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Overview

WooCommerce is an e-commerce plugin for WordPress. It makes creating and managing an online store simple, with reasonable levels of flexibility and several vital features such as inventory and tax management, secure payments, and shipping integration.

Experience.com’s WooCommerce integration solution allows enterprise customers to automatically send surveys to customers during and after key moments in the transaction process, like post-sale. The WooCommerce integration allows you to:

  • Ingest transaction data from WooCommerce into Experience.com.

  • Map ingested data to campaigns within the account

  • Automate campaigns and surveys to clients/customers based on role, transaction type, product, or location.

Transactions ingested from WooCommerce into the XMP are labeled as verified transactions.

Prerequisites for Configuring an Agile CRM Integration

Several prerequisites must be met before Experience.com can access and ingest transaction data from WooCommerce for a specific organization. Experience.com offers a direct API integration between the XMP and WooCommerce. To facilitate the configuration of this connection, you will need:

  • A consumer secret from the organization’s WordPress admin account

  • A consumer key, also from the organization’s WordPress admin account

  • The organization’s WordPress URL

To find your consumer key and secret in WordPress, be sure you are logged in to an account with admin permissions. Navigate to the Settings section, then click on Advanced. Enter the required details to generate an API key with READ permissions. Then, your key details will be provided.*

*Instructions may change slightly as WordPress updates its website.

Configuring the WooCommerce Integration

To configure the integration between WooCommerce and Experience.com, you will need to create an ingestion configuration in your enterprise account ingestion setup using the credentials obtained in your WordPress account.

Take the following steps to get started:

  1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click WooCommerce, and then click the blue “New Connection” button.

  1. Once the connection is created, some information is required to verify and activate it. Enter the required information, then click anywhere in the white space to allow the system to begin validating the information provided.

    1. Give the connection a name.

    2. The Consumer Key you retrieved from your WordPress settings.

    3. The accompanying Consumer Secret from WordPress.

    4. The URL for your WordPress site.

With a validated connection, the integration panel expands, providing a total display of all pertinent details. During this setup, it is essential to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.

Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns, ensuring precision in customized campaigns for every journey moment.

Upon saving and activating the integration, your selected employee milestone data is seamlessly ingested from Workable to the XMP. This automated process not only streamlines but enhances your employee experience campaigns and surveys, marking a significant step toward a more efficient and insightful approach to fostering a positive workplace culture.

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