Store owners are busy. Every day is filled with sales, fulfillment orders, managing employees and developing products.
It is important to delegate smaller tasks and focus on bigger-picture business goals. However, if you are over-scheduled, it may seem impossible.
A well-designed workflow will allow you to accomplish more in a short time and still have the ability to manage other aspects of your life and business. You can work consistently for a longer time and not get burned out , which allows you to reach your goals faster.
WooCommerce has many extensions that will improve your online store's workflow, saving you money and allowing you to concentrate on other aspects of running your business.
Use WooCommerce Zapier for Syncing with External Tools
The WooCommerce Zapier extension connects automatically with over 1,500 cloud services, and synchronizes your order, customer and subscription data. No more manual data entry
These are just a few tools you can use to integrate your online store.
- Google Drive
- Zendesk
- FreshBooks
- Mailchimp
- Campaign Monitor
- Google Forms
- Calendly
Zapier Apps has all the integrations.
Zapier uses Actions and Triggers. The connection process begins with a Trigger. This could be an example of a new order in WooCommerce. As a result, the Trigger triggers an Action. This could be sending a welcoming email.
Many of us don't like the idea of being busy. We're likely paying someone else to do it for us if we don't want to do it ourselves. Zapier connects to your online shop automates all that work.
How does it look on a daily basis? These are just a few of the ways Zapier can help you save time.
Import Financial Data into Accounting Software
Zapier can integrate with QuickBooks Online, Xero and FreshBooks as well as most accounting software. Let's assume that you use QuickBooks Online to manage all your bookkeeping.
After an order has been placed in WooCommerce, you can use Triggers or Actions to create a QuickBooks payment. creates sales receipts every time you renew a subscription on your store.
This means there will be no irregularities between accounting and your store when tax season comes around. You won't have to import orders into QuickBooks every day.
Learn more:
- Magento Pos
- Shopify Pos
- Bigcommerce Pos
- Woocommerce Pos
- Netsuite pos
- MSI
- Bigcommerce automation
- Shopify automation
- Backorder
Turn customers into leads in Client Relationship Management Software
Integrate HubSpot, Salesforce and Infusionsoft with Zoho or other CRMs. You can save WooCommerce orders to HubSpot contacts if you use HubSpot.
Zapier copies the information of online orders to HubSpot and updates an existing contact. Keep all your customer information together!
Email Marketing is a Great Way to Reach Customers
Zapier can connect with Mailchimp and Constant Contact, AWeber and Emma. Import customers automatically into specific email lists. You can then create welcome emails that include instructions for using your products and a thank-you message. You can also use this information for future sales announcements or coupons.
Creates Delivery Tasks Automatically for Online Orders
Connect to delivery management tools like Tookan and Onfleet. Every time you place a new order on your WooCommerce website, a new task in your delivery management tool is created. This means no late deliveries or lost orders
Track Orders With Project Management Software
Integrate your store using Trello, Asana or Wrike. You can convert each WooCommerce order to a Trello card if you use Trello manage orders. You can ship products automatically without the need to manually create every card.
Automatically Print Shipping labels
Google Cloud Print integrates your online shop with WooCommerce to send WooCommerce shipping labels directly to your business printer. This eliminates the hassle of printing labels, and you won't forget about printing a customer's order.
There are many ways that Zapier can be used with WooCommerce. Each one is designed to save time so you can focus on tasks that bring you new customers.
Order Valuable Information via CSV
WooCommerce comes with great order management tools. Additional tools are available to enhance functionality in areas such as customer support, fulfillment or shipping. WooCommerce Customer/Order CSV Export lets you export order details at the click of one button. These can be imported into other tools, or saved for future reference.
These are just a few of these features:
- Export customer information, such as names, email addresses, and addresses
- Export order data such as totals, shipping details and coupons
- You can create custom export formats to get the information you need.
- Export all orders or export information based upon status, products or dates
- Integrate with other plugins such as Subscriptions and AdminCustom Order Fields.
What if you have tons of orders? CSV exports are done in the background. This means your website will work as normal and you can also complete other tasks related to website management. You can also leave your website and the export process will continue.
This extension has the best feature scheduling exports . You can set up order information to export automatically every Friday at 9:00 am. You can send the CSV file generated via email or save it to your server via FTP.
You can easily create CSV files that perfectly match your accounting software or CRM using custom export formats. Don't worry about complicated spreadsheets before you import!
Get started with WooCommerce Customer/Order CSV Export.
Integrate WooCommerce Order Statuses into Your Workflow
Order statuses allow you to keep your customer and yourself updated about the status of any order at any time. WooCommerce offers several order statuses.
- Pending payment: The order has been received but no payment has been made.
- Failed: The payment was not received or declined
- Processing: Payment received; order in process.
- Completed: Order fulfilled.
- On-Hold: Awaiting payment. A customer might send a check, for example.
- Cancellation: Customer or store owner can cancel an order.
- Refunded: A refund was issued.
These steps are sufficient for most online stores. You may need to take additional steps to suit your business model or enhance your workflow. WooCommerce Order status Manager is here to help.
You can edit, delete, or create custom order statuses, as well as send emails to customers based upon a change in status. How does this work?
Let's suppose you make custom RVs. The order fulfillment process can be longer than in other industries. You can keep your customers engaged by adding additional order status to help you keep your projects on track.
It is possible to set up order statuses for each stage of the build process, such as finishing the design, installing upholstery, and completing the paint job. You can also set up emails to notify the customer when the status changes. You can let customers follow the progress and engage with your team.
If you are a print shop owner, you might want to use order statuses to remind clients to send important assets. You could, for example, create a Waiting on Proof Approval status which automatically sends an email reminder to your client. This will save you the effort of reaching out each time.
Order statuses can be used to prevent customers from asking questions about order progress, engage customers and automate your reminder/update processes.
WooCommerce Order Management Manager allows you to create new order statuses.
Make eCommerce easier
WooCommerce makes order management and fulfillment simple. You can simplify your workflow and automate processes by using the tools listed above. This allows you to focus on your business growth and meeting your goals, rather than getting bogged down in repetitive tasks.
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