WooCommerce and SegMetrics

SegMetrics gives you the ability to analyze your marketing campaign performance by connecting WooCommerce with other data sources.

With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

In This Article

  • Integration Overview
  • How to connect WooCommerce to SegMetrics
  • How to Connect Payment Information to CRM Contacts
  • How much historical data is synced when you first connect WooCommerce to SegMetrics?
  • How to build a Report with WooCommerce
  • Frequently asked questions

Integration Overview

SegMetrics takes the spend from your ad platforms and purchases from WooCommerce then connects them to the email addresses in your CRM. 

You don't need to import the orders or tag people in a special way: they just need to be in your WooCommerce and CRM!


How to connect WooCommerce to SegMetrics

1) Click on the gear icon in the top right corner and then click "Integrations"

2) Once you're on the Integrations page, select the Payments list and click on Connect next to WooCommerce

3) This will open the Activation window, where you will be asked for the URL to your WooCommerce site.

4) Click Connect Your Account to connect to your WooCommerce account through OAuth.


How to Connect Payment Information to CRM Contacts

There is nothing left to do: SegMetrics will match the emails in WooCommerce with those in your CRM and connect the payment data automatically.

But, if you have more than one payment processor we recommend using whichever can act as the single source of truth.


How much historical data is synced when you first connect WooCommerce to SegMetrics?

When you connect a new WooCommerce data source, all your existing data from your WooCommerce account is synced.

Pro Tip: Once WooCommerce is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical WooCommerce data in your SegMetrics reports.


How to build a Report using WooCommerce data

Once your data is imported from WooCommerce, you can create reports with the data to see how each touchpoint influences your sales.

1) Click Contacts > New Report, then save it to name it

2) Select your desired filters based on dates, tags and touchpoints

3) Save it for later use or to use the data in a custom dashboard


Frequently Asked Questions

What time zone is WooCommerce data synced in?

WooCommerce data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

Do I need the tracking snippet to get the data found in my WooCommerce account?

You do not need to create a Tracking Link for SegMetrics to track website purchases.

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