Start Woo-ing your customers

If you are not already plugged in get started with Apsis One for WooCommerce right here and check out our how to guide to integrate your shop.

In this article:

  • WooCommerce overview in APSIS One

  • Activate your data

  • WooCommerce overview in the marketing automation tool

  • A nice Woo welcome: Welcome flow

  • What comes after the welcome flow

Build your customer relationship on a foundation of data from your shop

The (not so secret) secret to every great relationship is great communication. With the WooCommerce Checkout APSIS plugin you will be able to act as soon as your customers place their first order. With the purchase at the center of your marketing initiatives you can create segments in APSIS One based on the items your customers love to shop and trigger well timed personalised marketing automation flows.

Before we dive in lets have a look at how the data looks inside APSIS ONE.

WooCommerce overview in APSIS One

The integration will provide you with two events which are stored on your profiles in APSIS One.

A purchase event which is triggered when the order is placed and a purchase product event which tells you about the specific product being purchased.

To get the full overview of all the data types that can be stored on a profile in APSIS One head over to the 360° profile view.

Activate your data

Like with any data stored on your profiles in APSIS One there are two main ways to use it in your marketing activities. Create marketing automation flows and build segments. To really fire up your use of data, let's head over to the marketing automation tool.

WooCommerce overview in the marketing automation tool

Marketing automation flows are especially great at building your customer journeys. Create a flow for every step your customers might take. If this is your first time working with marketing automation here are three good questions to ask yourself before you get started:

  1. What is the purpose and goal of the flow?

  2. Who will enter the flow?

  3. What data do you need to trigger the flow - and eventually branch the flow

If you don't have access to the data you need, identify the source of the data, and head over here to get an overview of integration options or reach out to our customer care team to get advice on how to get the data into APSIS One.

The power of marketing automation

One of the many powers of marketing automation flows is that you dont have to build one long flow and try to foresee every step your customer might take, and force them down a path that doesn't really help them discover all the great things about your brand. Build shorter flows triggered by a combination of real time events and segments to create the best and most relevant communication. Build and branch your flow based on how your customers actually behave.

In this article we will focus on how you can use the data coming from the WooCommerce Checkout integration. Find much more inspiration on how you can use marketing automation right here.

With the WooCommerce integration the main event is the purchase. With that at the center of things you can bid your new customers a warm welcome the moment they place their first order, welcome back returning customers or win-back the ones starting to show inactive behavior - the automations are endless.

Jump into the Marketing Automation Tool and get started.

Create a new flow and choose a blank canvas. Give your flow a working name and let's go.

A nice Woo welcome

Let's start by answering the three questions stated above.

  1. The purpose of this flow is to bid new customers a nice warm welcome as soon as they place their first order creating the foundation for a long lasting relationship. You can also add a concrete goal for how many customers you aim for sending through the flow each day.

  2. This makes it easy to answer who will enter the flow as this flow will only be triggered for new customers as they place their first order in your shop.

  3. The data we need to make this happen is exactly what we set up with the integration. We need the customer to be created in APSIS One, the customer must have provided consent and then of course the actual purchase event.

Now let's build! For your welcome flow, first decide what action should trigger the flow. In this case we need to find the WooCommerce events. Choose events and find them in the 3rd party integration icon. Open the dropdown menu and find the events right here.

For the welcome flow choose the purchase event. Leave the rest of the settings as is for now and click save.

Now click the small green plus to build the next steps in your flows. Decide which channel you want to communicate in. In this example we are going to send a welcome email. Choose email and you are ready to go create the content. For email guides and content creation inspiration head over here.

Give your email a working name and choose the Subscription connected to your shop. The Subscription should be the same as the one you connected in the Wordpress Dashboard. Click next and choose a template to build from.

Personalize your content with event data

To further personalize your content use event data in your email design and show dynamic product images, product names or any other event data from your Woo events.

Once you're in the email editor click in a text element. Click on the drop down called event data. Here you'll find all the event data fields. Notice that only the event data fields from the event you chose to trigger the flow in the listening node are available here. This allows you to build emails with dynamic content coming directly from your shop like order ID, order amount or order currency.

When you are happy with your content. Click finish and confirm by clicking ready to send.

Remember flow settings

Since this is a welcome flow for your new customer you want to make sure your profiles only get the email the first time they place an order in your shop. Go to your flow settings and make sure the settings controlling how many times a profile can enter the flow is set to a limit of only 1 time. It is set like this by default. Click done and head back to the canvas.

That's it! Now you're ready to activate the flow and start sending your new customer nice automated welcome emails. Click activate and follow the results in the node stats or head over to the activity page and check out the report.

But lets not stop here. Once you have given your new customers a proper welcome make sure to follow up in the post purchase stages of the customer journey regardless of what the next step might be.

Use the settings in the listening node to trigger new flows. For example, reward your customers when they place their second or third order within a short timeframe.

When you use the WooCommerce events in the listening node the flow is triggered the moment the customer shows that specific behavior. But in cases where it is not important that the flow is triggered real time you can start to also use your segments to trigger flows and build customers journeys.

For more inspiration on how to start using segmentation in your email marketing check out our segmentation use cases right here.

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