Integration with Mautic for WooCommerce – Free

3.1 Connection with Mautic Account

As soon as you click on the Get Started button, you’ll see the Connect tab that will ask you to fill Mautic Basic URL, Mautic Client ID, Mautic Secret ID.

 

Note: Check this Setup Guide of the Mautic WooCommerce Integration App to know how to get these credentials.

After validating the information filled by you, the Mautic integration plugin will ask you to authorize the Mautic account. Clicking on authorize button will take you to the Mautic login page. There you have to log in and provide access to Mautic App you created for connection.

 

 

On the Mautic page, you have to allow access to Mautic APP to integrate your account with the extension.

 

 

3.2. Mautic Custom Fields

After successful verification and authorization, you will be taken back to the Mautic integration plugin page and here you can proceed to the next step.

The next step will include creating Mautic custom fields for the contact’s data storage on Mautic. You will be asked for a confirmation before moving to the setup part. Integration with Mautic for WooCommerce plugin creates over 15 custom fields and you can choose either all of them by clicking on Select All or only the ones you need in your Mautic account by selecting them manually.

Once you choose the custom fields, click on Start Setup to proceed further.

 

After clicking on the Start Setup button, the plugin will start creating the custom fields you chose. Mautic integration plugin will create all the fields one by one in your Mautic account.

 

 

The custom fields will appear like this in this Mautic WooCommerce Integration extension after getting created.

 

 

Here are the custom fields Integration with Mautic for WooCommerce plugin creates in Mautic:

1. Customer Group

1. • Customer Group/User role

2. Order

• • Last Order Status
  • Last Order Fulfillment Status
  • Last Order Tracking Number
  • Last Order Tracking URL
  • Last Order Shipment Date
  • Last Order Number
  • Total Number of Current Orders

3. RFM Information

1. • Total Value of Orders
   • Average Order Value
   • Total Number of Orders
   • First Order Value
   • First Order Date
   • Last Order Value
   • Last Order Date
   • Average Days Between Orders
   • Account Creation Date
   • Monetary Rating
   • Order Frequency Rating
   • Order Recency Rating

These custom fields will appear like this in your Mautic CRM. You can click on the toggle button to Enable/Disable the custom field. If you disable a custom field, no data will be sent in that custom field.

 

 

Through these fields, you can make your decision making task simple and effective as the fields will provide you with the real-time data of customers.

 

3.3. Settings

You can change the settings of the Mautic Integration plugin in this tab:

• Sync orders with statuses: The order with the selected order status only will be synced over Mautic CRM. If you don’t select any, all order status data will be synced.
• Disable Custom Fields: Select one and more fields you don’t want to be synced over Mautic.
• Custom Contact Tags: Enter one or more tags to assign each contact synced by the Mautic Integration plugin.
• Preferred Sync Method: Select a Sync method for your data. You can choose between Real-time Sync that will sync your data instantly or every 5 minutes that’ll sync your data every 5 minutes. However, your abandoned cart data will still be synced every 5 minutes.

 

3.4. Sync Log

You can see all Error logs easily detected by Mautic WooCommerce Integration extension here.