How Do I set up Marketing Automation for WooCommerce with ActiveDEMAND?

The ActiveDEMAND WordPress plugin will automatically detect if WooCommerce is installed and will automatically present the WooCommerce functionality. Specifically:

Post to an ActiveDEMAND Virtual Web Form on Order State Change
Post to an ActiveDEMAND Virtual Web Form on cart abandonment

Automation

In the ActiveDEMAND WordPress plugin editor, a WooCommerce tab will appear if WooCommerce is installed. There are two tabs, Automation, and Cart Recovery.



Above you can see the different order states a purchase goes through on woocommerce: Order Created, Order Processing, Order Completed, Order Cancelled, Order Refunded.

Whenever an Order State, or Trigger Event, begins or changes it is detected on the WP site, and the WP plugin will post to the form you have configured. Once the form is posted a contact is created with the information from the order state they are in.

You can select to post to any External Webform created in ActiveDEMAND. All configured External Webforms created in ActiveDEMAND will be available in the dropdown list boxes. Select the appropriate form for the related trigger. If you click the pencil next to the form drop down it will expose the field mapping tool.



You can use the autoresponder workflow to process your order state changes

Cart Recovery

This callback is used for tracking abandoned stale carts. If a known user (i.e. is logged in) has created a cart and added items to the cart, and leaves without buying, you can post the data back to ActiveDEMAND. This will allow you to set up a gentle reminder that the products are in stock and how wonderful their lives would be if they came back and purchased.

By clicking the 'Cart Recovery' Tab you can select the form you are posting to, and also choose the time in which the stale cart will post data to ActiveDEMAND. Remember to create a form in ActiveDEMAND with the fields you would like to capture. E.g First Name, Last Name, etc.

Updated on: 26/09/2022