Connect Customerly to WooCommerce

This integration allows you to:-

Either add a Customerly newsletter subscription checkbox to your WooCommerce checkout form...
... or automatically add new WooCommerce 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 a woocommerce order is created or updated

Create or update a lead in Customerly when a woocommerce order is created or updated

Add a tag to a user or lead in Customerly when a woocommerce order is created or updated

Remove a tag from a user or lead in Customerly when a woocommerce order is created or updated

Delete a user or lead from Customerly when a woocommerce order is created or updated

Unsubscribe a user in Customerly when a woocommerce order is created or updated

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

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

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

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

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

Unsubscribe a user in Customerly when an order is paid

Create or update a user in Customerly when an order is completed

Create or update a lead in Customerly when an order is completed

Add a tag to a user or lead in Customerly when an order is completed

Remove a tag from a user or lead in Customerly when an order is completed

Delete a user or lead from Customerly when an order is completed

Unsubscribe a user in Customerly when an order is completed

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

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

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

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

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

Unsubscribe a user in Customerly when an order is refunded

Create or update a user in Customerly when a user reaches a certain lifetime value

Create or update a lead in Customerly when a user reaches a certain lifetime value

Add a tag to a user or lead in Customerly when a user reaches a certain lifetime value

Remove a tag from a user or lead in Customerly when a user reaches a certain lifetime value

Delete a user or lead from Customerly when a user reaches a certain lifetime value

Unsubscribe a user in Customerly when a user reaches a certain lifetime value

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

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

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

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

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

Unsubscribe a user in Customerly when a certain product is purchased

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

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

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

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

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

Unsubscribe a user in Customerly when a certain product is refunded

Create or update a user in Customerly when a certain customer creates or updates an order

Create or update a lead in Customerly when a certain customer creates or updates an order

Add a tag to a user or lead in Customerly when a certain customer creates or updates an order

Remove a tag from a user or lead in Customerly when a certain customer creates or updates an order

Delete a user or lead from Customerly when a certain customer creates or updates an order

Unsubscribe a user in Customerly when a certain customer creates or updates an order

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

Create or update a user in Customerly when a customer from a given country or region creates an order

Create or update a lead in Customerly when a customer from a given country or region creates an order

Add a tag to a user or lead in Customerly when a customer from a given country or region creates an order

Remove a tag from a user or lead in Customerly when a customer from a given country or region creates an order

Delete a user or lead from Customerly when a customer from a given country or region creates an order

Unsubscribe a user in Customerly when a customer from a given country or region creates an order

Create or update a user in Customerly when an order with a given total is created

Create or update a lead in Customerly when an order with a given total is created

Add a tag to a user or lead in Customerly when an order with a given total is created

Remove a tag from a user or lead in Customerly when an order with a given total is created

Delete a user or lead from Customerly when an order with a given total is created

Unsubscribe a user in Customerly when an order with a given total is created

Create or update a user in Customerly when an order is paid with a given payment method

Create or update a lead in Customerly when an order is paid with a given payment method

Add a tag to a user or lead in Customerly when an order is paid with a given payment method

Remove a tag from a user or lead in Customerly when an order is paid with a given payment method

Delete a user or lead from Customerly when an order is paid with a given payment method

Unsubscribe a user in Customerly when an order is paid with a given payment method

Create or update a user in Customerly when a given coupon code is used

Create or update a lead in Customerly when a given coupon code is used

Add a tag to a user or lead in Customerly when a given coupon code is used

Remove a tag from a user or lead in Customerly when a given coupon code is used

Delete a user or lead from Customerly when a given coupon code is used

Unsubscribe a user in Customerly when a given coupon code is used

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.

3. Connect WooCommerce

First, click on “Noptin > Settings” to open the Noptin settings page.

Next, click on the Integrations tab to open the integrations settings and scroll down to WooCommerce…

… then enable the integration by checking the “Enable WooCommerce integration” checkbox. This will reveal all WooCommerce newsletter subscription settings that you can use to configure the integration.

enable woocommerce integration