In this article
- Introduction
- Before you start
- Step-by-step
- Frequently asked questions
The integration between E-goi and WordPress/WooCommerce makes it easier to automate your marketing strategies and provides a more personalized experience to your visitors and customers.
What does the integration do?
In WordPress
- Embeds sign-up forms on your site, fully customizable and ready-made to collect consented contacts for your email campaigns.
- Embeds web push notifications, the perfect feature to instantly notify your site visitors (promos, breaking news, etc.).
- Adds your site's RSS feed to your email campaigns. Great for blogs and daily news sites which send a daily digest to subscribers.
- Enables transactional messages, such as account validation emails or password recovery SMS texts.
In WooCommerce
- Everything the WordPress integration does, plus:
- Syncs your store's customers with E-goi so you can engage them using segmented campaigns.
- Syncs your store's products with E-goi, so you can easily include them in your email campaigns.
- Activates Connected Sites, a powerful feature that monitors and syncs up customer orders across your store, so you can automate win-back and cart abandonment campaigns.
- Sends automated campaigns via email, SMS or web push, such as welcome emails, post-purchase notifications, birthday offers, loyalty campaigns and more.
- Sends transactional SMS messages for order confirmations and item delivery (with tracking codes).
- Sends Multibanco references via SMS to Portugal-based customers.
Requirements to use the integration
- Any E-goi account.
- For WordPress
- A WordPress account.
- A server with the minimum WordPress requirements (especially PHP version).
- Permission to access and write to the main WordPress folder on your server.
- SOAP installed and working on your WordPress PHP.
- For WooCommerce
- The same requirements as the WordPress integration, plus installing the WooCommerce plugin for WordPress.
- The same requirements as the WordPress integration, plus installing the WooCommerce plugin for WordPress.
Costs
This integration is available in any E-goi account.
The integration is free to use, but any contacts and customers that you sync from WordPress and WooCommerce, as well as sending campaigns (eg. email, SMS), may have their own costs, which depend on your E-goi plan.
Before you start
E-goi API key
When first doing the integration, WordPress will ask you for the API key of your E-goi account.
What is web push?
Web push are instant browser-based notifications that contacts who subscribed to your site's notifications will see in real-time when you send them. For example, whenever you publish a new article on your site, you can notify your subscribers immediately.
What is Connected Sites?
It is an E-goi feature that monitors customer purchases and purchase intents across your online store.
Connected Sites will use this data to create automatic win-back and cart abandonment recovery campaigns.
Step-by-step
Integrate with WordPress
1) Install our Smart Marketing SMS and Newsletters Forms plugin on your WordPress. Your E-goi API key will be required.
2) Once the installation is complete, go to the new Smart Marketing section you will see in your WordPress admin and click on Setup.
3) Under Subscribers, choose the contact list in E-goi that will be synchronized with the subscribers from your WordPress site, and the category (we recommend All categories). Click on Next.
4) Under Connected Sites, enter the domain of your WordPress site. Enable the Connected Sites script option. Click on Next.
Embed a form on your site
1) Go to your WordPress administration, click on Smart Marketing and then on Simple Forms.
2) Choose the list in E-goi where the contacts that sign up via the form will be stored. You can also choose or create a tag (e.g. "Course A", "Ebook B", etc.) to tag subscribers with (great for segmenting them later).
3) Give a title to the form and choose the fields it will include. These are usually Name, Email, and Submit Button. Save your changes.
4) You will then see a shortcode for the form (in the format [egoi-simple-form "id=X"], where X is the number that identifies the form). Insert this shortcode in the HTML of the page where you want the form to appear. If you use Visual Composer or Page Builder, simply add the E-goi element to the page.
5) Publish the page on WordPress and you will see the form ready to use. Anyone who signs up will be added to your E-goi contact list.
Create a subscription bar or widget with a form
Subscription bar
1) Go to your WordPress administration, click on Smart Marketing, and then on Subscription Bar.
2) Configure the appearance of the bar and where it will appear.
Widget with a form
1) Go to your WordPress administration, click on Widgets, and choose the E-goi form you want to display in the widget.
2) Go back to the Smart Marketing menu, go to Capture Contacts, and click on Widget Options to configure the options and appearance of the widget.
Enable the option to subscribe when commenting
1) Go to your WordPress administration, click on Smart Marketing, and then on Integrations. Choose the integration that allows comments and choose the list in E-goi where the contacts will be added. Save your changes and visitors will see the "subscribe me" option when they leave a comment.
Sync visitors who registered as users in your WordPress site
1) Go to your WordPress administration, click on Smart Marketing, and then on Sync Contacts. Click on the synchronization option for the WordPress users on your site.
You can also enable the automatic synchronization option so that any new user you get on your WordPress syncs directly with E-goi.
Embed web push notifications
1) Start by setting up the invite for your web push notifications. When E-goi provides you with the code to add to your site, copy only what you see next to egoiwp.code (it will be in bold).
2) Go to your WordPress administration, click on Smart Marketing, and then on Web Push. Paste the code under Insert here the Web Push code. Save your changes and the web push invitate will appear automatically to visitors of your site.
Embed your latest site posts in an email
1) Go to your WordPress administration, click on Smart Marketing, and then on RSS Feed.
2) Set up the elements that the RSS will display. Save the changes, copy the RSS link, and create an RSS-based email in E-goi.
Integrate E-goi with WooCommerce
1) If you haven't done so, follow the steps to install and configure our Smart Marketing SMS and Newsletter Forms plugin for WordPress.
2) Go to the Smart Marketing section that you will see in your WordPress administration and click on Setup.
3) Confirm that you have properly configured the Subscribers and Connected Sites sections. Then, click on the Products section.
4) To sync products from your WooCommerce store with E-goi, create a product catalog. Fill in the fields, click on Create catalog, and confirm the action. All products from your store will be automatically synced with E-goi through this catalog.
5) Now go to the Final tweaks section, where you can enable the Convert orders via backend and Lazy conversion options.
Send SMS notifications
1) Install our E-goi SMS Orders Alert/Notifications plugin.
2) Go to your WordPress/WooCommerce administration, click on Smart Marketing, and then on SMS Notifications.
3) Go to your E-goi account and top up your account with enough funds to cover the SMS that your store will send.
4) Still in E-goi, enable Transactional Messages (these are the messages that will be sent as SMS) and create the sender for your SMS (i.e., the mobile number or company name that customers will see when they receive your SMS messages).
5) Go back to your WordPress/WooCommerce administration, click on Smart Marketing, then SMS Notifications, and choose Settings. In E-goi SMS Sender, choose the sender you created in the previous step and also make sure that the available balance is what you topped up in E-goi.
6) On the same page, choose when WooCommerce will notify the customer via SMS (e.g., completed purchase, pending payment, etc.). To create the content of the SMS, click on SMS Messages and write the text for each type of SMS. You can personalize it with WooCommerce codes (e.g., total purchase, purchase ID, store name, etc.).
Save your changes and you're done! Your store is ready to send SMS notifications to customers.
Send SMS with order tracking links
Order tracking is a way to automatically notify your customers when the product they purchased advances to the next stage of delivery (eg., in transit, delivered, etc.).
1) Go to your WordPress/WooCommerce administration, click on Smart Marketing, and then on SMS Notifications, and choose SMS URL Tracking.
2) The shipping carriers that you have configured for your WooCommerce will appear here, but you can add the URL from any other carrier.
3) Choose the URL of the carrier you want to use and save your changes.
4) In the SMS Messages area, you can then use the "Tracking Name", "Tracking Code", and "Tracking URL" merge codes in the text of your SMS. In the live SMS, they will be replaced with the carrier name, product tracking code, and product tracking URL.
Frequently Asked Questions
How much does each transactional SMS sent by this integration cost?
Transactional SMS messages are always deducted from your E-goi balance. See our prices (under "Transactional SMS").
I'm based in Portugal. Can I text my customers an SMS containing Multibanco payment details?
Yes. If your WooCommerce accepts euPago, ifthenpay or Easypay payment methods, go to your WordPress/WooCommerce administration, click on Smart Marketing, then SMS Notifications, choose Settings and tick the options under the Multibanco SMS section.