|Installing the WooCommerce connector|
|Working with your WooCommerce store settings|
|» Connected store|
|» Store access|
|How order and product synchronisation works|
|Working with your field mapping settings|
The WooCommerce connector enables you to synchronise all of your WooCommerce customers to dotmailer. You can choose which of your WooCommerce data fields get mapped to your dotmailer contact data fields, allowing you to synchronise your customers' order histories and use it for better campaign targeting. You can also enrol new customers, new subscribers and abandoned baskets into your programs.
Firstly, and before you can get going with any of the above, you'll need to install the connector.
Installing the WooCommerce connector
The WooCommerce connector is WordPress-based and on-premise. A WordPress plugin is needed to perform the install, and then a bridge file needs to be downloaded from dotmailer and added to your store's root directory to complete the connection.
Follow these steps:
- You'll need a minimum of WordPress v4.0 installed
- You'll also need a minimum of the WooCommerce plugin v1.6 installed
- Go to the dotmailer App Directory (https://apps.dotmailer.com/woocommerce/) or GitHub (https://github.com/dotmailer/dotmailer-for-woocommerce) and download the plugin
- Copy and unzip the downloaded plugin file into your WordPress root folder - wordpress-root\wp-content\plugins. After doing so, you should see 'dotmailer-for-woocommerce' files.
- Log into your WordPress admin console
- In the left-hand menu, go to Plugins > Installed Plugins and select Add New
- Search for 'dotmailer email marketing'
- Click on Install Now
- When installed, click on Activate Plugin
- In the left-hand menu, click on dotmailer to open dotmailer in the main content panel within WordPress
- Log into dotmailer
- You'll see the 'Almost there!' message, outlining the three final steps to complete:
- Download the bridge zip file
- Copy and unzip the bridge file into your WordPress root folder - wordpress-root\wp-content\plugins
- Click on 'Test connection' to check all's well
A message will confirm a successful connection, and your store data will begin syncing very soon.
Otherwise, you'll be informed of a problem in connecting. In this case, you'll need to go back over the steps to make sure everything was done correctly.
Change to support subscribers
As WooCommerce doesn't natively support 'subscribers', dotmailer makes an adjustment by adding a new 'subscribe' customer field to your customers, which is a Boolean (yes/no) data type.
In turn, a 'Subscribe to our newsletter' checkbox is added to your store's registration and checkout pages, allowing your customers to opt in.
Once you've successfully installed the connector, you can start working with your general WooCommerce connector settings in dotmailer. They're accessed by clicking on WooCommerce in the settings menu.
This takes you to the 'Store' tab, where you can access data synchronisation, contact synchronisation and program enrolment settings. You can also remove your WooCommerce connection completely if you wish.
Remember to click Save after making any changes here.
Let's go through the sections.
Store name: Your store's name is confirmed here.
Store URL: The URL for your store is confirmed here. Click on it if you want to open it in a new browser.
Data sync: Syncs take place every 5 minutes. If something has changed with one of your WooCommerce customers, such as they've unsubscribed from your store, then it will only be a matter of minutes until this is reflected in dotmailer.
You're able to turn data syncing On or Off, should you need to. You can also force an unscheduled sync by clicking Sync now.
Last sync: The date and time of the last sync is provided here.
Sync customers to: A dropdown allows you to choose the dotmailer address book you'd like to sync your WooCommerce customers to. Alternatively, you don't have to choose an address book and your customers won't get synced at all.
Any contacts in WooCommerce will, by default, get synced into the 'Store customers' address book. Note that these can be guests, prospects, subscribers, and first-time buyers or returning customers.
Sync subscribers to: This operates in a similar way as above.
The system prevents you from being able to sync customers and subscribers to the same address book, ensuring that they always remain separate.
Only contacts who are subscribers get synced into 'Store subscribers'. That is, only contacts who have opted in to receive your marketing emails when creating an account, or while checking out in your store, will be synced here.
Please only send to subscribersSome of your customers may not have explicitly opted into your marketing emails when purchasing in your store. Please make sure that you only send campaigns to the 'Store subscribers' address book. These are the contacts you have permission to send to, and, in turn, you'll be ensuring you're adhering to international email spam laws, upkeeping best email marketing practice, and maintaining a good sending reputation.
Enrol new customers to: A dropdown allows you to choose the dotmailer program you'd like to enrol new WooCommerce customers into.
Enrol new subscribers to: Similarly, a dropdown allows you to choose the dotmailer program you'd like to enrol new WooCommerce subscribers into.
Enrol abandoned baskets to: A dropdown allows you to choose the dotmailer program you'd like to enrol your WooCommerce abandoned baskets into. A WooCommerce abandoned basket is judged as when a session in your store closes. When clicking on an abandoned basket link, shoppers will not be taken back to a repopulated basket.
Enrol customers on their first order to: A dropdown allows you to choose the dotmailer program you'd like to enrol your WooCommerce customers to as soon as they place their first order. Please be aware that this may include customers who aren't subscribed, therefore you should always check whether they also belong to your subscribers group if you intend to send them marketing emails (please see above - 'Please only send to subscribers').
Click on Remove WooCommerce connection to disable the connector and remove the integration with immediate effect.
Automatic synchronisation of your WooCommerce customers' order histories and of your WooCommerce product catalogue requires Insight data and AccountInsight to be enabled on your account respectively. Speak to your account manager if you'd like to enable these.
Your WooCommerce customers' order histories will automatically synchronise upon installation. This data gets synced to your account's Insight data collections for contacts. You'll then be able to segment upon contact order data and target your customers more effectively.
All of your visible products in WooCommerce will also automatically synchronise upon installation. This data gets synced to your AccountInsight 'Catalog_Default' collection. You'll then be able to make use of EasyEditor's product block.
Clicking on the Field mapping tab will enable you to map the WooCommerce customer fields of your choice to corresponding dotmailer contact data fields.
The customer fields for WooCommerce are (with data types in parentheses):
- First name (text)
- Last name (text)
- Created date (date)
- Has account (Boolean)
- Last order id (numeric)
- Orders count (numeric)
- Total spent (numeric)
- Billing address 1 (text)
- Billing address 2 (text)
- Billing phone (text)
- Billing fax (text)
- Billing city (text)
- Billing postcode (text)
- Billing state (text)
- Billing region (text)
- Billing country (text)
- Billing company (text)
- Shipping address 1 (text)
- Shipping address 2 (text)
- Shipping phone (text)
- Shipping fax (text)
- Shipping city (text)
- Shipping postcode (text)
- Shipping state (text)
- Shipping region (text)
- Shipping country (text)
- Shipping company (text)
Click on the dropdown next to the WooCommerce customer field and select the dotmailer contact data field that you wish to map and sync to.
dotmailer's default contact data fields are automatically mapped to their equivalent WooCommerce customer field for you.
It's up to you which WooCommerce customer fields that you wish to synchronise. Leave them unmapped if you don't wish to sync that specific data to dotmailer.
Click Save once you're happy with your mapping settings and begin syncing to these dotmailer contact data fields.
If you no longer wish to sync data from a WooCommerce customer field, you can simply deselect the mapping here and click Save to update your mapping settings. The next time a sync runs, your WooCommerce data will no longer sync to this dotmailer contact data field.