WebToffee eCommerce Marketing Automation App – Setup Guide

Enhance your WooCommerce store’s marketing efforts with the WebToffee eCommerce Marketing Automation app. With the tool, you can create targeted pop-ups, automate personalized email workflows, promote products through smart recommendations, and embed forms to capture leads effortlessly. 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.
• Embed Forms – Build customizable forms and embed them across your site to collect email subscribers, promote special offers, and grow your marketing list.
• 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.
• Multi-Step Email Automations – Build advanced email sequences with multiple steps to deliver timely, personalized messages based on customer behavior and intent.
• Seasonal Templates – Launch popups using templates tailored for each holiday and sales season.
• Product Recommendations – Display personalized product suggestions across the store or within emails to increase the average order value.
• Free Shipping Bar & Widgets – Encourage users to complete their purchases by displaying a free shipping widget throughout the store.
• Custom Automation Builder – Go beyond templates and create complex, fully customized workflows from scratch, tailored to your store’s unique needs.
• Coupon Integration – Insert discount coupons into your emails and campaigns using existing coupons or auto-generate new ones.
• Custom Email Domains – Send automation emails using your own branded domain to improve deliverability and reinforce brand trust.

Before setting up popups, email automations, and other features, let’s make sure the initial setup is done right.

• Visit the WebToffee Marketing login page.
• Click Let’s get started to create an account (Login if you already have an account).

1. After entering WebToffee Marketing, connect your WooCommerce store.
2. On the Connect Your Store screen, select WooCommerce.

3. You can also explore the WebToffee Marketing app dashboard even before connecting your store to check out the features. But we recommend connecting the store to unlock its full potential, as the explore version is only for preview and doesn’t allow you to publish live campaigns or automations.
4. Enter your WooCommerce Store URL and click Proceed to Install (ensure you’re logged in to your WordPress site).

5. Install and activate the WebToffee eCommerce Marketing Automation plugin on your WordPress site (prerequisite) if you haven’t done so already.

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

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

8. On the welcome screen, click Connect Now.

9. On the next screen, click Connect my store.

10. A permission 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.

• Enter basic store information.
• Click Let’s Get Started to reach your marketing dashboard.

These details will appear across all your popups, email workflows, and forms within the app.

a. 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

When done, click Save.

b. Upload Brand Assets

Switch to the Brand Assets tab to personalize the look of your marketing emails and pop-ups. Here, you can:

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

Click Save to update the changes.

c. 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]).

d. 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 Popup and embed forms section under Forms and Widgets allows store owners to create, manage, and customize marketing campaigns using pre-designed templates.

To create a pop-up (web campaign) for your store:

1. Click on Popup and embed forms 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.

4. Click on the preferred campaign template to open and start using it.

5. Customize the campaign settings and modify the template as needed.

6. Add a suitable title for your campaign, then click Publish to make it live.

The Embed Forms feature helps you create static forms and place them across your store, like the homepage, footer, or landing pages, to collect emails and promote offers without using pop-ups.

To create a form,

1. Navigate to Forms & Widgets > Popup & embed forms.
2. Click Create new campaign.
3. Click the Embed forms tab.

4. Select a suitable template and configure form settings like display frequency, audience targeting, UTM parameters, and page URLs.

5. Click Edit template to edit the initial form and success page using the drag-and-drop builder: add fields, coupon codes, and customize the content.

6. Click Finish editing.
7. Click Publish to make the form live.
8. Copy the generated embed code and add it to your WooCommerce site where you want the form to appear.

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 marketing sidebar.
2. Click Create automations.
3. Select a pre-built template from the list, or click Create from Scratch to build your workflow manually.

3. Customize the automation title, configure the trigger settings, adjust the delay, and tailor the email template to suit your needs.

4. Click Publish to make the automation live.

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

The Product Recommendations feature allows you to create relevant product suggestions, such as upsells, cross-sells, and frequently bought together bundles, to boost sales and increase the average order value. These recommendations can be shown as pop-ups or within automated emails.

You can create three types of product recommendations:

• Upsell – Suggest higher-value or premium alternatives to increase order value.
• Cross-sell – Suggest complementary products that work well together.
• Frequently bought together – Suggest paired products that customers often buy together.

How to Create Product Recommendation Bundles

Follow the steps below to create a product recommendation bundle:

1. From the app dashboard, go to Marketing & Sales > Recommendations.
2. Configure the general settings for the recommendations.

3. Choose the recommendation type (Upsell, cross-sell or frequently bought together).
4. Add a new recommendation bundle by selecting the recommendation type (manual or automatic).
5. Next, select the products to trigger the recommendation.
6. Select the recommended products.
7. Configure display settings like pop-up trigger actions, title and button texts.
8. Finally, click Create Bundle to make the recommendation live.

You can follow the same steps for creating cross-sell and frequently bought together recommendations as needed.

You’ve now completed the basic setup of all the major marketing tools for your store, including web campaigns, email automations, forms, and product recommendations.

With these features configured, your store is ready to engage customers, recover lost sales, and boost conversions effortlessly.