Syncing your online shop orders with E-goi

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Beta Feature! As we're currently trialing Order Sync, it might not yet be available in your account. If you're interested in giving it a whirl, drop us a line via your E-goi account's Help widget.

In this article

 

Order Sync integrates your store's full order history into E-goi and syncs up any new orders from your customers.

 

 

What is Order Sync

Order Sync seamlessly pulls your customers' orders into E-goi .

Any order made by a customer in your online shop will also be stored in E-goi, allowing you to hyper-segment your shoppers and engage them with order-based campaigns.

Example: A customer buys an item in your online store. E-goi will add this info to the customer's profile in your E-goi contact list. You can then create  powerful segments based on people who purchased this item.

Benefits

  • Behavioral targeting: You can slice-and-dice clients by transaction, such as order frequency, amount spent or item type for ultra-personalised targeting.

  • High-impact marketing automation: Order Sync lets you create a multichannel nurturing flow based on actual purchases, perfect for cross-selling, abandoned cart recovery and VIP shopper targeting.

  • 360º insights: Order Sync empowers your E-goi campaign results with actual revenue info straight from your store, all in a single spot.

 

Use cases

  • Ecommerce marketing automation: Send automatic order thank-yous, upsells or abandoned cart recoveries.
  • Advanced behavioral segmentation: Target your shoppers based on past orders, average amount spent or specific buys.
  • Performance analysis: Gauge how your campaigns are doing based on order amount.

 

 

Requirements

  • An E-goi account with a paid plan.
  • Ecommerce event syncing enabled in E-goi's integration with your shop.
  • An online store with WooCommerce or PrestaShop (version 8) installed.

 

 

Usage costs

Enabling Order Sync won't add any extra costs to your E-goi plan.

Important! Order Sync is only available for paid plans.

 

 

Before you begin

 

Enabling Order Sync

Order Sync is currently a beta feature that can only be activated on request.

1) Head over to the Help widget in your E-goi account and asks us to enable Order Sync for you.

2) Once syncing is enabled, your store orders will auto-sync with E-goi.

 

 

Order statuses

E-goi parses the following order statuses:

  • Created: The order has been "created" and waiting for processing or another step.
  • Pending: The order is "pending", due to an unconfirmed payment, process initiation or another step.
  • Completed: The order is "completed", which means payment was confirmed, item was shipped or another step.
  • Canceled: The order is "canceled". This can be due to order cancellation or a processing failure.
  • Unknown: The order is "unknown", as it couldn't be assigned to any other E-goi order status.

 

 

Available integrations

Order Sync is available in:

  • E-goi's WordPress/WooCommerce plugin
  • E-goi's PrestaShop (version 8) plugin.

 

 

 

Step-by-step

 

Importing and syncing orders

WordPress/WooCommerce plugin

1) Contact us using the Help widget in E-goi account to request the beta version of our plugin.

2) Install our plugin in your online store.

3) After installation, under the administration of your WooCommerce store, go to Smart Marketing and choose Settings.

4) Click Advanced Settings, hit Sync via backend and save your settings.

5) Go back to the Settings tab.

6) Under WP Orders Sync, click Manual synchronization. 

Your existing orders will be imported into E-goi. From then on, any new orders will also be pulled into E-goi.

PrestaShop Plugin

1) Contact us using the Help widget in E-goi account to request the beta version of our plugin.

Important! Order Sync is only available for our PrestaShop version 8 plugin.

2) Install our plugin in your online store.

3) After installation, under the administration of your PrestaShop store, go to Smart Marketing and choose E-commerce.

4) Under Sync existing orders, click Sync orders. 

Your existing orders will be imported into E-goi. From then on, any new orders will also be pulled into E-goi.

 

 

Viewing orders in E-goi

1) Be sure Order Sync is enabled and working in your online store's E-goi integration.

2) Head over to the profile of a contact who purchased something from your online store.

3) Under the Orders tab of the Track & Engage section, you'll see the contact's order info.

3) You can click on each order to see the purchase details.

4) In the Activity tab, you'll your contact's action history, including when an order was made and updated.

 

Segmenting by order

1) Be sure Order Sync is enabled and working in your online store's E-goi integration.

2) On E-goi's contacts segmenting page, you'll find a new segmenting criteria: Order date.

 

 

Frequently asked questions

 

Which E-goi integrations include Order Sync?

  • WordPress/WooCommerce
  • PrestaShop (version 8)

 

Can I import my site's current purchase history?

Yes. You can import the full order history for your online store. Each order info will be added to their matching contact in E-goi.

 

Is order syncing done in real time?

Not quite, but close. Orders in your store usually take a few minutes to sync up with E-goi.

Updated:

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