WooCommerce Integration

WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small- to large-sized online merchants using WordPress. By integrating WooCommerce with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more.

How to integrate WooCommerce and DailyStory

Follow the steps below to integrate WooCommerce and DailyStory.

Obtain your WooCommerce API keys

Login to your WooCommerce account and see the WooCommerce documentation to generate the Consumer Key and Consumer Secret from your WooCommerce site.

Enable integration in DailyStory

1. Navigate to your User Account Settings > Integrations.

2. Scroll down to find WooCommerce, click on the gear icon, and select Configure.

3. Enter the Site URL, Consumer Key, and Consumer Secret obtained in Step 1, and click the Save button.

SMS Opt-Out for New Customers

The WooCommerce integration supports an option that new customers synced from WooCommerce come into DailyStory as opted-out by default. This option requires the recipients are opted in separately.

Congratulations. WooCommerce integration is now successfully configured! Data will begin importing into DailyStory from WooCommerce.

WooCommerce Sync

Once WooCommerce integration is enabled, DailyStory:

• Automatically syncs customer data from WooCommerce: DailyStory automatically begins syncing your customer data from WooCommerce into DailyStory. This includes standard customer details, such as first and last name, email address and more. But it also includes WooCommerce-specific data, such as order status, last order date and more.
• Enables WooCommerce-specific customer segments: Build customer segments based on data from WooCommerce. These segments will automatically stay up-to-date as data in WooCommerce changes.
• Enables WooCommerce-specific automations: Automations, such as abandoned cart, new customer welcome, customer retention, customer recognition and more, are easily enabled.

Fields synced from WooCommerce

When WooCommerce integration is enabled, DailyStory automatically syncs data from WooCommerce.

Standard fields

DailyStory will sync the following standard fields from WooCommerce:

• first name
• last name
• email
• phone
• address
• city
• state
• postal code
• country
• ID
• date created
• date modified

DailyStory also will automatically geocode (calculate the latitude and longitude) the contact record.

WooCommerce order fields at a glance

Every field the WooCommerce integration creates on a contact record, in addition to the standard fields listed above.

Order status and automations

DailyStory tracks the status of every WooCommerce order. When an order reaches one of the statuses below, it starts the matching automation trigger. Each trigger starts once per order. Triggers only start for orders that changed in the last two days, so a store's first sync does not send customers messages about old orders.

With the DailyStory WordPress plugin installed and your account connected, your store's server also sends checkouts and orders to DailyStory the moment they happen, so these triggers start right away instead of on the next sync. When cart abandoned also starts as soon as a shopper begins checkout, before any order exists. The plugin and the sync share the same record of which triggers each order has started, so a trigger never starts twice for the same order. Cancelled and refunded orders are sent as the custom events woocommerce_order_cancelled and woocommerce_order_refunded.

To build an automation on one of these triggers, see the Abandoned Cart Campaign guide.

Custom order statuses

Many WooCommerce extensions add their own order statuses, such as partially-shipped or the statuses used by WooCommerce Subscriptions. DailyStory syncs these exactly as your store reports them, so you can build segments on any status your store uses. The triggers listed above fire for the core statuses shown.

Sales and revenue

When an order reaches completed, DailyStory records a sale for each item in that order against the customer's contact record. The amount recorded is the line total the customer actually paid, after any coupon discounts have been applied.

Store activity tracking

The WooCommerce integration syncs customers and orders from your store. To also receive checkouts and orders the moment they happen, and capture what shoppers do on the storefront itself, install the DailyStory WordPress plugin and connect your account. With the plugin in place, DailyStory additionally receives:

• checkouts and orders as they happen, which start the store automation triggers
• the shopper's cart (products, images, quantities and prices) and a cart recovery link, for abandoned cart emails
• product views (woocommerce_product_viewed), for browse abandonment
• add to cart (woocommerce_added_to_cart) and cart changes (woocommerce_cart_updated)
• order conversions, including the buyer's email and phone, so revenue from guest purchases is attributed too

See WordPress Integration for details, including how to turn store tracking off.

Recovering an abandoned checkout

When a checkout is abandoned, DailyStory records the date on Abandoned Checkout Date, a link back to the unpaid order on Abandoned Checkout Url, and the order itself on Abandoned Checkout Order Id. Use the link in your recovery email or text message so the shopper returns straight to payment:

Finish your checkout: {{profile.woo_checkout_abandoned_url}}

All three fields are cleared as soon as the order moves on from pending, so a recovery automation stops targeting a customer who has since paid. To show the products in that order, add the Woo Products email widget to your recovery email.

With the DailyStory WordPress plugin connected, you don't have to wait for an unpaid order. The shopper's cart is sent as soon as they start checkout, and the Woo Products widget's Complete your order button is a recovery link that rebuilds the cart in any browser and opens checkout. Recovery links last 30 days.

Woo Products email widget

When the WooCommerce integration is enabled, the email designer adds a Woo Products widget to the widget menu. Drag it onto the design canvas to show products from your store in any email. Product names, prices and images are read from WooCommerce when the email is sent, so every recipient sees current pricing and stock.

Choose which products to show

Layout and style

• Products per row - one to four, with an option to stack columns on mobile devices.
• Name and price - color and size of the product name, and whether to show the price. Sale prices show the regular price struck through.
• Description - an optional short description, trimmed to the length you set.
• Button - label and colors. Each product's button links to its page in your store; an abandoned checkout has a single Complete your order button below the products.

Show shoppers their abandoned checkout

1. Create an automation that starts with the When cart abandoned trigger.
2. Add a wait step, such as one hour, to give the shopper time to finish on their own.
3. Send an email that contains the Woo Products widget, with Products set to This contact's abandoned checkout.
4. Set the automation's exit goal to When a cart is purchased, so customers who complete their order leave the automation.

Each recipient sees their own cart. With the DailyStory WordPress plugin connected, the widget shows the cart the shopper left at checkout (products, images, quantities and prices, formatted the way your store shows them), even when they left before an order was created. Its Complete your order button is a recovery link that rebuilds the cart in any browser and opens checkout, so it works when the shopper opens the email on another device. Recovery links last 30 days.

Without the plugin's cart, the widget shows the recipient's unpaid order from the sync. Recipients without an unpaid order, or whose order has been paid or cancelled by the time the email is sent, do not see the widget at all. In the designer, the preview shows your store's most recent order as a sample.

Refunds and cancellations

If an order is later refunded or cancelled, the sales recorded for it are removed, and the customer's Order Count and Total Spent fall back accordingly. Both figures are recalculated from the recorded sales on every sync rather than added up as orders arrive, so they stay correct even when the same order is synced more than once.

Purchase history

Purchase History is a structured record of everything a customer has bought, rather than a flat list of product names. Each purchase carries three values: Item, Price and Purchase Date.

Because each purchase is its own record, a segment can ask questions the flat product list cannot, such as "bought a particular item between two dates for more than a given amount". Purchase history is built from the sales already recorded for your store, so a store with existing order history sees it appear without needing a re-import.

Auto-created segments

When the WooCommerce integration is enabled, the following dynamic segments are created automatically. They are provided as starting points and can be used, edited or deleted:

1. Customers that haven't ordered in past 60 days - previous purchasers who have gone quiet.
2. New WooCommerce customers in past 30 days - customers who placed their first order in the last month.
3. Abandoned cart today - customers who abandoned a checkout today.
4. Customers that have ordered more than once - repeat purchasers.
5. Customers that have spent more than $100 - your higher-value customers.

Conversion tracking

A WooCommerce conversion funnel is created when the integration is enabled. With the DailyStory WordPress plugin installed, completed orders are recorded as a conversion with their value and the buyer's email and phone, so store revenue, including guest purchases, can be attributed to the campaigns and automations that produced it.