Connect Customerly to Easy Digital Downloads

This integration allows you to:-

Either add a Customerly newsletter subscription checkbox to your EDD checkout form...
... or automatically add new EDD customers to Customerly.

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Get Started

Below are some of the automation rules you can set up:-

Create or update a user in Customerly when an edd order is marked as pending payment

Create or update a lead in Customerly when an edd order is marked as pending payment

Add a tag to a user or lead in Customerly when an edd order is marked as pending payment

Remove a tag from a user or lead in Customerly when an edd order is marked as pending payment

Delete a user or lead from Customerly when an edd order is marked as pending payment

Unsubscribe a user in Customerly when an edd order is marked as pending payment

Create or update a user in Customerly when an easy digital downloads order is paid

Create or update a lead in Customerly when an easy digital downloads order is paid

Add a tag to a user or lead in Customerly when an easy digital downloads order is paid

Remove a tag from a user or lead in Customerly when an easy digital downloads order is paid

Delete a user or lead from Customerly when an easy digital downloads order is paid

Unsubscribe a user in Customerly when an easy digital downloads order is paid

Create or update a user in Customerly when an order is fully or partially refunded

Create or update a lead in Customerly when an order is fully or partially refunded

Add a tag to a user or lead in Customerly when an order is fully or partially refunded

Remove a tag from a user or lead in Customerly when an order is fully or partially refunded

Delete a user or lead from Customerly when an order is fully or partially refunded

Unsubscribe a user in Customerly when an order is fully or partially refunded

Create or update a user in Customerly when an edd order fails, is abandoned or revoked

Create or update a lead in Customerly when an edd order fails, is abandoned or revoked

Add a tag to a user or lead in Customerly when an edd order fails, is abandoned or revoked

Remove a tag from a user or lead in Customerly when an edd order fails, is abandoned or revoked

Delete a user or lead from Customerly when an edd order fails, is abandoned or revoked

Unsubscribe a user in Customerly when an edd order fails, is abandoned or revoked

Create or update a user in Customerly when a certain download is purchased

Create or update a lead in Customerly when a certain download is purchased

Add a tag to a user or lead in Customerly when a certain download is purchased

Remove a tag from a user or lead in Customerly when a certain download is purchased

Delete a user or lead from Customerly when a certain download is purchased

Unsubscribe a user in Customerly when a certain download is purchased

Create or update a user in Customerly when a certain download is refunded

Create or update a lead in Customerly when a certain download is refunded

Add a tag to a user or lead in Customerly when a certain download is refunded

Remove a tag from a user or lead in Customerly when a certain download is refunded

Delete a user or lead from Customerly when a certain download is refunded

Unsubscribe a user in Customerly when a certain download is refunded

Create or update a user in Customerly when orders are created or updated within a specific time frame

Create or update a lead in Customerly when orders are created or updated within a specific time frame

Add a tag to a user or lead in Customerly when orders are created or updated within a specific time frame

Remove a tag from a user or lead in Customerly when orders are created or updated within a specific time frame

Delete a user or lead from Customerly when orders are created or updated within a specific time frame

Unsubscribe a user in Customerly when orders are created or updated within a specific time frame

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

Learn More

2. Connect Customerly

To connect Customerly:-

First, download the Customerly addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Customerly addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Customerly addon and then redirect you to a settings page where you can connect Noptin to Customerly.
Finally, map the Noptin custom fields to Customerly custom fields.