Mautic Integration for WooCommerce

Mautic Integration for WooCommerce syncs your WooCommerce customers’ data on Mautic. So that you can segment your WooCommerce customers, set automated & targeting campaigns, and recover your abandoned carts easily. Businesses can get more leads, sales, and conversions by using WooCommerce Mautic Integration.

Download the .zip file from your WP Swings account (https://wpswings.com/my-account/).

-Log into your WordPress Dashboard and navigate to Plugins > Add New.

-Click on the Upload Plugin button on top and upload the zip file of the plugin.

-Install the plugin and click Activate to get started.

To begin configuring Mautic Integration for WooCommerce, navigate to WooCommerce > Mautic > Get Started tab.

Click Next to authorize the connection between your Mautic account and the WooCommerce store.

Once the connection has been successfully established, click Proceed to the next step.

Note: If needed, you can also Change and Re-Authorize your Mautic Account.

To connect your WooCommerce store to your Mautic account, you will need to fill in the Mautic Base URL, Mautic Client ID, and Mautic Secret ID fields.

To generate your set of Mautic API keys, navigate to Mautic Settings.

• Go to Configuration > API Settings.
• Click on API Enabled and Enable HTTP basic auth toggle button. Enable both.

Note: If you don’t enable these options, the API Credentials setting won’t appear in your Mautic CRM.

• Enable those toggles. Then, go to the API Credentials section to start with the new APP.

• Click on New to create a fresh APP in Mautic

Start creating a new APP by filling valid credentials. Select OAuth2 for authorization protocol. Enter a new Name for the APP and Redirect URI.

• Your Redirection URL will be: https://your-site-url/wp-admin/admin.php

• Save the APP and you will get the keys for the connection. Use the keys as shown in the image.

By default, the refresh token is valid for 14 days. You can configure both Access and Refresh token lifetime via Mautic Settings > Configuration > API Settings. Once the refresh token expires, you will be required to manually reauthorize the connection. 

Note: It’s recommended that you increase the lifetime of an access token and refresh the token before connecting the extension to Mautic to avoid manual reauthorization.

• After generating your set of API keys, navigate to Mautic Settings > Configuration > General Settings to get your Mautic Base URL. 
• Your Site URL is your Mautic Base URL.

Navigate back to the Mautic Integration for Woo plugin settings page (WP Admin > WooCommerce > Mautic > Connect). Enter your Mautic Base URL, Mautic Client ID, and Mautic Secret ID, and select Authorize.

You will then be redirected to Mautic and prompted to connect your account. Click Accept.

Mautic Integration for WooCommerce will now be successfully connected to your Mautic account. 

Note: Please ensure all details (connection status, account email, and token renewal) are present under the Connect tab. 

If any of those details are missing, you will need to clear your Mautic cache and will have to set up the connection again. For more information about clearing cache, please refer to the troubleshooting guide.

Once you have successfully connected your Mautic account, you’ll be prompted to create custom fields in your Mautic account. Custom fields will help you to segment your WooCommerce customers. 

Mautic Integration for WooCommerce creates over 70+ custom fields allowing you to capture your customer’s data and order information in Mautic Custom Fields.

Within the Custom Fields tab, select Start Setup.

The plugin will start creating the custom fields you’ve selected in your Mautic account.

Below are the custom fields listed that our plugin creates:

1) Customer Group:

(i) Accepts Marketing, (ii) Customer Group/ User role, (iii) Shopping Cart ID

2) Shopping Cart Information:

(i) Shipping Address Line 1, (ii) Shipping Address Line 2, (iii) Shipping City, (iv) Shipping State, (v) Shipping Postal Code, (vi) Shipping State, (vii) Shipping Country, (viii) Billing Address Line 1, (ix) Billing Address Line 2, (x) Billing City, (xi) Billing State, (xii) Billing Postal Code, (xiii) Billing Country

3) Order:

(i) Last Order Status, (ii) Last Order Fulfillment Status, (iii) Last Order Tracking NumberLast Products Bought, (iv) Last Order Tracking URL, (v) Last Order Shipment Date, (vi) Last Order Number, (vii) Last Order Payment Method, (vii) Total Number of Current Orders

4) Last Products Bought:

(i) Last Product Bought, (ii) Last Product Types Bought, (iii) Last Products Bought, (iv) Last Total Number Of Products Bought, (v) Product Types Bought, (vi) Products Bought, (vii) Total Number Of Products Bought, (viii) Last Products Bought Product 1 Image URL, (ix) Last Products Bought Product 1 Name, (x) Last Products Bought Product 1 Price, (xi) Last Products Bought Product 1 Url, (xii) Last Products Bought Product 2 Image URL, (xiii) Last Products Bought Product 2 Name, (xiv) Last Products Bought Product 2 Price, (xv) Last Products Bought Product 2 Url, (xvi) Last Products Bought Product 3 Image URL, (xvii) Last Products Bought Product 3 Name, (xviii) Last Products Bought Product 3 Price, (xix) Last Products Bought Product 3 Url, (xix) Products Attributes

5) Categories Bought:

(i) Categories Bought, (ii) Last Categories Bought

6) RFM Information:

(i) Total Value of Orders, (ii) Average Order Value, (iii) Total Number of Orders, (iv) First Order Value (v) First Order Date, (vi) Last Order Value, (vii) Last Order Date, (vii) Average Days Between Orders, (viii) Account Creation Date, (ix) Order Monetary Rating, (x) Order Frequency Rating, (xi) Order Recency Rating

7) SKUs Bought:

(i) Last SKUs Bought, (ii) SKUs Bought

8) Abandoned Cart:

(i) Current Abandoned Cart, (ii) Abandoned Cart Products Html, (iii)  Abandoned Cart Products Count, (iv) Abandoned Cart Total Value (v) Abandoned Cart Products, (vi) Abandoned Cart URL, (vii) Offered Abandoned Cart Coupon Codes

9) Dynamic Coupon Code Generation:

(i) Coupon Code Offered, (ii) Coupon Codes Used, (iii) Coupon Discount Amount, (iv) Coupon Expiry Date, (v) Last Coupon Code Used

10) WooCommerce Subscription fields:

(i) Last Subscription Order Number, (ii) Last Subscription Parent Order Number, (iii) Last Subscription Order Status, (iv) Last Subscription Order Creation Date, (v) Last Subscription Order Paid Date, (vi) Last Subscription Order Completed Date, (vii) Last Subscription Trial End Date, (viii) Last Subscription Next Payment Date, (ix) Last Subscription Billing Period, (x) Last Subscription Billing Interval, (xi) Last Subscription Products

Once all the fields are created, you’ll again get a message and a Proceed To Next Step button. Click on it to move to the next step, Segments.

The segments section is almost similar to the custom fields. Segments contain the data of a particular set of customers who belong to the same criteria. You’ll be asked to make the same choices here as well. Here’s the list of the segments this WooCommerce integration plugin creates.

• All Customers
• Cart Abandoners
• New Customers
• Newsletter Subscriber
• Best Customers
• Big Spenders
• Mid Spenders
• Low Spenders
• Loyal Customers
• Lost Customers1
• Lost Cheap Customers/ Low Value Lost Customers
• About to Sleep
• One Time Purchase Customers
• Two Time Purchase Customers
• Three-Time Purchase Customers
• Bought four or more times
• Repeat Buyers
• Customers Needing Attention
• Churning Customers

Select the segments you want to create in your Mautic Account. Click on Start Setup. Once you click, the Mautic plugin will start creating segments.

Once done, you’ll get a message for the successful creation of segments.

Once done, you’ll get a message for the successful creation of segments.

Once you’re done with the Segments tab, you can move to the Coupon codes tab. This section will help you generate coupons which your WooCommerce customers can redeem to get discounts.

Here you can set the rules to generate Dynamic Coupons Codes. Dynamic Coupon Codes are single-use coupon codes that are generated on the customer’s current RFM rating.

• Set the RFM rating on which coupon to be generated.
• Set the name of the coupon code.
• Set the amount of the discount you want to offer with this coupon code.
• Select the coupon type as like Percentage/Fixed Cart/Fixed.
• Set to allow free shipping for the coupon.
• Set the days for coupon expiration.

Note: You can add multiple rules in this tab by clicking Add New Rules to generate different coupons on different conditions.

After setting the rules, click on the Save Changes button to save your rule.

This section shows the details of the coupons you’ve generated.

This section helps you to send the coupons to all the customers of selected Mautic Segments.

• Select one or more segments to send the coupon.
• Select a coupon you’ve created and want to send to your customers who belong to the segment(s) you’ve selected.

If you want the coupon to be added to the orders automatically, select Yes otherwise No in the Auto Upload option.

You can sync your WordPress user’s field to your Mautic account. Just create a custom field on Mautic. And map it with your existing WordPress user meta field to send the data on Mautic.

Select the fields and click on Save Changes and proceed further.

RFM settings allow you to assign a score to your customers on the behalf of their buying frequency, the number of products bought, and the monetary value they’ve spent. You can assign a score on a scale of 1 to 5 and run campaigns as per their score. Admin can change these settings as per their needs.

After changing the settings click on Save Changes and move further.

One-click sync helps you to sync all the historical customer data you had before you installed this plugin.

• Click on Enable/Disable checkbox to turn On/Off this setting.
• Select the User Role(s) to sync the data of those users who belong to that role. If you don’t add any role, user data of all roles will be synced in your Mautic CRM.
• Select the order statuses to sync the data of different orders. If you don’t select any order. Then, in this case data of every order status will be synced.
• You can select the date span of the data you want to sync over Mautic CRM integration with From date and Upto date setting.

After adding all the details, click on Save Changes.

In the Abandoned Cart tab, you can manage all the activities related to abandoned carts on your WooCommerce store. 

You get two sections in this tab:

1. Current Abandoned Carts 

Here, the admin can see the data of all abandoned carts like –

• Cart Email
• User Type
• Cart Total
• Coupons Generated for Abandoned Carts
• Last Updated
• Cart Status
• Sync Status

You can change the abandoned cart settings in this section.

• Enable Abandoned Cart Sync: If you want to sync your abandoned cart data, click on the checkbox.
• Cart timer: This setting will allow you to choose the time duration in minutes. The customers’ abandoned cart data will be updated in your Mautic CRM after this specified duration. The minimum value is 5 minutes. For example, if you choose 10 minutes, your customers’ abandoned cart data will be updated after every 10 minutes.
• Delete Data After(Days): Here you can select the number of days. Your customer data will be deleted from your WooCommerce account after the number of days you’ve selected.
• Delete Coupon After(Days): You can set the number of days after which the generated coupon for abandoned carts will delete automatically.
• Save Cart HTML In Encoded Format: Select Yes to Save abandoned cart product HTML in encoded format.
• Enable Qty display in Abandoned product HTML: Tick this option setting to sync the product quantity
• Enable Image display in Abandoned product html: Tick this option to sync the product image

Note: To show the product image the “Save Cart HTML in the Encoded” option should be set to “Yes”

Click on Save Settings to save your changes. Move further to the next step.

In this section, you can set up the coupon code settings for the abandoned cart.

• Enable Abandoned Cart Coupon Generation: Enable this setting to generate coupons on abandoned carts for your customers as well as guest users.
• Minimum Cart Amount: This feature lets you set the minimum amount of the cart to issue abandoned cart coupon codes.
• Coupon Code: Enter the coupon code or coupon name here that you wish to offer to your customers with abandoned carts. You can also enter the prefix of the coupon so that each coupon that is randomly generated contains the same prefix. 
• Coupon Discount Amount: In here, enter the coupon discount amount. For example, if you want to lend a coupon with a discount value of 10, then you must enter 10 in the adjacent textbox. 
• Allow Free Shipping: Tick the checkbox against this setting to allow free shipping with coupon codes on abandoned carts.
• Coupon Discount Type: Select the type of discount you wish to offer with the coupons from here. You can either go for a percentage discount like 10% off or a fixed discount type like flat $10 off.  
• Coupon Expiry (in days): Set the coupon’s expiry date validations with this feature. For example, you want the customer to redeem the coupon code within 10 days from the date of the offering. Then, you can simply enter value 10 in the textbox against the setting.

Click on Save Changes to save your selected settings. 

In this tab, you can add multiple rules to assign a particular tag. So that you can specific user activity or order status. Here you get two sections.

• User Activity Tag Assignment: Select a user’s activity and enter a tag that will be added to that user activity.
• Order Activity Tag Assignment: Select order status and enter a tag that will be added to that order activity.

You can change the settings of Mautic Integration for WooCommerce in this tab. You will get two sections here.

• Enable Plugin: Click on the checkbox to enable the automatic data sync.
• Enable Logging: Click on the checkbox to enable the plugin sync log creation. It will help in debugging the errors.
• Sync orders with statuses: The order with the selected order status only will be synced over Mautic CRM. If you don’t select any, all order status data will be synced.
• Sync users with the role: The data will be synced to the Mautic only with the selected user role.
• Add Tags to contacts: Segregate your customers on their previous shopping patterns and behaviors by adding tags to each contact. The following tags are included with this plugin – 
  • SKUs Bought: Add tags to contacts on the basis of the product SKUs bought.  
  • Categories Bought: Add tags to contacts in terms of categories of the products that your customer bought. 
  • Products Bought: Tag your customers buying specific products with this tag.  
  • Customer Group/User Role: Add tags to contacts based on their user role like the registered user, guest user, subscriber, etc.  
  • Products Attribute: Tag customers buying products based on the product attributes like size, color, etc.   
• Custom Tags: Enter one or more tags to assign each contact synced by the plugin.
• Disable Custom Fields: Select one and more fields you don’t want to be synced over Mautic.
• Preferred Sync Method: Select a Sync method for your data. You can choose between Real-time Sync that will sync your data instantly or every 5 minutes that’ll sync your data every 5 minutes. However, your abandoned cart data will still be synced every 5 minutes.
• Add marketing checkbox: If you want your customers to accept marketing and promotional content, select Yes, otherwise No.
• Marketing checkbox label text: Enter the text that will be displayed after the marketing checkbox.

• Switch to a new Mautic account: Click to change your current Mautic account and switch to a new one.
• Update Mautic Custom fields: Click to Update Mautic Custom Fields.

The Mautic Integration for WooCommerce plugin enables to create dynamic segments based on tags.

1. Customer Group/User Role- If you select the option Customer Group/ User Role, then a list of options will appear having Select user as a tag as option. In case if you select a specific user role, then only those users will get the tag of user name.
2. Products Bought- If you select the option Products Bought, then a list of options will appear having Select product as a tag option.
3. Categories Bought: If you select the option Categories Bought, then a list of options will appear having Select category as a tag option.
4. SKU’s Bought: If you select the option SKUs Bought, then a list of options will appear having Select SKU as a tag option.

You can select users based on their roles, products, categories and SKUs based on their names.

• Create Segment For User based Tags: 

You can create segments Dynamically by adding the name, alias, and user role list in the select field. The users are listed only those you can choose in the option Select User as tags.

• Create Segment For Products Name based Tags: 

You can create segments Dynamically by adding the name, alias, and product name list in the select field. The products are listed only those you can choose in the option Select products as tags.

• Create Segment For Categories Name based Tags: 

You can create segments Dynamically by adding the name, alias, and category name list in the select field. The categories are listed only those you can choose in the option Select categories as tags.

• Create Segment For SKUs based Tags: 

You can create segments Dynamically by adding the name, alias, and SKU list in the select field. The SKUs are listed only those you can choose in the option Select SKU’s as tags.

• Create Segment For Attributes based Tags: 

You can create segments Dynamically by adding the name, alias, and SKU list in the select field. The attributes are listed only those you can choose in the option Select Attributes as tags.

Site Tracking helps you to track the user activities on your website. Just embed a Mautic Tracking Code on your website to get what your users see on your website.

Note: Navigate to Settings > Configuration > Tracking Settings to get your Mautic Tracking Code.

In this section, you can check all the error logs of the plugin and download the log if needed.

Mautic Integration for WooCommerce allows you to inject the tracking script either in Header or Footer as per your choice. 

For this, go to the Site Tracking setting of the plugin. From Script Location, choose Header or Footer where you want to inject your tracking script.

For getting the Tracking Code, go to Tracking Settings from the Configuration setting of the Mautic CRM.

Then, after copying it, paste this tracking code without script tag. And finally click on the Save to inject it either in Header or Footer.

In the Mautic Integration for WooCommerce plugin, you will be able to render Mautic forms on your websites by using the Shortcodes. 

From the Mautic Forms of the plugin settings, View and Edit– details, fields, and actions of your mautic forms. Inject Shortcodes in order to render the Mautic form on your website. With the help of Form ID of Mautic attached in Shortcodes, the Mautic forms will be listed.

Here is an instance of copied shortcode of form id 4 given here:

Here is the form:

From the Component setting of the Mautic CRM, go to the Forms section. Here, you will be able to view all the Mautic Forms submitted on your website.

If you click on View Results of any particular form, you will be able to view all the details such as Submission ID, Contact ID, Date Submitted, IP address, email, and age.

Mautic Integration for WooCommerce enables you to sync all your contact form 7 submission data to Mautic in accordance with the field mappings.

Feeds

Select CF7 Form in the Feed Tab, and associate its field with form. Click on the Add Feeds button to get started.

Feed Details: In this section, you can select the specific CF7 Form with which you want to sync the data. 

Simply follow these steps:

• Under the Feed details, click on the Select CF7 Forms drop down to select the form you require.
• From the Select Object dropdown you can select object- contacts, company to associate with the selected form. 

Map Fields: From the Map Fields Section, you can map Mautic fields to your CF7 form field. There are two field types: Standard value and custom value.

Add New Fields: You can introduce new fields to the selected CF7 form by using this Add New Field Setting.

Conditional Statements

The Conditions Filter can be applied on forms to filter out specific form submission as per your business demands. The form submission data will be sent over Mautic only if it meets the applied conditions. 

You can apply AND/OR conditions to your forms. If the CF7 form submissions don’t meet the required conditions, then no logs will be created for those submissions.

Logs

A log entry is automatically updated upon all successful form submissions. You can expand the log entry and view the details of form submissions as well as the response from Mautic.

To view the details of a log entry, Follow these steps: 

• Move to Logs.
• Click on the Expand button to see the log details 
• Click on the expanded log’s Mautic ID to see the data created over Mautic.

The Request section contains the users form submission details and the Response section shows the response from Mautic.

Settings

The Settings tab contains four sub settings- Enable logs, Plugin data, Email notification, Delete logs after N days to control the major features of Mautic Integration for WooCommerce.

Enable Logs: Click on the Enable Logs toggle to automate the creation of logs upon successful CF7 form submissions. 

Plugin Data: If you want to delete all the plugin data from your WordPress database upon plugin uninstallation, enable the Plugin Data toggle. 

Email Notification: You will receive email notification whenever any error occurs in the API interaction during the CF7 form submissions. To enable this feature, click on the Email Notification toggle. 

By default, the error notification will be sent to your WordPress account email, but you can enter any other email address to receive notification on. You can visit your email inbox to view respective error email notifications. 

Delete Logs After N Days: You can delete the form submission logs after N days. After the set number of days are over, the logs will automatically be deleted in bulk. To set schedule the deletion, follow these steps:

• Go to Settings tab > Delete logs after N days. 
• Enter the number of days after which you want the logs to delete. 
• Click on Save to save your changes.

Note: By default, the logs are set to delete after 7 days. So, you can only enter a number  greater than or equal to 7.

The WooCommerce Mautic Integration is compatible with the WooCommerce Subscription Plugin. When you activate the subscription plugin, 11 custom fields are automatically created in the Mautic Custom fields section, which allows you to sync the WooCommerce subscription order data over to the Mautic CRM.

You can easily sync data regarding Subscription Order Number, Status, Order Creation Date, Billing Period, and more.

The Mautic Integration for WooCommerce seamlessly integrates with the Events Tickets Manager Pro plugin by WP Swings. This compatibility offers a complete solution for managing your WooCommerce store and events.

Events Tickets Manager Pro allows you event ticket personalization, layout creation, and product category addition. It enables quick event creation, customer notifications, and ticket delivery via email. The data inputs are taken from the events plugin and then synced to Mautic.

Troubleshooting Guide of Mautic Integration for WooCommerce.

1. Getting an error “I’m sorry! I couldn’t find the page you were looking for” while the connection was set up.

This error is due to an invalid client id, client secret, or Mautic base URL. Refer to the Mautic app setup guide provided at the connection tab of the plugin. So that you can get credentials from your Mautic dashboard.

Please cross-check all details and try again.

2- Getting “500 internal server error” while connection setup.

Check if you have entered the correct redirect URL while generating your API keys.

It should be “https://your-wp-base-url/wp-admin/admin.php”.

Please check and update your API settings. Try to make the connection again.

3- Getting “site is currently offline” while connection setup.

Please check the directory permission of the cache and log directories of your Mautic installation. They should have read and write permissions.

If they already have the read and write permissions and the issue is still there. Then, please provide them with the execute permission as well.

After setting up the permissions, clear your Mautic cache and try to set up the connection.

4- Getting “Error in creating a field” or “Something went wrong” while creating custom fields or contact segments.

This error occurs due to Mautic cache or incorrect directory permissions. Please clear your Mautic cache and set up the right directory permissions and try again.

5- How to clear the Mautic cache?

There are several ways to do that.

In version 2.x

• The easiest is to navigate to the folder, where your Mautic is set up and follow this path: path-to-mautic/app/.
• You will find the cache folder there. Delete its content or just rename the current cache folder to something like cache_bkup or _cache.
• Through terminal command: navigate to the Mautic root folder and then run the following command- php app/console cache:clear.

In version 4.x 

• The easiest way is to navigate to the folder where your Mautic is set up and follow this path: path-to-mautic/var/.
• You will find the cache folder there. Delete its content or just rename the current cache folder to something like cache_bkup or _cache.

6- Cleared the cache but the issue is still there.

It might happen that the files won’t generate themselves. It can be caused by the wrong folder permission. Mautic doesn’t have permission to write the new cache files. Contact your sysadmin and ask him to fix it for you.

7- Setup is completed but contacts are not showing up in Mautic. 

Please check the “preferred sync method” setting in the settings tab of the plugin. If it is selected as “In every 5 minutes”. Then check if the scheduled action “mauwoo_cron_schedule” is set up and working fine. You can use any cron manager plugin for verifying the scheduled action.

8- Setup is completed but abandoned cart contacts are not syncing.

Abandoned cart sync works every 5 minutes on scheduled action “mauwoo_cron_schedule”. Please check it is set up correctly and working fine.

9- Contact syncing is working fine but some fields are not capturing the data.

Please check if you haven’t disabled those fields via the setting provided in the settings tab of the plugin. If they are not disabled then check the log file in the error tracking tab of the plugin.

Check for the Process: Updating or Creating a user’s data and its response. If you notice any message like “This value is not valid.”, please update your custom fields from advanced settings from the settings menu. This should update your custom field values and contact sync should work fine after that.

10- Contacts are showing up in Mautic but segments are not updating. All segments have 0 contacts.

If you are using self-hosting Mautic. Then, you will need to set up Mautic cron jobs for segments. Our plugin only creates segments in Mautic. Contacts will be assigned by Mautic itself in every cron execution.

Here is the full guide for Mautic cron jobs setup   

For more tips and knowledge about the Mautic, you can also refer to the following link: Mautic troubleshooting tips