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.
- Visit ‘Plugins > Add New’
From your WordPress administration, mouse over Plugin and select Add New from the pop-out menu.
- Search for ‘WooCommerce ActiveCampaign’
In the keyword search box, enter the keywords ‘activecampaign woocommerce‘ and select the plugin authored by EqualServing.
- Activate the plugin
Activate the WooCommerce ActiveCampaign plugin from your Plugins page.
- Establish WooCommerce Integration
Mouse over the WooCommerce menu item and select Settings from the pop-out menu.
- 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.’
- Enable the plugin and enter the necessary API information.
Press the Save changes button to continue with the rest of the configuration.
- 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.
- 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.
- 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.
- 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. - 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.
- 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.
- 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.
- 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.
- 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.
