Establishing E-mail Automation for WooCommerce

Buyer journeys

E-mail is probably the most direct solution to talk together with your ecommerce clients. Whether or not you’re updating them on the standing of their order, or reaching out to tell them of a brand new product, a well-timed e-mail message is a good way to get your buyer’s consideration. On this publish, we’ll take a look at how one can profit from automating various kinds of ecommerce emails and the right way to arrange e-mail automation for WooCommerce.

Once you’re busy working your small business and your buyer listing contiues to broaden, taking the time to manually ship emails isn’t a viable possibility. That is the place e-mail automation comes into play. E-mail automation permits you to ship focused messages to your viewers based mostly on a particular occasion or as a part of a broader advertising marketing campaign.

How can e-mail automation enhance your retailer?

Higher buyer expertise

There are a number of buyer communications which can be all however obligatory within the ecommerce shopping for expertise. As an example, clients want affirmation that their order was obtained and that it has been shipped for supply.

It goes with out saying, manually sending every of those transactional emails would take numerous time.

E-mail automation ensures that your consumers get all the knowledge they want with out you having to take the time to craft each single message. By automating this course of, you additionally make sure that clients promptly obtain the knowledge they want.

Environment friendly personalization

Customers reply finest to personalised messages. It presents them probably the most related merchandise and promotions and makes them really feel like you’re involved about their wants. Companies that use their buyer knowledge to phase their viewers and ship focused messages can get pleasure from higher engagement and conversions.

Nevertheless, like transactional messages, attempting to ship personalised emails manually isn’t a viable resolution.

With e-mail automation, you possibly can create messages that exit to folks that match sure traits or take particular actions. For instance, if somebody browses a specific class in your store, you possibly can routinely ship an e-mail containing these forms of merchandise.

Remarket to outdated clients

E-mail could be the most effective methods to get outdated clients again to your web site. When somebody buys out of your retailer, they’re extra more likely to buy from you once more and can reply higher to your e-mail messages.

With e-mail automation, you possibly can embody them in your e-newsletter and you may ship them common updates in your merchandise and promotions.

You may also schedule automated campaigns to exit after vital milestones. For instance, you possibly can reward a buyer that has reached a sure whole spent at your retailer.

Default e-mail automation for WooCommerce

The native WooCommerce can routinely ship transactional emails for particular occasions all through the shopper journey. For instance, when somebody completes an order and wishes an order affirmation with the acquisition particulars.

Yow will discover these emails by going to WooCommerce > Settings > Emails. There you possibly can select to allow or disable any of the messages and specify the sender and reply-to addresses.

With Managed WordPress Ecommerce Internet hosting from GoDaddy, you possibly can view your built-in WooCommerce emails by going to Advertising > Emails. This interface is extra user-friendly and the emails are segmented into totally different classes, making it simpler to seek out the messages you’re on the lookout for.

Under is the listing of order-related emails you can routinely ship to clients.

Along with these transactional messages, WooCommerce additionally helps automated emails for a lot of main extensions and plugins. For instance, when you use WooCommerce Subscriptions to supply subscription merchandise to your clients, you possibly can arrange automated messages to exit when their renewal is processed or if they alter their plan.

To edit the content material for an e-mail, you might want to choose the message from the listing to open the settings and content material editor. Click on Content material, and there you possibly can change the heading and the physique of the message.

WooCommerce e-mail customizer

Whereas WooCommerce comes with the important transactional e-mail messages, they don’t have probably the most interesting designs. The messages are available in plain-text and HTML and you may modify their look if wanted.

To customise the design, you might want to edit the corresponding PHP file or use a plugin like WooCommerce E-mail Customizer.

With this plugin, you possibly can visually edit your default e-mail template from inside WooCommerce, while not having any coding data. Our Managed WordPress Ecommerce Internet hosting comes with an e-mail customizer in-built, making it straightforward to design enticing messages that stand out to your clients.

To customise the e-mail template, go to Advertising > Emails and choose Customise.

It will open the visible editor the place you possibly can change the container coloration and the styling for the header, physique, and footer.

Instruments for e-mail advertising with WooCommerce

Now, that we’ve lined the right way to use the native WooCommerce setup to customise and automate transactional emails, let’s take a look at the right way to use extensions and different instruments arrange automation for advertising and different functions.


AutomateWoo (included with Managed WordPress Ecommerce Internet hosting) is a advertising plugin that permits you to create automated e-mail campaigns immediately from WooCommerce. With the extension, you set decide particular actions to set off this automation and you may arrange detailed guidelines to refine who will get your messages.

Configuring the plugin

Once you first arrange the plugin, you’ll must resolve whether or not you wish to use opt-in or opt-out mode. With opt-in mode, clients want to finish an opt-in earlier than you possibly can ship them emails or SMS messages. They’ll opt-in from the AutomateWoo sign-up web page, the account registration web page, or the checkout web page.

Decide-out mode features within the reverse method. With it, clients will obtain your communications instantly up till they elect to decide out.

Of those two strategies, opt-in mode is really helpful in most conditions because it ensures you’re compliant with knowledge regulation requirements and that you simply aren’t contacting anybody that doesn’t need your messages.

Subsequent, you’ll wish to arrange session monitoring. It will enable the plugin to make use of cookies to trace customers once they aren’t logged into their retailer account. With session monitoring, you even have the choice to allow pre-submit knowledge seize. By enabling this setting, the plugin will acquire e-mail deal with which can be added to varieties however not submitted. Like opt-in mode, this one thing you’ll seemingly wish to hold disabled for GDPR compliance.

Lastly within the Common settings, you’ll wish to configure your communication preferences and communication sign-up pages. The preferences web page is the place clients can handle the way you talk with them and its the place they go to opt-out of your campaigns.

Once you set up the plugin, it’ll add a Communication preferences web page to your WordPress pages. If you wish to customise the web page or use a distinct URL, you possibly can specify a distinct web page within the corresponding choice menu on the settings web page.

Be aware, that the web page might want to have the next shortcode:


The Communication signup web page is the place customers can join communications with their e-mail addresses. There isn’t any default for this web page so that you’ll must create it your self. Equally, to the preferences web page, you’ll want so as to add shortcode for the web page to perform correctly:


Creating customized automated workflows

To create a brand new automated e-mail sequence, go to AutomateWoo > Workflows and choose Add Workflow. Give the workflow a title after which select the Set off that may provoke the workflow.

A number of the triggers you need to use embody:

  • Buyer account created
  • New visitor captured
  • Buyer whole spend reaches
  • Cart deserted

After getting outlined the set off, you’ll want to decide on an motion. For our instance, we’ll choose Ship e-mail because the motion. Past sending messages, the plugin can even add tags to clients, change order notes, and extra.

When you choose Ship e-mail, a menu will open so that you can configure the messages. From there, you possibly can set the topic, heading, reply-to deal with, and template for the message. If you wish to begin with a clean format, select none for the Template. Additional down, is the place you’ll add the content material for the message.

AutomateWoo helps a myriad of merge tags and variables equivalent to {{ buyer.first_name }}, { sort: ‘featured’ }, and {{ buyer.total_spent }}. This makes it straightforward to persnalize your messages.

You may also customise a few of these variables by choosing them from the Variables menu within the workflow editor to raised match particular use circumstances. For instance, with the store.merchandise variable, you possibly can change the product grid association in addition to the merchandise to be displayed whether or not its featured objects, on sale objects, or a particular class.

With AutomateWoo, you can even set guidelines and situations in your workflows. This lets you fine-tune their focusing on much more. For instance, you possibly can set a rule for the emails to solely go to clients which have positioned a number of orders.

After you’ve completed with the e-mail content material and conditional guidelines, you’ll wish to set the Timing for the workflow. You may select to have it run instantly upon the set off being activated, have it delayed for a specified period of time, or scheduled for a sure day.

AutomateWoo additionally permits you to apply your individual monitoring hyperlinks to your messages. This manner you will get extra detailed insights into your marketing campaign efficiency. So as to add monitoring hyperlinks, test the field for allow monitoring. It will open a brand new subject so that you can add your Google Analytics hyperlink monitoring particulars.

The plugin will then take these parameters and routinely add them to any hyperlinks in your emails. It will enable Google Analytics so as to add the small print to your Acquisition report within the analytics platform.

Preset e-mail workflows

In case you don’t wish to construct your e-mail campaigns from scratch, There are dozens of preset workflows. These workflows cowl quite a lot of totally different goals together with cross-selling associated merchandise, welcoming new clients, and thanking consumers that go away you five-star opinions.

Under you possibly can see an instance of a loyalty marketing campaign that provides a coupon to your highest-paying clients.

E-mail autoresponders

Once you actually wish to stage up your e-mail automation for WooCommerce, the most suitable choice is to make use of a devoted e-mail advertising instrument. E-mail advertising software program means that you can create detailed campaigns, with messages automated to exit after particular occasions or a sure period of time. With the power to tag clients, and filter recipients based mostly on order historical past and different variables, you possibly can create extremely segmented audiences to reinforce your message focusing on.

In our information to e-mail automation for WooCommerce, we’ll take a look at the right way to use the favored platform Mailchimp to carry out numerous e-mail automation.


Mailchimp has tons of helpful options and the platform is simple to arrange and use. What’s extra, the software program integrates seamlessly together with your WooCommerce retailer. To arrange the connection, you simply must activate the Mailchimp for WooCommerce extension and hyperlink your account to your retailer.

Throughout the setup course of, you’ll be requested to configure your sync settings. It is suggested to allow the setting for sending all of your knowledge again to your Mailchimp account. You additionally wish to Observe carts for all clients as this may mean you can create focused deserted cart restoration campaigns.

arrange campaigns

When you end organising the combination, you possibly can start creating your e-mail automation. There are two methods to do that in Mailchimp: utilizing the basic automation builder, and the brand new buyer journey builder.

To create a brand new automation go to Automations > Buyer Journeys. If you wish to construct a Buyer Journey, you’ll see plenty of ready-made sequences together with these to welcome new contacts, e-mail tagged clients, and ship a number of reminders to cart abandoners.

You’ll even have the choice to create a Buyer Journey from scratch by clicking the Create Journey within the higher proper nook of the display.

In case you create a brand new Buyer Journey, you’ll start by selecting a place to begin. That is basically the set off that may provoke the e-mail workflow. There are a selection of triggers you possibly can select from together with new signal ups, misplaced carts, tags added, and order positioned.

After you choose a place to begin, you possibly can start designing the workflow by including the journey factors. These factors could be guidelines like a time delay, an motion like sending an e-mail or tagging a buyer.

Once you add an e-mail to the automation sequence, you possibly can change the sender particulars and the design by selecting a template and modifying its particulars.

Utilizing the Traditional Automations builder 

To entry the Traditional Automations builder, return to the Buyer Journeys web page and discover the Take a look at Traditional Automations hyperlink on the high of the web page.

Upon clicking the hyperlink, you will notice a immediate to pick out a pre-made template to make use of because the beginning grounds in your automation. These templates cowl a variety of classes together with ecommerce, subscriber exercise, or date-based sequences. A number of the templates embody:

  • Welcome new subscribers once they first be part of your listing.
  • Comply with up on purchases by asking for a assessment
  • Reward your finest clients with an unique supply
  • Retarget web site guests to remind them about merchandise
  • Say ‘pleased birthday’ with a promo code on the subscriber’s birthday

If you wish to begin from scratch, there’s a hyperlink within the template menu so that you can create a customized automation.

After you’ve chosen a template or Customized begin, give the marketing campaign a reputation and choose Start. You’ll then click on Design E-mail to customise the element of your messages.

In lots of circumstances, the pre-made templates will function a very good place to begin, however you’ll wish to add your individual steps to maximise the effectiveness of the marketing campaign. You should utilize the Traditional Automations builder so as to add numerous situations or filter your viewers by phase.

As soon as your automation campaigns are reside, you need to use Mailchimp’s built-in analytics dashboard to watch their efficiency.

Closing ideas on e-mail automation for WooCommerce

E-mail automation for WooCommerce takes the effort out of sending transactional messages and it helps you market to your clients rather more effectively. Whether or not you arrange an deserted cart restoration sequence, or routinely attain out to outdated consumers which have been away out of your web site, there are various methods to learn from automating your WooCommerce emails.

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