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WooCommerce Order Processing

Using the ActiveMember360 WooCommerce Extension an ActiveCampaign contact record can be created/updated whenever an order is submitted, payment completed or upon any order status change.

This includes:

There are a whole series of actions that can be performed by ActiveMember360 based upon the above.

These actions can include:

  • Add ActiveCampaign tags
  • Remove ActiveCampaign tags
  • Add to ActiveCampaign automations
  • Remove from ActiveCampaign automations
  • Subscribe to ActiveCampaign lists
  • Unsubscribe from ActiveCampaign lists
  • Note added to ActiveCampaign contact

These actions are primarily defined for individual products when creating or editing any WooCommerce product as detailed within How to configure the order status actions for individual products for the ActiveMember360 WooCommerce Extension.

How to configure other settings are detailed within the individual sections that follow.

When the WooCommerce order is submitted​

ActiveCampaign contact created and/or updated​

When an order is successfully submitted an ActiveCampaign contact will be created or updated.

The ActiveCampaign contact fields listed below are populated with the associated billing information submitted on the order form:

  • email
  • phone
  • first_name
  • last_name
  • billing_first_name
  • billing_last_name
  • billing_company
  • billing_email
  • billing_address_1
  • billing_address_2
  • billing_city
  • billing_state
  • billing_postcode
  • billing_country
  • billing_phone

At this point in time:

  • The phone field value will match the billing_phone field value
  • The first_name field value will match the billing_first_name field value
  • The last_name field value will match the billing_last_name field value
Important

If the purchase is being made by a visitor who is not logged in to the site the contact will be created with the email field set to the billing email address submitted for the order, if no existing ActiveCampaign contact exists with that email address.

If the purchase is being made by a visitor who is logged in to the site the contact will be created with the email field set to the email address of the logged in WordPress user, if no existing ActiveCampaign contact exists with that email address.

WordPress user account created​

Dependent upon the settings within How to configure the WooCommerce account options when using the ActiveMember360 WooCommerce Extension a WordPress user will be created as detailed within Integration of the ActiveMember360 WooCommerce Extension with WooCommerce account creation.

When the WooCommerce order status changes​

ActiveCampaign contact updated​

For every relevant WooCommerce order or subscription status change you may wish to trigger some actions i.e. add and/or remove tags, start and/or stop automations, subscribe and/or unsubscribe to/from lists.

The actions can support a variety of use cases including but not limited to:

  • The tracking of which products have been bought using ActiveCampaign tags or contact field values.
  • The tracking of the last order status using ActiveCampaign tags.
  • The delivery or access to a product based upon the order status using ActiveCampaign tags.

The ActiveMember360 WooCommerce Extension supports order status actions for products and subscriptions, including variable product and subscription variations

  1. The settings that control the actions triggered for every product when purchased are detailed within:

    These actions trigger when payment for the order is complete. That is when the order status is first changed to either Processing or Completed

  2. The settings that control the actions triggered for each individual product when the order status changes are detailed within:

    For All Products (except Subscriptions)​

    The purchase actions trigger when payment for the order is complete. That is when the order status is first changed to either Processing or Completed. The refund actions trigger when the order status changes to Refunded.

    For Subscriptions​

    The purchase actions trigger when payment for the order is complete. That is when the order status is first changed to either Processing or Completed.

    All other subscription order statuses trigger as labelled/detailed.

  3. ActiveCampaign tags will be added to the contact based upon the WooCommerce product SKU, product tag, product category when payment for the order is complete as configured within:

    For All Products (except Subscriptions)​

    These tags are added when payment for the order is complete. That is when the order status is first changed to either Processing or Completed.

    For Subscriptions​

    These tags are added when payment for the order is complete. That is when the order status is first changed to either Processing or Completed.

    Product Variations​

    If a product variation is purchased additional tags can be added/removed for the purchased variation in addition to for product SKU, product tag, product category.

    These are configured within:

    These tags are added when payment for the order is complete. That is when the order status is first changed to either Processing or Completed.

  4. The order status of the last submitted order will be tracked using ActiveCamapign tags if this has been configured within:

    Only one tag i.e the most recent will be present for the contact. Tags are removed when the latest is added.

  5. Every WooCommerce order status change can be tracked as events using the ActiveCampaign Tracking Module as detailed within:

  6. A note is added to the ActiveCampaign contact record after any order status change and it will include:

    • Order number
    • Order status
    • Total order amount
    • Hyperlink to WooCommerce order
    Example of WooCommerce order status notes in ActiveCampaign
    Example of WooCommerce order status notes in ActiveCampaign
    Important

    The initial order status of Processing after the checkout process was completed successfully is not considered an order status change by WooCommerce so no note is added for that case.

  7. ActiveCampaign contact updated with current order data

    A full sync of current order data is processed when the order status is first changed to either Processing or Completed, or when the order status is changed to Refunded.

    When a full sync of the ActiveCampaign contact is made by the ActiveMember360 WooCommerce Extension the following fields are synced between WordPress and the ActiveCampaign contact:

    ActiveCampaign Contact FieldValue
    emailEither email of the logged in WordPress user, or ActiveCampaign contact with email matching the current order billing_email, or current order billing email
    phoneEither phone of the ActiveCampaign contact with email matching the current order billing_email, or current order billing_phone
    first_nameEither first_name of the ActiveCampaign contact with email matching the current order billing_email, or current order billing_first_name
    last_nameEither last_name of the ActiveCampaign contact with email matching the current order billing_email, or current order last_name
    billing_first_nameCurrent order: billing_first_name
    billing_last_nameCurrent order: billing_last_name
    billing_companyCurrent order: billing_company
    billing_emailCurrent order: billing_email
    billing_address_1Current order: billing_address_1
    billing_address_2Current order: billing_address_2
    billing_cityCurrent order: billing_city
    billing_stateCurrent order: billing_state
    billing_postcodeCurrent order: billing_postcode
    billing_countryCurrent order: billing_country
    billing_phoneCurrent order: billing_phone

    The ActiveCampaign sync is also logged within the WooCommerce order notes within WordPress.

    A hyperlink is provided to the associated ActiveCampaign contact.

    Example of WooCommerce order notes showing ActiveCampaign Sync

After a successful purchase​

After a successful purchase i.e. when the checkout has successfully completed, and when not using guest checkout for the purchase, the user will be logged in to the site as a remote user. Their ActiveCampaign contact data will be current with any of the updates applied as a consequence of processing the actions related to the purchase When the WooCommerce order status changes.

When a WooCommerce coupon is used​

ActiveCamapign contact updated​

When a WooCommerce coupon is used the ActiveMember360 WooCommerce Extension can trigger actions for the ActiveCampaign contact associated with the WooCommerce order.

The actions are configured as detailed within How to configure the actions performed by the ActiveMember360 WooCommerce Extension whenever a WooCommerce coupon is used.

When a logged in user abandons the WooCommerce cart​

ActiveCamapign contact updated​

When a remote user abandons a WooCommerce cart without completing the checkout process actions are triggered as detailed within How the abandoned cart process operates when using the ActiveMember360 WooCommerce Extension.

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