WooCommerce Integration with Marketing Automation 2.0

WooCommerce Integration with Marketing Automation 2.0

Zoho Marketing Automation plugin for WordPress enables you to monitor the activities and interactions on your web pages and posts, evaluate their performance using the web assistant tracking code, and allow your visitors to sign up for your mailing lists with the embedded sign up forms.
Seamlessly transfer your WooCommerce store data to Marketing Automation 2.0 with simple integration methods. Start sending targeted emails and automate your ecommerce activities with the help of MA 2.0 after you connect your WooCommerce store.

Understand how to easily integrate your WooCommerce account with the Zoho Marketing Automation 2.0 plugin for Wordpress.

How to install Zoho Marketing Automation plugin for WordPress?

  1. In your WordPress admin panel, go to Plugins and click Add New.


  2. Search for Zoho Marketing Automation plugin in WordPress.
  3. Click the Install Now button to activate the plugin.
  4. Navigate to Installed Plugins and click Activate. 
      

Connecting your Zoho Marketing Automation Account with Wordpress

You need to connect your Zoho Marketing Automation account to wordpress in order to access any of its features and functions.
1. First, click on the Connect button to initiate integration.

2. Enter your Zoho Marketing Automation account credentials and review the terms and permissions. When done, click accept.
 

3. Now the account will have been integrated with the wordpress account and you can now access and use any of the following features as shown in the image.
 

How to embed signup forms in my website or blog post?  

You can embed a signup form by copying the short code ( for e.g. `[zmhub id = 8d**7]`) and inserting it in your web pages or blog posts.
To embed a signup form, follow the steps below:
  1. In the WordPress admin panel, go to Signup forms.
 
  1. In the signup form repository page, Click on Fetch Signup forms and select a form of your choice.
         
  1. Select Click to generate in order to generate the signup form's short code.


  2. Once you generate the short code, the signup form becomes active and can be made Visible in your web pages.
  3. You can choose to show or hide a signup form using the toggle corresponding to it.


  4. Copy the short code.

  5. Copy the short code and add it to your web page or blog post to display the form.
 

How to insert the web assistant tracking code to track my web pages and blog posts?  

Info
After Migration to MA 2.0, Old users need to update with the new tracking code. Old tracking code from the previous version of MA will no longer be supported.
  1. In the WordPress admin panel, go to Web Analytics under Zoho Marketing Automation.
  2. Click on Get Code to generate the tracking code with which you can connect your domain and track your page.
 
  1. After connecting your domain with Zoho Marketing Automation, you'll be able to see the Web Analytics tracking options.
  2. You can choose between tracking all your pages' posts, tracking only specific pages and posts, or tracking a specific category of posts.
  3. You can also choose to track your pages and blog posts that were created after a specific time.
  4. You can choose to activate or deactivate the tracking code in WordPress using the corresponding toggle.
  5. Click Save after you set up tracking. Tracking will begin only after you save the setup and insert the tracking code snippet in your pages and posts.
 

Connect WooCommerce with Zoho Marketing Automation.

Connect your WooCommerce store with Zoho Marketing Automation and completely automate your ecommerce activities.
  1. In the WordPress admin panel, go to Ecommerce.
  2. Click Connect Store.

3. Select a list to be associated with the store from the dropdown and click Start Sync.
NotesNote: if the marketing box is checked after selecting a list, all existing contacts will be marked as Marketing contacts regardless of their previous status during the sync. Any contacts added after that will not be automatically marked as marketing contacts, unless they choose to opt in for marketing at a later stage. Learn more 

4. After the sync, your list will be associated, and your store's orders, products, customers, and other details will be synced with Zoho Marketing Automation.

5. Once the store is connected, and all integrations have been performed, take a look at all the reports details via Zoho Marketing Automation for your WooCommerce store, as well as some Opt-in settings that can be modified as per your preferences.

6. Click Open Zoho Marketing Automation to access the ecommerce solutions

Contact Opt-in Settings  

After the sync is successful and the store is connected with MA, you can display an email marketing subscription Opt-In option to your customers on your store checkout page, account creation page, or any place of your choice that gives them an option to continue your engagement with them even after they’ve made a purchase. Visitors opting out of it will be considered as non-marketing contacts.
Visitors imported as contacts during the sync in the previous steps will have been automatically marked as marketing contacts if the check box was selected before the sync. Therefore, only new visitors and non marketing contacts are given the choice to opt-in.

Notes
In a recent update, the WooCommerce Blocks functionality has now been integrated into WooCommerce itself, which was previously a separate plugin that had to be installed from the WordPress plugin repository. WooCommerce Blocks is a feature that lets you tailor your webpage including the cart and checkout pages using the blocks and is now turned on by default after the update. This feature prevents WooCommerce actions triggered from plugin code from functioning properly. The checkout and opt-in features will not work with the WooCommerce Blocks turned on.
Click here for the instruction on how to turn OFF the WooCommerce blocks.

You can customize the subscription box in any way you want it to be displayed after you connect your store.
  1. In the first field of the Opt-in Settings section, enter the subscription box text–the message that appears in the clickable box.
  2. Choose the checkbox style(physical appearance).
  3. Choose where you want to display the subscription box on your webpage.
  1. Click Save after you have chosen your desired preferences.