How to Track Sales Conversions in Ontraport from WooCommerce (Beginner’s Guide)
So, you’re using WooCommerce to power your online store and Ontraport to manage your customer relationships (CRM). That’s fantastic! But are you tracking which marketing efforts are *actually* leading to sales? If not, you’re missing out Discover insights on How To Add A Media Image In Woocommerce Receipt on crucial data to optimize your campaigns and boost your revenue.
This article breaks down, in simple terms, how to track sales conversions from WooCommerce within your Ontraport account. Think of it like connecting the dots between your marketing actions and your bottom line. No tech wizardry required!
Why Track Sales Conversions?
Imagine this: you’re running a Facebook ad campaign promoting a new line of t-shirts. It looks great, gets lots of clicks, but… are people *actually* buying those t-shirts after clicking the ad? Without tracking, you’re just guessing!
Tracking sales conversions allows you to:
- Identify your best performing marketing channels: See which ads, emails, or referral programs are generating the most sales.
- Optimize your marketing spend: Focus your resources on what works and stop wasting money on what doesn’t.
- Understand customer behavior: Gain insights into how your customers interact with your marketing and purchasing process.
- Improve your return on investment (ROI): Get more bang for your buck by fine-tuning your campaigns based on real data.
- Zapier detects the new order.
- Zapier adds the “WooCommerce Purchase” tag to the contact with email [email protected] in Ontraport. If Jane Doe doesn’t exist in Ontraport, Zapier will create a new contact with that information.
- Zapier updates the custom field “Total Spent” with the order total.
In essence, conversion tracking turns guesswork into informed decision-making.
The Simplest Approach: Using Zapier (No Code Required!)
For beginners, Zapier is often the easiest way to connect WooCommerce and Ontraport. It acts as a middleman, automatically transferring data between the two platforms whenever a sale happens.
Here’s how it works:
1. Create a Zapier Account: If you don’t have one already, sign up at Zapier.com.
2. Connect WooCommerce and Ontraport: Zapier will guide you through connecting both your WooCommerce store and your Ontraport account. You’ll need your WooCommerce API keys and your Ontraport API key/App ID.
3. Create a “Zap”: A Zap is an automated workflow in Zapier. Create a new Zap and choose WooCommerce as your “Trigger” app. Select the “New Order” trigger.
4. Configure the WooCommerce Trigger: Connect your WooCommerce account (if you haven’t already). Zapier will ask for your store URL and API credentials.
5. Choose Ontraport as your “Action” app: Select Ontraport as the app where you want to send the data.
6. Choose the Action: Typically, you’ll want to either “Create Contact” or “Update Contact”. If a contact already exists in Ontraport, you’ll want to update them.
7. Map WooCommerce Data to Ontraport Fields: This is where the magic happens! You’ll tell Zapier which WooCommerce fields (like customer name, email, order total, product names) should be sent to which Ontraport fields (First Name, Last Name, Email, Total Spent, etc.). This is crucial. Make sure you map the email address correctly so you can link the purchase to the correct contact in Ontraport.
8. Add a “Tag” (Very Important): This is how you’ll track conversions. In Ontraport, create a tag like “WooCommerce Purchase.” Within the Zapier setup, add another action *before* the “Create/Update Contact” action to Add a Tag to the Contact. This adds a tag to the contact in Ontraport every time they make a purchase in WooCommerce.
9. Test and Activate Your Zap: Zapier will let you test your Zap with sample data to make sure everything is working correctly. Once you’re happy, activate it!
Example:
Let’s say a customer named Jane Doe, with email [email protected], buys a t-shirt from your WooCommerce store.
Now, in Ontraport, you can easily segment contacts who have purchased through WooCommerce Check out this post: How To Add Cart Icon To Woocommerce and track the effectiveness of your marketing campaigns!
The More Technical Approach: Using Custom Code (For Developers)
If you’re comfortable with PHP and have some experience with WordPress development, you can use custom code to integrate WooCommerce and Ontraport directly. This gives you more control over the data you send and allows for more complex integrations.
Here’s a general outline:
1. Get Ontraport API Credentials: Obtain your API App ID and API Key from your Ontraport account settings.
2. Use WooCommerce Hooks: WooCommerce provides hooks that allow you to run custom code when certain events occur, such as a new order being placed. The `woocommerce_checkout_order_processed` hook is a good option.
3. Write PHP Code to Send Data to Ontraport: Using the Ontraport API, you can send data to create or update contacts in your Ontraport account.
Here’s a simplified example of PHP code you might use in a custom plugin or your theme’s `functions.php` file:
<?php /**
function track_woocommerce_order_in_ontraport( $order_id ) {
$order = wc_get_order( $order_id );
if ( ! $order ) {
return; // Order not found.
}
$billing_email = $order->get_billing_email();
$billing_first_name = $order->get_billing_first_name();
$billing_last_name = $order->get_billing_last_name();
$total = $order->get_total();
// Replace with your Ontraport API credentials
$app_id = ‘YOUR_ONTRAPORT_APP_ID’;
$api_key = ‘YOUR_ONTRAPORT_API_KEY’;
// Construct the Ontraport API request
$url = ‘https://api.ontraport.com/1/objects?objectID=0’; // Object ID 0 is Discover insights on How To Change Woocommerce Product Category Header Image for contacts
$data = array(
‘firstname’ => $billing_first_name,
‘lastname’ => $billing_last_name,
’email’ => $billing_email,
‘custom_field_total_spent’ => $total, // Replace with your actual custom field name
);
$args = array(
‘method’ => ‘POST’,
‘timeout’ => 45,
‘redirection’ => 5,
‘httpversion’ => ‘1.0’,
‘blocking’ => true,
‘headers’ => array(
‘Api-Appid’ => $app_id,
‘Api-Key’ => $api_key,
),
‘body’ => $data,
‘cookies’ => array()
);
$response = wp_remote_post( $url, $args );
if ( is_wp_error( $response ) ) {
error_log( ‘Ontraport Error: ‘ . $response->get_error_message() );
} else {
$body = wp_remote_retrieve_body( $response );
// You can log the response or handle it as needed
// error_log( ‘Ontraport Response: ‘ . $body );
// Add a tag to the contact. You’ll need to find the tag ID in Ontraport.
$contact_id_response = json_decode($body, true);
if(isset($contact_id_response[‘data’][‘ids’][0])){
$contact_id = $contact_id_response[‘data’][‘ids’][0];
add_tag_to_contact($app_id, $api_key, $contact_id, ‘TAG_ID’); // Replace TAG_ID with your tag ID
}
}
}
function add_tag_to_contact($app_id, $api_key, $contact_id, $tag_id) {
$url = ‘https://api.ontraport.com/1/objects/tags’;
$data = array(
‘ids’ => $tag_id,
‘add_list’ => $contact_id
);
$args = array(
‘method’ => ‘PUT’,
‘timeout’ => 45,
‘redirection’ => 5,
‘httpversion’ => ‘1.0’,
‘blocking’ => true,
‘headers’ => array(
‘Api-Appid’ => $app_id,
‘Api-Key’ => $api_key,
),
‘body’ => $data,
‘cookies’ => array()
);
$response = wp_remote_post( $url, $args );
if ( is_wp_error( $response ) ) {
error_log( ‘Ontraport Tagging Error: ‘ . $response->get_error_message() );
} else {
// Handle tag response if needed.
}
}
Important Notes:
- Security: Store your API credentials securely. Do not hardcode them directly into your theme files. Use environment variables or a secure settings management plugin.
- Error Handling: Implement robust error handling to catch any issues with the API requests and log them for debugging.
- Custom Fields: You’ll need to create custom fields in Ontraport to store the data you’re sending from WooCommerce. Make sure the field names in your PHP code match the names of your custom fields in Ontraport.
- Tagging: Like the Learn more about How To Make Multiple Conditional Checkout Pages In Woocommerce Zapier example, tagging contacts based on their purchases is essential for tracking conversions.
This code is a starting point. You’ll likely need to customize it to fit your specific needs.
Choosing the Right Approach
- Zapier: Best for beginners or those who prefer a no-code solution. It’s quick to set up and requires minimal technical expertise.
- Custom Code: Best for developers who need more control over the integration and want to send more complex data to Ontraport.
No matter which method you choose, tracking sales conversions from WooCommerce in Ontraport is essential for optimizing your marketing efforts and growing your business. Start tracking today and watch your ROI soar! Remember to test your integration thoroughly before relying on it for critical data. Good luck!
