Configuration Instructions for Campaign Monitor

1. Once
installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Extensions → Campaign Monitor

2. Enter your API Key and Client ID found under
Account Settings → API Keys in your Campaign Monitor account dashboard.

3. Finally set a Checkout Label if you wish and click
Save Settings. By default the checkout page will show “Sign up for our mailing list”. Once you Save Settings, all available lists will appear.

The post Campaign Monitor- Setup Documentation first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the Social Discounts extension, navigate to Downloads → Settings → Extensions → Social Discounts. You’ll first want to select the social networks you’d like people to share to, and then select your discount code. By not selecting a discount code, you can use it as a simple sharing tool.

Usage

1. Navigate to Downloads → Discount Codes and create a discount code that you want applied when someone shares
2. Select the Social Services to Enable you want users to be able to share on.
3. Select how you want the social sharing to appear by choosing a Display Sharing Services option. The short-code will work regardless of the setting if you want to place share on other page(s) on your site.
4. Select the discount code you want to use.
5. Configure messaging and appearance.

Note: Social Discount codes cannot be used at the same time as other discount codes for a single checkout. If your customers already have a discount code for some reason, they will have to choose whether to use their existing discount code or the one automatically applied through the Social Discounts extension.

Note on Twitter: On November 20th 2015 Twitter changed the way the “Tweet” button works. As a result, the discount is now applied when the “Tweet” button is clicked (not when the tweet is published).

Usage/Modifications

The Social Discounts extension for Easy Digital Downloads has available filters, shortcodes, etc that can be used for a more customized experience.

CSS Syling

A .shared CSS class is added dynamically to the wrapping HTML div when a product is shared. This will allow you to style the “thanks” title and message to make it more obvious that the product was shared and the user should should add the product to their cart, or proceed to checkout.

Filters

The following filters are available to developers when the Social Discounts extension is activated:

edd_social_discounts_classes


edd_social_discounts_share_title


edd_social_discounts_share_message

edd_social_discounts_facebook_share_button


edd_social_discounts_share_box

Shortcodes

With Social Discounts, by default the sharing buttons will be shown automatically after the content on all your products. By using the included shortcode you can fine tune the placement on a per product basis, or even include the sharing buttons on posts and/or pages.

Default usage

[edd_social_discount]

Advanced usage

The shortcode accepts an “id” parameter. This could be the ID another post, page or product. Extremely useful for when you want to share a product, from an entirely different page. If you want to share the current product/post/page that the shortcode is on, you do not need to include the ID parameter.

[edd_social_discount id="50"]

If you’re using the ID parameter above, chances are you’ll want to also customize the sharing title and message. You can use the “title” and “message” parameters like this:

[edd_social_discount id="50" title="Share my awesome product!" message="Share my awesome product and you'll receive a discount at checkout."]

Custom Tweet message:

[edd_social_discount tweet="This is a custom message for the twitter sharing button"]

Add Shortcode to Checkout

When a customer lands on your checkout page they have shown a desire in purchasing from you. This is a perfect opportunity to offer them a discount on their order in exchange for a social share with Social Discounts.

Although adding an ID parameter to the shortcode can share a specific post/page/download, if you don’t use the ID parameter, it will share the current page. This is not ideal in situations like this, where we want to share the site URL, not the URL to the checkout page.

This small code snippet will show you how to change the share URL conditionally, and share the site URL, not the checkout page.

<?php
/**
 * Change share URL conditionally
 */
function sumobi_edd_sd_change_share_url( $url ) {

	// change the URL to share only on the checkout page
	if ( function_exists( 'edd_is_checkout' ) && edd_is_checkout() ) {
		$url = site_url(); // the URL of your website
	}
	
	return $url;
}
add_filter( 'edd_social_discounts_share_url', 'sumobi_edd_sd_change_share_url' );

The post Social Discounts Setup first appeared on Easy Digital Downloads.

1. Make sure you have the Zapier extension for EDD installed and activated. See primary setup documentation for instructions on how to connect Easy Digital Downloads to Zapier.

3. Click “Make a Zap” at the top of your Zapier account.

4. For the “Trigger”, search for “Easy Digital Downloads”.

5. We will now be presented with a list of triggers. Since we want to add customers to our Active Campaign list when a new order is placed, we will select New Order.

6. Click “Continue” at the bottom of the page.

7. Click “Connect a new account” to authenticate your EDD shop in your Zapier account. To do so, follow the steps outlined in this article.

8. Click the + button on the left sidebar between steps 1 and 2. Then click “Filter”.

9. Set the Filter to “only continue if”.

– From the first field select “Products”.
– From the second field select “Contains”.
– From the third field type in the name of your product

Click “Continue”.

10. Now, go to the “Action” steps (which is step 2) and under “Choose an app” search for “Active Campaign”.

11. Choose “Add/Update Contact” as the action.

12. Click “Connect a new account” to connect your Active Campaign account:

13. Enter your API URL and Key from your Active Campaign account:

14. After you save the API URL and Key in Zapier, it will ask you to fill out the options for the List you want to add new customers and their email addresses to. To do that, select “Customer Email” in the Email field. If you haven’t created the list you wish to utilize in Active Campaign yet, go to your active campaign account and set that up before doing this step. If you’d like, you can also set it to pull the First and Last name of the customer from EDD.

15. Scroll to the bottom of the page and click “Continue”, run the test, and you will see a “Successful” message.

16. Click “Finish”, name your zap, and that’s it! Now, new customers in your EDD shop will automatically be added to your Active Campaign list.

The post Using Zapier to integrate Active Campaign with EDD first appeared on Easy Digital Downloads.

Once the Acquisition Survey extension is installed and activated, you can navigate to Downloads → Settings → Extensions → Acquisition Survey to adjust your settings.

With these settings you can manage the Label for the dropdown on checkout, if the field is required by the customer, and the items available for your customers to choose from.

Survey Title: This is the title that will appear above the dropdown list. Example: How did you hear about us?

Require Survey Response: Choose whether or not a response to the survey question is required.

Acquisition Methods: The list is pre-populated with some of the more common methods of acquisition, but can be re-ordered and have items added or removed according to your needs.

The end result is a new form element on the ‘Personal Info’ section of the checkout screen:

You can also see which acquisition method was recorded when viewing payment records in Downloads → Payment History. The acquisition information will be available in the Payment Meta section of each payment record.

Reporting

Acquisition Survey also adds a new report to the reports section so you can get a breakdown of how your acquisition sources are performing.

To view reports navigate to Downloads → Reports and choose ‘Acquisition’ from the dropdown list then click ‘Show’.

The report view lists all current and past (identified with ‘inactive’) methods that have been registered with a payment:

Developer Info

Acquisition Survey offers a number of functions and filters that allow it to be extended.

Recorded acquisition methods are stored in the payment meta with the ‘meta_key’ of
_edd_payment_acquisition_method.

You can retrieve a payments acquisition method with the call:

edd_get_payment_meta( $payment_id, '_edd_payment_acquisition_method', false );

Filters

edd_acq_get_methods()
// This filters the array of acquisition methods after they are returned from the database. Methods are in the form of a numerically indexed array.

// Example
array(1) {
	array(2) {
		'name'  => 'Customer Facing Name',
		'value' => 'payment-meta-record'
	}
}

edd_acq_record_acquisition_method()
// Runs just before saving the acquisition method into the payment meta.

edd_acq_method_sales()
// Runs just before returning the number of sales for a requested acquisition method 'value'.

edd_acq_method_earnings()
// Runs just before returning the total earnings for a requested acquisition method 'value'.

The post Using Acquisition Survey first appeared on Easy Digital Downloads.

Installation

Because MailPoet is another WordPress plugin as opposed to a remote service, it’s recommended that you install MailPoet version 3 first and configure at least one email list.

EDD MailPoet settings

Once
installed, locate the settings for this extension via WordPress Dashboard > Downloads > Settings > Marketing > MailPoet

Show Signup on Checkout – This allows customers to sign up for any list at checkout. If this option is not checked, MailPoet will not be available at all in your EDD store. It’s essentially an on/off switch for the entire extension.

Signup Checked by default – If you check this box, the “Signup for the newsletter” checkbox on the checkout page will be checked by default.

Checkout Label – This allows you to customize the text that will be displayed on the Checkout page next to the checkbox. If you don’t enter anything “Signup for the newsletter” will show.

Download Specific Settings

Each download may be associated with a specific list. This allows you to have an updated list for each product. In the right column of the admin page for a single Download there is a metabox that allows the store owner to associate specific lists with that Download.

The store owner may associate a Download with more than one list, but the customer will still only see the one checkbox with the global label referred to above.

The post MailPoet – Setup Documentation first appeared on Easy Digital Downloads.

After the extension has been downloaded, you can install it using the
standard WordPress plugin installation method.

Configuring the Addon

Once Campaign Tracker is installed and activated, it automatically tracks campaign information. You don’t have to configure anything. However, it is important to note that you must be running Campaigns in order for there to be something to track. To easily set up a campaign, you can use this
helpful tool for creating URL campaigns.

The extension also automatically detects whether Universal tracking is enabled for Google Analytics or not and tracks campaign information based on that.

Viewing campaign information in the order list page

• Log into the WordPress admin dashboard.
• Navigate to Downloads → Payment History. You should see a new column in the order table called “Campaign” that lists the Google Analytics campaign name for this order.
• To sort the orders based on the Campaign name, click the column header.
• To see only orders from a particular campaign, click the campaign name in the table.

Viewing campaign information in the order details page

• Log into the WordPress admin dashboard.
• Navigate to Downloads → Payment History. You should see a new column in the order table called “Campaign” that lists the Google Analytics campaign name for this order.
• Click the “View order details” link for the order with campaign information. You’ll see a table below the “Payment Notes” meta box that displays the campaign information. It will list values for all 5 campaign variables (campaign name, source, medium, term, and content).

Viewing campaign information in the “New Order” email

• Log into the WordPress admin dashboard.
• Go to Downloads → Settings → Emails. There is a new tag called {campaign_info} available under both the “Purchase Receipt” and “Sale Notification” text boxes.
• If the tag is used, the new sale email that is generated will display the campaign information in a table.

Viewing earnings based on campaign information

The extension also allows you to generate reports and visualize Earnings and Sales data based on campaign.

• Log into the WordPress admin dashboard.
• Navigate to the Downloads → Reports screen.
• Choose Campaign from the dropdown and click Show button.
• Select the campaign name to see its associated Earnings and Sales for the chosen time period.

The post Campaign Tracker first appeared on Easy Digital Downloads.

General Settings

The configuration settings for EDD AWeber are found by navigating to Downloads > Settings > Marketing > AWeber.

AWeber Authorization Code

The first setting is an Authorization Code. This allows your site to communicate with your account at AWeber. Next to the Authorization Code field is a direct link to get to your AWeber page for getting this key.  If you’re already logged in it will take you directly to a page telling you you’ve authorized Easy Digital Downloads and present you with a key which will be a long string of random letters and numbers. You will copy the authorization code and then paste it into the “Aweber Authorization Code” field in Downloads > Settings > Marketing > AWeber.

Show Signup on Checkout

If this option is checked the customer will have the ability to subscribe to your Aweber list during the checkout process. If the customer chooses to, their email address will be subscribed to your list at AWeber. See “Checkout Label” below for settings.

Choose a list

This allows you to choose the Aweber list you’d like customers to be subscribed to if they opt-in during checkout.

Checkout label

This allows the site admin to set what will appear next to the subscribe checkbox on the checkout page. (Example: Join Our Newsletter!)

Download Specific Settings

When editing a specific Download there will be a meta box in the right column labeled AWeber. It will show all the email lists available on AWeber, and the site owner may pick one to be attached to this Download, and override the global setting.

If this option is enabled, then when the customer checks out and opts-in they will be subscribed to THIS list, rather than the one set in the main AWeber settings area. This allows you to set up a custom list for each product, and once you have a list built up for a specific product you can email that list with new releases, security issues, etc.

The post AWeber first appeared on Easy Digital Downloads.

Configuration Instructions for ConvertKit

1. Once installed, locate the settings for this extension via WordPress admin > Downloads > Settings > Marketing > ConvertKIt.
2. Enter your API Key and Secret Key found in your ConvertKit account settings page.
3. Return to the ConvertKit Settings section on your website under Downloads > Settings > Marketing > ConvertKIt and paste/enter the API and Secret Key into their fields on the page.
4. Click the “Save Changes” button at the bottom of the page. This will allow the ConvertKit extension to retrieve the list of forms from your ConvertKit account.
5. Choose the form you wish to subscribe customers to from the drop down box beside “Choose a form”
6. Add a short, appropriate description in the “Checkout Label” field. By default, “Signup for the newsletter” will be displayed on the checkout page if you don’t enter your own text.

Product Specific Lists and Tags

You can subscribe customers of specific products to one or more ConvertKit forms by going to the product edit screen and selecting the form(s) you wish customers to be added to in the “ConvertKit” box.

In this section, you can also select whether to add tags to customers when they purchase that specific product. This can be useful for making use of the
automation features in ConvertKit. Tags need to be created inside your ConvertKit account which is retrieved by the extension.

Troubleshooting

Why can’t I see my new ConvertKit forms or tags in WordPress?

The extension only retrieves forms and lists from ConvertKit every 4 hours (approximately). This is to prevent your site from contacting ConvertKit too often. To force refresh your lists, go to
Downloads > Settings > Marketing > ConvertKit and click Save Changes.

The post ConvertKit Setup Documentation first appeared on Easy Digital Downloads.

Configuration Instructions for GetResponse

1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Marketing→ GetResponse
2. Enter your GetResponse API key. This must be obtained from the GetResponse website from the Integrations and API section.
3. Once you have entered the API key, press Save Changes. This will load a list of your available GetResponse campaigns into the dropdown labeled “Choose a Campaign”. Select the campaign you want users to be subscribed to.
4. Select whether or not to display the opt-in checkbox. If this option is not checked, GetResponse will not be available at all in your EDD store. It’s essentially an on/off switch for the entire extension.
5. Select whether or not to require double opt-in.
6. Setup the label for the opt-in checkbox. Default text that will be displayed is “Signup for the newsletter“

Configuring Per-Download Settings

Each download may be associated with a specific list. This allows you to have an updated list for each product. In the right column of the admin page for a single Download there is a meta box that allows the store owner to associate specific lists with that Download.

The store owner may associate a Download with more than one list, but the customer will still only see the one checkbox with the global label referred to above.

FAQ

Will customers be automatically subscribed if I don’t show the option to subscribe upon checkout?

No. If you don’t check the checkbox for the option called “Show Signup Checkbox” they will not be automatically subscribed upon checkout.

The post GetResponse Documentation first appeared on Easy Digital Downloads.

Configuration Instructions for ActiveCampaign

1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Marketing > ActiveCampaign.

2. Then, enter your API URL, API Key, and List ID for ActiveCampaign, found under Settings → Developer in your ActiveCampaign account dashboard.

3. Finally set a Checkout Label and click Save Settings. Once you Save Settings, available lists will appear.

Adding customers to lists

Customers are added one of two ways:

1. By choosing a list in the settings above and selecting Show Signup on Checkout. Customers will have the option to opt in to this list during checkout.
2. Inside the product settings, you can choose a specific list that the customer should be added too, as a result of purchasing that particular product. Customers will need to opt in on checkout to get added to this list.

Troubleshooting

Emails are not added to a list selected in the Download’s Per-Product Lists
Most likely, the customer did not opt in upon checkout. If opt-in is not selected, then an email will not be added to the default list or the per-product list(s). If opt-in is selected at checkout, the email address will be added to the default list and any other per-product lists that might be selected.

The post ActiveCampaign Documentation first appeared on Easy Digital Downloads.

Note: If using with our Free Downloads extension and the “Auto Handler” option is set to “Auto Download”, be sure to enable “Email Discount Code to Customer”. The customer will not reach the Purchase Confirmation page to receive the discount code if the “Auto Download” option is chosen in the Free Downloads settings area.

Setup

After you have installed and activated the Purchase Rewards extension, you can find the settings area by navigating to Downloads → Settings → Extensions.

Minimum Purchase Amount: This would require that the customer spend a certain amount of money on a single transaction before the reward would be given. If you leave it blank then there is no minimum. If you choose to set a minimum, put in only the number, not any currency symbol.

Discount Code: If you’d like to offer an existing discount code, select it from the dropdown menu. Note: If you choose an existing Discount Code then all of its rules apply. Full documentation on Discount Codes here.

Create Discount Code: If you don’t wish to use an existing discount code, you can set one that will be created on the fly as a one-time use code for each customer. Simply click the “Create Discount Code” checkbox and then proceed to the options below it.

Discount Type: Your new discount can either be a percentage off or a flat rate.

Discount Amount: This value is a number that will be either a percentage or a flat value, depending on what was selected for Discount Type.

Enable Purchase Sharing: This will display the sharing icons, regardless of whether the customer must share their purchase for a reward.

Force Share For Discount Reward: This requires that the customer must share their purchase to at least 1 social network before a reward is given. If “Enable Purchase Sharing” is not enabled above, it will only show the sharing icons when needed.

Email Discount Code To Customer: If this option is checked then the discount code will be emailed to the address provided by the customer.

Also provided is a rich text area in which to create the email that will be sent to the customer.

Template tag options for this text area are:

• {name} – The customer’s name
• {discount_code} – The discount code the customer is receiving
• {site_name} – Your site name
• {site_url} – Your site’s URL

Twitter Message: This is the text that will be included in the “Share Tweet” if the share icons are enabled. It automatically includes the URL of the site so you don’t need to include it. If left blank, no message will be included.

Twitter Username: This is the username that you want the Twitter “Follow” button to use. If blank the button is disabled.

Default Sharing Title: This text appears above the sharing buttons on the purchase confirmation page. The default is “Share your purchase!”

Default Sharing Message: Message shown when sharing is enabled and no discount is set, or when purchase does not meet reward requirements.

Reward Title: Title shown when purchase meets reward requirements. Default: You’ve Been Rewarded!

Reward Message: Message shown when purchase meets reward requirements. Default: We’d like to offer you a {discount_amount} discount which you can use on your next purchase:

Reward Sharing Title: Title shown when sharing is enabled and purchase meets reward requirements Default: Share for a discount on your next purchase!

Reward Sharing Message: Message shown when sharing is enabled and purchase meets reward requirements Default: We’d like to offer you a {discount_amount} discount which you can use on your next purchase, just for sharing!

Reward Sharing Thanks Title: Title shown when purchase has met reward requirements and the customer has shared their purchase Default: Thanks for sharing.

Reward Sharing Thanks Message: Message shown when purchase has met reward requirements and the customer has shared their purchase. Default: Here’s your {discount_amount} discount code

The post Purchase Rewards first appeared on Easy Digital Downloads.

If installing on an existing EDD store, the Mailchimp extension will not add existing customers to Mailchimp. To do so, you will need to export customers from EDD and import to Mailchimp. These email addresses should be imported as Transactional users since they have not opted in as a subscriber.

Configuring the Mailchimp Extension

To configure the Mailchimp extension you will need to configure its settings.

1. Log into the WordPress Admin area
2. Navigate to Downloads → Settings → Marketing→ Mailchimp
3. Fill out the appropriate fields
   1. The Mailchimp API Key must be acquired from Mailchimp.com
   2. Log into the Mailchimp account you want to connect to this extension
   3. Navigate to Account | Extras | API Keys & Authorized Apps
   4. Click the “Add A Key” button
   5. (Optional) Edit the “Label” to something relevant such as “EDD Store”
   6. Copy the API Key.
4. Return to the Mailchimp Settings in your WordPress dashboard and paste/enter the Mailchimp API key into the Mailchimp API Key field.
5. Click the “Save Changes” button at the bottom of the page. This will allow the Mailchimp extension to retrieve the mailing lists (Audiences) from Mailchimp.
   

   

6. Choose whether or not to “Show Signup On Checkout.” When selected, this option outputs a checkbox on the checkout page, giving the customer the option to sign up to the mailing list selected in step 13 (below).
7. Add a short, appropriate description of the checkbox in the “Checkout Label” field. If left blank, the buyer will see “Signup for the newsletter”.
8. Select “Double Opt-In” if you would like customers to receive a verification email before being subscribed to your mailing list.
9. Select “Replace Interests” if you’d like your customer’s interest groups to be replaced in Mailchimp when they make a purchase. Interest Groups in Mailchimp are one way you can choose to target emails to specific customers. For example, using interest groups, you could send emails only to customers who are interested in “Product A”. The way this extension works is that if a customer purchases “Product A” from your store, their interest groups will include “Product A” alongside any other products they have purchased. But if you select the “Replace Interests” option, any other products they’ve purchased will be removed from their interest groups, as opposed to simply adding “Product A” alongside those other interests.
10. If you want to send test (as well as non-test) purchase information to Mailchimp, check the option called “Record eCommerce Data in Test Mode”. Note that by default, purchase information is sent to Mailchimp so that you can send emails to specific customers. For example, you could send emails to “First-time purchasers” only within your Mailchimp dashboard.
11. Connect a list (Audience)
    1. Under “Available Lists” choose which lists you’d like to connect. Only lists that have been connected can be used with Easy Digital Downloads. Click the checkbox next to each list you’d like to connect.
    2. Click “Save Changes” at the bottom of the screen. This will connect those lists from Mailchimp to your store.
    3. When the page reloads, you’ll see the lists you chose to connect listed under “Connected Lists”.
    4. Note: if you do not see any lists here, it’s possible that you haven’t created a list in Mailchimp yet. Create a list / audience there first.
       
12. Choose a default list. Under “Connected Lists” the first column shows which list is the default list. This list is the one that will be used at checkout when customers choose to join the list.

Best Practices

The Mailchimp extension contains a number of options. Below are the recommended best practices for most stores. The EDD Mailchimp extension allows you to offer a Newsletter signup upon checkout as well as add customers to a List and/or Interest Group based on what product is purchased. Although you can connect multiple lists, for best practices it’s recommended that you only connect one list to the Mailchimp extension. Mailchimp counts the same email address added to two separate lists as two email addresses so it’s in your best interest to use a single list (in most cases).

Default List / Newsletter Signup
The default list selected in the Mailchimp settings has two purposes.

• It is the list that stores all transactional data from the purchase which is used for Mailchimp’s ecommence features (ie Sending Receipts via Mailchimp) and segmenting lists.
• The default list is the list that is used for the Newsletter signup of customer’s opt-in upon checkout. A customer will not be added to this list as a Subscriber unless they opt-in upon checkout.

Segmenting Customers
Most stores are interested in segmenting customers based on purchases. Since the transactional data is sent to Mailchimp, it’s recommended that you segment your lists from Mailchimp and not EDD’s Per-Product list settings. See https://mailchimp.com/help/segment-a-list-by-purchase-activity/ for details. This ensures a customer is never added to your list without opting in.

Automatically Adding Customers based on purchase
In some cases, stores may want to add customers to a list without requiring the customer opt-in. Please be aware that this can be illegal and/or violate GDPR, so use with caution. To avoid this, segment via Mailchimp (see above). If you require this ability, this can be done by using the Per-Product mailing list settings. These settings allow you to add customers to lists and/or Interest Groups based on the purchase of a product. It would be recommended that you use a separate list for Per-Product subscribers, separate from the Default list for your newsletter, otherwise, customers will get subscribed to your Newsletter whether they opt-in or not. See Per-product Mailing List Settings below for details on how this works.

Per-product Mailing List Settings

Note regarding opt-in:
Per-product lists do not support opt-in. This means the customer will be subscribed whether they opt-in to the default list or not. Additionally, if you use the same list for your newsletter and per product list, a customer will be Subscribed even when not opting in. If this goes against your country’s GDPR practices or this is not the behavior you want, it’s recommended you segment lists via Mailchimp and not EDD or use a separate list for your download selected lists.

You can also choose one or more Mailchimp mailing lists you’d like a customer to be subscribed to when they purchase a specific product. Do this by going to the product’s edit screen and selecting the list(s) you wish customers to be added to in the “Mailchimp” box. In this section, you can also select whether to subscribe customers to specific groups within the list. If a list has one or more groups, the group(s) will be shown as an additional checkbox that is indented below the main list name, like this:

The per-product mailing list settings are separate from the default list setting you configured previously. The per-product mailing list settings require that the customer opt into the mailing lists during checkout by checking the signup box that you configured previously in order to add customer’s to the selected list/group.

Note that the groups under the lists come from the groups you create for the list in your Mailchimp account. Learn more in Mailchimp’s documentation on list groups. Once you create groups, click Save Changes in the EDD Mailchimp settings to make new group data accessible to EDD.

Add / Removing Groups

If you add or remove groups via MailChimp, you can update the groups that appear in the per-products settings by clicking Sync Groups for the list you updated in your Mailchimp settings: Downloads → Settings → Marketing→ Mailchimp

Syncing Ecommerce Data

If you install this extension when you already have customers, and you’d like to get past data into your Mailchimp lists, you can use the Sync Ecommerce Data option. Go to Downloads → Settings → Marketing→ Mailchimp → Connected Lists and find the list you wish to sync.

Clicking “Sync Ecommerce Data” will sync all of your store’s purchase data into your Mailchimp account so that you can send targeted campaigns out to specific types of customers in your shop – right from within your Mailchimp Dashboard. To learn more about Mailchimp’s targeting options based on sales data, see this document.

Note on Syncing Ecommerce Data
This does not import customers to Mailchimp from your EDD store; it only adds sales data to customer email addresses that already exist. For example, if User A is already on your list in Mailchimp and then makes a purchase from your store, Mailchimp will learn that User A made a purchase. This way you can target emails to “First-time purchasers” for example.

Syncing Groups Data

Why can’t I see my new Mailchimp lists in WordPress?
The extension only retrieves lists from Mailchimp every 4 hours (approximately). This is to prevent your site from contacting Mailchimp too often. To force refresh your lists, go to Downloads > Settings > Marketing > Mailchimp and click Save Changes.

FAQs

Why are emails added as non-subscribed?

When using the Mailchimp integration with EDD, your customer’s email address is added to all connected lists. It’s subscribed to the intended list and added as non-subscribed to the others, for e-commerce data tracking. Mailchimp explains more here. If you don’t want the non-subscribed emails, you can archive them from your account.

Can I send abandoned cart emails via Mailchimp?

No. The only emails that can be sent via Mailchimp in place of EDD is email receipts.

Why aren’t users being signed-up at checkout?

The most likely cause is the customer did not opt in via checkout. If they did not opt in, they will not be added to your list. Make sure “Show Signup on Checkout” is enabled via the EDD Mailchimp extension settings.

If you have set up anything that causes the customer to bypass the “normal” checkout screen, they won’t be added to the ‘Checkout’ Mailchimp list based on your default Mailchimp settings. A few examples of this would be ” Buy Now” buttons via Stripe Standard, Stripe Pro, PayPal, or any other checkout-bypassing setup.

If you are using the Free Downloads extension and you want your users to be subscribed to Mailchimp when downloading, make sure to check the “Display Opt-In” setting under Downloads → Settings → Marketing → Free Downloads.

If my store is set to bypass the checkout screen, will customers be subscribed to the Mailchimp per-product mailing lists?

No. A customer has to opt-in upon checkout or via Free Downloads to be added to your Mailchimp list as a Subscriber.

Why didn’t a purchase get logged in Mailchimp?

Usually, if one of your Mailchimp campaigns caused a user to purchase a product from your digital shop, the purchase will be logged in your Mailchimp campaign report letting you know. However, if the customer does not have the Mailchimp browser “cookie”, the purchase will not be logged in Mailchimp. Here are a few possible reasons this could happen:

• The customer has cookies blocked in their browser
• The customer cleared their cookies after clicking the link in your campaign
• The customer clicked the link in your campaign but closed their browser and purchased using a direct link later
• The customer used a different computer or browser to complete their purchase
• Any other reason the cookie might not exist will cause the purchase to not be logged in Mailchimp.

Integrate Free Downloads with Mailchimp to grow your Email List:

The post Mailchimp Setup Documentation first appeared on Easy Digital Downloads.

Once activated, the checkbox can be added to your checkout screen, like this:

The post Mad Mimi Documentation first appeared on Easy Digital Downloads.