Use these workflow tools to improve your efficiency

We are busy shop owners. Every day, it is full of sales, fulfilling orders, managing employees, developing products, and online marketing -such things are endless!

It is important to focus on macro business goals from smaller daily tasks, but if you are excessively arranged like most ambitious people, this seems impossible.

Creating an efficient work process can help you complete more work in a shorter time and let you balance other important aspects of life and business. This means that you can work more consistently without feeling exhausted for a longer time, and

to achieve your goals faster .

Woocommerce provides several extensions, aiming to improve your online store’s workflow, save your time and money, and

allow you to be free Focus on other parts of the business business business. Essence

Use WooCommerce Zapier to synchronize with external tools

no longer need to enter data manually!

The following is some tools you can integrate with the online store: ]

Google Cloud Hard Disk

ZENDESK

Fresh Book
Email chimpanzee
Activity monitor
Google table
Calendar
Instagram

View all the integration of Zapier Apps.

Zapier uses

Triggers

and

Action

. The trigger starts the connection process. For example, this may be a new order in Woocommerce. A action occurs as a trigger. This may be a welcome email. Most of us are not loyal supporters of busy work. If we don’t do it ourselves, we may spend money to take care of us. Connect Zapier toYour online store can automatically complete all these busy work. What does this look like every day? The following are several ways to save time Zapier.

Import financial data into accounting software zapier and and QuickBooks Online, Xero, Freshbooks, and most accounting software integration. Suppose you use QUICKBOOKS Online for all bookkeeping.

After ordering in WooCommerce, use triggers and operations to create payment in Quickbooks. Alternatively, every time you renew your subscription in your store, will automatically create a sales receipt in Quickbooks .

This means that when the next tax season comes, there will be no violations between your store and accounting

. And you don’t need to constantly import orders into QuickBooks.

Potential customers in customer relationship management software

and HubSPot, Salesforce, InfusionSoft, ZOHO or other CRM integration. For example, if you use Hubspot, you can save the new WOOCOMMERCE order to hubspot contacts.

When someone orders offline, Zapier will copy their information to hubspot or update. Contact person. Save all customer information in one place!

Use email marketing to contact customers

Zapier and Mailchimp, Constant Contage, Aweber, Emma, \u200b\u200betc.

Automatically import

new customers into specific email lists. You can then create a welcome email, which contains instructions or thanks of your products. Or use this information to send coupons or announce sales.

Automatically create delivery tasks for online orders

Connected to the delivery management services such as onFleet and TOOKAN. Every time you are in your WOOCWhen the Ommerce website is up and down new orders, you will create a new task in your delivery management tools. This means

will not lose orders

or delay delivery!

Use project management software track The store is integrated with TRELLO, Asana, Wrike or Basecamp. For example, if you use TRELLO to manage projects and orders , you can turn each Woocommerce order into a new TRLLO card. In this way, you will not forget to transport the product without creating each card manually. Automatically print the transportation label

After integrating your online store and Google Cloud Print, you can automatically send WooCommerce transport labels to you Business printer. This can reduce the heavy work of printing labels, and it means that you will not forget to print customers’ orders.

As you can see, the method of using Zapier and Woocommerce is almost endless! Each of them aims to to save your time

and let you focus on the task of bringing new customers.

Get Zapier for WOOCOMMERCE.

Export valuable order information through CSV

Woocommerce defaults to provide excellent order management functions. Other tools can supplement the functions of customer support, fulfillment or transportation. WooCommerce customer/order CSV export allows you to export the order details by clicking the button, and then you can import it into other tools or save it for records. The following are some available functions:

Export customer information, such as names, emails and addresses

Export order data, such as total, transportation details, and transportation details and transportation details Use coupons

Create a custom export format so that you can get the required accurate information

Other plug -in sets such as subscription, management custom order field and checkout plug -inCheng

But what if you have a lot of orders?

This means that your website will run as usual, and you can complete other website management tasks at the same time. Or leave your website completely and continue exporting.

One of the most valuable aspects of this expansion is that you can

arrange export

Essence For example, the order information is set to be automatically exported at 9:00 am every Friday. The generated CSV files can be sent by email or saved to your server via FTP. With custom export formats, you can create a CSV file to perfectly match your CRM or accounting software. Before importing

, no need to operate complex electronic table

! Start with Woocommerce customer/order CSV export. Integrate the status of the woocommerce order with your workflow

The order status can help you and your customers know the orders at any time at any time schedule. Woocommerce has several orders:

To pay: The order has been received, but the payment has not yet begun.

Failure: Failure or rejection.

Treatment: Receive payment; order in processing.

Completed: The order has been completed.

On-Hold: Waiting for payment. For example, customers may be sending checks.

Refund: Refund.

Although these are enough for many online stores,

You may need extra steps

to adapt to your business model or enhance your workflow. This is where the WooCommerce order status manager plays a role.

It allows you to create, edit and delete custom order status

, and Send a new email to your client according to changes in the state. What exactly does this look like?

Suppose you build a customized RV. Compared with other industries, the performance of the order may be particularly longer. Add an additional order status

to help your project keep on track , and let customers be excited throughout the process.

You can set the order status for each step of the construction process -complete the design, install the interior, and complete the paint — and set the email sent to the customer when each update state. Your

customers can follow the process and participate in it. Your team will always know the location of the project accurately. Or, if you have a printing store, you may want to use the order status to remind customers to send you important assets . For example, if you send a certificate to the customer before printing, you can create \”Waiting for the Certificate Approval\”

state, and this state will automatically send reminding emails to your client. This makes you not have to manually extend your hand every time.

The order status is to prevent answering questions about the progress of the order, Keep customer participation A good way to update/remind the process.

Use the WooCommerce order status manager to create a new order status. Simplify your e -commerce workflow

Woocommerce is committed to making order management and performance as simple as possible . With the above tools, you can automate the process and simplify your workflow. This helps you focusing on development business and achieving goals, rather than being troubled by daily repetitive tasks. View our complete expansion library.

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