WooCommerce Automation with FluentCRM

WooCommerce is an open-source e-commerce plugin for WordPress. With FluentCRM‘s WooCommerce integration, you will gain more leverage over your customer relationships & discover new insights that weren’t used before. 

FluentCRM automatically integrates with WooCommerce and imports contacts to your CRM dashboard. Just follow this simple guide to learn how to automate WooCommerce with FluentCRM.

At first, from your FluentCRM dashboard & go to the Automations option. Then click on the Create a New Automation button to add an automation funnel.

You will notice a pop-up window appear, where you have to add a suitable Internal Label. And then select WooCommerce from the Category option. Make sure you also click the WooCommerce – New Order to trigger the funnel. So, this funnel will start once a new order will be added as processing. Lastly, click on the Continue button.

Next, a pop-up box will appear with some options to set up the funnel automation. Add a Funnel Name & choose the Subscription Status, you can choose from Subscribed, Pending & Unsubscribed. 

In the Conditions section, choose for which products this automation will run using the Target Products option. You can also keep it blank to run to any product purchase. With Target Product Categories, you can select from which product category the automation will run. Choose the Purchase Type for what type of purchase you want to run this funnel. There are three options; Any type of purchase, Only for first purchase & From 2nd Purchase. Then click the Save Settings button.

Action Block

Actions blocks are tasks that you wish to trigger from your side. Click on the plus icon on the Automation Funnel page. Then you will notice a pop-up appear with a set of action blocks to choose from. At first, it’s recommended you select the Wait X Days/Hours block. This can be used to wait for a defined timespan before executing the action.

Next, you can choose Send Custom Email to email your subscriber or use a custom email address. In this block, you can add an Internal Label, Send Email to, Email Subject, Email Pre-Header & Email Body. You can also send a test email by clicking the Send a test email button. Lastly, click the Save Settings button.

Then, select the Set Sequence Emails action block. Here you can enter a suitable Internal Label and Select Sequence Email from the dropdown menu. And click the Save Settings button.

You can select which list will be added to the contact using the Apply List to the contact block. Simply select your preferred lists and then save your settings.

If you want you can also Send Campaign Email, to send an email from your existing campaign. There are other action blocks available that you can use for your automation such as Cancel Sequence Emails, Cancel Automations, Apply Tag, Remove from List & Remove from Tag.

Benchmarks/Trigger Block

Those are your goal or trigger items that your user will do & you can measure these steps or add them into this funnel. And these benchmarks will only be triggered when the action blocks are completed. 

Click on the plus icon(+) to open the pop-up for selecting the benchmarks. At first, you can choose Order Received in WooCommerce. This trigger block will run once a new order will be placed as processing. In this block, you can add an internal label, choose target products, target product categories & Benchmark Type. 

Then, select the Link Click block which will run once a subscriber clicks on the provided link. Make sure to configure the settings before saving them. 

If you want to add more then you can use trigger blocks like:

->New Order Success in EDD: This will run once new order will be placed as processing in EDD.

->List Applied: This will run when selected lists will be applied to a contact. 

->Tag Applied: This will run when selected Tags will be applied to a contact.

->Tag Removed: It will run when selected Tags will be removed from a contact.

->List Removed: It will run when selected lists will get removed from a contact.

This is how the final output of the WooCommerce funnel automation looks like:

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