WooCommerce is a popular and comprehensive plugin for WordPress that allows you to get fully-functioning eCommerce sites up and running within minutes. Manage payments, shipping, inventory, store performance & taxes all from your WordPress backend.
Help Scout's App for WooCommerce brings the customer data you need directly into the customer sidebar. When you receive an email from a customer, this app will import contact information, pull in the customer's key metrics (lifetime value, annual value and average order value) and display up to 10 recent orders. You can access order details or the customer's WooCommerce profile in a single click. Here's a quick snapshot of how it will appear in Help Scout:
Note: Before we get started, you'll need to purchase the Help Scout plugin sold by WooCommerce.
- First things first! WooCommerce 2.5.x or higher is required. If you don't have WooCommerce installed, basic installation instructions can be found here: WooCommerce Installation.
Head over to your WordPress site and install the Help Scout plugin. Detailed installation instructions can be found here: WooCommerce Help Scout Installation
Double check your WordPress Permalinks settings from Settings → Permalinks. Make sure your Common Settings are set to anything but Default. If in doubt, Day and name should do the trick!
Head back to the WooCommerce section, and go to Settings → API. Click on the Keys/Apps link, and then click on Add Key. Once there, enter in all of the key details, and hit the blue Generate API Key button.
You're almost done! Take note of your WooCommerce Consumer Key and Consumer Secret, and then tab over to Help Scout to wrap up.
You'll need to install the WooCommerce app and paste your API values in to the corresponding fields. The Store URL is the web address used to reach your store, and the Admin URL is the web address to your WordPress admin panel. Lastly, select which mailboxes you'd like to connect, then hit the Save button.
You can also add multiple accounts if you have several other WooCommerce stores you'd like to integrate into Help Scout. Click on the blue
New Account link to link the new shop, and follow steps #1-7. Make sure to save your settings.
Once you've saved your settings, you'll be able to label each shop to easily distinguish them within Help Scout, and will appear stacked like in the image below within the app settings view.