eCOMMERCE AUTOMATION WITH CRM

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

CRM automatically integrates with Commerce and lets you automate various tasks including contact creation, segmentation, and marketing automation. Just follow this simple guide to learn how to automate these tasks with CRM!

eCommerce Opt-In Checkbox #

Whenever a user places an order from eCommerce, they can be imported automatically as a subscriber in CRM. But in order to remain compliant with email marketing rules and regulations, you might want to get consent from your users. For that, you can add eCommerce Checkout Subscription Field to the eCommerce checkout form.

To add eCommerce checkout subscription field, go to Settings>General Settings and choose to Enable Subscriber Checkout to eCommerce Checkout Page.

Here are the details for the other settings:

  • Checkout Label: Give a label for the checkbox.
  • Assign List: Assign the contacts to your particular contact List.
  • Assign Tags: Assign the contacts to your particular contact Tags.
  • Auto Checked: Enable the checkbox automatically for the customer.
  • Do not show Checkbox: Hide the checkbox for the customer if he is already added in the CRM subscription list.
  • Double Opt-in: Enable double Opt-in email from the contacts.

Contact Segmentation #

CRM also lets you add or remove tags to contacts based on Product Purchases and Refund Requests.

In order to apply tags to contacts, open eCommerce product editor and click CRM from the product data section. Next, select which tags you want to add or remove when someone purchases your product. You can also do the same when refunds actions happen for the same contact.

eCommerce Marketing Automation #

CRM also allows you to automate a wide range of tasks such as sending behavioral emails, email sequences, and many more.

CRM’s email marketing automation includes four major elements. These are:

  1. Triggers: Triggers are essential for initiating email marketing automation. They can be behavior-based, or time-based. Learn more about CRM’s Triggers here.
  2. Action Blocks: The actions which will be done throughout the funnel for example sending an email, adding the user into a list, etc. Learn everything about CRM Action Blocks here
  3. Benchmarks: Benchmarking the behavior of the users for example whether they purchased a product, clicked into a link, etc. Learn everything about CRM Benchmark Blocks here
  4. Conditionals: Conditionals will let you set multiple paths based on if/else conditions. Learn more about CRM Conditionals here.

At first, from your CRM 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 eCommerce from the Category option.

From here, you can select one of four available triggers. Currently, available eCommmerce Triggers are

  1. New Order(Processing) – This will trigger the automation funnel once a new order is placed on eCommerce for the targeted products, product category or all products.
  2. Order Completed – This will trigger the automation funnel once an order has been marked as completed in your eCommerce store for the targeted products, product category or all products.
  3. Order Refunded: This will trigger an automation funnel once an order gets refunded for the targeted products, product category or all products.
  4. Order Status Changed: This will trigger an automation funnel when a Order status changes.

For demonstration purposes, we are using the New Order(Processing) trigger. So, this funnel will start once a new order will be added as processing. 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. If you choose the Pending option, the contacts will join as pending contacts and CRM will automatically send an opt-in email.

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. Click the Save Settings button when you’re satisfied with the trigger configuration.

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.

From here, you can choose any type of action block. CRM offers 15 action blocks and two specific action Blocks for eCommerce marketing automation. Please check our funnel action blocks documentation to find out how to use action blocks.

The specific action blocks for eCommerce include:

Change Order Status(eCommmerce Only): This action lets you change the order status in eCommerce for the contacts within the automation funnel.

Add Order Note(eCommmerce Only): This action lets you add a Private Note or Notes to Customer in eCommerce for the contacts within the automation funnel.

Goals/Trigger Block(Benchmark)

Goals/Trigger blocks are goal or trigger items that your user might do. They let you measure these steps and automate the funnel based on goal completion.

Click on the plus icon(+) to open the pop-up for selecting the Goals. For eCommerce, you can choose Order Received in eCommerce goalThis 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. 

Please check our documentation if you want to use other goals or benchmarks.

Conditionals

Conditionals are conditional logic. If you want to automate different activities based on If/Else conditions, you can choose a conditional. For eCommerce, CRM allows you to automate different activities based on two Conditions.

[eCommerce] Purchased a Specific Product or Not: This lets you set different branches based on whether the customers within the automation funnel purchased a specific product or not.

To use this conditional logic, click the (+) icon, switch to Conditionals, and select “Purchased a Specific Product or Not.”

Next, simply select your Target Product and click Save Settings.

eCommerce Conditions: This option lets you set different branches based on your eCommerce customer data. To set different branches on your automation based on eCommerce conditions, simply configure the conditions you want your customers to meet and click Save Settings. Here we are showing how to set different branches based on whether a customer is a guest buyer or not:

If you want to use other conditionals please check out this documentation.

Product Block(for Email Templates)

CRM also allows you to add products to your email templates with ease. If you’re using eCommerce, you’ll notice a Product Block. This block lets you automatically fetch eCommerce products within your email template with a purchase button.

To add a product block for selling your products on eCommerce, select the Product Block. Next, you’ll be asked to select your product. Choose the product you want to add and hit Done.

Once you have added the product, you can show or hide the product description, price, and colors of your content, content background, etc.

So that’s it for eCommerce Marketing automation. If you want to get started right away, don’t forget to check out our eCommerce tutorial below: