Transfer contacts from WooCommerce to Boldem based on orders

If you use the WooCommerce plugin for WordPress with your online store, this process lets you automatically transfer customer data to Boldem based on newly created orders and efficiently use messaging and automation features. You can also collect contacts based on new accounts created in WooCommerce.

Prerequisites

For a successful integration of Boldem and WooCommerce, in addition to an online store on the WooCommerce platform, you also need the Boldem API and a Make.com account (formerly Integromat), specifically:

• To use the Boldem API, you need to have purchased the E-mailing plan in Boldem. You can easily activate the plan in the Boldem app settings under Billing.
• An account on the Make.com platform (a free account is sufficient for basic integration and transferring recipients).
• WordPress instance with a configured WooCommerce store.

Integration and transfer of customer data from WooCommerce (WordPress) to Boldem

To integrate Boldem with WooCommerce, we’ll use the Make.com platform, which will significantly simplify the whole process. During the process, we’ll carry out the following steps:

• On the make.com platform, we’ll create a connection between Make.com and WooCommerce.
• We’ll create API keys for WooCommerce.
• On the make.com platform, we’ll create a trigger that will fetch data from WooCommerce.
• On the make.com platform we’ll create an action that will pass data to Boldem.
• We’ll create API keys in Boldem.
• In Boldem, we’ll create a mailing list to store customer data.
• On the make.com platform we’ll set up automation for the entire process (recurring).

The detailed steps are as follows:

1. Log in to your Make.com account.
2. Click Create new scenario in the top-right corner of the screen.
3. Click the large ⊕ icon.
4. Find the WooCommerce item and click it.

5. In the list of triggers, select Watch Orders.

6. If you’re integrating WooCommerce with Make.com for the first time, you’ll see Create a connection. Click it. If you have already integrated WooCommerce with Make.com, skip this step and continue with step 12.

6. To integrate with WooCommerce, you’ll need your store URL and REST API keys. In a new window, sign in to your store and, in the left menu, go to WooCommerce/Settings/Advanced/Legacy API.
7. Check the Enable legacy REST API option.

8. In the blue links menu, click REST API and select the Add key button.

9. In the Description field enter a name for the key to help you identify it, in the User drop-down menu select a user with permissions to access WooCommerce (typically an administrator), in the Permissions drop-down choose Read/Write and click Generate API key.

10. The newly generated API keys will be displayed: the User Key (Consumer Key) and the User client secret (Consumer Secret). Store these strings carefully and securely — you’ll need them when setting up an integration on the Make.com website.
11. Return to the Make.com website where you’re creating the scenario and enter the values in the form:

• In the Connection name field, enter a name to help you identify it.
• Paste the key with the same name that you copied from WooCommerce into the Consumer Key field.
• Paste the Consumer Secret you copied from WooCommerce into the Consumer Secret field.
• Enter your store’s URL, including https, in the Eshop URL field.

12. After saving the data, the trigger dialog appears, where you fill out the following fields:

• In the Status field, select All (the scenario will track all orders in all statuses – if you’re using only a free Make.com account, it may be practical to track only orders in Pending/Processing depending on your store’s default order status, or Completed if you only want to save contacts for customers whose orders you have completed).
• Do pole Limit zadejte, kolik položek má Make.com zpracovat během každého startu. Pokud zadáte např. 10 a od posledního startu spouštěče bylo ve vašem obchodě vytvořeno více než 10 objednávek, přenese se vždy pouze prvních 10 objednávek. Je tedy praktické vyplnit o něco vyšší hodnotu, než je průměrný počet objednávek, které ve vašem obchodě zákazníci vytvářejí během frekvence, kterou si zvolíte na konci postupu.

Confirm the values by clicking OK.

In this step, we successfully added and set up the trigger.

Now we need to add an action that saves the customer data collected this way to a mailing list in Boldem. To do that, we’ll first create a mailing list in Boldem and note its name.

1. In a new window, sign in to your Boldem account.
2. Click on Mailing lists and select Create mailing list.
3. Enter List name and click Create list.
4. Make a note of the mailing list name.

Once you have created the mailing list, go back to the Make.com window and follow these steps to create the action:

1. For an existing WooCommerce trigger, click the plus icon:

2. Find the Boldem item and click it.

3. A list of actions will appear. Select Create Subscribe Request.

4. If you’re connecting Boldem to Make.com for the first time, the Create a connection option will appear. Click it. If you’ve already created a connection with Boldem, go to the Mapping fields between WooCommerce and Boldem section below.

5. To set up the integration with Boldem, you will need REST API keys. Switch to the window where you’re logged in to Boldem and, in the left menu, select Settings/API/New API Key.

6. A new dialog will appear. Enter a name for your orientation and click Create.

7. Copy and save the displayed information — the Client ID and the client secret — in a safe place. You will need them in the next step.

8. Return to the Make.com website where you’re creating the scenario, and fill in the values in the form:

• In the Client ID field, enter your Client ID that you copied from your Boldem account.
• In the Client Secret field, enter your client secret that you copied from your Boldem account.

After you confirm the dialog, the integration will be created within moments and a new dialog will appear to map the WooCommerce fields you want to save to that recipient in Boldem.

Field mapping between WooCommerce and Boldem.

At a minimum, you will need to transfer (store) the email address into Boldem, i.e., the email field. We recommend storing additional customer details as well, such as first name, last name, and phone number, which you can also use in Boldem.

Map each field by clicking the field you want to save to Boldem, and a list of WooCommerce fields will appear on the left or right. Simply click the field name there to have it automatically inserted into the Boldem field. Example of the field-mapping process:

1. Click the Email field to display the WooCommerce menu.

2. In the WooCommerce section (on the left in our example), click the name of the corresponding field — in our case Email. That will insert the field name into the field you selected on the right side of the dialog. In practice, this value will then be stored in that field in Boldem.

3. In the Main Mailing List drop-down menu, find the mailing list where we want to save recipients in Boldem.

4. We recommend repeating this for other fields, such as First Name and Last Name, and, if applicable, Company and Phone. When finished, save the dialog by clicking OK.

5. Click Save to save the procedure.

Recurring Start Settings

For the integration between WooCommerce and Boldem to be practical, you must set the frequency of repeated starts in Make.com.

1. In the lower-left corner, use the toggle switch to turn on the Schedule feature so it shows ON (enabled).

2. Click the Every 15 minutes button. A dialog will appear where you can adjust the recurrence settings to your preference. For routine contact handling, syncing once a day is usually plenty, but in practice it depends on how you work with contacts.
3. Save the scenario by clicking the Save icon.

Integration testing

To make sure everything works correctly, run a one-time start and test the integration between WooCommerce and Boldem by clicking the One-time start button. Before starting, create a new order—or, if applicable, a new account—in your online store, depending on what the scenario will be used for.

If an error occurs during a one-time start, view the details and take steps to correct it. If you’re unsure how to change the settings, contact Boldem support or Make.com, depending on where the error occurred.

Final notes

After successfully setting up and starting this scenario, you’ll begin regularly and automatically collecting contacts — the future recipients of your campaigns. To learn how to work with them, see the chapters What automation is for and How to work with automations in Boldem.

After you finish configuring the scenario in Make.com, you can download it as a backup by clicking the three-dot menu and choosing Export Blueprint. This saves the scenario as a .json file you can upload to another Make.com account.