Want to connect WooCommerce with ActiveCampaign?
Connecting your store to your CRM allows you to manage your contacts well, run automations, add tags based on items purchased and much more.
One of the ways to do it is through Deep Data integration. It's a popular method but is limited in its abilities.
For example, you cannot trigger an action based on a user's order total, cart total, and other more detailed user insights.
In this post, we will show you how to connect WooCommerce and ActiveCampaign using Autonami.
To easily connect WooCommerce with ActiveCampaign we will be using Autonami.
Autonami is an automation builder that allows you to automate follow-up emails and SMSs regarding abandoned carts, anniversaries, post-purchase education, and more.
Not only that, Autonami seamlessly integrates with tools such as Twilio, form builder plugins such WPForms, Gravity Forms, Ninja Forms and more, Zapier, and even Slack.
Apart from these, it also integrates with CRMs like Mailchimp, Drip, ConvertKit, and others, to help you manage your contacts and market better.
ActiveCampaign is one such CRM that Autonami integrates with beautifully.
Follow the following steps to bridge the gap between your WooCommerce Store and ActiveCampaign.
To connect Autonami with ActiveCampaign, first, you need the Autonami plugin installed in WordPress.
Once you have installed it, you will find it in your WordPress menu.
Click on it and choose the Connectors option.
Here you will find ActiveCampaign as one of the connectors. Click on Connect to begin.
After that, a pop-up window will open where you'd need to enter the API URL and Key.
You can get these codes from the ActiveCampaign account.
In another window, open your ActiveCampaign account and go to the settings option from the sidebar.
Choose the developer option from the list provided to open those settings. Here you will find your ActiveCampaign account API URL and Key listed.
This URL and Key is what would help you connect your ActiveCampaign account with WooCommerce.
Once you've located the API URL and Key, copy them and paste them into the Autonami connector window.
Then click on the save button to secure the changes made.
Once you've made the connection between ActiveCampaign and your WooCommerce store, click on Sync to sync in all the previously existing contacts to ActiveCampaign.
When any user interacts on your website, tag them to help you segment them better for future reference. This is how you add a tag after the creation of a new order:
Go to Autonami > Automations from your WordPress account sidebar.
From Automation, click on Add New to start a new automation sequence.
This is how the automation canvas would look like:
Add an event and get designing your automation.
The event defines the action taken by the users.
There are a range of event options available to you:
Some of the options are:
And many more.
Choose the option of Order Created from the options provided.
Select the order status by checking the boxes to trigger the automation. If you click on completed, the automation will only run if the payment is secured and the order is delivered.
Click on + to add next step to the automation.
Then choose the Direct Action option from the choices provided.
The Conditional Action allows you to define conditions under which particular automation runs.
For example - "IF the order total is over $150, THEN add the 'VIP' tag to the contact".
There are a number of other rules that you can choose from, like:
And so on.
Next, click on the Add Action button.
From the drop-down menu on the right side of the screen, you can choose to add tags, add contacts to a list, create or update deals, and more in ActiveCampaign.
From the options, choose the Add tags option under ActiveCampaign.
Explain a few actions under ActiveCampaign in Bullets.
Name the tag you want to add to the new contact. In this case, we will name it “Buyer”.
And this is how each new customer that buys from you will be given a tag.
As we discussed in the beginning, a welcome email sets the foundation for the relationship that the user might share with you.
Let’s see how you can set up a welcome email automation for new buyers:
In ActiveCampaign, click on Automations from the sidebar.
Click on Create an Automation to begin.
And from the automation templates provided, choose the Start from Scratch option and continue.
As the new window opens, choose a trigger from the list shown.
From the triggers mentioned, choose the option “Tag is Added.”
Then define the name of the Tag as Buyer, and click on Add Start.
Next it’ll prompt you to select an action that would follow the trigger.
Click on the Conditions and Workflow tab from the left panel of options, and from the choices mentioned, select Wait.
Then define how you want the automation to wait before running. We choose to wait for some time.
Define the duration of delay between the tagging and the welcome email, and save.
Click on + symbol to add the following action to the automation.
Select the option of Send an email from sending options.
It will prompt you to create a new email if you don’t already have one drafted.
Name the email copy for your convenience, and hit create.
Select a template you wish to choose for your Welcome email. Here we are going to create an email from scratch.
Now, a few more email templates are presented for you to choose from. Select the one that best fits your message.
We have chosen the Newsletter template here.
Update the sender details. Also, add the welcome email subject line here.
Change the copy of the email to make the email more attractive.
This is the copy that you can use for your welcome email:
Hello and Welcome!
Thank you for your purchase!! We are so happy that you decided to be a part of our clan.
Here at BeeHive, we promise to provide you with the best of the best and make your skin glow from within.
We believe in natural remedies, which is why all our products use 100% natural ingredients that are locally sourced to support our community.
Keep supporting the locals while maintaining a radiant skin!
Explore more of our products here.
You can change the image, typography, margins, etc., to personalize your audience's emails.
You can even drag and drop more images, buttons, text boxes, and videos among other things, to design a page that is on-brand.
Click Next and review the final campaign settings before finishing setting up the automation.
Just click on the Active button to activate the automation and bring it to life.
And you're done! You've got your welcome email automation all set and ready to roll!
Once you've designed your automation, you can even test them before publishing it out for the masses. The automation will run exactly the same for you as it would for the users.
Make a test purchase in WooCommerce and your automation will be scheduled to run after the previously defined wait period.
You can check the scheduled automation and the time period after which they'd run in the Task History tab under Automations.
In here, you can see all your scheduled automation, previously carried out automation, and their status.
Once you receive the email after the defined wait period, you know that the automation is running right, and will work well with your contacts too.
Now sit back and let Autonami and ActiveCampaign take care of your customers.
Now with your first automation in place, you are all set to not only generate more leads but also keep track of all the users that enter your space.
We learned how to bridge the gap between WooCommerce and ActiveCampaign using Autonami so that you get to manage your contacts with ease.
Not only that, but we also learned how to set up an automation that allows you to send emails to your leads and customers on autopilot without any action required from your end.
But that's not all you can do. You can add contacts to a list of buyers of a specific product, update custom fields, add them to an automation, and so much more.
All these features make Autonami X ActiveCampaign a much superior integration as compared to AtiveCampaign's Deep Data Intergration.
So what are you waiting for?