funnelkit automations | The Blog Pros

February 21, 2024

How to Set Up WooCommerce Abandoned Cart Emails (+ 3 Alternatives)

Do you want to set up WooCommerce abandoned cart emails?

Around 70% of shopping carts are abandoned by the customers in your online store. By sending abandoned cart emails to these potential buyers, you can improve the customer experience and boost conversions.

In this article, we will show you how to easily set up abandoned cart emails in WooCommerce. We will also show you different ways to reach out to these customers and get their sales.

Set up WooCommerce abandoned cart emails

Why Send WooCommerce Abandoned Cart Emails to Customers?

When users visit your online store, they usually start adding products to their shopping carts but some of them abandon the items before finishing their purchases. This can happen due to multiple reasons, including high shipping costs, a slow checkout process, or needing to create an account on your website.

However, you can easily recover your abandoned cart sales by sending emails to these potential buyers. These abandoned cart emails will remind customers about the items in their cart and urge them to revisit your WooCommerce store to make a purchase.

It is a cost-effective marketing strategy that can improve your brand perception, strengthen your customer relationships, and increase your conversion rate by up to 30%.

Having said that, let’s see how to easily set up WooCommerce abandoned cart emails, step-by-step. We will also cover abandoned cart SMS, popups, and notifications, so you can use the quick links below to jump to the method you want to use:

Set Up WooCommerce Abandoned Cart Emails
Send WooCommerce Cart Abandonment SMS
Create WooCommerce Cart Abandonment Popups
Send WooCommerce Cart Abandonment Notifications
Bonus: Use WooCommerce Automations to Increase Sales

Set Up WooCommerce Abandoned Cart Emails

You can easily set up automated WooCommerce abandoned cart emails using FunnelKit Automations.

It is the best marketing automation tool for WooCommerce stores that comes with a drag-and-drop builder and pre-built email sequences that you can set up in a few minutes. You can even design your own emails from scratch and design workflows without needing any code.

First, you need to install and activate the FunnelKit Automations plugin. For detailed instructions, see our beginner’s guide on how to install a WordPress plugin.

Note: FunnelKit Automations also has a free plan that you can use for this tutorial. However, upgrading to the paid plan will give you access to more features like smart delays, unlimited automation, SMS marketing, and more.

Upon activation, you need to visit the FunnelKit Automations » Settings page from the WordPress admin sidebar and switch to the ‘Cart’ tab in the left column.

Once you do that, check the ‘Enable Cart Tracking’ box. You will not be able to run an automated workflow for abandoned carts until you allow FunnelKit Automations to track the product carts on your website.

You can also configure other settings here, including the waiting period to mark a cart as recoverable, blacklist emails, and GDPR consent.

After that, just click the ‘Save Settings’ button to store your changes.

Next, head to the FunnelKit Automations » Automations page from the WordPress dashboard.

Here, click the ‘Add New Automation’ button in the top right corner of the screen.

This will take you to the ‘Add Automation’ page, where you can select from premade templates that have abandoned cart email examples and workflows.

For this tutorial, we will choose the ‘Abandoned Cart Reminder’ workflow that will send users 3 abandoned cart emails over time.

Choose the abandoned cart reminder template

You will now be taken to a new screen where you can see the trigger, action, and delays for this workflow.

From here, click the ‘Import’ button at the top right corner of the screen to save this template.

Once you do that, an ‘Add Automation’ prompt will open up on your screen.

Here, type in a name for the workflow according to your liking and click the ‘Create’ button.

FunnelKit will now open the template in its automation editor, where you can edit your workflow’s trigger, delay, and actions.

You can even add other actions and delays by clicking the ‘+’ button.

Here, the trigger has been set to ‘Cart Abandoned’, meaning that the automation will start once a customer abandons their cart.

Now, you must click on the ‘Delay’ action to configure its settings.

This will open a prompt on the screen where you can configure the time for your first abandoned cart email.

For example, if you want to send the first email two days after the cart abandonment, then you can type ‘2’ and select ‘Days’ from the dropdown menu.

After that, click the ‘Save’ button to store your settings.

Add delay time for the action in the workflow

Next, move to the ‘Action’ step in the workflow and click on it to open the prompt.

From here, you can change the subject and text for the cart abandonment email you want to send to your users. You can also use merge tags to add dynamic content like the user’s name and the items in their cart.

Once you are done, click the ‘Save’ button to store your settings.

Add abandoned cart email content in the action prompt

Next, you can configure the second and third delays and action emails for cart abandonment in a similar way.

Finally, toggle the ‘Inactive’ switch to ‘Active’ to activate your automated workflow.

The potential customers who abandoned carts in your store will now be sent these emails after multiple delays.

Here is an automated abandoned cart email example from our testing site:

Send WooCommerce Cart Abandonment SMS

Other than abandoned cart emails, it’s also a good idea to send cart abandonment SMS to users. This is because open rates for SMS messages are significantly higher than email marketing, so your messages are more likely to reach your potential customers.

Plus, sending SMS ensures that your messages will be seen instantly compared to other communication channels.

It is super easy to set up WooCommerce cart abandonment SMS with FunnelKit Automations.

First, you need to install and activate the FunnelKit Automations plugin. For details, see our guide on how to install a WordPress plugin.

Note: You will need the premium plan of the plugin to unlock the Twilio SMS feature and send automated messages to users.

Upon activation, visit the FunnelKit » Automations page from the WordPress dashboard and click the ‘Add New Automation’ button.

You will now be directed to the ‘Add Automation’ page, where you will see a list of premade automated workflow templates.

However, since FunnelKit Automations does not have a template for sending SMS messages, you need to click the ‘Start from Scratch’ button.

This will open a prompt on the screen asking you to name your automation workflow.

Simply type in a title and click the ‘Create’ button.

This will open the automation editor on the screen where you have to click the ‘Select Trigger’ button.

The ‘Select an Event’ prompt will now open on the screen. From here, switch to the ‘WooCommerce’ tab and select the ‘Cart Abandoned’ option as your trigger.

After that, click the ‘Done’ button.

Now, click the ‘+’ button in the automation editor.

This will expand the ‘Add Step’ tab, where you must select the ‘Delay’ option.

Once you do that, the ‘Delay’ prompt will open up on the screen. Here, you can configure the time for sending the abandoned cart SMS.

For example, if you want to send the cart abandonment message a week later, then you can select that option from the dropdown menu.

After that, click the ‘Save’ button to store your settings.

Now click the ‘+’ button in the automation editor again to expand the tab and then choose the ‘Action’ option.

This will open another prompt on the screen where you have to select the ‘Send SMS’ option under the ‘Twilio’ section.

Note: The automation won’t work if you don’t have a Twilio account and phone number. For details on creating an account, you can see our tutorial on how to send Twilio SMS notifications from WooCommerce.

Once you select that option, you can start typing the text message that will be sent to the users once they abandon their carts.

You can also use merge tags to add dynamic content. After you are satisfied, just click the ‘Save’ button to store your settings.

Finally, toggle the ‘Inactive’ switch at the top right corner to activate the automated workflow.

Now the users will be sent an SMS message a week after cart abandonment from your Twilio phone number.

Save workflow for sending cart abandonment SMS messages

Additionally, we recommend setting up abandoned cart popups on your website.

This method is a bit different from sending emails because cart abandonment popups will be immediately triggered when a visitor adds items to their cart and then attempts to leave your website.

Overall, opting for this method can encourage users to take immediate action and can be highly effective, as popups have a conversion rate of over 30%.

To create cart abandonment popups, you will need OptinMonster, which is the best WordPress lead generation and conversion optimization tool on the market.

It comes with a drag-and-drop builder and premade templates to create popups and banners for your website. OptinMonster even has Exit Intent technology that will only display the popup when a user is about to leave your website.

First, you must visit the OptinMonster website and sign up for an account by clicking the ‘Get OptinMonster Now’ button.

Once you have done that, you must connect the account to your WordPress site using the OptinMonster plugin. For details, see our guide on how to install a WordPress plugin.

Upon activation, a welcome screen will open up on your website. Here, click the ‘Connect Your Existing Account’ button.

Once you have connected your WordPress site with OptinMonster, you will also have to connect it with WooCommerce.

To do this, visit the OptinMonster » Settings page from the WordPress dashboard and click the ‘Auto Generate Keys + Connect WooCommerce’ button.

The WooCommerce and OptinMonster plugins will then be connected to each other.

Auto generate keys and connect WooCommerce

Next, visit the OptinMonster » Templates page from the WordPress admin sidebar.

From here, you can select any of the premade templates to create a cart abandonment popup for your store.

Once you do that, a prompt will open up on the screen, asking you to name your campaign.

Simply type in a name and click the ‘Start Building’ button.

This will open OptinMonster’s drag-and-drop builder, where you will notice a popup preview on the right with blocks in the left column.

Here, you can add images, videos, CTAs, dynamic content, social media buttons, and more by simply dragging and dropping blocks.

For more detailed instructions, you may want to see our tutorial on how to create a WooCommerce popup to increase sales.

Once you are satisfied, switch to the ‘Display Rules’ tab from the top and expand the ‘current URL path’ dropdown menu.

This will open up a list of different settings. Now, select the ‘Exit Intent’ option.

After that, you can select the type of device where the popup will be displayed and configure its sensitivity.

Choose the exit intent option as the display rule

Next, choose the ‘Page Targeting’ option from the second dropdown menu on the left. Then, pick the ‘exactly matches’ option from the menu in the middle.

Once you do that, you must add the URL of the product checkout page in the field on the left.

Now, the abandoned cart popup will only be displayed once the visitor starts leaving the checkout page.

Finally, switch to the ‘Publish’ tab from the top and click the ‘Publish’ button to store your settings.

The exit intent popup will now be displayed when the visitor tries to leave your WordPress website.

Here is a preview of how the abandoned cart popup will look in your WooCommerce store.

Send WooCommerce Cart Abandonment Notifications

Finally, another way to reduce cart abandonment is to set up push notifications on your website. These messages will be displayed inside the browser for users who have already left your online store.

Unlike emails or popups, push notifications don’t require you to collect additional user data like email addresses or phone numbers. This means that users may be more likely to opt in to the notifications, but you won’t be able to ask for their contact details.

To send WooCommerce cart abandonment notifications, you can use PushEngage, which is the best push notification service on the market.

PushEngage has a custom-triggered campaigns feature that can send users abandoned cart push notifications. It also comes with powerful features like A/B testing, automatic drip campaigns, and smart opt-in reminders, and supports all devices and browsers.

First, you have to visit the PushEngage website and click the ‘Get Started For Free Now’ button.

This will take you to the pricing page, where you have to select a plan for your online store. Keep in mind that the triggered campaign feature is only available in the Growth plan.

After that, create your PushEngage account and provide website details like your domain name, industry, company size, and more.

Upon account creation, you will then be taken to the PushEngage dashboard, where you must provide your website URL and name.

You also have to add an image that will be used as a site icon in your push notifications.

Once you do that, visit the Campaign » Triggered Campaign page from the PushEngage dashboard.

Here, you need to click the ‘+ Create New Triggered Campaign’ button.

This will open another screen where you will see a list of premade templates by PushEngage.

Go ahead and click the ‘Create’ button under the ‘Cart Abandonment’ template.

Choose the cart abandonment push notification template

You will now be taken to another page where you can start by adding a name for the triggered campaign that you are creating.

Once you do that, click the ‘>’ icon on the right to configure push notification settings.

Edit the cart abandonment push notification template

This will expand the tab and you can start by adding a notification title and message in the prompt.

You will notice that the ‘Notification URL’ and ‘Image URL’ fields will already have variables. We recommend leaving these settings as they are.

When the user sees this notification, they will also see an image of the product they added to their cart in the image section, while the notification URL will direct them to the checkout page.

Upon configuring these settings, switch to the ‘Trigger Settings’ tab from the top.

Here, you will see that the conditional logic for the campaign has already been configured. It will send a push notification to a user once they have added an item to the cart and left your website. The notification will stop displaying once the user is back on the checkout page.

Next, you have to click the ‘Activate Triggered Campaign’ button. After that, you also have to click the ‘Integration Code’ button.

This will open a prompt on the screen displaying multiple code snippets for your website, including the add-to-cart event, checkout event, and goal tracking.

Simply copy these snippets and paste them on your WordPress site. Keep in mind that you will need a developer to fill out these snippets with the variables used on your website.

If you don’t want to hire a developer, then you can also contact the PushEngage Customer Success team, and they will set up the campaign for you.

Finally, click the ‘Activate Autoresponder’ button to store your settings.

Now, the customers who abandon their carts will be sent a cart abandonment push notification.

Here is an example of a cart abandonment notification sent to a user.

As you can see, the notification has a photo of the product and a link to the checkout page.

You can also connect the PushEngage software with your WordPress site to create different kinds of push notifications, including sending notifications upon a sale, successful transactions, and more.

For details, see our tutorial on how to add web push notifications to your WordPress site.

Bonus: Use WooCommerce Automations to Increase Sales

Apart from sending cart abandonment emails, you can also use other automated workflows to increase your WooCommerce sales.

An automated workflow is a sequence of tasks that is executed once an event is triggered on your website. You simply set up the trigger and the action, and the automation will take care of the rest.

For example, you can send automated coupons to bring back users to your website or create personalized email marketing strategies.

You can do all of this using Uncanny Automator, which is the best WordPress automation plugin on the market.

It is super easy to use and can connect your WooCommerce store with over 150 tools like WPForms, Zoom Meetings, Facebook, Twilio, and WhatsApp to create automated workflows.

With Uncanny Automator, you can send emails and SMS messages to users upon a failed transaction, product statuses, coupons, product reviews, and so much more.

You can also create, update, and delete users based on various triggers, like user registration or form submissions.

For detailed instructions, you can see our tutorial on how to create automated workflows in WordPress with Uncanny Automator.

We hope this article helped you learn how to use WooCommerce cart abandonment emails push notifications, SMS, and popups. You may also want to see our tutorial on how to customize the WooCommerce checkout page and our expert picks for the best WooCommerce plugins for your online store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Set Up WooCommerce Abandoned Cart Emails (+ 3 Alternatives) first appeared on WPBeginner.

December 13, 2023

8 Best WordPress CRM Plugins in 2023 (Compared)

Are you looking to add a CRM to your WordPress website?

A customer relationship management (CRM) plugin can help you follow up leads, increase sales, and manage interactions with your customers.

In this article, we will share some of the best WordPress CRM plugins.

Why Use a WordPress CRM Plugin?

A customer relationship management (CRM) plugin will store the contact details of your customers and prospects, quickly show your previous interactions with them, and help you offer streamlined customer service across your business.

This data can be used by your sales, marketing, and customer service teams to follow up on leads, view purchasing history, and record how your customer’s problems were solved.

A CRM plugin needs to integrate with social media platforms, your lead generation software and email marketing service, and your membership website or online store. It should offer everything you need to manage your customers in one place.

With that being said, let’s take a look at the best WordPress CRM plugins with their pros and cons to help you choose the best tool for your business.

1. HubSpot

HubSpot is a comprehensive CRM plugin for WordPress that integrates seamlessly with their marketing, sales, and customer service products. It allows you to capture leads, manage contacts, and track user interactions.

HubSpot CRM comes with built-in tools to collect customer data on your WordPress website and add it to your contacts list. These include forms, email, and live chat.

Your data is stored on HubSpot’s cloud platform. It also integrates with more than 300 apps and services, such as email marketing and lead generation software like OptinMonster.

The core HubSpot CRM platform is free and supports unlimited users and unlimited contacts. You can upgrade to a paid plan for more powerful features.

Hubspot is easy to use, and we show you how to add it to your WordPress website step-by-step in our guide on how to add a CRM on your WordPress site and get more leads.

Pros:

HubSpot is an easy-to-use CRM.
The core HubSpot CRM features are free.
With paid plans, you can choose to focus on marketing, sales, or customer service.
You can easily embed forms and live chat on your site.

Cons:

Beginners may find the plugin has a learning curve.
Data is stored on the HubSpot cloud service.

Why we chose HubSpot: HubSpot is the best CRM for small businesses and easily integrates with your WordPress website.

2. FunnelKit Automations

FunnelKit Automations is a powerful CRM and marketing automation tool for WordPress websites and WooCommerce stores.

You can use it to see every detail about your customers, including their name, email, gender, geographical location, tags, lists, and more. You can also see the details of their past history on your website or online store, including their purchase history.

The plugin’s strength lies in automation. You can also use its visual automation builder to automate targeted email and SMS campaigns, create subscription reminders, send automated coupons, and much more.

Pros:

In-depth contact profiles show all client information in one place.
It allows you to automate your WooCommerce store, including emails and SMS messages.
FunnelKit Automations has advanced features like analytics, revenue tracking, and A/B testing.
It has integrations with popular apps and plugins.

Cons:

Beginners will find there is a learning curve.
It is more expensive than most CMS solutions.

Why we chose FunnelKit Automations: Funnelkit Automations is one of the best marketing automation platforms for WooCommerce. Its contact profiles give you easy access to customer details and purchase history.

3. Freshsales CRM

Freshsales CRM is a popular and affordable CRM with a sales-oriented approach. It has a scoring feature that helps you prioritize and personalize customer engagement.

Its dashboard gives you instant access to customer data, including reports, activities, phone calls, emails, and contact details.

Other features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and integrations with popular third-party services.

Freshsales also lets you automate your work to save you time. This lets you automatically assign leads, send emails, add tasks, create reminders, and much more. It can also save time by automatically filling in extra details based on social and publicly listed information.

You can find the Freshsales Integration plugin in the WordPress Plugin Directory. It allows you to sync contacts and leads, embed forms, track website activity, and receive notifications.

Pros:

Affordable and easy to use.
The scoring system helps you prioritize leads.
Automation features save you time.
Inexpensive and offers a 21-day free trial.

Cons:

Offers less customization than other CRMs.
Offers fewer integrations than some other CRMs.

Why we chose Freshsales CRM: Freshsales CRM has a sales-oriented approach. It helps you prioritize your leads and saves time by offering automation and automatic data entry.

4. Brevo (Formerly Sendinblue)

Brevo, formerly known as Sendinblue, is a popular email marketing service. It offers CRM features like contact management with custom fields, contact tracking, lead scoring, and transactional email logs. It can also integrate with other CRM products.

The company also offers a free WooCommerce CRM plugin in the official WordPress Plugin Directory. This will automatically sync your WooCommerce customer data with Brevo so you can improve customer service for your store using a single tool.

Once your online store data has been synced, you will be able to better manage your customers and their orders, create effective email and SMS campaigns, and track how many emails were delivered, opened, and clicked on.

Pros:

Its limited CRM features can do all you need if email marketing is your focus.
You can set up automated workflows to increase conversions in your store.
Brevo’s free plan allows you to create unlimited contacts and send up to 300 emails per day.
The Brevo plugin for WooCommerce is free.

Cons:

Its CRM features are more limited than other CRM solutions.
Plugin integration is only for WooCommerce stores, not general WordPress websites.
You depend on Brevo’s platform, so any downtime may affect your campaigns.

Why we chose Brevo: Brevo is one of the best email marketing services and will provide all the CRM features you need for email marketing. The free WordPress plugin also allows you to instantly sync the customers in your WooCommerce store.

5. Pipedrive CRM

Pipedrive CRM is another sales-driven CRM plugin for businesses. It lets you manage your sales pipeline management using an intuitive interface that gives you quick access to all the information you need.

It is tailored for sales teams and offers functions such as sales reporting, precise activity tracking, advanced contact information, customizable pipelines, sales forecasting, and seamless email integration.

In addition, it offers plenty of integration options, enabling you to link your CRM with your existing services.

You can find the LeadBooster Chatbot by Pipedrive plugin in the WordPress Plugin Directory. It is a chatbot plugin that captures visitors to your WordPress website and turns them from qualified leads into deals in your Pipedrive CRM account.

Pros:

Intuitive interface.
Monitors your sales performance and conversion rates.
Tracks customer communication.
Automate repetitive tasks.
Affordable pricing.

Cons:

Its advanced reporting and automation capabilities are more limited than other CRMs.
Some advanced features have a steep learning curve

Why we chose Pipedrive CRM: Pipedrive CRM is an affordable customer relations solution for sales teams.

6. GreenRope CRM

GreenRope CRM is a multi-purpose CRM designed for teams. It allows your sales and marketing, customer service, and operations departments to all use a single platform when dealing with your customers.

It integrates CRM, email marketing, automation, social media, project management, and more into a single flexible system.

The CRM also offers features that allow you to automate customer communication, prioritize your leads, track deals, and monitor social engagement.

You can find the GreenRope Analytics WordPress CRM plugin in the WordPress Plugin Directory. It lets you track your WordPress site visitors within your GreenRope account.

Pros:

A single tool can meet the needs of your sales, marketing, and support teams.
Additional features include project management, lead scoring, and event management.
It is highly customizable.

Cons:

This tool fills multiple purposes, so it has a learning curve.
It is more expensive than some CRM solutions.

Why we chose GreenRope CRM: GreenRope CRM is a flexible CRM tool that can meet the needs of multiple multiple departments in your business or online store.

7. FluentCRM

FluentCRM is a self-hosted CRM and email automation plugin for WordPress. Unlike many other CRM solutions that store their data in their own cloud services, all FluentCRM data belongs to you and is stored in your WordPress database.

This plugin is easy to set up, and beginners will enjoy its user-friendly dashboard. It lets you track important customer information such as purchase history, form submissions, and their open email rate and click rate.

FluentCRM is compatible with many popular WordPress plugins, including Easy Digital Downloads, MemberPress, and LearnDash.

You can find FluentCRM’s Email Marketing, Newsletter, Email Automation and CRM plugin in the WordPress Plugin Directory. It allows you to sync your contacts, automate emails and create email campaigns, track your website activity, and more.

Pros:

Stores its data in your WordPress database.
Fast performance.
Also offers email automation.
You can get started for free.

Cons:

Paid plans cost more than some other CRMs.

Why we chose FluentCRM: FluentCRM is an easy-to-use WordPress CRM plugin that can also track and automate your email campaigns. All of its data is stored in WordPress, so you don’t have to rely on third-party cloud services.

8. WP-CRM System

WP-CRM System is a free WordPress CRM plugin designed for freelancers and small business owners. It provides basic CRM functionality for WordPress websites, such as managing contacts, tracking communication history, and assigning tasks.

Like FluentCRM, WP-CRM stores all of its data in your WordPress database. This means that you own all of your data and don’t depend on another company to keep your data accessible.

You can also purchase extensions to add new features such as custom fields and integrations.

Pros:

User-friendly and easy to navigate.
Data is stored on your WordPress website, not a third-party cloud service.
The free plugin will meet the needs of many freelancers and small businesses.

Cons:

Limited advanced features.
The cost of paid extensions can add up.

Why we chose WP-CRM System: WP-CRM System is the best free CRM plugin for WordPress. The basic plugin will meet the needs of many small businesses, and you can purchase extensions to add custom fields and integrations as you need them.

What Is the Best WordPress CRM Plugin?

In our expert opinion, we believe that HubSpot is the best WordPress CRM plugin. It’s easy to use, offers the most important features, and the core plugin is free.

On the other hand, if you have a WooCommerce store and need a CRM with eCommerce-focused marketing automation, then you should also look at FunnelKit Automations. It’s powerful, can help you grow your overall sales, and is worth every penny.

However, if you are looking for a completely sales-focused CRM, then we also recommend using Freshsales CRM or Pipedrive CRM because they are sales-driven and can help you automate your sales processes.

FAQs About CRM Plugins for WordPress

Do you still have questions? Here are answers to some of the most common questions we are asked about WordPress CRM plugins.

Is WordPress a CRM or CMS?

WordPress is a CMS, or content management system. It lets you build and manage your website and all its content.

However, WordPress is a very flexible platform that can be used for many purposes.

You can easily install a WordPress plugin to add the features you need to use your website for customer relationship management (CRM).

What is a WordPress CRM plugin?

A WordPress CRM plugin is an add-on that puts customer relationship management functionality directly into a WordPress website. It allows users to manage leads, contacts, and customer interactions within the WordPress dashboard.

Do you need a CRM plugin for your WordPress site?

Whether you need a CRM plugin depends on your business goals and the level of customer relationship management required. If you interact with leads or customers frequently, then a CRM plugin can help organize and streamline these interactions.

What features should you look for in a WordPress CRM plugin?

Important features to look for in a CRM include contact management, lead tracking, email integration, task management, reporting and analytics, customization options, and integration with other tools and platforms.

However, the features you need will vary depending on your specific requirements, the size of your team, the number of customers you need to deal with, and the type of business you are running.

Expert WordPress Guides for Customer Service

Now that you have learned about the best WordPress CRM plugins, you may like to see some of our other guides on customer service:

We hope this tutorial helped you find the best WordPress CRM plugins. You may also want to see our guide on how to increase your blog traffic or our expert picks for the best WordPress help desk plugins for customer support.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 8 Best WordPress CRM Plugins in 2023 (Compared) first appeared on WPBeginner.

October 11, 2023

9 Best ActiveCampaign Alternatives in 2023 (Compared)

Are you looking for the best ActiveCampaign alternatives for your website?

ActiveCampaign is a popular marketing automation tool that offers a suite of features, including email marketing, forms, sales automations, and more. However, you may be looking for an alternative to better fit your needs.

In this article, we will share a list of some of the best ActiveCampaign alternatives that you can use on your WordPress site.

Why Use an ActiveCampaign Alternative?

ActiveCampaign is a popular automation and marketing platform that allows small businesses to connect with their customers in multiple ways.

By using ActiveCampaign on your WordPress website, you can launch an email marketing campaign, do customer relationship management (CRM) and eCommerce marketing, create forms and landing pages, and much more.

However, ActiveCampaign may not be the best choice for you because it’s a bit difficult to navigate for beginners and can be expensive for small businesses. It might also not have all the features that you will need for automation marketing.

Additionally, some users have also complained that ActiveCampaign does not offer good customer support.

That being said, here is our list of some of the best ActiveCampaign alternatives that you can use on your WordPress site.

1. Constant Contact

Constant Contact is the best email marketing service that also offers a suite of other tools, including marketing automation, SMS marketing, event marketing, CRMs, landing pages, and so much more.

It is the best ActiveCampaign alternative because it allows you to easily automate your emails, SMS, and social media platforms using its drag-and-drop functionality.

Constant Contact also offers other features like A/B testing, mobile apps, event marketing, forms, and list-building tools.

It also has its own built-in CRM, allows you to segment your audience, and can integrate with over 5000 apps, including Zapier, WooCommerce, and Salesforce.

Other than being an automation tool, Constant Contact is also the best WordPress newsletter tool because it connects with WPForms to let you easily build newsletter subscription forms.

Pros

Constant Contact offers email campaign templates.
It can easily connect with your WordPress site.
It is more affordable than ActiveCampaign.
The platform offers detailed analytics and reports.
Constant Contact also makes the process of switching from different platforms super easy.

Cons

It does not offer a free version.

Why we recommend using Constant Contact: Constant Contact is the overall best ActiveCampaign alternative because it has all the features required for marketing automation. It offers SMS marketing, email marketing, social media marketing, and many other tools, making it one of the best automation tools for small businesses.

2. HubSpot

HubSpot is an all-in-one marketing software that offers CRM, sales, marketing, operations, and service tools for your website.

It is the perfect ActiveCampaign alternative if you are looking for sales automation. This is because its CRM tool allows you to organize your customer data and view your entire sales funnel in a visual dashboard.

With HubSpot, you can send automated emails, schedule meetings with your leads from the CRM, track leads as they move through the sales process, score leads based on engagement, and even monitor your sales performance.

Pros

Other than sales, HubSpot offers email and SMS marketing automation.
It comes with a landing page builder, form builder, SEO recommendations, ad management, and a chatbot builder.
Its workflow feature allows you to automate your marketing tasks, and it can integrate with over 1300 apps.
HubSpot has a free plugin.

Cons

HubSpot’s paid plan can be expensive for startups or small business websites.
It does not have the best customer support.

Why we recommend using HubSpot: HubSpot is the best automation marketing tool if you want to focus on sales automation marketing. This is because HubSpot is the best CRM software for business websites. Plus, HubSpot also offers email and SMS marketing automation.

3. Brevo

Brevo (formerly Sendinblue) is a popular SMS and email marketing tool that also comes with automation features.

It allows you to automate marketing tasks like sending emails, SMS messages, and WhatsApp campaigns.

Brevo also lets you build custom workflows, offers a CRM, comes with a drag-and-drop builder, and even lets you create personalized automated SMS and emails.

Pros

Brevo allows you to segment your audience based on different demographics for automated emails and SMS messages.
It lets you create landing pages and comes with A/B testing, a transactional email service, a sales platform, and multichannel marketing features.
It is more affordable and easy to use than ActiveCampaign.

Cons

Brevo’s CRM has basic features.
Brevo has limited automation features compared to other tools on this list.

Why we recommend using Brevo: You should opt for Brevo if you are looking for a marketing automation tool that’s beginner-friendly and comes with basic marketing automation features. Brevo is also a good choice if you run a small WordPress blog because it’s easy to use and offers a free plan.

4. Omnisend

Omnisend is a well-known marketing automation platform for eCommerce websites.

It is the best ActiveCampaign alternative if you have an online store and are looking to automate emails, SMS, push notifications, WhatsApp campaigns, and more.

Omnisend also lets you segment your audience based on different demographics to send targeted automated messages to users.

Pros

With Omnisend, you can personalize your messages with the recipient’s name, location, and other data.
It provides detailed reports on your marketing performance.
It allows you to create custom workflows and comes with email templates and a visual email builder.
You can use pre-built eCommerce workflows, an automation editor, and an automation split feature.
Its other eCommerce features include customer lifecycle data, on-site behavior, message engagement, and more.

Cons

Omnisend can be expensive for small businesses.
The tool can be difficult to navigate for beginners.

Why we recommend using Omnisend: Omnisend is a great ActiveCampaign alternative if you have an online store and need omnichannel software to manage your automated emails, SMS, Facebook Messenger messages, WhatsApp messages, and push notifications.

5. AWeber

AWeber is a beginner-friendly ActiveCampaign alternative that lets you send automated emails and newsletters.

It’s a popular email marketing service that comes with email templates, audience segmentation, A/B testing, analytics, and more.

Plus, it can also integrate with popular eCommerce platforms, including WooCoomerce, Shopify, and Easy Digital Downloads.

Pros

It’s a great autoresponder tool that also lets you create landing pages.
You can easily connect it to your WordPress site using the free AWeber plugin. For more details, see our tutorial on how to connect AWeber to WordPress.
It has a free version.
AWeber comes with support materials, including master class sessions and live webinars.
It has great customer support.

Cons

AWeber’s premium plan can be expensive if you have a small business.
The free version has AWeber branding, which can affect your brand.
It has limited integrations and basic automation features.

Why we recommend using AWeber: Overall, AWeber is a good ActiveCampaign alternative for beginners because it has email marketing and basic automation features. Plus, it is more affordable than ActiveCampaign and has a free plan.

6. FunnelKit Automations

FunnelKit Automations is one of the best marketing automation services for WooCommerce stores. It allows you to launch email and SMS marketing campaigns, create automated workflows for your messages, and create drip sequences.

With FunnelKit Automations, you can also launch automated campaigns for abandoned carts, win back coupons, lead nurturing, purchase anniversaries, and more.

Pros

The software allows you to create segmented and personalized messages for users.
It enables you to create customized workflows and comes with a CRM, revenue tracking, A/B testing, and more.
FunnelKit Automations has a drag-and-drop builder and a landing page builder.

Cons

It’s a premium plugin that can be expensive for small businesses.
It offers limited support.

Why we recommend using FunneKit Automations: If you have a WooCommerce store, then FunnelKit Automations is a great choice because its marketing automation features are specifically designed for WooCommerce.

7. MailerLite

MailerLite is a popular email marketing service and ActiveCampaign alternative. It comes with a drag-and-drop builder, premade email templates, and even lets you create landing pages, newsletters, and opt-in forms.

With MailerLite, you can send automated emails when a subscriber joins a group or a customer purchases a product. You are even able to design multi-trigger email automations. This means that you can add 3 triggers for each automation and create multiple entry points for a single workflow.

Pros

MailerLite comes with an analytics and reports feature.
It is a super affordable alternative to ActiveCampaign.
It can perform A/B testing, segment your audience, and let you create personalized emails to improve user engagement.
MailerLite tracks your automation history.

Cons

MailerLite offers basic triggers and actions for its automations, making it difficult to create complex workflows.
It doesn’t offer any templates in the free plan.

Why we recommend using MailerLite: We recommend opting for this tool if you are on a bootstrap budget because MailerLite is super affordable and has all the features you need to create simple workflows.

8. Drip

Drip is a powerful email marketing platform that allows you to create automated sequences of emails that are sent to your subscribers based on their actions. It can segment your contact list so that your messages reach the right people.

It’s also a good choice for beginner users due to its visual builder, integration with over 200 tools, and ease of use.

Pros

Drip marketing reports provide you with detailed insights into your email marketing performance.
It comes with a landing page builder, A/B testing tool, and ad management features.
Drip provides online courses and detailed documentation for its use.

Cons

It is a bit more expensive than ActiveCampaign.
Drip is not the best option for startups and beginners.
It doesn’t have a free plan.

Why we recommend using Drip: Overall, Drip is a great alternative to ActiveCampaign if you want to focus on email marketing automation. This is because Drip is a super powerful email marketing service that also lets you automate SMS. It is also a good choice if you have an online store.

9. ConvertKit

ConvertKit is another ActiveCampaign alternative that allows you to create complex automation workflows using a drag-and-drop builder.

It is a popular email marketing service that comes with premade templates and lets you create and send automated emails to users. Plus, the tool also lets you create landing pages, email opt-in forms, perform A/B testing, email blasts, and more.

Pros

ConvertKit allows you to segment your audience based on different demographics.
It’s flexible, and its visual builder is ideal for beginners.
It offers reports and analytics for your emails.

Cons

Even though ConvertKit has a free plan, you will need the premium plan to unlock its automation features.
It does not offer SMS or social media marketing automations.

Why we recommend using ConvertKit: You should pick ConvertKit if you are looking for a tool that lets you manage your email campaign and automation workflows in one place. It’s also a great option if you are new to automated marketing because its visual builder is super easy to use.

What Is the Best ActiveCampaign Alternative?

In our expert opinion, Constant Contact is the best ActiveCampaign alternative since it is super easy to use, seamlessly connects with WordPress, and offers many automation features for all kinds of websites and online businesses.

However, if you have an online store, then Omnisend, Drip, AWeber, and FunnelKit Automations are also great choices due to their eCommerce-specific features.

Similarly, if you are looking for sales automation, then HubSpot is our pick because of its super powerful CRM and automation marketing features for emails, SMS, and social media platforms.

Finally, if you are on a budget, then MailerLite is a great choice because it is super affordable.

Frequently Asked Questions

Here are some of the questions that our readers usually ask us about ActiveCampaign and its alternatives.

What’s better than ActiveCampaign?

There are a number of tools that are better than ActiveCampaign in terms of ease of use, support, features, and pricing.

If you have a WooCommerce store, then you can switch from ActiveCampaign to FunnelKit Automations to unlock automation features designed specifically for WooCommerce.

Similarly, if you have a small business website, then Constant Contact is easier to use, is more affordable, and has many automated marketing features, making it a great alternative.

Tools like Drip, Brevo, AWeber, ConvertKit, and Omnisend are also better than ActiveCampaign when it comes to pricing, support, and features.

Is there a free version of ActiveCampaign?

ActiveCampaign does not offer a free version. If you are on a budget, then you can try HubSpot because it has a free plugin.

You can also use Brevo’s free plan or MailerLite as an affordable alternative to ActiveCampaign.

Best WordPress Guides for Automation

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 9 Best ActiveCampaign Alternatives in 2023 (Compared) first appeared on WPBeginner.

July 21, 2023

How to Add Express Checkout Buttons in WooCommerce

Are you looking to add an express checkout button to your online store?

Express checkout helps streamline the checkout process and improves the overall shopping experience for your customers. It can also boost conversions and reduce cart abandonment.

In this article, we will show you how to add express checkout buttons in WooCommerce.

Why Add Express Checkout in WooCommerce?

Adding express checkout to your WooCommerce store provides a better shopping experience for your customers.

It allows customers to go directly to the payment page and skip the shopping cart or checkout pages. They also won’t have to go to a payment provider page or fill out a checkout form to complete their purchases.

Express checkout buttons make the entire buying process quicker. Customers can simply click the buttons and log in to pay for the products they wish to buy in an instant. As a result, you may see a boost in conversions and fewer abandoned carts.

Adding express checkout also helps mobile users where their screen sizes are small. Customers will just tap the buttons to quickly purchase the products.

However, WooCommerce doesn’t offer an express checkout option by default. You will need to use a WooCommerce plugin to add the feature to your online store.

That said, let’s see how you can add express checkout buttons in WooCommerce.

Setting Up FunnelKit on Your WooCommerce Store

FunnelKit is the best WooCommerce sales funnel plugin on the market. It lets you add express checkout buttons and create different funnel pages for your online store.

The best thing about using the plugin is that it works with Stripe, Apple Pay, Google Pay, PayPal Express, Amazon Pay, and other payment gateways for express checkout. This way, you don’t have to add each payment provider to your online store using third-party plugins or extensions.

FunnelKit also provides user-friendly templates and lets you do A/B testing. You can easily customize your funnels using different drag-and-drop page builders. Plus, there are multiple pre-built templates and automation features for your marketing campaigns.

Note: For this tutorial, we will be using the FunnelKit Pro plugin because it includes premium templates and more customization options. You can also use the free Funnel Builder for WordPress by FunnelKit plugin to add express checkout buttons in WooCommerce.

First, you will need to install and activate the FunnelKit plugin. If you need help, then you can follow our guide on how to install a WordPress plugin.

Upon activation, you will see the FunnelKit setup wizard. Go ahead and click the ‘Get Started’ button.

After that, you will need to enter your license key. You can find the key in the FunnelKit account area.

Simply click the ‘Activate’ button after entering the license key.

Next, FunnelKit will ask you to install essential plugins. These include WooCommerce, Stripe, FunnelKit Automations, and FunnelKit Cart.

The best part is that you just have to click the ‘Install and Activate’ button, and FunnelKit will take care of the rest.

After the plugins are active, the final step is to enter your email address.

Once that’s done, simply click the ‘Submit & Finish’ button.

You will now see a success message. You are ready to create funnels using the plugin and add express checkout buttons to your WooCommerce store.

Go ahead and click the ‘Go to Funnels’ button to continue.

Enabling Payment Gateways in WooCommerce

Before moving forward, make sure you have set up at least one payment service in your WooCommerce store.

To do that, simply go to WooCommerce » Settings from your WordPress dashboard and click on the ‘Payments’ tab.

After that, you can click the toggle to enable the payment gateway of your choice and click the ‘Finish set up’ button to complete the configuration.

To learn more, you can follow our guide on how to allow users to choose payment methods in WooCommerce.

Adding Express Checkout Buttons to WooCommerce

Once you have enabled your preferred payment gateways, you can head to the FunnelKit » Store Checkout page from your WordPress admin panel.

From here, simply click the ‘Create Store Checkout’ button.

On the next screen, FunnelKit will show you professionally-designed templates for your checkout page. It will also let you create a checkout page from scratch.

However, we recommend using a template and quickly customizing it according to your requirements.

Simply hover over a template you’d like to use and click the ‘Preview’ button.

Previewing FunnelKit's WooCommerce templates

For this tutorial, we will use the Livewire template.

Next, go ahead and click the ‘Import This Funnel’ button at the top.

Depending on the template you use, FunnelKit may ask you to install additional plugins like Elementor to edit the checkout page.

Next, you will need to enter a name for your store checkout and click the ‘Add’ button.

After that, you will see all the steps that are included in the template.

You can simply click the ‘Edit’ button for the Checkout page to continue.

Next, you can switch to the ‘Optimizations’ tab. From here, simply enable the ‘Express Checkout Buttons’ option.

FunnelKit will also let you choose the position of the buttons from the following options:

Top of the checkout page
Before/after the product switcher
Before/after the order summary
Above the payment gateways

When you are done, simply click the ‘Save Changes’ button.

That’s it, you have successfully added express checkout buttons to your online store.

If you want to edit the appearance of the checkout page, then you can switch to the ‘Design’ tab and click the ‘Edit Template’ button.

You can learn more by following our guide on how to customize the WooCommerce checkout page.

Once you have made your changes, simply visit your online store to view the express checkout buttons in action.

Additionally, FunnelKit helps you upsell products in WooCommerce. This way, you can boost sales by encouraging users to buy more products.

You can also set up automated emails in WooCommerce using FunnelKit Automations, a sister product of FunnelKit. This plugin lets you create automated workflows and send email campaigns to customers.

We hope this article helped you learn about how to add express checkout buttons in WooCommerce. You may also want to see our list of the best WooCommerce plugins for your store and how to create a WooCommerce popup to increase sales.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Add Express Checkout Buttons in WooCommerce first appeared on WPBeginner.

July 13, 2023

How to Create a WooCommerce Subscription Reminder Email in WordPress

Are you looking for a way to create WooCommerce subscription reminder emails in WordPress?

Customers who subscribe to your products may not always remember the renewal date. This can cause confusion and panic when you automatically take money from their accounts.

In this article, we will show you how to improve the subscriber experience by creating a WooCommerce reminder email in WordPress.

Why Create a WooCommerce Subscription Reminder Email in WordPress?

Subscriptions are a great way to get consistent and ongoing revenue for your business. You might sell physical products such as subscription boxes or digital products like online memberships and digital courses.

If you are using WooCommerce, then you can sell subscriptions using the WooCommerce Subscriptions extension. For step-by-step instructions, please see our guide on how to add subscriptions to WooCommerce.

After you have set up WooCommerce Subscriptions, it’s a good idea to create subscription reminder emails. These automatic messages let customers know that their subscriptions are about to renew.

In this way, you can give the subscriber a chance to update their payment details and contact information or make other changes before their subscription auto-renews. This can help you avoid admin headaches, refund requests, and customer complaints.

It also gives the customer a chance to cancel their subscription. Although you will want to get as many subscribers as possible, people who feel tricked into renewing their subscriptions may complain or leave negative customer reviews.

With that in mind, let’s see how to create a subscription reminder email in WordPress using the WooCommerce Subscriptions extension and FunnelKit.

How to Create a WooCommerce Subscription Reminder Email in WordPress

The best way to create a subscription reminder email is by using FunnelKit Automations. FunnelKit Automations is the best marketing automation tool for WooCommerce websites.

FunnelKit lets you easily set up automated emails for abandoned cart recovery, lead nurturing, post-purchase education, next order coupons, subscription reminders, and more.

Step 1: Set Up FunnelKit Automations

First, you will need to install and activate the FunnelKit Automations Pro plugin. For more details, please see our guide on how to install a WordPress plugin.

You will also need the free FunnelKit Automations plugin, as the premium plugin uses it as the base for its more advanced features.

Upon activation, you need to go to FunnelKit Automations » Settings and add the license to the ‘FunnelKit Automations Pro’ field.

Adding a FunnelKit Automations license to your WordPress website

You can find this information under your account on the FunnelKit website. After entering the key, just click on the ‘Activate’ button.

Now, you are ready to create all kinds of WooCommerce automations that increase sales.

Step 2: Create a FunnelKit Email Reminder Automation

To create a subscription reminder email, go to FunnelKit Automations » Automations (Next-Gen) and click on the ‘Add New Automation’ button.

Adding a new automation to your WooCommerce store

Here, you will see all the ready-made email campaigns you can use to recover WooCommerce abandoned cart sales, sell online courses, and more.

To create a WooCommerce subscription reminder, click on ‘Start From Scratch’.

You can now type in a name for the automation. This is just for your reference, so you can use anything you want.

With that done, click on the ‘Create’ button.

Creating a WooCommerce subscriptions reminder email

This launches FunnelKit’s user-friendly email automation builder, ready for you to create the WooCommerce workflow.

To get started, you need to click on ‘Select Trigger’.

Adding a FunnelKit trigger to an automation workflow

You can now choose the action that will trigger the automated workflow in WordPress.

To start, click on the ‘WooCommerce’ tab and then select the following trigger: ‘Subscriptions Before Renewal’.

Creating a WooCommerce subscription reminder email

When you are ready, click on ‘Done.’

This will add a basic trigger to the FunnelKit editor. To go ahead and configure the trigger, click on ‘Subscriptions Before Renewal’.

Now, you can decide when to send the reminder.

Just be aware that you can also create follow-up emails. For example, you might send an email 5 days before the subscription renewal and a follow-up the day before.

To set a date, simply type a number into the following field: ‘Days before subscription renewal’.

Creating an automated time-based trigger

You can also choose the time when the email will be sent. It’s a good idea to send reminder emails when the subscriber is more likely to be online and opening messages.

That said, it helps to know as much about your subscribers as possible. If you haven’t already, then we recommend installing Google Analytics in WordPress. It will help you learn more about your customers, including their timezone and when they are most likely to be online.

After setting up your reminder emails, it’s also a good idea to track your email open rates. You can even set up A/B split testing by sending messages at different times and then seeing what gets the best results.

By continuously monitoring and fine-tuning all your custom WooCommerce emails, you should be able to improve your open rates and conversion rates.

You can tell FunnelKit to send reminder emails at a specific time by typing it into the fields that show ‘HH’ (hour) and ‘MM’ (minute) by default.

Creating an automated WooCommerce workflow

After that, you can choose whether to send this email once or multiple times.

Later in this guide, we will show you how to add follow-up emails to this campaign. With that in mind, you will typically want to send this email once by selecting the ‘Once’ button.

When you are happy with how the trigger is set up, simply click on the ‘Save’ button.

Step 3: Design the WooCommerce Subscription Reminder Email

Now, it’s time to create the WooCommerce email that will be sent to your subscribers by clicking on the ‘+’ button.

You can then select ‘Action.’

Adding actions to an automated WooCommerce workflow

In the popup that appears, choose ‘Send Email.’

Then, click on ‘Done.’

You can now create an email by typing in a subject and preview.

You can use a mix of plain text and merge tags. FunnelKit will replace any merge tags with real values every time it sends a subscription reminder email. In this way, merge tags can catch the subscriber’s attention with personalized content.

For example, you might use a merge tag to add the subscriber’s name to the subject line or the date when their subscription will auto-renew.

To add a merge tag, just click on the ‘{{.}}’ icon next to the field where you want to use the tag.

This opens a popup where you can look through all the available merge tags.

When you find a tag you want to use, you might see either a ‘Copy’ or ‘Settings’ icon. If you see the ‘Copy’ symbol, then simply click it to copy the merge tag.

With that done, you can go ahead and paste the merge tag into the email.

At this point, you may also want to add some static (plain) text by typing it directly into the field.

Adding merge tags to a WooCommerce reminder email

When looking through the merge tags, you may see a ‘Settings’ icon instead of a ‘Copy’ icon.

For example, this image shows a ‘Settings’ icon next to the Contact First Name merge tag.

Adding merge tags to a subscription reminder email

This icon allows you to set a fallback, which FunnelKit will use if it doesn’t have access to the real value.

If you see a ‘Settings’ icon, then give it a click and type some text into the ‘Fallback’ field.

Setting a fallback for your WooCommerce subscription reminder emails

After creating a fallback, click on ‘Copy.’

With that done, simply paste the merge tag into the field where you want to use it. You can also type static text directly into the field.

When you are happy with how the subject and preview text is set up, just scroll down to the small text editor.

Here, you can create the email body text by typing it into the editor. You can also add dynamic tags by selecting ‘Merge Tags’ and then following the same process described above.

Adding body tags to a WooCommerce subscriber email

The text editor has all the standard text formatting options, so you can add links, change the text size, change the font, and more.

As you are creating the email, you can preview it by clicking the ‘Show Preview’ button.

When you are happy with the subscription reminder email, just click on the ‘Save & Close’ button.

Step 4: Create Follow-up Emails

At this point, you might want to add one or more follow-up emails to the campaign.

To start, you will typically add a delay between these emails by clicking on the ‘+’ icon and then selecting ‘Delay’.

Adding a delay to an automated WooCommerce email sequence

On this screen, open the dropdown that shows ‘Minutes’ by default and choose a value from the list. When creating reminder emails for your online store, you will typically want to select either ‘Days’ or ‘Weeks.’

After that, type in the value you want to use, such as 1 Week or 3 Days.

Adding a delay to a FunnelKit automated workflow

With that done, you may want to set the time when FunnelKit will send the follow-up email. You will typically want to send the reminder email when subscribers are more likely to be online or when you usually get the best open rates.

To do this, just check the following box: ‘Delay until a specific time of day’.

You can now set the time using the new settings that appear.

By default, FunnelKit will use the timezone in your WordPress settings. However, you can also send the email based on the subscriber’s timezone by checking ‘In Contact Timezone’.

Sending subscription reminder emails based on the customer's timezone

When you are happy with how the delay is set up, click on ‘Save.’

With that done, it’s time to create the follow-up email. Go ahead and click on the ‘+’ icon and then select ‘Action’.

Creating follow-up emails for your online store

In the popup that appears, select ‘Send Email.’

After that, you need to click on ‘Done.’

Adding follow-up emails to an automated WooCommerce workflow

This opens a popup where you can create a subject and preview, as well as add body text by following the same process described above.

When you are happy with the follow-up email, just click on the ‘Save & Close’ button.

Adding automated follow-up messages to your eCommerce store

You can now add more delays and follow-up emails by repeating the exact same steps.

When you are ready to make the automation live on your WordPress website, click on the ‘Inactive’ slider so that it turns to ‘Active.’

Publishing an automated WooCommerce workflow

Now, FunnelKit will now send automated subscription reminder emails for your online store.

We hope this article helped you learn how to create WooCommerce subscription reminder emails. You may also want to see our guide on how to create a WooCommerce popup to increase sales or our expert picks for the best WooCommerce plugins for your store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a WooCommerce Subscription Reminder Email in WordPress first appeared on WPBeginner.

May 5, 2023

15 Best WooCommerce Automations to Increase Sales

Are you looking for easy and smart ways to automate tasks and increase sales in your WooCommerce store?

By automating tasks in your online store, you can save time and money while growing your business and increasing sales.

In this article, we will show you how to use WooCommerce automations to increase sales.

15 WooCommerce Automations to Increase Sales

Why Automate Your WooCommerce Store?

If you are running a WooCommerce store, then you probably spend a lot of your time performing repetitive tasks. These can be anything from sending marketing emails for your online store to processing customer invoices.

Wouldn’t it be nice if you could automate all of those tasks and focus on growing sales and your business instead?

Luckily, you can use the best WordPress automation tools and plugins to automate WooCommerce tasks. By doing this, you will save time, offer a better user experience to your customers, and ultimately increase sales.

With that being said, here are 15 WooCommerce automations to increase sales:

Use Automation to Personalize Your Email Marketing
Set Up an Automated Marketing Campaign With Push Notifications
Let Customers Track Orders With Automated Transactional Emails
Quickly Update Your Customers With Automated SMS Messages
Automate All Invoicing and Payment Processes
Use Automated Store Activity Notifications to Boost Sales
Automatically Display Your Best Product Reviews
Use an Automated Sales Funnel to Boost Sales Conversions
Reduce Cart Abandonment With Popups and Push Notifications
Send Automated Coupons to Bring Back Customers
Automate Your Social Media Channels
Automatically Display Social Media Content in WooCommerce
Make Your Forms Smarter Using Automation
Automate Live Chat Using Artificial Intelligence
Use Uncanny Automator for Even More WooCommerce Automations
Bonus: Track Conversions to Learn How to Increase Sales

1. Use Automation to Personalize Your Email Marketing

Are you keeping in touch with your customers using an email newsletter? You may not be taking advantage of all the automation tools available in your email marketing software.

For example, the best email services like Constant Contact, Sendinblue, and Omnisend all have integrations with WooCommerce. They allow you to personalize your emails by adding the customer’s name and more.

They also let you set up a Welcome email series using a drip campaign. This is a sequence of automated emails that will go out automatically to new customers.

You can learn how to get started by scrolling down to the automated drip emails section of our guide on how to send automated emails in WordPress.

Additionally, if you are looking for a complete tool that offers WooCommerce email customization and automation, then we highly recommend using FunnelKit Automations.

Apart from letting you fully customize your WooCommerce emails, it also lets you set up smart, automated follow-up emails and workflows to boost your sales.

You can get started with FunnelKit Automations by selecting an automation from a library of handy templates.

For example, you can automatically send an email series to new customers, recover abandoned carts, send promotional emails to selected audiences, and more.

There is also an option to create your own WooCommerce automation from scratch. You will then see a visual email automation builder where you can make any customizations that you need.

Autonami Marketing Automation Email Analytics for WooCommerce

For example, the screenshot above shows the workflow for sending out a thank you email after a customer makes their first order. You can even see in-line analytics for each email.

You can learn more in our guide on how to customize WooCommerce emails. Make sure you scroll down to the section on FunnelKit Automations.

Tip: We recommend combining FunnelKit Automations with an SMTP service like WP Mail SMTP. This will make sure your emails are delivered to your customers and won’t get lost or end up in the spam folder.

2. Set Up an Automated Marketing Campaign With Push Notifications

You can also run an automated marketing campaign using push notifications instead of emails. These notifications go directly to the user’s web browser or mobile device. This means they have a much higher engagement rate, similar to SMS messages.

The easiest way to set up automated push notifications is with PushEngage. It is the best web push notification software for WordPress, and over 10,000 businesses use it to send targeted messages.

For each notification, you can change the title, message, URL, icon image, and more by expanding it.

There is also a preview of how your notifications will look in the browser.

PushEngage also lets you choose when to send each notification. For example, you can immediately send the first notification and select a different time for the following one.

For more details, see our guide on how to set up automated drip notifications in WordPress.

3. Let Customers Track Orders With Automated Transactional Emails

WooCommerce will need to send different transactional emails to your customers. These help them get order confirmations, track their order status, get invoices, and find out more information about your online store.

You can customize and automate these emails using FunnelKit Automations, which is a popular WooCommerce plugin for marketing automation.

The FunnelKit Automations dashboard makes it easy to create a new automation. You can simply click on one of the plugin’s many templates.

Funnelkit Automations WooCommerce Automation Templates

You can filter the list to quickly find the WooCommerce automation you wish to use. For example, you might want to send automatic thank-you emails to repeat customers.

You can then customize the automation using the visual automation builder, including the content of the email.

Funnelkit Automations Workflow and Email Customization

For detailed instructions, please see the section about sending automated transactional emails with FunnelKit Automations in our guide on how to send automated emails.

4. Quickly Update Your Customers With Automated SMS Messages

Many customers prefer to receive text messages to notify them about their orders. Plugins like YITH WooCommerce SMS Notifications or FunnelKit Automations will automatically send SMS messages to your customers.

SMS messages are an effective way to keep your customers up to date. They have a 98% average open rate, with 95% of messages being read in the first 3 minutes!

You can send automatic texts to your customers when their orders are dispatched or their status changes. You can automatically send SMS notifications to your customers or let them opt in at checkout.

Learn how by following our guide on how to send SMS messages to your WordPress users.

5. Automate All Invoicing and Payment Processes

As a business owner, there is a lot to manage. If you are still creating invoices manually, then you can switch to professional invoicing software that automates all invoicing and payment processes. Then, you will be free to focus on growing your business.

A plugin like WooCommerce PDF Invoices makes it easy to automatically generate invoices, collect orders, and manage your finances.

You can also save time by accepting recurring payments or adding subscriptions to WooCommerce. These WooCommerce automations will help automate the billing process and can save you time.

With automatic recurring payments, you don’t have to spend time manually sending invoices and waiting for payments from your customers.

Plus, adding subscription payments to your eCommerce business will give you a more consistent cash flow, fewer payment errors, and fewer payment delays.

6. Use Automated Store Activity Notifications to Boost Sales

Automated FOMO and social proof notifications can also increase sales in your WooCommerce store.

FOMO, short for fear of missing out, is a marketing technique used to create excitement about a product. It uses psychology to encourage customers to make buying decisions faster.

Plus, social proof shows visitors that other customers have purchased your products. This can convince users that your online store is trustworthy.

The best way to add social proof to your website is by using TrustPulse. It is one of the best social proof plugins for WordPress on the market.

TrustPulse automatically monitors activity on your site. When potential customers are close to buying something, they will see a notification showing that another customer has just made a purchase.

By simply displaying social proof, you will give your visitors a small push to complete their purchase. To learn more, see Method 1 of our guide on how to use FOMO to increase conversions.

7. Automatically Display Your Best Product Reviews

Would you like to automatically display the best reviews of your products from across the internet? You could copy and paste them manually, but that is a lot of work. Plus, there would be a delay before they appear on your website.

Luckily, Smash Balloon has a Reviews Feed Pro plugin that lets you automatically show off your best reviews from platforms like Google Reviews, Yelp, TripAdvisor, and more.

Customer reviews, displayed on a WordPress website

It comes with pre-designed templates, so you can display your reviews in different layouts, including showcases, carousels, grids, and more.

The Reviews Feed automatically copies your website’s design so that the reviews look like a natural part of your website rather than content embedded from another platform.

You can follow our guide on how to show Google, Facebook, and Yelp reviews to set up your own automatic review feed in WooCommerce.

8. Use an Automated Sales Funnel to Boost Sales Conversions

A sales funnel is the path a user takes on your website to become a customer. It is made up of the specific pages a user may visit before making a purchase.

For example, a new visitor might land on a blog post, then view a product page, then go through your checkout flow.

Unfortunately, only 10% of shoppers, on average, will add anything to their carts. After they do, 60-80% of them abandon their carts without completing the purchase.

Luckily, you can use FunnelKit, the best WooCommerce sales funnel plugin, to change that. You can use the plugin to optimize each step, offer a better user experience, reduce distractions, and nudge users toward completing their purchases.

For example, it comes with a one-click Upsells feature, which allows users to add products to their carts on their way to the checkout.

FunnelKit also lets you customize the user journey with pre-checkout offers, custom checkout form layouts, beautiful templates, and more.

For instance, the FunnelKit Funnel Builder lets you add order bumps to boost profits if someone adds $X to their cart. You can also add one-click order bumps to your checkout page.

To learn more, see our guide on how to make a high-converting sales funnel in WordPress.

9. Reduce Cart Abandonment With Popups and Push Notifications

As we said earlier, 60 to 80% of people who add items to their cart don’t actually buy them. This means if you have an online store, then you are losing out on a lot of sales.

Luckily, you can use automatic push notifications to reduce cart abandonment rates. For example, you can pop up a notification when a user is about to leave your website and offer a coupon or free shipping.

Or, if the customer already has discounted items in their cart, they may just need some reassurance that they are making the right decision. Push notifications like these can help you recover 3 to 8% of abandoning cart sales.

You can learn how to use OptinMonster to add exit-intent popups by following our guide on how to create a WooCommerce popup to increase sales.

But what if the customer leaves your site before they see the popup? Push notifications can also help you connect with your visitors after they leave your website. These messages will display in your subscriber’s browser even when they are not actively browsing your store.

Push notification abandoned cart example

The easiest way to do this is with PushEngage. It is the best web push notification software on the market, and it is used to send over 15 billion push messages every month.

For more details, see our guide on how to add web push notifications to WordPress.

You can also significantly reduce cart abandonment by simply improving your online store and checkout process. We share plenty of proven tips with real examples in our guide on how to recover WooCommerce abandoned cart sales.

10. Send Automated Coupons to Bring Back Customers

It costs 5 times more to get a new customer than to keep an old one. Over time, people may lose interest in your website, forget about your products, or start shopping with a competitor.

One way to bring those customers back is to automatically send them a coupon code via email. You can use automation tools to send a coupon to customers who have become disengaged, such as when they don’t place an order for 2 months or have stopped opening emails.

You can learn how in our step-by-step guide on how to send automated coupons in WordPress to bring back customers.

Another good use for automated coupons is recognizing and rewarding customers when they engage with your online store. For example, you might send a coupon after a customer reviews one of your products.

This builds loyalty to your store and can get you more sales. It also encourages shoppers to review more products in the future.

You can also schedule coupons in advance so that they go out automatically on popular holidays like Black Friday, Christmas, New Year’s, Mother’s Day, and Valentine’s Day. This will leave you free to focus on promoting your offers and getting as many sales as possible.

See our guide on how to schedule coupons in WooCommerce for detailed instructions.

Additionally, as we mentioned earlier, you can also offer a coupon in a popup. Showing a coupon at the right time makes a huge difference in converting your website visitors into paying customers.

There are a few ways to do this, and we give you all the details in our step-by-step guide on how to create a coupon popup in WordPress.

11. Automate Your Social Media Channels

You can also use automation to post your online store content to your social channels. This lets you keep your social followers engaged with fresh content.

Uncanny Automator has integrations with all popular social platforms. It will let you publish new blog posts on Facebook, show off your latest product images on Instagram, advertise your sales on Twitter, and more.

Post a featured image to Instagram from WordPress

You can learn how to do this step-by-step by following our guides on how to automatically post to Facebook, Instagram, and Twitter.

Are you looking for ways to show fresh content without doing any extra work? One way to do that is to automatically display your latest social media activity in your WooCommerce store.

This can save you time and keep your website content fresh and engaging for visitors. Plus, it can boost social proof by displaying your social media followers, comments, and like counts.

Smash Balloon automates your website content by displaying your latest social media activity. It is a popular social media feed plugin for WordPress that is used by over 1.4 million websites.

For example, you can add a Facebook feed to WordPress, and new posts will automatically appear in real time. Your customers can also like, share, and comment on your WordPress posts, which is a great way to get more engagement on Facebook.

An example of an embedded Facebook feed, created using Smash Balloon

You can change the feed’s color scheme, design a custom header, add ‘like’ and ‘load more’ buttons, and much more.

If you are posting beautiful photos and engaging videos to Instagram, then it makes sense to post that content to WordPress too.

An Instagram photo feed, created using Smash Balloon

You can even show other people’s photos on your site by creating a hashtag feed or displaying the posts that other people have tagged your account in.

In the following image, you can see an example of an online store that uses a custom Instagram feed to show user-generated content.

An example of Instagram user-generated content

For details, please see our step-by-step guide on how to add your social media feeds to WordPress.

Tip: For more tips on how to use social channels to grow your online store and increase sales, you can see our complete social media cheat for WordPress.

13. Make Your Forms Smarter Using Automation

You can use form plugins like WPForms to collect all kinds of information from your customers.

For example, you can use a form plugin to display a contact form, create a questionnaire, gather testimonials, or build a survey form.

The best thing is that WPForms easily integrates with many other tools and plugins, so you can easily automate any action after someone fills out your form.

For example, when someone fills in an order form, you can use conditional logic to send an email notification to the correct department, depending on the product that was purchased.

WPForms Conditional Logic for Sending Notifications

You can also send a confirmation email to the customer who filled in the form to let them know you will be in contact soon. This a nice gesture that lets your users know that you have received their information.

In addition, by using the Google Sheets Addon, you can send any form fields you want to a spreadsheet. This will allow you to use spreadsheet features to analyze the data and collaborate with others in your team.

To automate your forms further, Uncanny Automator will let you connect WPForms and other form plugins to 100+ third-party services without having to pay fees to services like Zapier.

For example, you can create an Uncanny Automator recipe to send customer form data to Airtable. Then, your team will be able to access and use the data easily.

Using Uncanny Automator to Send WPForms Data to Airtable

To learn more, see our guide on how to create automated workflows with Uncanny Automator.

14. Automate Live Chat Using Artificial Intelligence

Automated chatbots are the future of live chat software because they allow you to engage with your customers 24/7. They can free up time by automatically answering common customer questions, generating leads, improving user experience, and making more sales.

Chatbot.com is the best AI chatbot software for WordPress. It lets you easily automate live chat on your website by setting up your own chatbot using a drag-and-drop builder. You don’t need to do any coding or have any special technical skills.

It even comes with pre-built templates that you can use as a starting point to quickly get your AI chatbot up and running. These templates include different scenarios like selling products, customer service, recruitment, bookings, and more.

For example, you can use the eCommerce bot template to walk your customers through the entire buying process. There are even templates for specific industries, including a coffee shopbot, recruitment bot, and restaurant bot.

If visitors want to communicate with a real person, then you can easily forward them to your customer support agent, phone support, or any of ChatBot’s live chat software integrations, such as LiveChat.

15. Use Uncanny Automator for Even More WooCommerce Automations

This article contains many specialist tools that do specific automation jobs very well. By contrast, Uncanny Automator is a Swiss army knife that allows you to create all types of automation workflows without having to write any code.

It acts as a bridge so that you can get different WordPress plugins talking to each other, as well as loads of third-party services.

You create automation by building Uncanny Automator recipes, consisting of triggers and actions. The action will be automatically run when a user or WooCommerce triggers an event.

Uncanny Automator Triggers and Actions for WooCommerce

Here are some of the WooCommerce triggers you can use to run a recipe:

A customer viewing a product
A customer adding a product to their cart
A customer paying for a product
A payment failing
A customer reviewing a product
And much more

Then the recipe can automatically run any of these WooCommerce actions:

Creating an order with a product
Changing the price of a product
Generating and emailing a coupon code
Giving an order a specific status

There are dozens of recipes that you can create, allowing you to save hundreds of hours while running your online store more efficiently.

For instance, you can use Uncanny Automator to automatically create a new customer account when someone submits a contact form on your website, or send notifications to Slack.

Bonus: Track Conversions to Learn How to Increase Sales

To use any marketing automation platform effectively, you will need easy-to-understand reports that tell you exactly what is working for your business and what isn’t.

MonsterInsights is the best Google Analytics plugin for WordPress. It lets you get a clear picture of what is happening on your site and what you can do to bring in more sales.

It comes with WooCommerce conversion tracking, form submissions, outbound link tracking, and user tracking.

Its Reports page has an ‘eCommerce’ tab that shows your most important conversion metrics, including the conversion rate, transactions, revenue, and average order value. Below that, you will see a list of your top products with quantity, sale percentage, and total revenue.

You will also see your top conversion sources. You can use this report to attract more customers and offer exclusive discounts for customers from specific sources.

For detailed instructions, see our guide on how to set up WooCommerce conversion tracking.

You can also connect Google Sheets with WooCommerce to easily record and manage your orders and customer data. Once the information is in a Google Sheet, you can easily filter it based on factors like the order total, the customer’s location, coupons used, and more.

You can then share this information with your team, even if they don’t have access to the WordPress dashboard. For example, you can easily send this data to your suppliers, marketing departments, or other team members.

You are even able to turn this data into charts and graphs. All of this makes it easier to analyze the information and then use these insights to fine-tune your business and get more sales.

We hope this tutorial helped you learn how to increase sales using WooCommerce automations. You may also want to see our guide on how to add wholesale pricing in WooCommerce or our expert picks for the best WooCommerce plugins for your store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 15 Best WooCommerce Automations to Increase Sales first appeared on WPBeginner.

January 26, 2023

How to Import & Export WooCommerce Products with Images

Do you want to import and export WooCommerce products with images?

Importing or exporting WooCommerce products with images allows you to easily move your store or add new products in multiple stores.

In this article, we will show you how to easily import and export WooCommerce products with images.

How to Import & Export WooCommerce Products with Images

Why Import & Export WooCommerce Products?

Many users need to import and export WooCommerce products for a number of reasons.

You may want to move products from one WooCommerce store to another
You may want to start an online store with a new WordPress website but with the same WooCommerce products
You may want to move your website to a new server but need a better way to move products
You may want a faster way to add your products to multiple stores that you manage
and more

Now normally if you are moving your website to a new server, then you can just duplicate your entire website and set it up on your new host.

We have a complete step-by-step guide for that, see how to easily move WordPress to a new host or server.

On the other hand, if you only want to move products, then this tutorial will help you learn how to properly export and import WooCommerce products with images and other product data.

We’ll show you two methods, you can choose one that works best for you.

Method 1. Import & Export WooCommerce Products without a Plugin

WooCommerce comes with built-in functionality to easily import and export products with images, but without using any additional plugins.

First, you need to visit the Products » All Products page in your WordPress admin area. There, you will see two buttons at the top to ‘Import’ or ‘Export’ products.

Let’s first check out how the export feature works.

Exporting WooCommerce Products without Using a Plugin

Simply click on the ‘Export’ button at the top to continue.

On the next screen, you’ll see a bunch of options to choose what data you want to export.

Default WooCommerce product export options

For instance, you can choose to only export certain columns from product data. You can also choose to export specific product types or products in specific categories.

To export all products with images and all other data, you can leave these options unchecked.

Optionally, you can check the ‘Export custom meta.’ If you are unsure, then it’s better to check it so that you have the data.

Go ahead and click on the ‘Generate CSV’ button to continue.

WooCommerce will now prepare a CSV file and download it to your computer.

What is a CSV File?

CSV is short for Comma Separated Values, and it is file type of plain text that separates different columns or fields of data with a comma.

You can open it with any spreadsheet software like Google Sheets or Microsoft Excel. Here is how it would look:

Importing WooCommerce Products without Using a Plugin

Simply go to the Products » All Products page and click on the Import button at the top.

If your WooCommerce store is empty, then instead of the buttons at the top, you will see buttons at the center of the page.

Click on the ‘Start Import’ button to begin the import.

This will bring up the import wizard.

First, you need to click on the ‘Choose File’ button to select the WooCommerce export CSV file you downloaded earlier.

Click on the continue button to upload the CSV file.

WooCommerce will now check to see if your CSV file is in a compatible format. After that, it will ask you to map that data to existing WooCommerce product data.

The default settings here will work for most WooCommerce stores.

However, you still need to review and if a column is missing, and then click on the drop-down menu next to it and select a matching field if available.

Particularly, if you are using variations attribute for products, then make sure to scroll down to the attributes columns and match fields.

This will allow you to ensure that the fields in your CSV file match the corresponding WooCommerce fields.

Click on the ‘Run’ the Importer button to begin.

WooCommerce will now start importing data from CSV file. It will also download any images attached to your products.

Once finished, you can visit the Products » All Products page to see the imported products.

Make sure to visit your shop and product pages to check that everything is working as expected.

Method 2. Import & Export WooCommerce Products with a Plugin

For this method, we’ll be using a plugin to import and export WooCommerce products.

The advantage of this method is that it offers more flexible options and also allows you to export / import product reviews.

Plus, it allows you to import / export WooCommerce products in batches which comes in handy if you have a large store with many products and images.

Exporting WooCommerce Products with a Plugin

First, you need to install and activate the Product Import Export for WooCommerce plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

The plugin comes as three separate addons. You’ll need to download and install all of them.

Upon activation, you need to visit the Webtoffee Import Export (Pro) » Export page and select the ‘Product’ as the post type you want to export.

Exporting WooCommerce products using a plugin

On the next screen, you need to select an export method.

The default Quick Export method automatically selects all your products for export.

Optionally, you can also choose ‘Advanced Export’ which allows you to filter products by category, tag, and status.

You can also exclude individual products manually.

Click on the Export button to continue and the plugin will start preparing your product data.

Once finished, you’ll be prompted to download the export file to your computer.

Importing WooCommerce Products with a Plugin

Now that you have your export file ready, you can use it to import products on another WooCommerce store.

Simply install and activate the Product Import Export for WooCommerce plugin on the store where you need to import the products.

After that, go to the Webtoffee Import Export (Pro) » Import page and select ‘Product’ as the post type you want to import.

Click on the ‘Step 2: Select import method’ button to continue.

Next, you need to select an import method and upload the exported file you downloaded earlier to your computer.

Click on the ‘Step 3: Map and Import Columns’ button to continue.

On the next screen, you’ll see a list of fields and the matching fields from your import file. If you see an empty field, you can choose a matching field for it in the next column.

If you are using product variations like sizes and colors, then make sure to click on the Attributes tab to match attribute fields.

However, if you are not using any products with variations or custom attributes then you can use the default settings.

Click on the ‘Step 4: Advanced Options / Batch Import’ button to continue.

On the final screen, you’ll see advanced options. For instance, you can choose to match products by ID or SKU, choose what to do if a product already exists, and more.

If you are importing products into an empty WooCommere store, then you can use the default settings.

Finally, click on the ‘Import’ button to run the product import process.

You’ll see the progress of the import on screen. Once finished, you can click on ‘View Products’ to check if everything has been imported correctly.

The plugin also allows you to import and export Product Reviews.

If you want to import or export the product reviews too, then simply choose ‘Product Reviews’ post type on the import or export page.

Improve Your WooCommerce Store with Automations

If you find yourself doing a lot of manual work around your WooCommerce store and want to save time, then we recommend using Uncanny Automator for workflow automation.

Uncanny Automator helps you connect over 100+ plugins and apps with a simple no-code visual builder. You can use it to create automated workflows for things that you normally do without writing any code.

There’s a free version that you can try out, and it’s already used by over 20,000 websites.

Aside from workflow automation, if you’re looking for a marketing automation tool for WooCommerce, then we recommend using FunnelKit Automation. It will help you grow your sales and improve conversions without the high costs.

We hope this article helped you learn how to easily import and export WooCommerce products with images in WordPress. You may also want to see our pick of the essential WooCommerce plugins or see these practical tips on recovering abandoned cart sales in WooCommerce.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Import & Export WooCommerce Products with Images first appeared on WPBeginner.

December 29, 2022

How to Send Automated Coupons in WordPress to Bring Back Customers

Do you want to send automated coupons in WordPress to bring back customers?

By sending the right coupon to the right person at the right time, you can re-engage customers who are losing interest. This can get you more sales, create brand loyalty, and help you keep your best customers.

In this guide, we’ll show you a few different ways to send automated coupons in WordPress, and bring back customers.

How to send automated coupons in WordPress to bring back customers

Why Send Automated Coupons to Bring Back Customers?

You may have heard the saying that it costs five times more to get a new customer than keep an old one.

While lead generation will help grow your business, you also need to keep your existing customers happy. Over time, people may lose interest in your website, forget about your products, or start shopping with a competitor.

That’s where automated coupons come in.

The best WordPress automation tools and plugins can watch your customers for signs they’re becoming disengaged. For example, a customer may not place an order for 2 months or stop opening your emails.

One way to bring those customers back is to automatically send them a coupon code via email. By creating this automated workflow in WordPress, you can retain customers without having to do all the hard work yourself.

Pro Tip: If you send coupons via email, then you’ll need to make sure those messages land in the customer’s inbox and not in the spam folder. Here, a good SMTP service provider is essential for improving your email deliverability. We also recommend using WP Mail SMTP as it allows you to easily send WordPress emails using any SMTP service provider.

With that being said, let’s see how you can send automated coupons in WordPress and bring back customers. Simply use the quick links below to jump to the method you want to use.

Method 1. Using FunnelKit (Best for WooCommerce Users)
Method 2. Using Uncanny Automator (Over 100 Integrations)

Method 1. Using FunnelKit (Best for WooCommerce Users)

One way to send automated coupons in WordPress, is by using FunnelKit Automations.

FunnelKit is a WordPress sales funnel builder and optimization plugin that allows you to create powerful customer winback campaigns. It also lets you create unique, personalized coupons, which can really catch the shopper’s attention.

FunnelKit integrates with WooCommerce and has lots of features that are designed to grow your online store. With that in mind, FunnelKit is a great choice if you already use WooCommerce to sell products and services online.

How to Set up the FunnelKit WordPress Plugin

First, you’ll need to install and activate the free version of FunnelKit Automations, as it provides the base for the premium plugin’s features. For more details, please see our guide on how to install a WordPress plugin.

After that, you’ll need to install and activate the FunnelKit Automations Pro plugin.

After activating both plugins, go to FunnelKit Automation » Settings. You can now go ahead and add the license key to the ‘License’ field.

Adding a license to the FunnelKit Automations WordPress plugin

You’ll find this information in your account on the FunnelKit website. After adding this information, click on the ‘Activate’ button.

How to Create an Automated Coupon Workflow for WordPress

Now, we’re going to create a workflow that will generate a personalized coupon and send it to the customer via email. This workflow will run once 30 days have passed since the customer’s last order.

To create the workflow, go to FunnelKit Automations » Automations (Next Gen) in the WordPress dashboard. Then, click on the ‘Add New Automation’ button.

Creating a new WordPress automation with FunnelKit

You’ll now see all the different automation templates that you can use.

Since we want to create our own workflow, select ‘Start from Scratch.’

Creating a custom automated workflow in WordPress

In the popup that appears, type in a name for the automation. This is just for your reference, so you can use anything you want.

With that done, click on ‘Create.’

Add a name to your FunnelKit automation workflow

Now, we need to choose the action that will kickstart the workflow, so click on ‘Select Trigger.’

In the left-hand menu, choose ‘WooCommerce’ and then click to select ‘Customer Win Back.’

Adding a 'customer winback' trigger to an automation workflow

With that done, click on ‘Done’ to add the trigger to your automation workflow.

Back in the main editor, click on the ‘Customer Win Back’ trigger.

Adding a trigger to the FunnelKit automation editor

In the ‘Customer Last Ordered Period’ section, you can type in how long FunnelKit will wait before running the workflow.

For example, in the following image the workflow will run when 30 days have passed since the customer’s last order.

FunnelKit will repeat this automation once every 24 hours, so it’s important to only run it for a short period of time. For this reason, we’ve set the workflow to stop when 35 days have passed since the customer’s last order.

Adding an order period to the automation recipe

In this way, you won’t annoy customers by sending them dozens of emails.

Next, you can set the time when the automation will run, using the ‘Schedule this….’ fields. FunnelKit will use your store’s timezone, so you may want to change your online store settings if you want to use a different timezone instead.

With that done, click on ‘Save.’

Back in the main workflow editor, click on ‘+’ and then select ‘Action.’

Adding actions to an automated workflow in WordPress

In the popup that appears, select ‘WooCommerce’ and then click on ‘Create Coupon.’

Simply click on ‘Done’ to add this action to the workflow.

How to create an automated coupon using FunnelKit

Back in the main FunnelKit editor, click on the action you just added. This opens a popup where you can customize the ‘Create Coupon’ action.

To start, type a name for the coupon into the ‘Coupon Title’ field. This is just for your reference so you can use anything you want.

Creating a winback customer automation workflow in WordPress

After that, choose the type of coupon that you want to create, using the ‘Discount Type’ dropdown menu.

FunnelKit supports percentage discount, fixed cart discount, and fixed product discount. Most of the time, you’ll want to select ‘Percentage Discount’ to make sure all customers get a similar benefit, no matter how much they spend or what products they buy.

After that, type an amount into the ‘Amount’ field. For example, you might offer customers 20% off, or a $5 discount on all purchases.

How to create an automated percentage discount coupon

FunnelKit automatically creates a unique coupon code for each contact. However, you can add a prefix to the start of the coupon, which can either be plain text or dynamic tags. FunnelKit will replace these tags with real text every time it creates a code, so this is a great way to create personalized coupons.

Since we want to bring shoppers back in, you may decide to include the customer’s name in the coupon. This can catch their attention, and also makes your code easier to remember.

To add plain text as a prefix, simply type into the ‘Coupon Code Prefix’ field.

Adding a prefix to the automated coupon code

To add one or more tags, click on the ‘Merge tags’ icon.

This is the button that has curly braces.

Adding dynamic text to the automated coupon code

Now, you’ll see all the tags that you can use in the automated coupon.

We’re going to use the {{contact_first_name}} tag, but you can use any tags you want.

How to create a personalized coupon code with merge tags

Simply copy each tag and then paste it into the ‘Coupon Code Prefix’ field.

As you can see in the following image, you can use a mix of plain text and tags.

How to create a personalized and dynamic coupon code

By default, the coupon will never expire. A sense of urgency and FOMO can push customers to use a coupon, so you may want to select the radio button next to ‘Expire after Specific Days’ or ‘Expire on Specific Date.’

You can then use the controls to specify when the coupon will expire.

Adding a coupon expiration date to your WordPress coupon

Finally, you can choose whether the coupon gives customers a free shipping discount.

Shoppers love free shipping, so you may want to consider adding this to your coupon by selecting the ‘Yes’ radio button under ‘Allow Free Shipping.’

How to create a free shipping discount for your online store

When you’re happy with how the coupon is set up, make sure you copy the small pieces of code under the ‘Coupon Title.’

You’ll need this coupon code for the email we’ll be creating in the next step, so store it somewhere safe.

Creating an automated coupon to win back customers

With that done, click on ‘Save’ to store your changes.

Now we have a coupon, it’s time to create the email that FunnelKit will send to your customers. To add an email action, click on the ‘+’ button and then select ‘Action.’

Add an email action to win back customers

If it isn’t already selected, then click on ‘Messaging’ in the left-hand menu.

Then, select ‘Send Email’ and click on ‘Done.’

Choosing an action in the FunnelKit automation plugin

You can now create an email by typing in a subject and preview, and adding body text.

Similar to creating a coupon, it’s best to use a mix of plain text and tags. To add dynamic tags, click on the ‘Merge Tags’ icons that appear next to the To, Subject, and Preview Text fields.

How to create a personalized email to win back customers

If you want to add tags to the email body, then you can click on the ‘Merge Tags’ button.

To add your coupon code, simply paste or type in the {{wc_dynamic_coupon id= code we copied in the previous step.

Create a personalized email to bring back customers

When you’re happy with how the email looks, click on ‘Save & Close.’

That’s it. When you’re ready to make the automation live, click on the ‘Inactive’ slider so it turns to ‘Active.’

Now, FunnelKit will automatically send the coupon to any customer who hasn’t purchased from you in the past 30 days.

Method 2. Using Uncanny Automator (Over 100 Integrations)

Another way to send automated coupons in WordPress, is by using Uncanny Automator. It is one of the best WordPress automation plugins on the market and lets you create powerful workflows to save time and help you respond to customers more quickly.

Uncanny Automator works seamlessly with WooCommerce, plus all of the must have WordPress plugins and third-party tools. If you’re already using lots of different software on your online store, then Uncanny Automator may be a good choice for you.

There is a free Uncanny Automator plugin that lets you automate many common tasks. However, we’ll be using Uncanny Automator pro because it works with WooCommerce.

To start, you’ll need to install Uncanny Automator pro, plus the free plugin as it provides the base for the premium version. If you need help, then please see our guide on how to install a WordPress plugin.

Upon activation, go to Automator » Settings and enter your license key into the ‘Uncanny Automator Pro license key’ field.

Adding an Uncanny Automator license to your WordPress website

You’ll find this information under your account on the Uncanny Automator website.

Uncanny Automator is a powerful and flexible plugin, so there’s lots of different ways that you can bring customers back to your site. Let’s take a look at a few options.

Automatically Send Coupons to Logged-Out Customers

It’s smart to let customers create an account with your online store, as it encourages brand loyalty and makes it easier for shoppers to buy from you in the future.

User registration can also help with lead generation. If you get the shopper’s email address, then you can target them with email marketing, personalized ads, an email newsletter, and much more.

If you’re using WooCommerce, then this plugin automatically creates all the pages customers need to create and manage an account. WooCommerce also adds a new Customer role, which it automatically assigns to any shoppers who register with your store.

Are you using a different eCommerce solution that doesn’t support customer registration? Then see our guide on how to allow user registration on your WordPress site.

After that, you can simply create a new role for your customers. For detailed instructions, please see our beginner’s guide to WordPress user roles and permissions.

If you allow user registration, then you can track when a shopper logs out of their account, as this suggests they’re losing interest in your store. You can then send a coupon to encourage them to log back in.

To create this recipe, simply go to Automator » Add new in the WordPress dashboard.

Uncanny Automator will now ask whether you want to create a recipe for logged-in users, or everyone. Go ahead and select ‘Logged-in users,’ then click on the ‘Confirm’ button.

Creating a logged-in automation recipe with Uncanny Automator

Next, you can give the recipe a name by typing into the ‘Title’ field. This is just for your reference so you can use anything you want.

Once you’ve done that, click on ‘WordPress’ in the ‘Select an integration’ area.

You can now choose a trigger, which is anything that kickstarts the recipe.

In the dropdown menu, start typing the following ‘A user logs out of a site’ and then select the right option when it appears.

Choosing a trigger for the automated coupon recipe

We only want to run the workflow when someone with the ‘Customer’ user role logs out of their account.

With that in mind, click on the ‘Add filter’ button.

How to create an automation workflow for your WooCommerce customers

In the popup that appears, click on ‘WordPress.’

Next, find ‘The user has a specific role’ in the dropdown menu.

Filtering your users based on WordPress role

Open the ‘Role’ dropdown and select the role you’re using for your customers.

After that, go ahead and click on ‘Save filter.’

Sending an automated coupon to your WooCommerce customers

Now it’s time to specify the action that Uncanny Automator will perform every time this workflow runs.

We’re going to send the customer an email containing a coupon, so go ahead and click on ‘Add action.’

Since we want to send an email, select ‘Emails’ as the integration.

In the dropdown that appears, click on ‘Send an email.’

Send automated coupons in WordPress to bring back customers

This adds all the fields that you can use to create the email.

To start, we need to make sure the message goes to the right user, by clicking on the asterisk next to the ‘To’ field. Then, select ‘Common’ and ‘User email.’

You can now create the email by adding a subject line and body text.

Here, you can use a mix of plain text and tokens, which are placeholders that Uncanny Automator replaces with real values automatically. For example, if you want to use the customer’s name, then you can click on the asterix and select ‘Common.’

Simply select the ‘User first name’ token to create the personalized greeting.

Adding a dynamic user name token to the coupon workflow

You’ll also need to create a coupon and add it to the email.

The easiest way is by using the Advanced Coupons plugin, which is the best WordPress coupon code plugin on the market. It lets you create lots of different advanced coupons to get more sales and grow your business.

For a step-by-step guide, please see our post on how to create smart coupons.

After creating a coupon, you can simply add it to the email.

Sending an automated coupon email in WordPress to bring back customers

When you’re happy with how the email looks, click on ‘Save.’

After that, it’s time to set a delay. This is how long Uncanny Automator will wait after the customer logs out, before sending them the coupon.

To add a delay, hover your mouse over the ‘Email’ action. When it appears, click on ‘Delay.’

How to add a delay to an automation workflow

You can then add your delay in the popup that appears.

Once you’ve done that, go ahead and select ‘Set delay.’

Adding a time delay to the automated coupon recipe

When you’re happy with how the recipe is set up, it’s time to make it active.

In the ‘Recipe’ box, click the ‘Draft’ switch so that it shows ‘Live’ instead.

That’s it. Now, when a customer logs out of their account, Uncanny Automator will wait for the specified amount of time before sending them a coupon code.

Automatically Send Coupons for a Specific Product

Sometimes a shopper may look at a product multiple times. This suggests they’re interested in the item, but something is stopping them from making a purchase.

In this case, you may want to send them a coupon, which will encourage them to splash out on the product.

To get started, create a new recipe for logged-in users following the same process described above. After that, click on ‘WooCommerce’ in the ‘Select an integration’ area.

Adding WooCommerce as an integration in Uncanny Automator

Next, choose a trigger by typing the following ‘A user views a product.’

When the right trigger appears, give it a click.

Get more sales with an automated coupon recipe

By default, this trigger is set to ‘Any product.’

If you want to link the recipe to a specific product, then open the ‘Product’ dropdown and choose that product from the list.

Choose a WooCommerce product from the dropdown menu

Once you’ve done that, click on the ‘Number of times’ button.

By default, the recipe will run every time a customer looks at a product. You should change this, so the customer has to look at the product multiple times before triggering the recipe. To do this, type a different number into the ‘Number of times’ field.

Triggering a workflow when the customer views a product multiple times

When that’s done, click on ‘Save’ to store your settings.

This recipe should only run when a customer views a product, so click on ‘Add Filter.’ In the popup that appears, click on ‘WordPress’ and then choose ‘The user has a specific role.’

Adding WooCommerce features to an automation recipe

After that, open the ‘Role’ dropdown and select the role you’re using for your customers.

When you’re ready, click on ‘Save filter.’

Now it’s time to add the action. There are a few different ways to send automated coupons from your WordPress website.

To email a code to your customers using Uncanny Automator and Advanced Coupons, simply follow the same process described above.

Another option is to generate the code using WooCommerce. To do this, click on ‘Add Action’ and then select ‘WooCommerce’ as the integration.

Selecting the WooCommerce eCommerce plugin as an integration

In the search bar, start typing ‘Generate and email a coupon code to the user.’

When the right option appears, give it a click.

This will add some new settings where you can create the coupon code.

To generate a code automatically, simply leave the ‘Coupon code’ field blank.

How to create a coupon for your WooCommerce online store

In the ‘Discount type’ field, choose the kind of coupon that you want to create, such as a fixed cart discount or percentage discount.

For this guide, we’ll select ‘Percentage discount’.

How to create a percentage discount code

After that, type the percentage discount into the ‘Coupon amount’ field.

In the following image, we’re offering customers a 30% discount on their purchase.

In the next field, you can set an expiry date for the coupon, either by using the YYY-MM-DD format or typing in the number of days until the coupon expires.

For example, in the following image the coupon will expire after 7 days.

Adding an expiration date to an automated coupon code

You can also set a minimum and maximum spend for the coupon. We’ll leave these fields blank so the customer can use the code with any purchase.

You may also want to check the ‘For individual use only’ box so customers can’t use this code in combination with other coupons.

Next, scroll to the ‘Usage limit per coupon’ section. The shopper should only be able to use the coupon once, so type in ‘1.’

There are lots of other settings you can change for the coupon. It’s a good idea to look through these settings to see whether you want to make any more changes.

When you’re happy with how the coupon is set up, scroll to the ‘Email’ section. To start, find the ‘To’ field and then click on the asterisk next to it. Then, click on ‘Common’ and select ‘User email.’

Creating an automated coupon email to bring back shoppers

With that done, you can add a subject line and change the text in the email body.

To create a more personalized email, it’s a good idea to use a mix of plain text and tokens, by following the same process described above.

Adding a coupon to your WooCommerce email

When you’re happy with the email, click on the ‘Save’ button to store the recipe.

After that, you can make the recipe live by clicking the ‘Draft’ switch so that it shows ‘Live.’

Making an Uncanny Automator recipe live on your WordPress website

Now, every time someone views a product multiple times, it’ll trigger the recipe workflow.

We hope this article helped you learn how to send automated coupons in WordPress to bring back customers. You may also want to check out our guide on how to create a WooCommerce popup to increase sales and the best WooCommerce plugins for your store.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Send Automated Coupons in WordPress to Bring Back Customers first appeared on WPBeginner.

December 19, 2022

How to Send Automated Emails in WordPress

Are you looking to automate emails in WordPress?

Your small business or online store relies on email. However, keeping up with marketing emails, transactional emails, email notifications, and engaging with users can become overwhelming. Automating these emails can save you time and effort while delivering you better results.

In this article, we’ll show you how to send automated emails in WordPress to streamline your workflow and grow your business.

Why Send Automated Emails in WordPress?

Whether you have an online store, a membership site, or a small business website, you rely on email to keep it growing and running smoothly.

For example, you can use email to welcome new users and let them know when new content or products are available. Email is also useful for marketing campaigns and updating your customers on the progress of their orders.

You can even use email to notify yourself when there is a new post waiting for you to review, or that a WordPress update needs to be installed.

Since email is used for so many tasks on your WordPress website, it only makes sense to save time and effort by automating as many emails as possible.

With that being said, let’s take a look at how to send automated emails in WordPress. Here are the topics we’ll cover in this tutorial:

Making Sure Your WordPress Email Is Being Sent Reliably
Sending Automated Drip Emails Using Constant Contact
Sending Automated Transactional Emails With FunnelKit Automations
Automating Marketing Emails Using Uncanny Automator
Bonus: Sending Automated Notification Emails

Making Sure Your WordPress Email Is Being Sent Reliably

Before you start automating your emails, it’s important to make sure that emails from your website are being delivered reliably.

By default, most WordPress hosting companies do not have the mail function configured properly. To prevent their servers from abuse, many hosting companies even turn it off completely. In these cases, your WordPress emails will fail to reach users.

Luckily, you can fix this easily by using WP Mail SMTP. This plugin lets you send your WordPress email through a reliable SMTP platform which is configured specifically to send emails like SendLayer, Gmail, Outlook, etc.

The free version of WP Mail SMTP should be more than sufficient for most websites. For more details, see our guide on how to fix WordPress not sending email.

Sending Automated Drip Emails Using Constant Contact

A good place to start thinking about email automation is the way you market your store or business. And one of the best ways to automate marketing is with a drip campaign.

What Is an Automated Drip Campaign?

Automated drip campaigns are email messages that automatically guide your users along a specific journey. They’re great for boosting user engagement on your WordPress site.

For example, these messages can welcome new users, promote important content, upsell products, target specific geographic regions, and encourage users to register for events.

To send automated drip notifications by email, we recommend using Constant Contact because it’s the best email marketing service on the market. However, you can use any other major email marketing platform, including Sendinblue, HubSpot, and others.

To start, you can visit the Constant Contact website and create an account. The software gives you a 60-day free trial, so you can try it out before committing to a premium plan.

Pro Tip: If you use our Constant Contact coupon code, then you can also get 20% off by purchasing upfront.

Creating a List of Contacts

Once you sign up, you can visit the Constant Contact dashboard to create a contact list.

Constant Contact has already created a default list for you. However, you can create your own list by going to the ‘Contacts’ tab in the top menu, and then clicking the ‘Create List’ button.

A popup window will appear where you can enter a name for your list.

After that, simply click the ‘Save’ button.

You can add contacts to the list by going to the ‘Contacts’ tab and then clicking the ‘Add Contacts’ button.

A popup window will open with multiple options for adding new contacts.

Now you can add your contacts manually, upload them in a spreadsheet or CSV file, or import them from other apps.

Creating an Automated Drip Campaign

Once you’ve added your contacts, you need to create the drip campaign.

To do that, head over to the ‘Campaigns’ tab and then click the ‘Create’ button.

Next, Constant Contact will show you multiple options for creating a campaign.

Go ahead and select the ‘Email Automation’ campaign.

From here, you can select single-step automations or multi-step automation.

Single-step automations send just a single email, such as a welcome email. Multi-step automations let you create a series of emails that are automatically sent to your subscribers so you can let them know about your products and services, send special offers, and more.

In this tutorial, you’ll create a multi-step automation for when new subscribers join your email list. Go ahead and select the ‘A contact joins a list’ option.

Next, you will have to enter a name for your campaign.

Make sure you click the ‘Save’ button.

Constant Contact will then ask you to choose what activity will trigger the email. For example, the drip series is automatically triggered when a user joins your email list, opens an email, clicks a link, or buys a product.

You can use the default ‘Contact joins a list’ option as the trigger type. Then you can choose the email list you created earlier. Go ahead and click the ‘Save’ button when you’re done.

Creating the Emails for Your Drip Campaign

Now you need to create the emails to send in your automated drip campaign. The first one you create will be sent automatically when the user signs up.

To begin, simply click the ‘Create New Email’ option.

Constant Contact will now show different email templates to choose from.

For this tutorial, we’ll use the ‘Agent Welcome’ template.

You can customize the email template using the drag-and-drop email builder.

You can choose multiple elements from the menu on your left and place them on the template.

You also need to add the email’s content by removing the placeholder text and adding your own. Once you’ve done this, simply click the ‘Continue’ button at the top right of the editor and the email will be added to the drip series.

Next, you can add a second email by clicking the ‘+ Add to series’ button and then the ‘Create New Email’ button.

You’ll need to select a template and customize the new email as you did earlier. You can set the delay before the drip campaign sends its next email.

By default, this value is set to 4 days. You can change this by clicking the ‘Edit’ button in front of the section titled ‘Wait 4 days.’

This will open the ‘Time Delay Editor’ where you can choose when the next email in the drip campaign will be delivered. You can click the ‘Confirm’ button when you’re done.

Now, you should see all your emails in the campaign summary area.

Go ahead and click the ‘Activate’ button in the upper-right corner to launch your campaign.

Constant Contact will then show a prompt to verify whether you wish to activate your campaign.

Simply click the ‘Continue’ button, and the tool will check if everything is working properly and activate your campaign.

You’ve now successfully launched your automated drip email campaign.

For more detailed instructions, and to learn how to create a drip campaign using push notifications, see our guide on how to set up automated drip notifications in WordPress.

Sending Automated Transactional Emails With FunnelKit Automations

If you are running a WooCommerce store, then your customers will receive different transactional emails. These help them get order confirmations, track their order status, get invoices, and find more information about your online store.

You can customize and automate these emails using FunnelKit Automations, a popular WooCommerce plugin for marketing automation. It is a sister product to FunnelKit (formerly WooFunnels), a powerful sales funnel builder for WooCommerce.

First, you need to install and activate the FunnelKit Automations plugin. For more details, please see our guide on how to install a WordPress plugin.

Creating Email Automation Workflows With FunnelKit Automations

Upon activation, you need to go to Campaigns » Automations (Next-Gen) to add a new automation from your FunnelKit Automations dashboard. Here you will see a library of email types that make it simple to create new automations.

You can import an email automation workflow with a single click, then use the visual email automation builder to make any customizations that you need.

For example, here’s the workflow for Abandoned Cart Reminder.

Autonami - Abandoned Cart Email Workflow for WooCommerce

Customizing WooCommerce Emails With FunnelKit Automations

FunnelKit Automations lets you customize any WooCommerce email and create new emails using a drag-and-drop email builder inside WordPress.

You can go to FunnelKit Automations » Templates from your WordPress dashboard and click the ‘Add New Email Template’ button.

Add new email template in FunnelKit Automations

Next, you can enter a name for your email template.

After that, make sure you click the ‘Add’ button to continue.

Now the plugin will let you enter a subject line and preview text for your email.

You can customize the content of your WooCommerce emails using rich text, HTML, or the visual builder.

The visual builder lets you select different elements from the menu on your left and place them on the template using drag and drop.

For instance, the ‘Content’ tab lets you can add columns, buttons, headings, menus, text, and more to the email template.

The ‘Body’ tab lets you further customize each element, such as the text color, alignment, font, size, and more.

Once you’re done, you can click the ‘Save’ button at the top.

For more detailed instructions, see our guide on how to customize WooCommerce emails. Once there, make sure you scroll down to the second section titled ‘Customizing WooCommerce Emails using FunnelKit Automations.’

Automating Marketing Emails Using Uncanny Automator

Of course, you’ll also still need to send marketing emails outside of your drip campaign. These are most effective when they are personalized and timely.

For example, you can use automated emails to showcase products similar to what your customer has already bought. Or you can automatically send users an email as soon as you publish a new article on your website.

You can do this easily by using Uncanny Automator. It’s the best WordPress automation plugin that allows you to create automated workflows for your WordPress site.

The free version easily connects with popular email marketing services such as Mailchimp, HubSpot, and others, making it easy to automate your email.

For this tutorial, we’ll use the free version of Mailchimp because it’s popular and they offer a free forever plan where you can send up to 10,000 emails per month to 2000 subscribers.

Getting Started With Uncanny Automator

The first thing you need to do is install and activate the free Uncanny Automator plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, head over to the Automator » Add New page to create your first recipe. In this tutorial, we’ll send an automated email to subscribers whenever we publish a new post.

You’ll be asked to select which type of recipe you want to create. You should choose ‘Logged-in users’ and then click the ‘Confirm’ button.

Selecting an Uncanny Automator Recipe Type

Setting Up the Automation Trigger

Next, you need to choose whether the automation will be triggered by Uncanny Automator or WordPress.

Since you will be sending an automated email when a new WordPress post is published, you should click on the ‘WordPress’ option.

Selecting an Uncanny Automator Trigger Integration

Now you can choose from a long list of available WordPress triggers.

You need to select the trigger labeled ‘A user publishes a type of post with a taxonomy term in a taxonomy.’

You can use the search feature to find this trigger more quickly.

Selecting an Uncanny Automator WordPress Trigger

If you like, you can get specific about the types of posts that will trigger the email. You can choose a post type and a specific category or tag from the drop-down menus.

For this tutorial, we’ll go with the default settings.

Selecting the Types of Posts That Will Trigger the Automation

Make sure you click the ‘Save’ button when you have finished setting up the trigger.

Setting Up the Automation Trigger

Next comes the action part, where you choose what action will be triggered. To get started, simply click the ‘Add action’ button.

Clicking the Uncanny Automator 'Add action' Button

Now you will be shown a long list of integrations that are available for the action.

You should click the Mailchimp icon to connect it to your website.

Selecting an Uncanny Automator Action Integration

This will bring up a popup where you need to follow the on-screen instructions to finish the connection by logging into your Mailchimp account or creating a new one. Once connected, you will be able to choose what action you want to perform on your Mailchimp account.

You should then choose the option ‘Create a send a campaign’.

Choosing the Uncanny Automator 'Create and send a campaign' Action

Now you need to type a name for the campaign. You might like to use tokens so that the Mailchimp campaign name for each new post is different.

For example, you can click the ‘*’ button to the right of the field and select the ‘Post title’ token.

After that, you can use the drop-down menus to choose your audience and segment and fill in the subject and other details of your email.

You can compose your email in the ‘Email contents’ field. Make sure you use tokens so that the content is updated for each email campaign.

For instance, you can include tokens for the post title, post author display name, post excerpt, post URL, and featured image URL.

Once you are finished, you can switch the recipe from ‘Draft’ to ‘Live.’

Switching the Uncanny Automator Recipe From Draft to Live

From now on, when you publish a new article on your website, Mailchimp will automatically send an email to your subscribers.

You can learn more about building an effective mailing list in our guides on using Mailchimp and WordPress and how to create an email newsletter the right way.

You might also like to see our guide on how to automatically send a coupon to users who leave reviews in WooCommerce. It’s another good example of how you create automated emails using Uncanny Automator to build customer loyalty.

Bonus: Sending Automated Notification Emails

Now that you have set up automated emails for your users, you can do the same for yourself and your team.

For example, you can create automated email notifications to keep track of issues that require your immediate attention, such as when an author submits a post for you to review.

Creating a Notification for Posts Pending Review

You can also stop the WordPress notifications you don’t need from filling up your inbox, such as comment notifications.

To learn how to customize notification emails, see our step-by-step guide on how to add better custom notifications in WordPress.

We hope this tutorial helped you learn how to send automated emails in WordPress. You may also want to learn how to get a free email domain, or check out our list of the best WordPress membership plugins.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Send Automated Emails in WordPress first appeared on WPBeginner.

Why Send WooCommerce Abandoned Cart Emails to Customers?

Set Up WooCommerce Abandoned Cart Emails

Send WooCommerce Cart Abandonment SMS

Create WooCommerce Cart Abandonment Popups

Send WooCommerce Cart Abandonment Notifications

Bonus: Use WooCommerce Automations to Increase Sales

Why Use a WordPress CRM Plugin?

1. HubSpot

2. FunnelKit Automations

3. Freshsales CRM

4. Brevo (Formerly Sendinblue)

5. Pipedrive CRM

6. GreenRope CRM

7. FluentCRM

8. WP-CRM System

What Is the Best WordPress CRM Plugin?

FAQs About CRM Plugins for WordPress

Expert WordPress Guides for Customer Service

Why Use an ActiveCampaign Alternative?

1. Constant Contact

2. HubSpot

3. Brevo

4. Omnisend

5. AWeber

6. FunnelKit Automations

7. MailerLite

8. Drip

9. ConvertKit

What Is the Best ActiveCampaign Alternative?

Frequently Asked Questions

Best WordPress Guides for Automation

Why Add Express Checkout in WooCommerce?

Setting Up FunnelKit on Your WooCommerce Store

Enabling Payment Gateways in WooCommerce

Adding Express Checkout Buttons to WooCommerce

Why Create a WooCommerce Subscription Reminder Email in WordPress?

How to Create a WooCommerce Subscription Reminder Email in WordPress

Step 1: Set Up FunnelKit Automations

Step 2: Create a FunnelKit Email Reminder Automation

Step 3: Design the WooCommerce Subscription Reminder Email

Step 4: Create Follow-up Emails

Why Automate Your WooCommerce Store?

1. Use Automation to Personalize Your Email Marketing

2. Set Up an Automated Marketing Campaign With Push Notifications

3. Let Customers Track Orders With Automated Transactional Emails

4. Quickly Update Your Customers With Automated SMS Messages

5. Automate All Invoicing and Payment Processes

6. Use Automated Store Activity Notifications to Boost Sales

7. Automatically Display Your Best Product Reviews

8. Use an Automated Sales Funnel to Boost Sales Conversions

9. Reduce Cart Abandonment With Popups and Push Notifications

10. Send Automated Coupons to Bring Back Customers

11. Automate Your Social Media Channels

12. Automatically Display Social Media Content in WooCommerce

13. Make Your Forms Smarter Using Automation

14. Automate Live Chat Using Artificial Intelligence

15. Use Uncanny Automator for Even More WooCommerce Automations

Bonus: Track Conversions to Learn How to Increase Sales

Why Import & Export WooCommerce Products?

Method 1. Import & Export WooCommerce Products without a Plugin

Method 2. Import & Export WooCommerce Products with a Plugin

Improve Your WooCommerce Store with Automations

Why Send Automated Coupons to Bring Back Customers?

Method 1. Using FunnelKit (Best for WooCommerce Users)

Method 2. Using Uncanny Automator (Over 100 Integrations)

Why Send Automated Emails in WordPress?

Making Sure Your WordPress Email Is Being Sent Reliably

Sending Automated Drip Emails Using Constant Contact

Sending Automated Transactional Emails With FunnelKit Automations

Automating Marketing Emails Using Uncanny Automator

Bonus: Sending Automated Notification Emails