Using Our Plugins

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.

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.

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.

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.