How do I integrate with WooCommerce (with Deep Data integration)?

In this article, we will show you step by step how to create a Deep Data integration from MailBlue to your WooCommerce environment. Because it involves 'Deep Data', a lot of data from WooCommerce is directly visible in your MailBlue account. This way, you can easily track a purchase from an automation, or segment in MailBlue based on order history, for example.

What is covered in this article

Please note: The Deep Data integration can only be created from a Plus subscription onwards. Do you use WooCommerce and have a Lite subscription with MailBlue? Then read this article on how to still make the connection.

To complete the deep data integration link, you need to activate the integration in two places:

  • In your MailBlue account
  • The 'ActiveCampaign for WooCommerce WordPress' plugin

Both will be explained in this article.

Configuring the integration in your MailBlue account

  1. Click on 'settings' at the bottom left of the menu.

    Woocommerce_1.png

  2. Click on 'integrations'.

    Woocommerce_2.png

  3. Click on 'add integration'.

    Schermafbeelding_2018-09-19_om_13.42.09.png

  4. Select 'WooCommerce'.

    Woocommerce_3.png

  5. Enter your WooCommerce domain and click 'connect'.

    Woocommerce_4.png

  6. You will then be redirected to your WooCommerce and asked if you want to authorise the connection. Click 'done' in the integration screen.

Configuring the ActiveCampaign for WooCommerce plugin

You can now download the plugin, you can do this here.

With this plugin, you can:

  • Enable historical order data sync.
  • Specify how long MailBlue should wait before the 'abandoned cart' automation can start with the 'Abandoned cart' trigger.
  • View and manually synchronise the 'Abandoned cart' logs.
  • Show or hide an opt-in checkbox at checkout.
  • Synchronise the 'Accepts Marketing' field. Once this information is synchronised, contacts will be divided into segments for 'Has accepted marketing' and 'Has not accepted marketing'. This information will not be displayed on the contact's profile page.

With this plugin, you cannot load 'Abandoned cart' data from the past.

To get started, follow these steps:

  1. Log in to WordPress.
  2. In the menu, click on 'plugins > add new plugin' and search for the 'ActiveCampaign for WooCommerce' plugin.
  3. Install the plugin.
  4. Under the settings for 'ActiveCampaign for WooCommerce', click on the 'connection' tab and enter your API details. Then save the details.
  5. Click on the 'store settings' tab and indicate how long ActiveCampaign (MailBlue) should wait before starting automations with the "Abandoned cart" trigger. Here you can also specify if the opt-in checkbox should be visible.

Both settings are now correct, and from now on, all orders and abandoned cart situations will be received by Mailblue. Contacts coming in through this integration will be tagged as "woocommerce-customer".

 

Undo Integration

  1. To disconnect MailBlue from WooCommerce, go to 'settings' in MailBlue followed by 'integrations'.
  2. Click on the WooCommerce store you want to unlink from MailBlue.
  3. Then click on the 'break integration' button.

The connection between the store and MailBlue is now broken. No new data will be fetched from WooCommerce. Data that was previously synchronised to MailBlue will remain in the software. This data will not be automatically removed from MailBlue when the connection is broken.

 

Load Past Orders

You can load historical data from your WooCommerce into MailBlue. This includes the following information:

  • All contacts in your WooCommerce account with each order they have placed.
  • All contacts in your WooCommerce account who have not placed any orders.
  • All orders placed by the contacts already in your MailBlue account.

Historical data does not trigger automations using the 'makes a purchase' trigger.

To load the historical data, follow these steps:

  1. Click on 'settings' at the bottom left of the menu.
  2. Click on 'integrations'.
  3. Click on the connected WooCommerce store.
  4. Click on the 'sync historical data' button.

 

Imported Fields from WooCommerce

In the synchronisation between WooCommerce and MailBlue, several fields are imported from WooCommerce. These fields will be displayed in the contact overview once the contact is added to MailBlue via the 'Deep data' integration.

List of synchronised fields:

html
WooCommerce MailBlue
First name

First name

Last name Last name
E-mail E-mail
Company field Company field
Phone Phone
Product name Product name 
Product category Product category
Product ID Product ID
Order price Order price
Order currency Order currency 
Order shipping method Order shipping method 

 

E-commerce data in the contact overview

When contacts are synchronised from a WooCommerce store through the 'Deep data' integration, their placed orders and related e-commerce data are displayed in the contact overview under the 'E-commerce' section.

 

You can filter the e-commerce activity here based on whether a purchase has been completed or the cart has been abandoned. It is also possible to link multiple WooCommerce stores through the 'Deep data' integration. In the E-commerce section, you can sort by store name.

Furthermore, you can quickly see the total revenue generated by the contact, the number of orders placed by the contact, and the total number of products purchased.

Additionally, you can view further information such as order number, date and time of the placed order, and the order status.

By clicking on 'Products', you can see an overview of the order.

 

Segmenting with E-commerce data

You can create segments using the E-commerce data transferred from WooCommerce to MailBlue. The next article explains step by step how to create a segment.

This way, you can easily further segment contacts based on:

  • Total revenue
  • Total number of orders
  • Last order date
  • Last product ID
  • Last product SKU
  • Shipping method
  • Abandoned carts

Synchronised data from WooCommerce

Below is a list of all data synchronised from WooCommerce that you can use to segment contacts who have made a purchase via WooCommerce.

  • Total revenue = The total amount of all completed purchases by a contact.
  • Total orders = The total number of orders completed by a contact.
  • Total products = The total number of products purchased by a contact.
  • Last order date = The date of the last order completed by a contact.
  • Last order price = The total price of the most recent order by a contact.
  • Last order currency = The currency in which payment was made for the most recent order completed by a contact.
  • Last order shipping method = The shipping method used for the most recent order by a contact.
  • Last order product count = The total number of products in the most recent order placed by a contact.
  • Last product ID = ID number of the most recently added product in the most recent order completed by a contact.
  • Last product name = The name of the most recently added product in the most recent order completed by a contact.
  • Last product category = The category of the last added product in the most recent order completed by a contact.
  • Order date = The date of the order completed by a contact.
  • Order time = The time of the order completed by a contact.
  • Product category = Search for contacts with at least 1 completed order containing a product with a selected product category in this condition.
  • Shipping method = Search for contacts who have used the selected shipping method in a completed order.
  • Currency = Search for contacts who have received a completed order with the selected currency.
  • Product ID = Search for contacts with at least 1 completed order containing a product with the selected product ID.
  • Has made a purchase = Search for contacts who have made 1 or more purchases in the selected store(s).
  • Has not made a purchase = Search for contacts who have made 0 purchases in the selected store(s).
  • Has opted into marketing = Search for contacts who have checked the 'Accepts Marketing' checkbox.
  • Has not opted into marketing = Search for contacts who have not checked the 'Accepts Marketing' checkbox. This includes "Contacts" not added to ActiveCampaign via the "WooCommerce Deep Data" integration.
  • Has abandoned cart = Search for contacts with at least one abandoned cart from any connected "WooCommerce" store or a specific "WooCommerce" store.
  • Doesn't have abandoned cart = Search for "Contacts" who have not abandoned any carts. This includes contacts who:
    - Have not abandoned a cart and have never made purchases in the store. These are "Contacts" without any e-commerce data linked.
    - Have not abandoned a cart and have made one or more purchases in a linked "WooCommerce" store or in a specific "WooCommerce" store.
  • Has recovered abandoned cart = Search for contacts with at least one recovered abandoned cart (a cart that was abandoned but then an order was completed) from any connected "WooCommerce" store or a specific connected "WooCommerce" store.
  • Has not recovered abandoned cart = Looks for contacts that have not recovered abandoned carts. This includes "Contacts" that:
    - Have not recovered a cart and have never made a purchase. These are "Contacts" without e-commerce data linked to them.
    - Have not recovered a cart and have made 1 or more purchases.
    - Have not recovered a cart and have abandoned at least 1 cart.
    - Have not recovered a cart and have neither recovered nor abandoned any carts.
  • Total value of last abandoned cart = Looks for "Contacts" whose last abandoned cart has the value you specify here.
  • Product count of last abandoned cart = Looks for contacts whose last abandoned cart has the number of items you specify here.
  • Product name in last abandoned cart = Searches for contacts whose last abandoned cart contained a product name you specify here.

Was this article helpful?
0 out of 0 found this helpful