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Agile CRM Sync for WooCommerce Abandoned Cart Plugin

Agile CRM Sync for WooCommerce Abandoned Cart Plugin

The Agile CRM addon for the WooCommerce Abandoned Cart Plugin allows you to add the abandoned cart details like First name, last name of customer, Abandoned product name with the selected quantity. Also, If any customer has the address then this addon will add the same address of the customer to the Agile CRM. This addon also allows you to add the abandoned cart details automatically to the Agile CRM. This addon keeps you updated for your store abandoned carts on your CRM.

Contents

  1. Installation
  2. Setup Agile CRM Settings
  3. Test Agile CRM credentials
  4. Changelog

Installation

  • Download the zip file and install it from the Plugins->Add New Page
  • Activate the plugin in your WordPress admin area
  • Go to WooCommerce->Abandoned Carts -> Addon Settings to create the settings.
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Setup Agile CRM Settings

These settings are available here. WooCommerce->Abandoned Carts->Addon Settings

  • Select the ‘Export abandoned cart data to Agile CRM‘ checkbox if you want the enable the option of exporting the abandoned cart data to Agile CRM. If this option is not selected/checked, then the abandoned cart data will not be synced with Agile CRM.
  • Select the ‘Automatically add abandoned cart data to Agile CRM‘ checkbox if you want to enable abandoned cart data automatically synced to the Agile CRM. If it is enabled plugin will use the Wp-Cron to sync all abandoned cart data to the Agile CRM.  If this option is not selected/checked, then abandoned cart data will be not synced automatically to Agile CRM.
  • You need you provide your Agile CRM user name in the setting ‘Agile CRM Username‘.
  • You need you provide your Agile CRM Domain name in the setting ‘Agile CRM Domain‘.
  • You need you provide your Agile CRM REST API key in the setting ‘Agile CRM REST API Key‘.

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Test Agile CRM credentials

It is highly recommended that before saving the setting you test the connection of the provided Agile CRM credentials. You need to click on the ‘Test Connection‘ link provided below all the credentials settings.

test_connection_new_agile
Test Connection

It is important to test the connection before you start with syncing the abandoned cat data to the Agile CRM, if you do not have correct credentials then the abandoned cart data will not be synced to the Agile CRM. So it is Mandatory for you to test the connection of given credentials.

If the connection is correct and it is connected to your account then it will display the success message as displayed below.

test_connection_success_agile
Test connection established successfully

If the details provided in the settings are wrong and you have tested then it will display a message for the wrong credentials.

Test connection failed
Test connection failed

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Changelog

Agile CRM Addon for Abandoned Cart Pro for WooCommerce version 1.0

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