WooCommerce ConvertKit Integration: Quick Setup + 8 Must-Have Automations

Editorial Team
February 14, 2024
WooCommerce ConvertKit Integration: Quick Setup + 8 Must-Have Automations

Are you a ConvertKit user looking to integrate your ConvertKit account with WooCommerce?

With the help of WooCommerce ConvertKit integration, you can synchronize your WooCommerce order data with your ConvertKit account.

Not just that, you can further nurture relationships with your users and drive repeat purchases by setting up automations in your store.

All you have to do is connect WooCommerce with ConvertKit with the right plugin.

In this post, we’ll guide you through how to set up WooCommerce ConvertKit integration in 3 simple steps.

We’ll also look at 8 must-have use cases to set up once you connect ConvertKit to your WooCommerce store.

Connecting ConvertKit and WooCommerce: 2 Possible Integration Solutions

Convertkit helps you capture leads and set up email marketing for your business.

It lets you design sign-up forms, create automated workflows, send broadcasts, and more.

But it doesn’t integrate with WooCommerce out of the box.

To establish the WooCommerce ConvertKit connection, our experts recommend the following two WordPress plugins:

  • ConvertKit for WooCommerce
  • FunnelKit Automations

Let’s look at the pros and cons of both these plugins.

ConvertKit for WooCommerce

Convertkit for WooCommerce plugin lets you sync WooCommerce order-related data with your Convertkit account.

Pros

  • Automatic data synchronization - ConvertKit for WooCommerce automatically sends customers and purchase data to your ConvertKit account.
  • Basic automations - Subscribe your WooCommerce customers to forms, sequences, or tags in ConvertKit.

Cons

  • Plan upgrade required - This integration is only available on their Creator and Pro plans, starting at $290 a year. This price further varies as your subscribers increase.
  • Limited automation triggers - A few triggers are available, like form submission, tag added, new purchases, etc. It limits your automation capabilities with fewer actions and conditions as well.
  • Absence of cart abandonment tracking and reporting - ConvertKit does not allow you to capture WooCommerce carts as the user enters their email at the checkout. Thus, you'll capture much fewer carts for recovery follow-ups.
  • Limited tracking and reporting - It only lets you view limited analytics for your email campaigns. You can’t keep track of your WooCommerce customers and orders or revenue generated from each campaign.
  • Require more add-ons to perform different tasks - This plugin doesn't deeply integrate ConvertKit with WooCommerce. Because of this, you still need different add-ons for performing different tasks. For example, if you use Gravity Forms on your website, you’d need Gravity Forms ConvertKit Add-On to get lead reports in your ConvertKit account.

FunnelKit Automations

FunnelKit Automations is the best marketing broadcast and automation solution built for WordPress and WooCommerce.

It offers unlimited opportunities to integrate with different plugins and applications, including ConvertKit, to help grow your business.

Pros

  • Central automation hub - FunnelKit Automations integrates with several WordPress plugins, CRMs, and third-party applications to help you automate your business processes. It does not require additional plugins to do this job.
  • Various triggers and actions - It has triggers and actions related to WooCommerce orders, subscriptions, memberships, WordPress form-based plugins, and much more. This enables you to set up automated sequences for your online store easily.
  • Abandoned cart tracking and reporting - FunnelKit Automations lets you capture live carts in your WooCommerce store. This way, you can set up abandoned cart recovery automations when a user enters their details on the cart and exits your website.
  • Advanced conditional workflows - You can easily create rule-based automations. Set up conditional workflows based on attributes like WooCommerce orders, their past purchases, tags, lists, audiences, contact details, contact location, and so on.
  • Dynamic and personalized coupons - FunnelKit Automations allows you to create and deliver smart, personalized coupons to users at the right time. You can configure the target usage and expiration limits the way you want.

Cons

  • Premium plugin - FunnelKit Automations starts at $149.50 a year. But it allows you to go beyond and automate your entire process for WooCommerce ConvertKit integration.

Let’s now get started with WooCommerce Convertkit integration.

Why Use FunnelKit Automations for WooCommerce ConvertKit Integration?

Here's why FunnelKit Automations is perfect for WooCommerce ConvertKit integration:

  • Behavior-based Segmentation - Go beyond lists and tags-based segmentation with FunnelKit Automations. You can create dynamic segments to target and send emails. For example, you can create a segment for your customers with 4 orders and an AOV of $50. Save these filters as your audiences.
Behavior-based segmentation
  • In-depth Customer Profile Information - View the detailed profile of your contacts. Plus, you get insights about their purchases, sales funnels they interacted, automations, and more on a single screen.
Detailed contact profile in FunnelKit Automations
  • Deadline-based Coupon Codes - Create automated workflows with delays and dynamic coupons. Set up abandoned cart recovery flows, winback, post-sales sequences, and more.
  • Smart Email Builder - Design your emails to match your brand. You get all the customization tools with FunnelKit Automations’ built-in visual email builder.
Smart email builder
  • Detailed Analytics - It’s not all about viewing an email’s open and click-through rates. FunnelKit Automations lets you view a variety of stats. These include orders placed, revenue generated, A/B tests, carts recovered, and more.
Analytics section in FunnelKit Automations

FunnelKit Automations goes way beyond connecting ConvertKit and WooCommerce. Heck, it even has a full-fledged, lightweight CRM built-in. It does this small task with precision and better than others.

By using FunnelKit Automations, you can extend the capabilities of ConvertKit to market to specific audiences. This results in a higher click-through rate and more revenue!

Next, we’ll be looking at 8 WooCommerce Convertkit integration use cases. Setting up these use cases with FunnelKit Automations is a matter of minutes.

But before you do that, you need to connect FunnelKit Automations with Convertkit.

How to Set Up WooCommerce ConvertKit Integration? (3 Simple Steps)

To connect FunnelKit Automations with Convertkit, follow the three step-by-step instructions below.

Step 1: Log in to your ConvertKit account

Sign in to your ConvertKit account by entering your login credentials.

Step 2: Locate and copy your ConvertKit API Key

Next, go to the Account Settings section.

Go to Settings section in your ConvertKit account

You’ll see your Account Settings on this page.

Go to the ‘Advanced’ tab and see the information related to API.

Under the Advanced tab, you'll find your ConvertKit's API key and API secret.

Copy the API Secret from here.

Step 3: Paste the API Secret and make the WooCommerce ConvertKit connection

Go to the 'Connectors' tab in FunnelKit Automations.

Then, click on Connect under ConvertKit.

Go to the Connectors section in FunnelKit Automations and hit Connect next to ConvertKit.

Paste the API Secret here and click on 'Connect'.

Paste the copied API secret key into ConvertKit and click on Connect to establish WooCommerce ConvertKit Integration

This will connect FunnelKit Automations to your ConvertKit account.

You can now start implementing WooCommerce ConvertKit integration use cases with FunnelKit Automations.

How to Set Up Basic Automation for WooCommerce ConvertKit Integration?

Let's start with setting up a basic automation of adding a tag when a customer makes a purchase.

Follow the step-by-step process to set WooCommerce ConvertKit automation:

Step 1: Add a new automation

Go to Automations (Next Gen) under Campaigns and click on ‘Add New Automation’.

Click on 'Add New Automation' in FunnelKit Automations

Here, you'll see all the pre-built automation recipes.

Click on ‘Start from Scratch’ and name your automation - WooCommerce ConvertKit Integration.

Name your automation - WooCommerce ConvertKit integration

Clicking on 'Create' will add a new automation.

Step 2: Select the ‘Order Created’ trigger

Click on the ‘Select Trigger’ button to add an event for your automation.

Click on Select Trigger

From there, choose the ‘Order Created’ event under WooCommerce and hit ‘Done’.

Add the order created event under WooCommerce

Now, configure the event by clicking on the node.

Configure the WooCommerce order created event trigger

This will configure the event trigger of your automation.

Step 3: Specify the 'Add tag' action

Let's test a simple use case of ConvertKit + WooCommerce integration.

Click on the (+) node and add an action from there.

Click on add action

Select the ‘Add Tags’ action under the ConvertKit CRM.

Add tags action under ConvertKit CRM

Name the tag which you want to specify.

Here, we have simply provided the ‘WooCommerce customer’ tag.

Specify the woocommerce customer tag when an order gets placed

This is a simple use case of adding a tag for WooCommerce ConvertKit integration.

You can add individual tags like items they've purchased with the help of merge tags.

Just click on the 'Merge Tags'.

Go to merge tags to personalize your tag name

Configure the 'Order Items' merge tag.

Configure the order items merge tag

Next, specify the products in an order with a list template.

Select the list template and copy the merge tag

Copy and paste this merge tag next to your tag field.

Paste the merge tag

Once done, hit the ‘Save’ button.

Step 4: Activate the automation

Our simple automation is ready. All you have to do is activate your automation.

Turn the toggle to active to make your automation live.

Activate the WooCommerce ConvertKit integration automation

This is how you can set up a simple tag addition automation. It completes our basic use case of the WooCommerce ConvertKit integration.

8 Powerful Use Cases of Connecting ConvertKit with WooCommerce

Here, we have covered various use cases of WooCommerce Convertkit integration. You can easily set them up with FunnelKit Automations.

Use Case #1: Set up post-purchase automated workflows

We know sending promotional emails to people and making them your customers is important.

But it’s equally important to send post-purchase emails after they’ve bought the product from you.

These are conversational emails to help your customers know more about your brand.

You can:

See this post-purchase sequence for WooCommerce Convertkit integration:

WooCommerce ConvertKit Integration Use Case 2 - Post-purchase automated sequences

Give them a little time to use the product and then ask for a review. Therefore, we've used a delay of a week over here.

You can then add a subscriber to the ConvertKit sequence, asking for the product review.

Use Case #2: Send dynamic, personalized coupons that drive sales

You can create dynamic discount coupons in FunnelKit Automations.

Let’s say you want to send a personalized coupon. An offer of 15% off to new customers celebrating their 3-month anniversary with us.

You can create dynamic and time-bound coupons for your customers in FunnelKit Automations.

Here’s how to do it:

WooCommerce ConvertKit Integration Use Case 3 - send dynamic, personalized coupons to your shoppers

Copy and paste the merge tag into the data field. Then, email this coupon to your customers from your ConvertKit account.

But before you do that, you need to send this coupon to the ConvertKit account.

Here, we will be using the HTTP Request method:

Sending the coupon data from FunnelKit Automations to your ConvertKit account

Paste the Webhook receive URL from the ConvertKit here.

Then, click on ‘Send Now’ to send this data from FunnelKit Automations to ConvertKit.

Use Case #3: Set up cart recovery sequences for your abandoned carts

Abandoning the cart before completing checkout is quite common online. But doing nothing about it is not.

As a WooCommerce store owner, you need to strategize your abandoned cart automations.

You can create your cart recovery strategy based on the shopper's:

  • Cart items
  • Total cart value
  • Used a discount coupon on the checkout
  • Geographical location
  • If they are an existing customer, and so much more.

Whatever you choose, FunnelKit Automations gives you the freedom to implement it.

The best part is FunnelKit Automations’ live cart tracking feature. It captures real-time data on the WooCommerce checkout page.

Here’s how you can enable it in the settings section:

Enable cart tracking feature in FunnelKit Automations

Here is a simple abandoned cart sequence we created with FunnelKit Automations:

Add abandoned cart tag to your ConvertKit account

We are adding the tag - abandoned cart to all these contacts.

We will send a reminder about their saved cart and how they can restore it to complete their purchase.

Set up delays when sending these emails from ConvertKit.

You can even create conditional abandoned cart workflows based on the user’s total cart value or the item in their cart.

Here is the abandoned cart automation we created based on the cart total:

WooCommerce ConvertKit Integration Use Case - Condition-based abandoned cart workflow

We have used the conditions to set up our abandoned cart workflow:

  • If the cart total is more than or equal to $100, then we send a 20% discount coupon email followed by another email and an SMS.
  • If the cart total is between $50 and $100, we send them an email with a 10% discount coupon.

We have added two different sequences from ConvertKit, which will send these emails.

You can also set up this automation in your store and see how it goes.

Use Case #4: Tagging customers who have used coupon codes

Suppose you're running a special promotion and have offered coupon codes to encourage purchases in your store.

You can easily tag those customers who have used those discount coupon codes in your ConvertKit account.

To do that, add a condition below the Order Created event.

The condition would be Order Coupons and it matches a certain discount coupon for that promotional campaign.

Add an order coupon condition for your woocommerce convertkit integration use case

Next, add a tag to those customers who have used this discount coupon in your ConvertKit account.

Here we've used the tag - Used the coupon 'coupon_name'

Add a tag who have used that coupon code - woocommerce convertkit integration use case

This will be the complete automation for your WooCommerce ConvertKit integration use case:

Complete use case for customers who have used a certain discount coupon

Now when a customer applies a specific discount coupon code and purchases an order, this automation will tag the contact in your ConvertKit account.

This gives much-needed information on customers and how your promotion campaigns have worked out.

Use Case #5: Update custom fields on form submission

Suppose you are running a small survey to find out your customers' interests.

You create a form where the user can submit their response. And you want to store their response so as to set up a campaign later.

Form created to target users

Here you can create an automation to update the custom fields of your contacts:

WooCommerce ConvertKit Integration Use Case - update custom fields when a form gets submitted

Upon form submission, their response will get captured in the custom “Preferences” field.

This use case of WooCommerce Convertkit integration helps you in strategizing your marketing plan.

Use Case #6: Send reminders about product subscriptions

This use case is quite important if you deal in subscription-based products.

WooCommerce Subscriptions easily lets you manage products with a subscription or recurring payments.

What if the subscription renewal payment fails? Or is the renewal payment due this week?

You can always set up automations for such possible cases with FunnelKit Automations:

WooCommerce ConvertKit Integration Use Case - Subscriptions based reminders

For this automation, we have added the customer to a sequence on our ConvertKit account.

This subscription email sequence sends out an email with a link to complete the payment.

Use Case #7: Create conditional post-purchase workflows

Set up workflows against total revenue exceeding a set limit with FunnelKit Automations.

This is a perfect use case for WooCommerce Convertkit integration.

Here, we can set up a condition-based 15% discount coupon on your customer’s next purchase. This condition could be when they exceed the total cart value of $200 or any other use case you have in your mind.

Here’s the automation we created:

WooCommerce ConvertKit Integration Use Case - Conditional post-purchase sequences

Now that we’ve added the tags, we can start sending emails about the coupon code from ConvertKit.

Use Case #8: Bring lapsed users to your store with win-back campaigns

What to do if your customer hasn’t bought anything from your store in 3 or 6 months?

Well, make them come to your store using a win-back campaign.

Configure your win-back automation by specifying your customer’s last order period.

Configure winback event in FunnelKit Automations

This automation will trigger for customers who haven't bought for 45 days but bought 90 days back.

We will add these contacts with the "lost customers" tag.

WooCommerce ConvertKit Integration Use Case - customer winback campaigns

The next thing is to offer a discount coupon of 15% on their next purchase. You can do this by sending out emails from your ConvertKit account.

This is how you can set win-back automations.

Besides this, you can achieve tons of WooCommerce ConvertKit integration use cases with FunnelKit Automations.

Frequently Asked Questions (FAQs)

In this section, we’ve answered some frequently asked questions from users about WooCommerce and ConvertKit.

1. Does WooCommerce integrate with ConvertKit?

WooCommerce natively does not integrate with ConvertKit. For integration, you need a third-party plugin or connector to do the job.

2. How do I connect my ConvertKit to WooCommerce?

You can connect ConvertKit to WooCommerce with FunnelKit Automations. All you need to do is copy and paste the API secret key from ConvertKit into FunnelKit Automations. It'll integrate your WooCommerce store with ConvertKit.

3. Is WooCommerce ConvertKit integration helpful?

Yes, WooCommerce ConvertKit integration is quite helpful. With it, you can automate the processes in your store. Use FunnelKit Automations to set up various automated sequences. These include cart abandonment sequences, win-back flows, post-purchase automations, etc.

Set Up WooCommerce Convertkit Integration and Unlock Unlimited Possibilities to Grow Your Business

Use FunnelKit Automations to connect your ConvertKit account to your WooCommerce store. It's a must-have tool to give you flexibility and powerful automations at your fingertips to fuel up your business.

Take advantage of WooCommerce ConvertKit integration and create revenue-generating workflows.

We have covered some brilliant WooCommerce ConvertKit use cases that you can incorporate into your store. But you can always create custom workflows as per your needs.

So what are you waiting for?

Integrate WooCommerce with Convertkit using FunnelKit Automations and set up perfect sequences that generate revenues for your business.

Author: Editorial Team
The Editorial Team at FunnelKit (formerly WooFunnels) is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.

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