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The FASTER PLUGIN to send your Woocommerce order transactions and client data to Mautic.
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woo-mautic-integration.php Version 0.2.0 - Adds the Forms Integration Method Nov 16, 2019

README.md

Wootic - Mautic Integration for WooCommerce

The FASTER PLUGIN to send your Woocommerce order transactions and client data to Mautic.

Integrated with Woocommerce Subscriptions too.

What you can do with Wootic?

  • You can config Wootic just with a couple of clicks to receive the data in forms, custom fields, tags and/or notes.

  • You can add by product tags and/or general tags.

  • You can select if you want to receive all the partial order status or only the completed and refunded (active and cancelled for subscriptions).

  • You can filter the orders to send using an SKU filter.

  • You can config Wootic to send the client phone to Mautic or include all the billing data from the checkout.

ADVANCED

  • You can even config several Mautic instances to receive your Woocommerce transactions filtering by product SKU (simple code requiered).

You can read more about this and how to config it in the multi-instance.php file.

How to Install it

  1. Upload the plugin files to the /wp-content/plugins/wootic/ directory, or install the plugin through the WordPress plugins screen directly. Activate through the 'Plugins' screen in WordPress.

  2. Go to Woocommerce > Settings > Mautic Integration to set your user information.

  3. Clear your Mautic instance cache (using CLI navigate to the Mautic root folder and run rm -rf app/cache/*).

How to Configure it

IMPORTANT: Please read this full documentation to really understand how to config Wootic correctly and leaverage all the power of this plugin in your site.

This plugin have 2 integration methods.

The API method used in every plugin outhere and the form method.

You can use one or both methods at the same time to send the information for different channels (not recommended but posible).

The API method is simpler to use and have more options and tools.

The FORM method is faster and more flexible but more complex to config and use.

How to config Wootic with the API method?

You just have to create a user and a SECURE password for the woocommerce integration and set it in Woocommerce > Settings > Mautic Integration.

Then simply select your prefered options and enjoy.

You will receive all the selected order transactions in custom fields, notes or tags as you specify in the plugin options.

With this method the plugin automatically create and update everything for you in Mautic.

This works amaizing if you have a business with just a couple of products and s small list of clients, for example a B"B business.

The caveat here is that this method is simpler but slower.

How to config Wootic with the FORM method?

After testing alternatives we find that sending the info using forms is 2X faster thats why we add this new Form Method.

This is usesful if you have or plan to have a big list of contacts in Mautic or several campaigns and segment filters that could slowdown your instance.

You are not be able to receive tags or notes, only forms ...

... but you can fire that tags or notes using a campaign when that form is completed.

With this method you will need to create and config the Mautic forms for every order status you want to receive.

You can use only one form to receive all your products data or clone that form for every product or every type of trasanction.

This makes extremelly flexible the plugin and you can config everything as your business requiere.

You will need to add a special SKU to every product too to set the order status and form number you want to receive your data into mautic.

3 requiered steps to make this method work:

  1. Enable the Forms Integration method in the plugin settings.

  2. Set the requiered forms in Mautic.

  3. Set the requiered products SKU.

How to set this forms in Mautic?

With this fields:

  • firstname
  • lastname
  • email
  • phone
  • company
  • address1
  • address2
  • zipcode
  • city
  • state
  • country
  • order_id
  • order_parent_id
  • order_status
  • order_currency
  • order_payment_method
  • order_payment_title
  • subscription_id
  • subscription_status
  • product_id
  • product_name
  • product_type
  • product_sku
  • product_price

Every field you config like this will be populated with data from the transaction order.

How must be set the product SKU in your products?

Like this:

BRAND_CO87-PR8-OH19-RE87-PE87-AC3-CA88_PT15

As you can see that SKU have 3 parts divided by _.

BRAND _ CO87-PR8-OH19-RE87-PE87-AC3-CA88 _ PT15

The first part could be used for the SKU filter of the plugin, in this case the BRAND part.

The second part is a series of ACTION FORMS that will be executed only when the specific status order will be created or modified.

This action forms are divided by -.

One example of an action form that appears here is CO87.

The first 2 letters are the order status code.

This is the full list of codes for every order action:

  • CA > cancelled
  • PE > pending
  • OH > on-hold
  • FA > failed
  • CO > completed
  • PR > processing
  • RE > refunded
  • AC > active
  • EX > expired
  • PC > pending-cancel

The last number is the ID of the Mautic form.

This action CO87 will fire when an order has the status of completed and will send the information to the Mautic form with the ID 87.

Yes, you can add all the ACTION FORMS you need.

Yes, you can repeat order codes and/or form IDs and will be fired.

That's all you need to know to start with Wootic.

How to update Wootic?

Use this:

https://github.com/afragen/github-updater

Questions, Ideas or Problems?

Just write it IN A DETAILED AND COMPRENSIVE WAY in the Issues section.

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