as an e -commerce shop owner, you are very busy. Instead of \”there are a lot in my plate\”, it is usually more like \”my day is stuffed. If I have a task, I am sure that I will scream.\”
Therefore, anything that saves time for you is your life -saving straw. Name it, you will try at least once. However, some of the promised time -saving will eventually increase
more time, because there is a learning curve, so you may be a little doubtful.
Well, you are lucky.
Automation is a way that can save time, and at the same time can improve the data stream of entering and exiting the store, and It has the shortest learning curve . Through automation, you can complete all the operations from exported data to e -mail lists in order to inform customers in certain circumstances … You only need to set the process once.
It sounds interesting? Want to know more? Continue reading to obtain ten kinds of automation information that is worth a trial of the Woocommerce store.
自动化快速入门：什么、如何以及Why
When we talk about the automation of your online store, we really talk about
The automatic data stream of your store triggered by a specific event.
You may have been using automation without realizing this. If you receive an email notification when receiving the new order, this is actually a form of automation.
Email notification is a basic automation, but it does not necessarily save your time. The automation idea we will show you in this article is
designed specifically for reducing the amount of manual data movement you must do. .
Therefore, if you are currently copying the customer’s detailed information to the Google table or spending a few hours to manually create an invoice, then we want to stop this. Why? Because
your time is best to spend other places , such as doing marketing.
Let’s see some automation ideas to help you get started.
Move the interested customers into the email list
Email is one of the first marketing methods recommended by the new shop owner. The reason is full: the return on investment is usually very high, as well as the interaction with your news.
If you are worried that you must manually manually manage all interested subscribers, there are some automation here to save you.
1. After the checkout is completed, subscribe to the customer to the list of Mailchimp
Mailchimp is one of the easiest email marketing platforms that are easiest to learn. We often recommend it to the new shop owner to find a fast way Write, edit, and send messages to customers or target groups.
When you set up a WOOCOMMERCE store to use your MailChimp activity, you may be glad to learn that the Newsletter Subscripting expansion program can be automated for you.
This extension will automatically pass the email address of the shopper who is interested in your email to the email address of the shopkeeper to the specified Mailchimp list
. No need to export and import subscribers.
In this example, you can see on the checkout page on the checkout page Highlight the display option displayed.
You can send subscription calls in any small part area, but the biggest success comes from adding a pre -selected \”Subscribe to Our Email\” box at the checkout. For more technical details about setting, please check the document.Purchasing current affairs communication subscription expansion
Keeping order flow and customers in the cycle
Some of the largest time issues involved in operating stores are order management tasks. Management order status, tracking numbers, information that customers understand and receive via email … All this is time -consuming, sometimes it is complicated.
No longer: you can automate all of these so that customers can stay in the cycle, but you can win back the precious time. There are three things here to try.
2. One -button printing transport label and sending the tracking number
The integration of Shipstation and Woocommerce is an automated champion. This extension not only automated a transportation process -it also automated
multiple
.
Use shipstation, Click to automatically get :
Order synchronization to ShipStation
The transport label created and printed for your WOOCOMMERCE order
All orders are marked as completion
to generate tracking number and send back to your store back to your store
Put the boat. immediately.
With this expansion and monthly plan, you can quickly and accurately issue orders, and
does not need to spend a few hours of manual input data or figure out how to get the correct label .Buy ShipStation extension
3. Export the order data to XML and upload it to your FTP some integrated, applications and third -party performance service requirements for your order requirement you Transmit them to them in the XML file format. Others ask to provide this file and be transmitted through FTP. You may want to fulfill all these operations manually, but this is very painful
.
Customer/Order XML Export Suite is a useful small extension, which aims to do this and complete it in an efficient and non -interference way.
The XML file of your order can be created at any time as needed, and can be uploaded to your FTP
(if you are willing, you can even send it via email or HTTP Post).
Need XML? you are right. Purchase customer/order XML export kit
4. Create a PDF invoice and add it to an order email
Some shops will never encounter this kind of kind The situation is very common for other stores: PDF invoices are required.If your customers often issue invoices for reimbursement, expenses or other business purposes, then manually generating PDFs may be annoying. no longer! PDF Invoices is a simple small extension.
can create an invoice and automatically attach it to the order receipt
.
Are there any customers who need PDF invoices for billing or reimbursement? for you.
Using extension is an easy thing: install it, select the form domain you want, and then let it do it. Wow!
Buy PDF invoice expansion
Use Zapier to move the data from Woocommerce to almost anywhere, and start to master the benefits of automation in real time? excellent. Let’s move forward to see some new possibilities, starting from hundreds of integration provided by Zapier.
Zapier is a service that allows you to connect multiple third -party applications together,
Create \”ZAPS\”, automatically flow data from one service to another service , or even surpass another service. This GIF should be able to explain all this: With the automation of Zapier, you can move the data back and forth almost anywhere, and now you can execute any multiple steps as needed.
Through Zapier’s WOOCOMMERCE integration, you can trigger ZAPS based on four specific events:
New orders
Order Status change
Order item
Add
Registration
sounds like There are many possibilities, right? Indeed:
Woocommerce has many prefabricated ZAPS for trials, or you can build your own
according to your needs.
If you want, you can explore in -depth, but now let us start with some ideas.
Purchase the Zapier extension for WOOCOMMERCE
5. When the new order arrives Creation Creation
TRELLO is a very convenient project management tool we found on WOO -we often use it to track the upcoming versions, updates, and even the content we write on this blog. One way you may consider using it is for order management, especially When you receive any type of maintenance, personalization or other operations when you need you or your team to perform any types of maintenance, personalization or other operations At the time of order . TRLLO can help you track these orders, complete work, and work that still need to be completed. Use this Zapier recipe, as shown in the link below, should beWhen creating a new order in Woocommerce, you can automatically create a card in TRLLO. You can then manage this card when managing orders in real life.
6. When the order status changes, add messages to Slack Create the right invoice in Freshbooks
Until recently, Zapier is also good at letting you automatically move the data from one position to another. But now you can create a multi -step Zaps, move the data to multiple positions, and even perform steps such as finding in an unlimited number of applications.
This creates almost infinite possibilities for the owner of the Woocommerce shop. Multiple steps ZAPS can automate your workflow infinitely.
This is a real example you might want to use. Suppose you track all the book -based business bills in Freshbooks. Therefore, when you receive a new online booking, you want to create an invoice in order to create an invoice for your online and offline reservations.
You may also want to add a slack message according to the booking state. Perhaps the members who are responsible for taking action in your team use the text \”new orders\” as a prominent display trigger in SLACK. Maybe there is a \”order confirmed\” as a trigger.
You can set a Zapier formula from the creation of invoices and SLACK. This will sort out your bill records and employees’ to be done in one go.
7. When the order status of the order becomes completed, send the \”Thank\” card request
This is an interesting idea. Don’t think of it. Use ZAP, You can automatically send the request of the handwritten thank you card to mail your customer . This will be set to complete when the order status is changed to \”complete\”. This recipe depends on the thank you card of the Thankster. This service allows you to make your personal and beautiful thank you card and mail it directly to the customer.
Thank you -automatic.
If your business has just obtained power or requires some additional\”Thanks\”, this may be a good way to express appreciation and ensure duplicate business.
8. After the order is placed, find or add customer information in Google Sheets and Freshbooks
Zapier’s new feature: find. Zapier can now find data in a specific location and move it to other positions
, all of which come from the same ZAP formula.
This is an example you might want to try. Suppose you retain customer records in Freshbooks for billing purposes, and retain the list of all returned customers in the Google table. Therefore, when the new WOOCOMMERCE order is issued, you need:
Get the customer’s information View whether it exists in Freshbooks. If not, add it as a new client
View whether they exist in your specific Google worksheet. If not exist, please add new lines This may sound super complicated, but this is not the case. You can use automation to find existing data and take action based on what you find . Try this ZAP, you will see it yourself!
9. When placing an order, add Basecamp message and HelloSign contract
If you are engaged question. This may save you a lot of settings.
Suppose you sell the parcels for logo design online, and hope to ensure payment and collect detailed information from customers in advance, but you need to get the contract signed before starting work. You can set a ZAP to create a message containing all orders in Basecamp, and you can immediately create a HelloSIGN contract for signing.
Now you only need to sign your client to sign the contract, start working, and update the BaseCamp thread at any time.
No need to
Manually create Any content .
(Of course, except for the logo you are designing.)
Follow up your client
Remember when you are selling online: When the customer will to you to you When placing an order, this is actually not the end of the process. In fact, if you are smart about this, it is just that they become a brand with youThe beginning of the journey.
This final automation allows you to create and send emails to customers after purchasing. Whether you want to ask for a comment or just ask them to like their products.
10. Create a customized, high -filtration, automatic trigger email Follow UPS is a very powerful extension, which allows the Woocommerce Store owner Construction to automatically send it to each every Email after purchasing a customer (or even a customer) .
By follow -up, you can create an email that automatically sent to the customer according to specific conditions. This may mean an email that simply inquire about \”Is everything good?\” Or, this may mean that the email customers who have only purchased one or more specific products within a certain time range send emails to send emails to provide them with discounts only.
This extension is not only powerful, but also saves time. If you have considered contacting customers, this is what you need. Write these messages once, set standards, and then
complete
.
There are even strong reports for startup, which accurately shows you what you see and what you see and do.
Purchase subsequent extensions 11. Better management of personal customer relationship
Hubspot CRM in many ways help improve your customer relationship. First, you can position social media advertisements based on sending emails and positioning social media ads based on specific attributes (such as products that are purchased or viewed before) to increase the average of each contact. If your offer is highly related to them, customers are more likely to respond. Get better results by mastering personalization and minimize waste.
But you can also check your entire relationship history in one place. Therefore, if your sales process is long, Hubspot can help you track the state of relationship and retain important records for your sales representatives for reference to each customer.
Establishing a good customer relationship through tracking and record key activities Add automation to your Woocommerce store to save you a lot of time
For the owner, time is precious product. Sometimes you seem to be full.
Finding and implementing automation in your WOOCOMMERCE store, you can eliminate multiple small and time -consuming tasks from one day
, so that you can freely focus on having more freely. Activities to help your bottom line. No matter what your needs areYou can also build a system for automatic mobile data or help team members.
We hope you like this introduction to the automation world.Are there any questions to ask us?We will be happy to answer in the comments below.
You can send subscription calls in any small part area, but the biggest success comes from adding a pre -selected \”Subscribe to Our Email\” box at the checkout. For more technical details about setting, please check the document.
.
Some shops will never encounter this kind of kind The situation is very common for other stores: PDF invoices are required.
Use Zapier to move the data from Woocommerce to almost anywhere, and start to master the benefits of automation in real time
