WebToffee eCommerce Marketing Automation App – Setup Guide

Enhance your WooCommerce store’s marketing efforts with the WebToffee eCommerce Marketing Automation App. This tool allows you to automate email workflows, run targeted web campaigns, and engage customers through dynamic popups. With features like abandoned cart recovery, welcome campaigns, and exit-intent popups, you can improve customer retention and boost conversions effortlessly.

• Install and activate the WebToffee eCommerce Marketing Automation plugin on your WordPress site.

• Web Campaigns – Create and manage welcome campaigns, cart recovery campaigns, and exit-intent popups to capture leads, re-engage visitors, and drive conversions.
• Automated Email Campaigns – Set up targeted email workflows, including welcome emails, abandoned cart recovery, win-back campaigns, and thank-you email automation, to engage customers at every stage of their journey.

1. Visit the WebToffee Marketing login page.
2. Click Let’s get started to create an account.
3. If you already have an account, enter your email and password, then click Login.

4. Once logged in, proceed to connect your WooCommerce store.

1. On the Connect Your Store screen, select WooCommerce (Shopify support is coming soon).

2. Enter your WooCommerce store URL in the Store URL field and click Proceed to Install (ensure you’re logged in to the corresponding WordPress site).

3. If you haven’t installed the WebToffee eCommerce Marketing Automation plugin, you’ll be asked to install and activate the plugin on your WordPress site.

4. Now, head to your WordPress dashboard and click the WebToffee Marketing menu.

5. Navigate to WebToffee Marketing > Connector and click Explore WebToffee Marketing.

6. On the welcome screen, click Connect Now.

7. A permissions request screen will appear. Review the details and click Approve to grant access.

You have now successfully connected your store to the WebToffee eCommerce Marketing Automation app.

1. Enter basic store information.
2. Click Let’s Get Started to proceed to your marketing dashboard.

The dashboard provides ready-to-use sample campaigns and automations to help you get started quickly.

Follow these steps to complete your store profile and ensure your brand details are accurately reflected in all outgoing communications.

1. Enter Store Details

Navigate to Store Settings from the left sidebar and go to the Company Info tab. Fill in the following fields:

• Store name
• Address
• Zip/Postal Code
• City and Country
• Time zone

After entering the details, click Save.

2. Upload Brand Assets

Switch to the Brand Assets tab to personalize the look of your marketing emails and web campaigns. Here, you can:

• Upload your store logo – This logo will appear in all your automation emails and campaign templates.

Click Save once you’re done.

3. Configure Email Sender Details

Next, head over to the Email Settings tab. Here, you’ll set up the identity that your customers will see in their inbox.

• “From” name – This name will appear as the sender of your marketing emails.
• “Reply to” email address – Enter the address your customers can reply to (e.g., [email protected]).

4. Add a Custom Domain for Sending Emails

While not mandatory, configuring a custom domain is highly recommended to improve email deliverability and brand trust. For more details, check out this article: Set Up a Custom Domain for Sending Marketing Emails.

The Web Campaigns section allows store owners to create, manage, and customize marketing campaigns using pre-designed templates.

To create a web campaign for your store:

1. Click on Web Campaigns from the dashboard.
2. Click Create New Campaign to view all available templates categorized by campaign type.

3. Select a template that fits your needs:
   • Welcome Campaigns: Engage new users with a welcome offer.
   • Exit Intent Pop-ups: Retain visitors about to leave with a special deal.
   • Cart Recovery Campaigns: Encourage users to complete their purchase.

3. Hover over the preferred template and click Use template.

4. Make the necessary changes to the campaign settings and the template.

5. Click on Publish to make the campaign live.

For more details, check out this article: Creating a Web Campaign for Your Store.

The Automations section helps store owners set up workflows to automate customer interactions, such as sending welcome emails, cart recovery reminders, and re-engagement messages.

Pre-Built Automations

Get started quickly with pre-built workflows tailored to common e-commerce scenarios:

• Welcome Email Automation: Greet new subscribers with a special discount or offer.
• Abandoned Cart Recovery: Send timely reminders to customers who leave items in their cart.
• Win Back Customers: Reconnect with inactive customers and encourage them to return.
• Thank You Email Automation: Show appreciation to customers after they complete a purchase.

How to Set Up Email Automations

1. Click on Automations from the dashboard.
2. Select a pre-built template from the list. Hover over and click on Use template.

2. Customize the automation title and the email template.

3. Save and activate the automation to make it live.

• Use the Created automations section to monitor and control your workflows.