by ilGhera | Jul 5, 2022 | CRM in Cloud for WooCommerce, Documentation
By activating this functionality with the tool shown in the image, the plugin will export all orders received on your WordPress / WooCommerce site to the CRM in the Cloud. The order details will compose the opportunity, while the customer data will create a new...
by ilGhera | Jul 4, 2022 | CRM in Cloud for WooCommerce, Documentation
CRM in Cloud for WooCommerce allows you to export WordPress users as contacts, with the ability to select one or more user levels for more accurate transfer. By activating the dedicated option, the plugin will also create the company linked to the contact in the CRM...
by ilGhera | Jul 4, 2022 | CRM in Cloud for WooCommerce, Documentation
The first step is of course to connect your WordPress site with CRM in the Cloud. In the Settings tab there is a form where you can enter your CRM access credentials, i.e. your TeamSystem ID. The red disconnect button will confirm that you have successfully connected...
by ilGhera | Jul 2, 2022 | Documentation, MailUp for WooCommerce
In the settings of each WooCommerce product there is a meta box that allows you to specify a list and a possible MailUp group. Each user who completes the purchase of the product will be registered with MailUp, with the possibility of triggering a pre-configured...
by ilGhera | Jul 1, 2022 | Documentation, MailUp for WooCommerce
If we have enabled this feature for the WordPress post type we are editing, we will find at the bottom of the page a series of options useful for creating a MailUp subscription button. Once the general tool is activated, we have the possibility to specify a MailUp...
