How to Connect WooCommerce with ActiveCampaign to Automate Post-Purchase Emails

Tavleen Kaur
January 22, 2021

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.

Let's begin!

How to Connect WooCommerce with ActiveCampaign

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.

Step #1: Install Autonami

To connect Autonami with ActiveCampaign, first, you need the Autonami plugin installed in WordPress.

WooCommerce-Install-Autonami

Step #2: Go to Connectors

Once you have installed it, you will find it in your WordPress menu.

WordPress-Menu-Autonami

Click on it and choose the Connectors option.

Autonami-Connectors

Here you will find ActiveCampaign as one of the connectors. Click on Connect to begin.

Autonami-Connectors

After that, a pop-up window will open where you'd need to enter the API URL and Key.

WooCommerce-ActiveCampaign-API-Access

You can get these codes from the ActiveCampaign account.

Step #3: Get the API key from ActiveCampaign

In another window, open your ActiveCampaign account and go to the settings option from the sidebar.

ActiveCampaign-Settings

Choose the developer option from the list provided to open those settings. Here you will find your ActiveCampaign account API URL and Key listed.

ActiveCampaign-API-Access

This URL and Key is what would help you connect your ActiveCampaign account with WooCommerce.

Step #4: Copy and Paste the API

Once you've located the API URL and Key, copy them and paste them into the Autonami connector window.

API-Access-URL-Key

Then click on the save button to secure the changes made.

Step #5: Sync the Contacts

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.

WooCommerce-ActiveCampaign-Sync

Adding Tags in 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:

Step #1: Add a New Automation

Go to Autonami > Automations from your WordPress account sidebar.

WooCommerce-Autonami-Automations

From Automation, click on Add New to start a new automation sequence.

WooCommerce-Autonami-Add-New-Automation

This is how the automation canvas would look like:

WooCommerce-Automation-Blank-Canvas

Add an event and get designing your automation.

Step #2: Define the Event

The event defines the action taken by the users.

There are a range of event options available to you:

Automation-Trigger-Order-Created

Some of the options are:

  • Cart Abandoned: When a user leaves a cart before completing the payment.
  • Cart Recovered: After the abandoned cart is recovered and the user makes the purchase.
  • Order Created: When an order is placed on your website.
  • Order Created - Per Item: When specified product (s) are purchased from the store. For example, the automation will only be triggered if a baking course is purchased.

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.

Autonami-Automation-Order-Status

Step #3: Add Action

Click on + to add next step to the automation.

WooCommerce-Autonami-new-step

Then choose the Direct Action option from the choices provided. 

Autonami-Direct-Action

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:

  • Order Total: To match this condition you can define if the order total need to be equal to, greater than, or less than a defined value.
  • First Order: On a customer's first order you can trigger a welcome email automation along with the product delivery.
  • Payment Gateway: You can offer special discount codes to the customers that pay using your choice of gateway.
  • Purchased Product Category: You can have an educational drip video sequence automated for electronic products.

And so on.

Next, click on the Add Action button.

WooCommerce-Automation-Add-Action

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.

Automation-Action-Add-Tags

Explain a few actions under ActiveCampaign in Bullets.

Step #4: Name the Tag

Name the tag you want to add to the new contact. In this case, we will name it “Buyer”.

Automation-Tag-Added-Buyer

And this is how each new customer that buys from you will be given a tag.

Automate Welcome Emails with ActiveCampaign

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:

Step #1: Create an Automation

In ActiveCampaign, click on Automations from the sidebar.

ActiveCampaign-Automations

Click on Create an Automation to begin.

Create-an-Automation

And from the automation templates provided, choose the Start from Scratch option and continue.

Automation-Start-From-Scratch

Step #2 Choose the Trigger

As the new window opens, choose a trigger from the list shown.

From the triggers mentioned, choose the option “Tag is Added.”

ActiveCampaign-Automation-Trigger

Then define the name of the Tag as Buyer, and click on Add Start.

Automation-trigger-tag-defined

Step #3: Set the Wait Period

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.  

Automation-Action-wait

Then define how you want the automation to wait before running. We choose to wait for some time.

Automation-Wait-Condition

Define the duration of delay between the tagging and the welcome email, and save.

Automation-wait-duration

Step #4: Set Up the Following Action

Click on + symbol to add the following action to the automation.

ActiveCampaign-Automation-Add-Step

Select the option of Send an email from sending options.

ActiveCampaign-Action-Send-Email

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.

Name-the-Email

Select a template you wish to choose for your Welcome email. Here we are going to create an email from scratch.

Email-Templates

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.

blank-email-templates

Update the sender details. Also, add the welcome email subject line here.

Email-sender-details

Step #5: Change the Email Copy

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.

ActiveCampaign-Automation-Email-Editing

You can even drag and drop more images, buttons, text boxes, and videos among other things, to design a page that is on-brand.

ActiveCampaign-Email-Inserts

Click Next and review the final campaign settings before finishing setting up the automation.

ActiveCampaign-Email-Campaign-Summary

Just click on the Active button to activate the automation and bring it to life.

ActiveCampaign-Automation-Activated

And you're done! You've got your welcome email automation all set and ready to roll!

Test Your Automation

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.

Task-History

In here, you can see all your scheduled automation, previously carried out automation, and their status.

WooCommerce-Automation-Task-Scheduled

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.

All Set!

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?

Get Autonami and use it to connect WooCommerce with ActiveCampaign today!

Author: Tavleen Kaur
Do you know after Amazon implemented the 1-click buy system, their sales shot up year-on-year hitting $88.9 Billion mark in 2014? Jeff Bezos attributed it to a friction-free & streamlined buying process. At BuildWooFunnels, we're determined to give you the tools you need to do the same in your business. I am Tavleen and I help you get there faster.

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