Getting started with the Kit for WooCommerce WordPress plugin
You can subscribe your WooCommerce customers to any Form, Sequence, or Tag in Kit, and send purchase data to your Kit account, to engage your customers via email.
Let's walk through how this works.
NOTE: The Kit WooCommerce plugin will handle all WooCommerce-related actions. For example, the settings for adding Tag(s) upon purchase are located in the WooCommerce plugin and/or the individual products within WooCommerce, and not in your Kit account.
You also won't be able to select your WooCommerce products when building Kit Automation Rules or Visual Automations.
How to set up the Kit for WooCommerce plugin
1. Add the Kit for WooCommerce plugin
From your WordPress admin's left sidebar, go to Plugins > Add New Plugin:
Search for "kit for woocommerce" in the search bar at the top right of the page, and then look for the plugin called "Kit (formerly ConvertKit) for WooCommerce."
Click Install Now to install the plugin.
When the plugin installation is complete, the Install Now button will be replaced with an Activate button. Click Activate to activate the Kit for WooCommerce plugin.
2. Grant WooCommerce access to Kit
Next, from your WordPress admin's left sidebar, go to WooCommerce > Settings.
Click the Integration tab at the top, navigate to the Kit settings, and then click Connect.
When you click Connect, you'll be directed to the Kit login page to log in to your account (or create a new Kit account if you don't have one).
After logging in to your Kit account, you'll see a message: "Kit for WooCommerce is requesting access to your account."
Click Grant access to Kit for WooCommerce to proceed.
NOTE: If you're a team member of multiple Kit accounts, use the dropdown menu to select the account you want to connect to WooCommerce.
3. Configure the plugin
You'll be redirected to the Integration page. Under the Enable/Disable setting, enable the checkbox that says "Enable Kit integration."
More configuration settings will appear. Configure them as you see fit, and then click Save changes to save your changes when you're done.
Subscribe Event
Choose the subscribe event that will lead to customers being added to your Kit account:
Order Pending payment: When a WooCommerce order has been created but payment hasn't been received for it
Order Processing: When a WooCommerce order has been created and payment has been received for it, but the order is awaiting fulfillment
Order Completed: When a WooCommerce order has been created, payment has been received for it, and the order has been fulfilled
Choose the appropriate event depending on how you want to engage with customers.
For example, if you want to send them automated thank-you emails after they've paid for a fulfilled order, select Order completed. Alternatively, to reach out to customers whose orders are pending payment, select Order pending payment.
NOTE: Regardless of the option you choose here, you'll still be able to send abandoned cart data to Kit for emailing cart reminders to visitors who place orders in their cart without completing checkout.
Subscription
This is a global setting, so anyone who purchases your product will be added to this Form, Sequence, or Tag. You can then use these Forms, Sequences, and Tags to automate your follow-ups with customers.
NOTE: You can also subscribe customers to a specific Form, Sequence, or Tag when they buy certain products.
Name Format
Choose whether to send and store the customer's billing first name or billing last name, or both of these, to the customer's first name field in Kit.
Store data in custom fields
Choose whether to save the following WooCommerce order and customer data in Kit subscriber custom fields of your choice:
Send Last Name: The order's last name
Send Phone Number: The order's phone number
Send Billing Address: The order's billing address
Send Shipping Address: The order's shipping address
Address Format: The billing address and shipping address format
Send Payment Method: The order's payment method
Send Customer Note: The order's customer note
Opt-in Checkbox
Enable the "Display an opt-in checkbox on checkout" checkbox to display an opt-in checkbox on checkout and give customers the option to opt in to your email list (rather than you opting them in by default).
Customers who join your email list will be added to the Form, Sequence, or Tag you selected in the Subscription setting, plus those in any per-product subscriptions you've set up.
When you enable the checkbox, you'll be able to customize the opt-in checkbox's:
Label
Default status, i.e., checked or unchecked
Display location, i.e., billing or order
Purchase Data
Enable the "Send purchase data to Kit" checkbox to send customers' order data to Kit.
Products that have been purchased at least once will appear in the All Products dropdown at the right of the Subscribers page, and you can click each product to view the subscribers who have purchased it.
When you enable the "Send purchase data to Kit" checkbox, you'll be able to choose the Purchase Data Event (i.e., which event counts as a purchase):
Order Processing: When a WooCommerce order has been created and payment has been received for it, but the order is awaiting fulfillment
Order Completed: When a WooCommerce order has been created, payment has been received for it, and the order has been fulfilled
NOTE: If you enable the sending of purchase data, your customers' email addresses will be sent to Kit regardless of whether your customers expressly opted in to your email list.
Abandoned Cart
Enable the "Send abandoned cart data to Kit" checkbox to subscribe visitors to a Tag in Kit if they leave items in their WooCommerce cart without completing the checkout process within a specified number of minutes.
You can then use the Tag to set up a Visual Automation—like the one below—that sends cart reminder emails to visitors who abandon their cart:
The Tag is removed from the subscriber if the visitor completes checkout.
When you enable the "Send abandoned cart data to Kit" checkbox, you'll be able to customize the abandoned cart's:
Threshold: The number of minutes to wait before the cart is considered abandoned
Tag: The Tag to subscribe visitors to when they abandon their cart. This Tag will be removed if the visitor completes checkout.
Debug
The Debug setting generates a record of the Kit for WooCommerce plugin's activity.
Click "View log file" to view the debug log.
If you contact support about a Kit and WooCommerce-related issue on your website, our support team may ask you to enable the Debug setting so they can obtain a debug log for troubleshooting the issue.
Otherwise, since generating the debug log may slow your website down, we suggest leaving the Debug setting unchecked.
Per-product subscriptions
If you sell more than one product, you can segment customers based on the products they purchase.
To do this, go to the individual product's settings page. In the right sidebar, you'll see a Kit Integration setting:
Click the dropdown menu to select the Sequence, Form, or Tag to subscribe customers to when they purchase this product. You can then use this Sequence, Form, or Tag to automate your follow-ups with customers.
If a Sequence, Form, or Tag isn't appearing in the dropdown menu, click the refresh icon to the right of it to refresh the menu's options. Then, look for the Sequence, Form, or Tag again.
Automating your customer follow-ups
If you subscribe customers to a Sequence, they'll automatically receive the Sequence's emails when the event that subscribes customers to the Sequence (e.g., when they purchase a product) occurs.
If you subscribe customers to a Form or Tag, you can use the Form or Tag as the trigger for a Visual Automation that automatically sends a follow-up Sequence to your customers (and take further actions as you'd like).
For example, you can set up Visual Automations for:
Sending cart reminder emails to visitors who abandon their cart
Sending customers a thank-you Sequence after they're added to a Tag that indicates they've purchased a product—see the image below for an example:
What if my order is stuck in processing and won't send to Kit?
Go to the product(s) you're selling, and see if the "Virtual" checkbox is enabled.
If it's disabled, enable it, save the product, and then place a test order to see if the order data is sent to Kit.
