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You are here: Home / Archives for ActiveCampaign

Using ActiveCampaign

We were impressed with ActiveCampaign's functionality. We found ways to use it with WooCommerce and created a plugin that adds your new customers from WooCommerce to Activecamapign and tag those customers. See more at Wordpress.org.

Here are articles that help you make use of ActiveCampaign within your site.

ActiveCampaign

ActiveCampaign Last Order Details

August 26, 2019 by Michele Leave a Comment

I have a B2B client, who wants to remind customers to place an order if they have not ordered in the last 35 days.

Since orders do not vary much, the goal was to send the customer the details of the last order 35 days after the purchase so they could easily re-order.

This client uses the WooCommerce Deep Data Integration, and ActiveCampaign stores the order details in the CRM. In an ideal world, we should be able to simply insert a tag in the email to display the details of the last order. Included in the email should be an introduction text explaining that it has been five weeks since their last order, plus a call to action to refresh inventory levels.

Sadly, this is not possible. The full order, while stored in ActiveCampaign, is not retrievable for purposes of inserting into an email. Using personalization tags, you can insert any of the elements below but you are unable to insert all the products purchased. If the customer purchased five (5) products in the last order, only the last product in the order would be available to insert into the email.

ActiveCampaign eCommerce Personalization Tag Names

  • Contact’s total revenue
  • Contact’s total # of orders
  • Total # of products ordered
  • Price of last order
  • Currency of last order
  • Shipping method of last order
  • Product count of last order
  • ID of last product purchased
  • Name of last product purchased
  • Category of last product purchased

For more information about ActiveCampaign’s Deep Data Personalization, please see this ActiveCampaign help page.

Being a programmer and the author of the WooCommerce ActiveCampaign plugin, I thought I could enhance the plugin and store the details of the last order in a custom text field in ActiveCampaign. After considering this idea, however, I realized that it did not make sense to limit the orders to the very last order. Furthermore, why store that information in parallel to the data already collected via the Deep Data Integration?

What is possible Without Coding?

Our goal – remind customers to purchase if they have not placed an order in the last 35 days and provide a way to see the details of their last order.

First and foremost, we need to record the date of the last order in ActiveCampaign. This can be done via an automation that ActiveCampaign published in their Marketplace called Store Last Purchase Date.

A second automation is needed to trigger the email after the number of specified days, 35 in our case. ActiveCampaign published that automation recipe in the Marketplace. It is called Reminder to Re-Purchase.

Note: Make sure you create a custom date field in ActiveCampaign before importing either of these automation recipes so that you can select the proper field when prompted.

All our customers have registered accounts in WooCommerce. So, we insert a link to the customer dashboard in the email to make it easy for each customer to view the details of recent orders. That dashboard page is located at https://{website}/my-account/orders/.

This approach satisfies the basic requirement – we notify the customer and using a link on the WooCommerce page, the customer is able to view the details of their recent orders.

WooCommerce Customer Dashboard list of recent orders

What Is Possible With A Bit Of Coding?

My client does not have a very extensive list of products and I thought it would be nice to display all the unique products the customer ever purchased with an ‘Add to Cart’ button for easy re-ordering.

We accomplished that additional requirement by adding a little piece of code from Business Bloomer to the theme’s functions.php file. You can find it at https://businessbloomer.com/woocommerce-display-products-purchased-user/. This piece of code will display the products in the same grid format used in the WooCommerce shop as shown below.

WooCommerce customer dashboard recent orders with grid of unique product purchased.

Our Final Rendition

WooCommerce customer dashboard showing list of recent orders plus table or unique products purchased perfect substitute for ActiveCampaign Last Order Details.

While the above certainly satisfied the requirements, I was not happy with the display. So, I did a little more research and found a free plugin called WC Product Table Lite that presents products in a nicely formatted table rather than the default WooCommerce grid.

WC Product Table Lite lets you create a table with only the columns you want in the order you prefer and the button text you specify. I created my table with the columns – Image (Image), Title (Name), Excerpt (Description), Price, Qty and Add to Cart button. For a list of tutorials to create your first table, go to https://wcproducttable.com/tutorials.

I then tweaked the code I found on Business Bloomer. I swapped out the original shortcode to use the newly created WC Product Table Lite shortcode and I added a <div tag to align the table under the orders table and included a title for the section.

I changed this line from –

return do_shortcode("[[products ids='$product_ids_str']]");

To the following line where ‘99999’ is the id of the WC Product Table you create.

return '<div class="woocommerce-MyAccount-content"><header class="woocommerce-Purchases-title title"><h4>Products You Have  Purchased</h4></header>'.do_shortcode("[product_table id='99999' ids='$product_ids_str']")."</div>";

Additionally, I wanted to only have this table appear on two pages “/my-account/downloads” and “/my-account/orders.” This was accomplished by inserting the following code at the very top of the function.

	global $wp;
	$url = home_url( $wp->request );
	if (substr($url,-21)=="/my-account/downloads" || substr($url,-18)=="/my-account/orders") {
	} else {
		return;
	}

When the customer logs in to our site to view their recent orders, they are presented with a page that looks like the snapshot below. We are much more satisfied with this final result because our customers find it easier to renew inventory levels with a few clicks.

The full code that we used can be found below:

/**
 * @snippet       Display All Products Purchased by User via Shortcode - WooCommerce
 * @how-to        Watch tutorial @ https://businessbloomer.com/?p=19055
 * @author        Rodolfo Melogli
 * @compatible    WooCommerce 3.6.3
 * @donate $9     https://businessbloomer.com/bloomer-armada/
 * @modified      EqualServing to use WC Product Table Lite instead of WooCommerce grid
 */
add_shortcode( 'eswcac_purchased_products', 'eswcac_products_bought_by_curr_user' );
function eswcac_products_bought_by_curr_user() {
	global $wp;
	$url = home_url( $wp->request );
	if (substr($url,-21)=="/my-account/downloads" || substr($url,-18)=="/my-account/orders") {
	} else {
		return;
	}
    // GET CURR USER
    $current_user = wp_get_current_user();
    if ( 0 == $current_user->ID ) return;
    // GET USER ORDERS (COMPLETED + PROCESSING)
    $customer_orders = get_posts( array(
        'numberposts' => -1,
        'meta_key'    => '_customer_user',
        'meta_value'  => $current_user->ID,
        'post_type'   => wc_get_order_types(),
        'post_status' => array_keys( wc_get_is_paid_statuses() ),
    ) );
    // LOOP THROUGH ORDERS AND GET PRODUCT IDS
    if ( ! $customer_orders ) return;
    $product_ids = array();
    foreach ( $customer_orders as $customer_order ) {
        $order = wc_get_order( $customer_order->ID );
        $items = $order->get_items();
        foreach ( $items as $item ) {
            $product_id = $item->get_product_id();
            $product_ids[] = $product_id;
        }
    }
    $product_ids = array_unique( $product_ids );
    $product_ids_str = implode( ",", $product_ids );
    // PASS PRODUCT IDS TO PRODUCTS SHORTCODE
    return '<div class="woocommerce-MyAccount-content"><header class="woocommerce-Purchases-title title"><h4>Products You Have  Purchased</h4></header>'.do_shortcode("[[product_table id='5399' ids='$product_ids_str']]")."</div>";
}

Filed Under: ActiveCampaign, WooCommerce, Wordpress

How To: Configure Our WooCommerce ActiveCampaign Plugin

August 11, 2019 by Michele Leave a Comment

Before we begin to configure our WooCommerce ActiveCampaign plugin, please know ActiveCampaign has four (4) subscription levels – Lite, Plus, Professional and Enterprise. The Plus, Professional and Enterprise subscriptions offer Deep Data Integration that works with WooCommerce and other popular eCommerce solutions to synchronize online sales with the ActiveCampaign CRM. This integration collects your contact’s sales history which can trigger automations and/or subscribe contacts to lists depending upon the value of the sale or the contents of the order.

The Deep Data Integration and site tracking that is offered with the ActiveCampaign premium subscriptions enable you to track abandoned carts. Cart abandonment rates are almost 75% according to a recent study. Therefore, your sales conversion rates may improve by subscribing to a premium level of ActiveCampaign.

For those using the Lite subscription, we have an alternative way to track your customer purchases. We built our plugin before ActiveCampaign built their Deep Data Integration and it still serves a great many businesses.

Time needed: 20 minutes.

Follow these steps to configure the WooCommerce ActiveCampaign Plugin by EqualServing to get your plugin setup and ready.

  1. Visit ‘Plugins > Add New’

    From your WordPress administration, mouse over Plugin and select Add New from the pop-out menu.

  2. Search for ‘WooCommerce ActiveCampaign’

    In the keyword search box, enter the keywords ‘activecampaign woocommerce‘ and select the plugin authored by EqualServing.

  3. Activate the plugin

    Activate the WooCommerce ActiveCampaign plugin from your Plugins page.

  4. Establish WooCommerce Integration

    Mouse over the WooCommerce menu item and select Settings from the pop-out menu.WooCommerce ActiveCampaign settings integration page

  5. Click on the Integration tab.

    The ActiveCampaign configuration panel should display. If other integrations are available, just make sure you select the link labeled ‘ActiveCampaign.’

  6. Enable the plugin and enter the necessary API information.

    Press the Save changes button to continue with the rest of the configuration.

  7. Select the Subscribe event.

    WooCommerce has various order statuses to denote the stage in the order processing. The statuses are – Pending payment, Failed, Processing, Completed, On-Hold, Cancelled, Refunded. For more information, please see the WooCommerce docs. Of these statuses, our plugin can subscribe your customer at one of three statuses – Order Created, Order Processing, or Order Completed.

  8. Select the Main List you want your customers subscribed to.

    This dropdown list will be populated with all the List names you have created in ActiveCampaign. Select the List you want your customers subscribed to for future correspondence. If you don’t see a list you created, click the link to reset the list and a call will be made to ActiveCampaign to refresh the list.

  9. Apply a specific tag to your customers.

    This dropdown list will be populated with every tag you have created in ActiveCampaign. If you want a particular tag applied to your customer, you can select it from this list.

  10. Select Display Opt-In Field

    Visible, checked by default – customers will be presented with an “Opt-in” checkbox during checkout which will be checked by default but the contact will only be added to the Main List above if the checkbox remains checked during the checkout process.
    Visible, unchecked by default – customers will be presented with an “Opt-in” checkbox during checkout which will not be checked by default but the contact will only be added to the Main List above if they opt-in.
    Hidden, checked by default – customers will not see an “opt-in” checkbox during checkout and all customers will be added to the List selected in the Main List option.

  11. Enter an Opt-In Field Label

    Here you can enter the text you would like to see displayed next to the opt-in checkbox visible from the above step. WooCommerce ActiveCampaign display label

  12. Do you want the Opt-In Field Positioned Above Order Notes?

    By default, the Opt-In Field will appear below the Order Notes. If you would like the Opt-In Field to appear above the Order Notes, please check this box.

  13. Tag Products Purchased

    If you enable this option, all customers added to ActiveCampaign via a purchase through Woocommerce will be tagged with the WooCommerce product id. WooCommerce ActiveCampaign contact tags and lists

  14. Enter a Purchased Product Tag Prefix

    If Tag Products Purchased is enabled, customers added to ActiveCampaign via a purchase through WooCommerce will be tagged with this prefix followed by the product id of the product purchased. If multiple products are purchased, you will see this text followed by the product id for each and every product purchased.

  15. Enter any Purchased Product Additional Tags

    If Tag Products Purchased is enabled, customers added to ActiveCampaign via WooCommerce can be tagged with additional information.
    For example:
    + To tag your customers with the product SKU of all the products they buy, just enter #SKU# in this field.
    + To tag customers with the product category, enter #CAT#.
    + To tag customers with both the product SKU and product category, enter “#SKU#, #CAT#“. Please note the comma between the two placeholders. This will generate two separate tags. If the comma is omitted, one tag will be applied with the SKU and category name in it. If this field is left blank, NO tag will be applied.

If you have any problems configuring the plugin, please feel free to submit a ticket with our helpdesk at https://www.equalserving.com/support.

Filed Under: ActiveCampaign, How To, Wordpress Plugin

Sales Cadence ActiveCampaign Automation

August 8, 2019 by Michele Leave a Comment

I have been using ActiveCampaign for a few years and I am pleased with the functionality and the appealing price point. Recently, I was asked if a sales cadence contact flow recommended on the HubSpot blog could be implemented in ActiveCampaign. I reviewed the flow of activities and I was convinced that this was certainly do-able. I’ll admit it, I do love a challenge and I set out to create a Sales Cadence ActiveCampaign Automation using the HubSpot article as my guide.

The ActiveCampaign automation that I came up with requires 10 tags. The whole goal of the automation is to have the contact respond to an email. Once they respond, the automation is ended and they are sent to a separate automation.

I created an email template for the automation. It includes one paragraph with links that allow the contact to, either stop the email sequence completely, or stop the email sequence, but move them to a Remind Me Later About Your Services automation. This latter automation will email contacts when there are special events coming up.

Part 1 – Start Sales Cadence Automation

sales cadence activecampaign automation - part 1

Tagging a contact with the tag Sales Cadence: Begin, will trigger the automation. The first 2 steps create a deal for the contact and an Email task in the deal. The automation waits for the email to be created and sent. A secondary automation is triggered when the Email task is complete that tags the contact with the tag Sales Cadence: Intro Email Sent. Once the contact is tagged with this tag, they proceed to the next step.

Part 2 – Prepared Emails in Sales Candence Automation

sales cadence automation - part 2

These steps are self explanatory. The contact waits two (2) days and at 10am the contact’s timezone, we send the second email and then two (2) days later the third email is sent out.

Part 3 – Warm Call

sales cadence - part 3

Here the contact waits two (2) more days before being sent one more short and sweet email. If still no reply from the contact, we schedule a call to take place two days later. Once the call is marked complete, the contact waits another two (2) day period before another prepared email is sent out from the automation.

activecampaign automation - sales cadence

According to Carlos A. Monteiro, the gentleman who authored this process, this is a good time to send a second very personal email with an article or photos or some other link that is appropriate to win over the sale. This personal email will target a need the contact may have discussed on their blog or in their social media feed that you discovered while following them over the course of this sales process.

After the Article/Link/Photo Email is sent, we schedule another call to be added to the deal to take place in two (2) days.

Part 4 – Last Chance For The Win

activecampaign email marketing automation

We wait two (2) more days and send the last pre-authored email from the automation. Here the contact will wait for an additional ten (10) days in our hopes they respond to any of the previous emails. If they don’t respond, they are tagged as lost, the deal is marked as lost and the deal is moved to the lost stage of the Sales Cadence pipeline.

Part 5 – Goal Achieved Sales Cadence Automation

sales cadence email marketing automation activecampaign - part 6

This very last part of the automation directs the actions taken on those contacts that achieve the goal we set – Contact Replied to Email.

If at any time during this automation the contact responds to an email, the contact has achieved the goal and is immediately moved to this section of the automation bypassing all other steps.

Here the contact is tagged with the tag Sales Cadence: Has Replied, the deal is moved to the To Contact stage in the pipeline and the deal status is marked as Won.

In our example, the contact is added to the next automation where we schedule an appointment to review their requirements. However, your process may add the contact to a nurture series or suspend all automations while you work through the order process. The next stage depends completely upon your sales processes and procedures.

I was pleased that I was able to meet the challenge and create the Hubspot recommended Sales Cadence using ActiveCampaign Automation. I was also happy that ActiveCampaign has the flexibility and functionality to meet the needs of a mixed channel sales process.

Filed Under: ActiveCampaign, How To Tagged With: automation

Abandoned Cart Reminder With WooCommerce and ActiveCampaign

March 3, 2017 by Michele Leave a Comment

In this article I will discuss how you can create an Abandoned Cart Reminder process for your WordPress site using WooCommerce and ActiveCampaign to boost sales and encourage customer engagement.

Amazon uses this process all the time. Perhaps you have received one of those Amazon reminder emails saying you’ve added items to your cart and here’s the link to complete your purchase. They look something like this –

Customer Name,
Thank you for visiting Amazon.com. You recently added items to your Shopping Cart. If you haven’t already purchased or removed them, simply visit your Shopping Cart to complete your order.

What you need to create an Abandoned Cart Reminder process with WooCommerce

1. First and foremost, this process requires ActiveCampaign. If you are not using ActiveCampaign, you can click on this link to learn more about this email marketing and automation tool.

2. This process requires that the ActiveCampaign site tracking script be running on your website. The easiest way to add the tracking script to your website is to download and install the ActiveCampaign WordPress plugin from the WordPress repository.

Explanation of the Abandoned Cart Reminder Process

The process steps

The steps of an Abandoned Cart Reminder process are simple and straight forward:

1. Send an email to contacts with link to site, product or shop.
This step is important. When the ActiveCampaign WordPress plugin is installed and activated on your site, you can track a contact’s travels around your site. When you send an email to a contact that contains a link to your site, that link is coded with the contact’s information so that the contact’s activity on your site can be properly tracked. All your contact’s page visits are then recorded in ActiveCampaign. Please note: Activity can only be tracked of known contacts.
2. Contact adds a product to the shopping cart and visits the WooCommerce Cart page (/cart/); contact tagged with [cart created].
The tracking script detects that the contact has visited /cart/ which will trigger an automation that tags the contact with the tag [cart created].
3a. Contact proceeds to the checkout page (/checkout/order-received/*) and completes the product purchase; remove [cart created] tag.
If the contact makes a purchase, we can remove the [cart created] tag. Since the contact made a purchase, we don’t want to send them a reminder to check their cart.
3b. Contact leaves site – abandons the product in the cart.
The contact gets distracted and leaves your site without making a purchase, the contact remains tagged with [cart created].
4. Wait specified amount of time; if contact still has tag [cart created], send the email reminder.
Setting the wait time interval is up to you. The time period can be as short as an hour or as long as 24 hours. It is entirely up to you. Once the time has elapsed, the automation will send a reminder email to the contact.

The ActiveCampaign Automations

Using ActiveCampaign, the process requires two automations. Each automation begins when a contact visits a page on your site.

The first automation, Part 1, is needed to identify the contacts that add a product to their shopping cart. Any contact that adds a product to their shopping cart and visits [YourWebsite]/cart/ gets tagged with [cart created].

The second automation, Part 2, removes the tag [cart created] if a purchase is made when the contact visits [YourWebsite]/checkout/order-received/*. Notice the asterisk in the URL. This is important. When a purchase is made in WooCommerce the contact or customer is redirected to a page with an address like [YourWebsite]/checkout/order-received/[Order Number]/?key=wc_order_9999aa99a9999. For our purposes, we don’t need to know what comes after/order-received/. So, we use a wildcard (*) to accept anything.

What the Abandoned Cart Reminder Process Looks Like

The first diagram on the left below illustrates the process flow, including the campaign that triggers the initial email addressed to your contact, the interactions your contact has with your website and the logic of the two necessary automations. It may seem complicated but once you understand the steps it is quite simple. Click on the image to see the full size image.

The second and third diagrams are screenshots of the ActiveCampaign automations. These will serve as guides for you while creating your automation within your account.

ActiveCampaign Abandoned Cart Reminder Process Flow
ActiveCampaign Abandoned Cart Reminder Process Flow
abandoned cart reminder automation part 1
ActiveCampaign – Abandoned Cart Reminder Automation Part 1
abandoned cart reminder automation part 2
ActiveCampaign – Abandoned Cart Reminder Automation Part 2

Let’s Create the Abandoned Cart Reminder Process

Step 1: Open ActiveCampaign and create a new Automation.
Step 2: Select Start From Scratch automation and name it Part 1 – Abandoned Cart Reminder.
Step 3: Add New Start of Web Page is Visited
Abandoned Cart Reminder - Add New Start of Web Page is Visited - WooCommerce Cart
In the Action Options section, enter the website domain and the path to your WooCommerce cart usually /cart/.
Check the Segment the contacts entering this automation. Select Not currently in automation and select this automation that you are working on Part 1 – Abandoned Cart Reminder. Use the screenshot as a guide.
Step 4: Add a Tag
Abandoned Cart Reminder - ActiveCampaign add a tag
Click the plus sign to add a new action. Click on Contacts in the left column and then click on Add tag. On the next popup, Enter a tag to add, enter [cart created] without the brackets. Use the screenshot as a guide.
Step 5: Wait a Period of Time
 
Click the plus sign to add a new action. Select Conditions and Workflow from the left column and choose Wait. Select For a specified period of time and then enter the time period you want to wait. Tip: While testing, you might want to use just a few minutes (10 or 15 minutes).
Step 6: Send email
Abandoned Cart Reminder - ActiveCampaign Add Action Email
Click the plus sign to add a new action. Select Sending Options from the left column and choose Send email. If you already have the email created, select it from the list. Otherwise, you may see a popup that states –
Send email
You don’t have any emails to send. You can create an email to get started.

Click on the “create an email” to create the email that you would like to send to your returning customer. Use the screenshot as a guide.
Step 7: End this automation
 
Click the plus sign to add a new action. Select Conditions and Workflow from the left column and choose End this automation.
Step 8: Create a new Automation.
Step 9: Select Start From Scratch automation and name it Part 2 – Abandoned Cart Reminder.
Step 10: Add New Start of Web Page is Visited
Abandoned Cart Reminder - Add New Start of Web Page is Visited - WooCommerce Checkout
In the Action Options section, enter the website domain and the path to your WooCommerce cart usually “/checkout/order-received/*” Please ensure that you enter the asterisk in the URL as shown here.
Use the screenshot as a guide.
Step 11: Remove a Tag
Abandoned Cart Reminder - Remove tag cart created
Click the plus sign to add a new action. Click on Contacts in the left column and then click on Remove tag. On the next popup, Enter a tag to remove, enter [cart created] without the brackets. Use the screenshot as a guide.
Step 12: End other automation
 
Click the plus sign to add a new action. Select Conditions and Workflow from the left column and choose End other automation and select “Part 1 – Abandoned Cart Reminder” to remove the contact from Part 1. This step is necessary since the contact made a purchase there is no need to keep them queued in the automation to send the reminder email. Tip: While testing, you might want to use just a few minutes (10 or 15 minutes).
Step 13: End this automation
 
Click the plus sign to add a new action. Select Conditions and Workflow from the left column and choose End this automation.
Step 14: Create an eMail Campaign With A Link to Your Shop
 
Create an email campaign that includes a link to your new product or service or just a link to your site.

I hope this article helped explain how you can add an Abandoned Cart Reminder to your business process using ActiveCampaign and WooCommerce.

Filed Under: ActiveCampaign, How To, WooCommerce

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