This article walks through connecting your WooCommerce store with your Gist workspace, syncing your WooCommerce customers in Gist, and pushing orders, carts and products as well.
You can start automating your email marketing based on the actions your customers take in your WooCommerce store. Did someone just make a purchase? Abandon a cart? View a product? Use WooCommerce events like these to trigger workflows and other rules that help you stay as engaged as possible with your customers throughout the entire purchase cycle.
The Gist and WooCommerce integration is designed to bridge the gap between your ecommerce activities and marketing efforts.
- Setup your WooCommerce and Gist integration
- Sync your WooCommerce historical data to Gist
- Analyze your WooCommerce data in Gist
- Segment contacts based on their products
- Automate e-commerce campaigns
- Frequently asked questions
1. Setup your WooCommerce and Gist integration
In order to set up the WooCommerce Deep Data integration and sync customers, products, orders, and abandoned cart data into your Gist workspace, you will need to configure the integration in three places, in the following order:
- Your Gist workspace
- The Gist for WooCommerce WordPress plugin
- The Marketing Automation by Gist WordPress plugin (optional)
Step 1: Connect your Gist workspace to your WooCommerce store
- In your Gist workspace, go to Settings > Integrations page.
- From the list of integrations, look for the WooCommerce integration. Hover over it and click the Connect button.
- In the dialog box, enter your Store's WooCommerce URL and click Connect to WooCommerce.
- In the pop-up window, enter your WooCommerce credentials, click Log in and authorize the connection. You'll return to Gist and see a message indicating your WooCommerce store has been connected to Gist.
Step 2: Install the Gist for WooCommerce plugin
Now, that Gist has been connected to your WooCommerce store, you’ll need to install the Gist for WooCommerce wordpress plugin to complete the integration.
- Login into your WooCommerce admin dashboard
- Navigate to Plugins > Add New and search for the “Gist for WooCommerce” plugin
- Install the plugin and activate it
- Once activated, you’ll need to configure the plugin so it can push data to Gist by going to the plugin’s settings page
- On this page, enter the API key and Workspace ID of the workspace you want the store to connect to and click "Save settings"
- You can also choose how long Gist should wait before triggering workflows and rules that use the "Abandoned a cart" trigger.
Step 3: Install the Gist WordPress plugin (optional)
Once you integrate Gist and WooCommerce, you will need to install the Gist WordPress plugin to automatically add your Gist tracking code to all of your WooCommerce store pages.
- Login into your WooCommerce admin dashboard and go to Plugins page
- Click Add new, search for "Gist for WooCommerce" plugin to install and activate it
- Once activated, you’ll need to configure the plugin so it can push data to Gist by going to the plugin’s settings page
- On this page, enter the API key and Workspace ID of the workspace you want the store to connect to and click “Save settings”
Every WooCommerce customer you have an email address for will be added as a new contact inside your Gist account (as long as there aren’t any duplicate addresses). We’ll also make sure to note their subscription status in Gist and match it to whatever preferences they set in your WooCommerce store for future sending.
And with everyone’s order history automatically dropped into your Gist account, you can get to segmenting customers by products ordered, frequency of orders, order value, and beyond for perfectly aligned marketing from the get-go.
No manual migration. No worrying if you missed anyone. No painstaking maneuvering and tech wizardry. Just simple and complete migration of the information you need to start getting closer to your customers as soon as you integrate.
2. Sync your WooCommerce historical data to Gist
Once your WooCommerce store is connected, you can manage the connection at any time from the Settings > Integrations page in your Gist account.
Syncing historical data
Once you have configured the Gist and WooCommerce integration in both your Gist workspace and the Gist for WooCommerce plugin, all products, customers, orders and abandoned carts from that moment on will be automatically synced as soon as they happen.
However, this doesn’t pull in your past customer and order data. In order to pull the past data, you will need to go to Settings > Integrations and click the “Sync Historical Data” button under WooCommerce integration.
This will pull in:
- All customers in your WooCommerce store along with any orders that they made.
- All customers in your WooCommerce store that have not placed any orders with you.
- All orders placed by customers that already exist in your Gist workspace.
Once you initiate the sync, it will run in the background and you will be able to navigate away from or close the page. Previous abandoned cart data will not be synced. In addition, synced historical data will not trigger any workflows or rules that use the "Made a purchase" trigger.
Disconnecting the integration
If you ever need to disconnect your WooCommerce store and your Gist workspace, you can do so by navigating to Settings > Integrations, and clicking Disconnect button under the WooCommerce integration.
Any data already pulled from that WooCommerce store will not be deleted and will remain even after the store has been disconnected.
3. Analyze your WooCommerce data in Gist
After the initial import of your WooCommerce data is complete, you'll be able to see your WooCommerce Products, Customers, and Orders in Gist.
Contacts: WooCommerce customers sync with Gist contacts, and are deduplicated by email address.
If a contact does not exist with the same email address in Gist, a new contact will be created as long as the WooCommerce customer was created with an email address. If a Gist contact already exists with the same email address, WooCommerce will update the contact as long as a value exists for the property in WooCommerce (i.e., the property is not blank).
The following properties sync between WooCommerce customers and Gist contacts:
- Signed up
- First name
- Last name
- Phone
- Total orders
- Total revenue
- Total products
- Last order date
- Last order price
- Last order currency
- Last order product count
- Total value of last abandoned cart
- Product count of last abandoned cart
- Tags
- City
- Country
- State/Province
- Zip code
Orders: WooCommerce orders sync with Gist and are added to each contact’s profile and their activity timeline. Each order is associated with a product(s) and customer when synced from WooCommerce. The following properties sync between WooCommerce orders and Gist orders:
- Abandoned checkout URL
- Customer ID
- Cart token
- Cancelled at
- Created at
- Currency
- Financial status
- Fulfillment status
- Landing site
- Name
- Note
- Order number
- Processing method
- Referring site
- Source name
- Subtotal price
- Taxes included
- Token
- Total discounts
- Total line items price
- Total price
- Total tax
- Total weight
4. Segment contacts based on their products
Use line item properties to segment your Gist contacts by the name of their product, along with the order status. For example, you can create a segment of contacts who are in the midst of purchasing or have purchased a specific product, to target them in workflows to nurture them or upsell to them.
You can segment your customers by things like who has purchased product X or from product category Y, or who’s bought product X three times in the past 6 months, and more.
Then you can go ahead and send them super relevant, targeted broadcast emails related to what your customers have viewed or ordered.
Segment Customers by Their Order Details
You can filter out contacts who’ve ordered twice from you in the past 30 days with total amounts between $50 and $100. Or finding anyone who’s bought $150 worth of stuff in the past year. Or, really, whatever level of granularity you’re seeking when it comes to picking out low- to high-value customers for any of your messaging.
Find Customers by Product Variant
Have an influx of sweatshirts that are all the same size? Or maybe the only sizes you have left of your best-selling shoes are 9’s and 11’s. See which of your customers have added those precise sizes to cart and let them know you have something just for them (maybe even at a discount). You’ll be able to clear your stock out in no time.
Default Segments
We will create five default e-commerce segments so you can get started with segmenting your customers right away. The following are the segments and their definitions:
1) Customers with 0 Purchases - "Total orders" is equal to 0
2) First Time Customers - "Total orders" is equal to 1
3) High Spending Customers - "Total revenue" is greater than or equal to 500
4) Repeat Customers - "Total orders" is greater than or equal to 5
5) High Spending Repeat Customers - “Total orders" is greater than or equal to 5, and "Total revenue” is greater than or equal to 500
5. Automate e-commerce campaigns
With the WooCommerce integration, you can create workflows to follow up with contacts who are engaging with your e-commerce campaigns.
Made a Purchase
You can trigger a workflow or rule whenever a customer makes a purchase, with the new “Makes a Purchase” trigger. The “Made a Purchase” trigger is available to all e-commerce integrations, and will appear automatically after you connect a e-commerce store from the Integrations page.
You can leverage the “Made a Purchase” trigger in order to ask them for a review. Create a workflow that gets triggered on a new purchase. Depending on your average fulfillment and delivery time, add a 7-21 day wait period and then send them an email asking for a review. Optionally, add a second wait period for another 7 days. After the second wait period, send a second email asking for a review. At the bottom of the workflow add a Goal with a Jump condition when a contact clicks on the link from the first email to leave a review. This will prevent the contact from receiving the second email if they take action on the first. Also, don’t forget to select “Run multiple times” to have a contact enter this workflow every time they complete an order.
You can use this trigger to show your appreciation towards your customers for choosing your store. With the purchase trigger, it is easy to show your active customers how much you appreciate them. Simply create a custom field for their first purchase date, and then every year on their anniversary send them an email thanking them for that original purchase. If you want to increase the functionality even further, create a segment that excludes anybody that hasn’t made a recent purchase.
Abandoned a cart
A cart is considered abandoned when one of your customers adds items to their shopping cart but then leaves your online store before completing their purchase. This action can lead to a high number of lost sales and hurt your bottom line.
With our Abandoned Cart feature, you can automatically email contacts who abandoned their carts and encourage them to complete their purchase. This will help you grow your sales and overall business.
After you set up the WooCommerce integration, you can create an abandoned cart workflow using the "Abandoned a Cart" trigger which will pull contacts into your workflow when they abandon their cart. This trigger can be configured to listen for specific WooCommerce products, product categories, and cart values.
In addition, you'll be able to create advanced searches for contacts who abandon their cart as well as for contacts who recovered their cart, who did not recover their cart and more.
6. Frequently asked questions
Will contacts synced over from WooCommerce be tracked in Gist?
Contacts that are created in Gist as part of the initial import from WooCommerce when the integration is first set up will not be cookied, and have to convert on a Gist form or click through a Gist marketing email sent from your workspace to a page that has your Gist tracking code before they can be tracked in Gist.
Contacts that are synced over and created in Gist after the WooCommerce integration is set up will be cookied and will be tracked in Gist as soon as they sync over from WooCommerce.
Do I need to add the Gist tracking code to my WooCommerce store pages?
No. Once you install the Gist WordPress plugin, the plugin will automatically add your Gist tracking code to all of your WooCommerce store pages.
What happens if I delete my WooCommerce product/customer/order?
When you delete customers, orders and products in WooCommerce, the corresponding contacts, orders and products will NOT be deleted in Gist.
What happens if I delete my Gist contact records that were created via WooCommerce?
When contacts in Gist that were created via WooCommerce are deleted, the corresponding customer records will not be deleted in WooCommerce. However, these contacts will not be re-created if their records are updated in WooCommerce.
How does Gist determine when an order has been abandoned at checkout?
An order will have a stage of Checkout Abandoned in Gist if the WooCommerce order is created and not completed within the time configured in the Gist for WooCommerce plugin. After that time has passed, the order will move from Checkout Pending to Checkout Abandoned.
Can I use Gist to send WooCommerce invoice emails?
At this time, it's not possible to use Gist to send WooCommerce invoice emails or other transactional emails for completed WooCommerce purchases. The WooCommerce integration is designed to conduct marketing activities for ecommerce in Gist and keep transactional activities in WooCommerce.