1.Overview

Mautic WooCommerce Integration help in segmenting your customers, set automated campaigns to delight your visitors and customers as well, designed for businesses of any size, which allows you to increase your leads, sales, and conversions. With Mautic, you can create highly effective marketing campaigns to grow your business without any manual effort. The Integration passes all the customer data from your WooCommerce store to Mautic, including order information, abandoned carts, average order value and much more. The extension sync user-related data from WooCommerce to Mautic, which is needed by various tools for further analysis and marketing research in Mautic.
 

We create several custom fields for contact on Mautic like:

1) Customer Group

a- Accepts Marketing
b- Customer Group/ User role
c- Shopping Cart ID

2) Shopping Cart Information

a- Shipping Address Line 1
b- Shipping Address Line 2
c- Shipping City
d- Shipping State
e-Shipping Postal Code
f- Shipping State//Error
g- Shipping Country
h- Billing Address Line 1
i- Billing Address Line 2
j- Billing City
k- Billing State
l- Billing Postal Code
m- Billing Country

3) Order

a- Last Order Status
b- Last Order Fulfillment Status
c- Last Order Tracking NumberLast Products Bought
d- Last Order Tracking URL
e- Last Order Shipment Date
f- Last Order Number
g- Last Order Payment Method
h- Total Number of Current Orders

4) Last Products Bought

a- Last Product Bought
b- Last Product Types Bought
c-Last Products Bought
d– Last Total Number Of Products Bought
e– Product Types Bought
f- Products Bought
g- Total Number Of Products Bought
h- Last Products Bought Product 1 Image URL
i- Last Products Bought Product 1 Name
j- Last Products Bought Product 1 Price
k- Last Products Bought Product 1 Url
l- Last Products Bought Product 2 Image URL
m- Last Products Bought Product 2 Name
n- Last Products Bought Product 2 Price
o- Last Products Bought Product 2 Url
p- Last Products Bought Product 3 Image URL
q- Last Products Bought Product 3 Name
r- Last Products Bought Product 3 Price
s- Last Products Bought Product 3 Url

5) Categories Bought

a- Categories Bought
b- Last Categories Bought

6) RFM Information

a- Total Value of Orders
b- Average Order Value
c- Total Number of Orders
d- First Order Value
e- First Order Date
f- Last Order Value
g- Last Order Date
h- Average Days Between Orders
i- Account Creation Date
j- Order Monetary Rating
k-Order Frequency Rating
l- Order Recency Rating

7) SKUs Bought

a- Last SKUs Bought
b- SKUs Bought

8) Abandoned Cart

 

a- Current Abandoned Cart
b- Abandoned Cart Products Html
c- Abandoned Cart Products Count
d- Abandoned Cart Total Value
e- Abandoned Cart Products
f- Abandoned Cart Url

9) Dynamic Coupon Code Generation

a- Coupon Code Offered
b- Coupon Codes Used
c- Coupon Discount Amount
d- Coupon Expiry Date
e- Last Coupon Code Used

 

We create several segments based on the custom fields:

  1. All Customers
  2. Cart Abandoners
  3. New Customers
  4. Newsletter Subscriber
  5. Best Customers
  6. Big Spenders
  7. Mid Spenders
  8. Low Spenders
  9. Loyal Customers
  10. Lost Customers1
  11. Lost Cheap Customers/Low Value Lost Customers
  12. About to Sleep
  13. One Time Purchase Customers
  14. Two Time Purchase Customers
  15. Three-Time Purchase Customers
  16. Bought four or more times
  17. Repeat Buyers
  18. Customers Needing Attention
  19. Churning Customers

 

RFM Segmentation: The auto RFM segmentation feature will be based on the rating of 5 to 1.(rating 5 is considered as best and rating 1 is considered as worst). There is a setting in an extension from where you can customize the segmentation range for Recency, Frequency, and Monetary. For your ease, there have been defaulted range values(best practised) for RFM segmentation.

SKU Updation: If you have changed your SKU of some product then it will automatically push that updated SKU and replace with the previous one.

Categories Update: Your WooCommerce store categories will get updated on Mautic as soon as you will add or edit any category.

Product Update: Your WooCommerce store products will be auto-updated over Mautic as soon as you will add or edit them.

Exporting old users/customers to Mautic: You can easily export your existing customers to Mautic via one-click feature. The users can be selected by different roles to be updated.

Reflecting Changes in Orders: Whenever a customer order is updated, we sync those details as well.

Mautic Segment updation: Whenever a contact from your store will be uploaded on Mautic and if it will contain the matching criteria of segment then it will be pushed to that segment on Mautic.

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2.Installation

  • Automatic Installation:
    Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.
    The Steps are as follows:
    1. To do an automatic install log into your WordPress dashboard, navigate to the Plugins menu and click Add New.
    2. Click on the “Upload Plugin” button.
    3. Click on the “Browse” button and navigate to the downloaded Mautic WooCommerce Integration zip file and click ok.
    4. Most importantly, of course, you can install it by simply clicking “Install Now”.
  • Manual Installation:
    Manual installation of Extension is another option to install the extension to your WordPress-environment. The manual installation method involves downloading our WordPress Extension and uploading it to your web server via your favorite FTP application.
    The Steps are as follows:
    1. Extract the downloaded Mautic WooCommerce Integration zip file.
    2. Upload the Mautic WooCommerce Integration folder to the /wp-content/Plugins/ directory.
    3. Activate the plugin through the ‘Plugins’ menu in WordPress.
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3.Getting Started

After the successful installation and license activation of the extension, the plugin’s overview section will appear to the administrator. This section will introduce you to the overall working of the plugin and the main part to get started.
Click on the Get Started button to start setup with Mautic.

Mautic-integration-getting-start

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4.Connection with Mautic

The connect part will include filling up the Mautic related credentials in the given connection form. The details can easily get from the Mautic APP created by you. The Mautic APP setup guide will help you how to set up the new APP on Mautic.

Mautic-integration-setup-guide

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

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Enter your Username/email and password, click on login to create a connection with Mautic.

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Here you can Re-Authorize and Change Mautic Account easily.

mautic-integration-reconnection

 

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5.Custom Fields

After successful verification and authorization, you will include creating custom fields for contact’s data storage on Mautic. You will be asked for a confirmation before moving to set up part. You can either go with selecting your fields or with our integration’s fields.

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If you have opted for all fields created by us, then you will show all those fields before the setup. And if you want can start the setup from here.

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The custom fields setup will create all the fields one by one on your Mautic account.

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Also if you want can create a single field whenever you want on your Mautic account.

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6.Create Segments

The segments part will be same as custom fields. Here also you will be asked for the same decisions.

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Segments can be selected by you or if you want can change your decision and go with us. Please remember one thing if you opted for fields creation of your choice then it may be the case that the fields used as segments filters have not been created.

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Start segments setup from here.

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Segments will be created one by one on your Mautic account.

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Same as custom fields, the single segment can be created whenever you want.

mautic-woocommerce-integration-segment

 

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7.Generate Dynamic Coupon Code

Generate Coupon Code:

Dynamic Coupon Code helps to generate single-use coupon code based on their current RFM rating.

  • Set RFM rating on which coupon to be generated.
  • Set coupon custom words or terms.
  • Set the amount of the discount you want to offer with this coupon code.
  • Select the coupon type as like Percentage/Fixed Cart/Fixed.
  • Set to allow free shipping for the coupon.
  • Set the days for coupon expiry.

and last click on the “Save Changes” button to save your setting.

mautic-woocommerce-integration-generate-coupons

Coupon Code For Segment:

Coupon for Segments setting helps to send the coupon to all the customers of selected Mautic Segments.

  • Select one or more segments to send the coupon.
  • Select a coupon that you want to send your customers.
  • Auto Upload setting allows you to send the coupon to the currently added customers.

 

mautic-woocommerce-integration-generate-coupon-for-segments

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8.Field to Field Sync

You can sync your WordPress user’s field to your Mautic account. Just create a custom field on Mautic and map it with your existing WordPress user meta field to send the data on Mautic.

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9.RFM Settings

RFM ratings can be changed by the store owner on the basis of orders frequency or daily revenue generated.

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10.One Click Sync

  • Sync Your Old Customers:
    Even you can sync all your old customers or user’s data on Mautic just by using this one-click sync feature. Select User role, enter registered date and click on save changes.Mautic-integration-one-click-sycn Select user role according to you and start the sync for those users only.Mautic-integration-one-click-sycn-now

 

  • Sync Your Orders On Mautic:
    If you want to sync your orders on Mautic just click on the ‘Sync Now’, your selected order will be synced on mautic with a single click.
    To sync your orders on the mautic select time duration, order status and click on ‘Save Changes’.
    mautic-integration-sync-order
    Select order status and start the sync for those order only.
    mautic-integration-sync-order-click-sync-now
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11.Abandoned Cart

Abandoned Cart setting will manage all the abandoned carts of your store customers with ease.

  • Cart timer: Set the cart timer for the customers.  The minimum value of this timer is 5 minutes. In this case, the customers abandoned cart data will be updated to Mautic only if the specified cart timing set by admin has been passed.
  • Delete Dat After(Days): Enter a number after that date the data will be cleared.
  • Save Cart HTML to Encoded Formate: Select yes to save abandoned cart product HTML in encoded formate.

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Here, the admin can see the data of all abandoned cart.

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12.Advance & General Settings

The general and advanced setting section will allow you to do different things such as selecting orders for sync on Mautic, cart timer for customers, and moreover updating custom fields whenever you want.

General Setting:

  • Sync order with status: Select order status that will be synced to the mautic.
  • Sync user with role: The data will be synced to the mautic only for the selected customer role.
  • Disable custom fields: Select one or more custom fields to stop syncing over the mautic. This setting helps you when some fields creating issues while syncing.
  • Preferred Sync Method: Select the methods to sync the user activity on mautic. There are two types of methods:
    (i)  In every 5 minutes
    (ii)  As Soon As user data changes
    The Abandoned cart detail syncing will work only with this ‘In every 5 minutes’ method.
  • Add marketing checkbox: Select yes to add the checkbox at the checkout form to let the customers accept marketing and promotional content.
  • Label text for Marketing Checkbox: Enter the text for marketing checkbox label text.

mautic-woocommerce-integration-settings

Advance Setting:

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13.Site Tracking

You can also enable the Mautic site tracking just by using the Mautic tracking code given in Mautic configuration section.

mautic-integration-tracking

 

 

For any Query Please contact us on:

Email: support@makewebbetter.com

Skype: makewebbetter

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