abandoned cart data will not be synced. In addition, synced historical data will not trigger any automations to run that use the "Makes a purchase" automation trigger. 

Once you initiate the sync, it will run in the background and you will be able to navigate away from or close the page.

Syncing WooCommerce abandoned cart data

If an order is created in WooCommerce but not completed within a specific timeframe, the order is considered abandoned.

You can determine this timeframe by logging into your Wordpress account then clicking the "Store Settings" tab in the ActiveCampaign for WooCommerce plugin.  

Abandoned cart data is synced for both customers who are logged into your store and guests.

Contact records will be created in ActiveCampaign for all customers who don't have an account in ActiveCampaign when they abandon their cart in your store.

WooCommerce data on the contact profile page

When contacts are synced through this integration, their order(s) as well as abandoned cart information will display in an Ecommerce box on their profile page:

You will be able to sort by Ecommerce activity:

If you have more than one WooCommerce store connected to your ActiveCampaign account, you'll also be able to sort by store name.

We will also display total revenue, total orders, and number of products purchased:

The Ecommerce box will also display the following information:

  • Order number
  • Total (order price)
  • Order Date and time
  • Order status (Completed or Abandoned)
  • Store name

Clicking the "Products" button will open the details for that specific order on the right side of your screen.

Here you'll see the following information for that order:

  • Order status
  • Order number (this will contain a link that will open the order in WooCommerce)
  • Order total
  • Order date and time
  • Discount code and discount price (if used)
  • List of products contained in the order:
    • Image of product (if available)
    • Product name
    • Product category (if available)
    • SKU
    • Quantity ordered
    • Product price

In addition, well display synced order information in the activity stream for each contact.

Clicking the Order ID number in this "Order Details" will open the order in your connected WooCommerce store.

In addition, when a contact abandons a cart or completes a purchase, you'll see an entry for that activity in the contact's activity stream:

Synced opt-in preferences will not be displayed on contact profile records.

In order to see which contacts opted into marketing through your WooCommerce store, you will need to create an advanced search using the "Ecommerce > Has opted into marketing" segment condition.

Contact fields imported from WooCommerce

Below are the fields are imported from WooCommerce as well as the fields in ActiveCampaign that they are mapped to:

WooCommerce ActiveCampaign
First name First Name
Last Name Last Name
Email Email
Company field under "Customer billing address" Organization
Phone field under "Customer billing address" Phone
Product Name Product Name
Product Category Product Category
Product ID Product ID
Order Price Order Price
Order Currency Currency
Order Shipping Method Order Shipping Method

Additional information

Use Ecommerce segmenting conditions
Ecommerce segmenting conditions will be available in your account once you enable the WooCommerce integration. You can use these conditions to create "If/Else" forks in automations, conditional content in your campaigns, goal conditions in your automations, set up"Split Test"automations, update a deal score or contact score, send targeted campaigns by creating list segments, and more.

Personalize communications
Use Deep Data personalization tags in your campaigns and automation emails. Doing so lets you dynamically display contact-specific content in your messaging.

Start an automation when a customer makes a purchase
Add a contact to an automation as soon as they make a purchase with the "Makes a purchase" automation trigger.

Recover abandoned carts
Read about our Abandoned Cart feature and learn how to start an automation when a customer abandons their cart. 

View order information in the Conversations Unified Inbox
If you're using Conversations, agents will see an overview of a known visitor's order history. This information will dynamically appear in the Conversations Unified Inbox whenever a conversation is opened with a known visitor. Agents can use this information to gain greater context when interacting with a visitor which will allow for deeper engagement.

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