Hi again We've done some major updates to our WooCommerce integration since this video - if this is still happening please do pop a support request in. kb.jetpackcrm.com/crm-support/
@@jetpackcrm I have given up with the JetPack CRM. It doesn't work properly and is far too buggy to be prime time software for the intended purpose. Sorry.
WooCommerce extension link appears to be broken and the video should have had an explanation of where to get the extension and how to install it for WooCommerce users instead of assuming that the extension was already installed. Does the extension auto update the CRM with new orders or do users have to manually update the CRM ? Which Jetpack plugins and extensions are required to integrate WooCommerce and the CRM as there are multiple options on the Jetpack screen ? Will the extension import product categories ?
Hi Ruth, We definitely do need to update this video. Our WooCommerce extension (WooSync) does sync new orders automatically. This used to be a paid extension, but about a month ago we moved this to be a FREE core module. You can now simply turn 'WooSync' on in your CRM 'Core Modules' screen (under tools from the top CRM menu), and get all your Woo Data synced for free. When you say 'import product categories', WooSync does import products as tags along with it's order sync, but if you try that and it's not enough, please reach out to support and share what you're looking for (kb.jetpackcrm.com/crm-support/) We'll be releasing a fuller WooSync video on this soon. All the best
Hey there, couple of questions: we'd like to analyse the user-journey of our customers - from attendance to a free info event, to a subscription to a newsletter to a trail period purchase of a service, to actual first purchase (and consecutive purchases). Does Jetpack CRM in combination with WooCommerce let me aggregate that data (pulling event registrations from gravity forms and correlating the data with subsequent data-entries f.e.? We're looking for a service that lets us pull more insights from our customer base, and delivers reports in a easy and comprehensive way. Also, I would like to be able to add leads from meta-lead-campaigns, is that an option too? With that data, we'd like to create segments for email marketing and export the relevant data to Mailchimp. I think that shouldn't be an issue with that Mail-Chimp integration you offer, right? Do you have any videos with similar use-cases?
Hi there! You can definitely integrate WooCommerce and Gravity Forms with Jetpack CRM. Jetpack CRM core modules come with WooCommerce Sync, so you can automatically track Customers as Jetpack CRM contacts. Here's more information about that: kb.jetpackcrm.com/article-categories/woocommerce-sync/ We also have Gravity Forms Connect extension, which allows you to sync form submission data to CRM Contacts. Here is our documentation about that: kb.jetpackcrm.com/knowledge-base/how-to-set-up-your-gravity-form/ I'm not sure what you mean by meta-lead-campaigns, and we'd like to get more information from you. If you can submit an inquiry via our pre-sales form (kb.jetpackcrm.com/pre-sales/), we'll be in touch via email so we can discuss your goals in-depth. Thanks! :)
Is it possible to stop the WooSync module from adding the prefix woo- to the invoice number that it brings in from WooCommerce?
Hi again
We've done some major updates to our WooCommerce integration since this video - if this is still happening please do pop a support request in.
kb.jetpackcrm.com/crm-support/
@@jetpackcrm I have given up with the JetPack CRM. It doesn't work properly and is far too buggy to be prime time software for the intended purpose. Sorry.
WooCommerce extension link appears to be broken and the video should have had an explanation of where to get the extension and how to install it for WooCommerce users instead of assuming that the extension was already installed.
Does the extension auto update the CRM with new orders or do users have to manually update the CRM ?
Which Jetpack plugins and extensions are required to integrate WooCommerce and the CRM as there are multiple options on the Jetpack screen ?
Will the extension import product categories ?
Hi Ruth,
We definitely do need to update this video. Our WooCommerce extension (WooSync) does sync new orders automatically. This used to be a paid extension, but about a month ago we moved this to be a FREE core module. You can now simply turn 'WooSync' on in your CRM 'Core Modules' screen (under tools from the top CRM menu), and get all your Woo Data synced for free.
When you say 'import product categories', WooSync does import products as tags along with it's order sync, but if you try that and it's not enough, please reach out to support and share what you're looking for (kb.jetpackcrm.com/crm-support/)
We'll be releasing a fuller WooSync video on this soon.
All the best
Hey there, couple of questions: we'd like to analyse the user-journey of our customers - from attendance to a free info event, to a subscription to a newsletter to a trail period purchase of a service, to actual first purchase (and consecutive purchases). Does Jetpack CRM in combination with WooCommerce let me aggregate that data (pulling event registrations from gravity forms and correlating the data with subsequent data-entries f.e.? We're looking for a service that lets us pull more insights from our customer base, and delivers reports in a easy and comprehensive way. Also, I would like to be able to add leads from meta-lead-campaigns, is that an option too? With that data, we'd like to create segments for email marketing and export the relevant data to Mailchimp. I think that shouldn't be an issue with that Mail-Chimp integration you offer, right? Do you have any videos with similar use-cases?
Hi there! You can definitely integrate WooCommerce and Gravity Forms with Jetpack CRM.
Jetpack CRM core modules come with WooCommerce Sync, so you can automatically track Customers as Jetpack CRM contacts. Here's more information about that: kb.jetpackcrm.com/article-categories/woocommerce-sync/
We also have Gravity Forms Connect extension, which allows you to sync form submission data to CRM Contacts. Here is our documentation about that: kb.jetpackcrm.com/knowledge-base/how-to-set-up-your-gravity-form/
I'm not sure what you mean by meta-lead-campaigns, and we'd like to get more information from you. If you can submit an inquiry via our pre-sales form (kb.jetpackcrm.com/pre-sales/), we'll be in touch via email so we can discuss your goals in-depth. Thanks! :)