WooCommerce: How To Set Up CRM & Email Marketing Integrations

Running an online store involves using multiple tools such as CRM and email marketing platforms. Connecting these systems together allows you to better segment your audience based on shopping behavior and send targeted email campaigns to nurture leads and drive conversions.

Unfortunately, WooCommerce doesn’t provide an easy way to integrate with these platforms out of the box.

In this post, I’ll walk you through the steps of connecting your WooCommerce store to top CRM and email service providers using the FuseWP plugin. You’ll learn how to automatically sync your customer data to your email list and assign tags and categories based on the products they purchase.

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WooCommerce: Send Cancelled Order Email to Customers As Well

As per the WooCommerce settings, “Cancelled order emails are sent to chosen recipient(s) when orders have been marked cancelled (if they were previously processing or on-hold)“.

What’s not 100% clear, however, is that this email notification goes out to admins only (and additional email addresses, if entered in the email settings). Which means, the customer receives no cancelled order notification. So, let’s change this, and let’s add the customer email address to the list of people that receives this WooCommerce email.

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WooCommerce: Send Pending Order Email Automatically

The “Customer invoice / Order details” WooCommerce email notification is often used for manually sending payment requests to customers – it’s not automatically triggered like other WooCommerce emails. You can access it from the individual order screen under the “Order Actions” section.

In certain cases, however, you’d want to make it automatic. And I don’t know why it’s not like that by default. So, let’s fix it: if you create a manual order from the backend, set it as pending, add some products to it and “Save”, the email notification will trigger on its own thanks to the snippet below. Enjoy!

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WooCommerce: Show Rating @ WooCommerce Product Review Admin Email

When a WooCommerce customer posts a product review on the single product page, and “Comment must be manually approved” is enabled under WordPress dashboard > Settings > Discussion, the store owner gets an email notification so that they can approve / trash / spam such a review.

What you probably knew, is that the “WooCommerce product review” is – actually – a “WordPress post comment“, which means the email that the admin gets is the default “Please moderate: _____” notification that is also generated when a comment is submitted on a blog post.

Which… is really bad! And that’s because the email does not contain any sort of information regarding the WooCommerce product review, and especially the rating (“2 stars out of 5”). As a store owner, I definitely want to know whether the comment I’m about to moderate is (1) a product review and if (2) I need to reply to unfair feedback, so, let’s change that.

Here’s how to display the review rating in the “Please moderate: ____” admin email notification, when the comment is – of course – a WooCommerce product review. Enjoy!

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WooCommerce: “New Order” Email Recipient Based on Billing Country

The amazing thing about WooCommerce is that you can override any setting with a few lines of code. In today’s example we will try to code a solution where the “New Order” WooCommerce email will be delivered to a custom recipient based on the billing country.

This could be helpful when the WooCommerce store is managed by multiple people, and you want to make sure that order notifications only go to the right manager. Enjoy!

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WooCommerce: Email Admin Upon Fatal Error

WooCommerce has a nice feature when it comes to WordPress Error 500 / Fatal Error – it logs the error and all the information regarding it inside the WooCommerce Status > Logs > Fatal Errors area.

My problem is that sometimes these errors occur in the backend, so they may not trigger the WordPress built-in email that notifies the admin about the problem.

What I want to try (please test it on your development website first, and not on your live website), is a way to get an email each time WooCommerce logs an error, so that I can go in and fix it immediately. Enjoy!

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WooCommerce: How to Level Up Your Email Marketing

In today’s competitive ecommerce landscape, email marketing plays a crucial role in connecting with customers and driving business growth.

With WooCommerce, you already have a powerful platform at your disposal to send and manage transactional emails effectively. However, when you need to send targeted marketing emails, additional plugins may be necessary. 

In this article, we’ll guide you through the process of optimizing your email marketing strategy using WooCommerce.

Whether you’re a seasoned email marketer or just getting started, we’ll explore actionable tips and practical techniques to help you level up your communication game.

So, let’s jump right in!

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WooCommerce: Bulk Re-Send All Customer’s Completed Order Emails

This is quite an uncommon WooCommerce requirement, but especially for downloadable products the Completed Order email is such as important one – and customers may end up asking you to resend them all their past order emails.

This is an interesting snippet, as it features important functionalities: getting orders by billing email, looping through the results and re-triggering the Completed Order email whenever a specific admin URL parameter is posted. Enjoy!

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WooCommerce: Display Product Grid @ Order Emails e.g. Related Products

Bad news first – we’ve seen how to add content to any WooCommerce order email, however I did not specify that if you use the [products] shortcode that’s not going to work unfortunately. The reason behind this, in plain English, is that… it just doesn’t work, and it outputs a weird list of “Sale!” list items (see screenshot below)!

So, I want to fix this, and find a WooCommerce email-compatible way to show a grid of products based on a list of product IDs (for example, the list of related products based on the ordered items), and make sure I can actually see product images, titles, prices and a link. Enjoy!

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WooCommerce: Translate / Rename Content @ Order Emails

WooCommerce order emails customization is possibly the most wanted feature for WooCommerce store owners and developers right now. It is very difficult to edit the default templates and it’s no surprise there are many email customizer plugins out there.

We’ve already seen how to add content to specific WooCommerce emails, how to add custom email CSS, how to display product images, and more, but today I’d like to teach you a quick workaround to edit the default email text strings such as the initial greeting (‘Hi Mary,‘) or other sentences (‘We have finished processing your order.‘, ‘The following note has been added to your order:‘, ‘Just to let you know — we’ve received your order, and it is now being processed:‘, etc.).

With “edit”, of course, I mean either change the text, or completely hide it. So, let’s see how it’s done. Enjoy!

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WooCommerce: Resend Any Order Email

How annoying is the fact you can only resend the “New Order Notification” from the single order admin page? What if you’re testing out and customizing email templates, and need to email yourself the “processing” or the “completed” notification, without having to place a new test order or switching order status twice to re-trigger the notification?

Well, today we will see how to add a “Resend whatever email” function under the “order actions” on the single order edit page. Of course, make sure you switch the billing email to yours, otherwise the customer will get these emails and not you. Enjoy!

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WooCommerce: Disable Emails For a Single Order

This is a cool customization that can come useful for WooCommerce store admins, especially when they do manual order status changes via the Orders admin page.

As you know, each order status change triggers an order email (“processing”, “completed”, “on-hold”, etc.), and sometimes the store manager doesn’t want to resend them after each edit.

In this quick tutorial, we will see how to add a checkbox to the single order edit page, so that emails are disabled as long as the checkbox is kept checked. Enjoy!

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WooCommerce: Remaining Stock @ Order Emails

This is a neat customization, directly requested by a WooWeekly subscriber who needed to literally show the remaining stock quantity for each ordered item to store managers, in order to have an immediate idea of low/zero stock quantities after each order.

If that’s not clear, simply take a look at the screenshot. In my dev site, I ordered a product that originally had stock quantity = 1. In the “New Order” email (thanks to the snippet below), beside the order item quantity of 1, there is also a “(0 remaining)” notice that clearly displays the item’s current stock level.

Cool, ha? So, let’s see how that’s coded. Enjoy!

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WooCommerce: How to Customize Email Templates Without Coding

On a daily basis, you probably use drag-and-drop in a variety of interfaces. For instance, drag and drop your Gmail items to its category, upload files to WordPress media library, or organize your phone home screen apps.

While many page builder platforms come in to help you design your website with drag-and-drop, building WooCommerce transactional emails is still considered as a complex task. 

By default, WooCommerce email settings only allow you to change basic color profiles and text. In order to customize further, you will have to modify the theme code. 

If you are a non-techie and don’t want to crack the code between the scripts in wp-content/plugins/woocommerce/templates/emails/email-styles.php or so, using a drag-and-drop email builder framework is the best solution.

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WooCommerce: Move Email Field to Top @ Checkout

This tutorial is a spin-off of a previous article (WooCommerce: Move / Reorder Checkout Fields) as I feel there is a huge boost of requests for this task alone.

Moving the billing email field to the top of the WooCommerce checkout gives you many benefits: because it’s the first field customers need to fill out, you can capture their email address (upon marketing permission) and send them cart reminders, feedback requests and similar if they do not complete the checkout.

Also, having the email first can make you save time in case the user is already registered, and you could save them time while checking this against the list of customers, so a prompt can be displayed to load all their billing/shipping details for example.

Either way, it’s super easy to move the email field to the top. Enjoy!

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WooCommerce: Attach Files (PDF, etc.) To Emails

Sure, you can add content to a given WooCommerce transactional email such as the Customer Processing Order email. You can even edit the email subject, for example by adding the first name. No matter what you need, there are many cool snippets to customize the default WooCommerce emails.

But what we haven’t seen yet is how to “attach a file” to a WooCommerce Order email. It seems like a very much needed admin option, but there is nothing to achieve that in the WooCommerce dashboard. And maybe that is because it’s super easy to do that with a few lines of PHP or a super simple plugin. Enjoy!

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WooCommerce: Show SKU @ Cart, Checkout, Order & Emails

When SKU matters to the end user, displaying it in the Cart page, Checkout page, Thank you page, My Account View Order page and Order Emails under the item name is a must.

Ideal for B2B businesses and international brands, this simple customization can help you learn how to add any sort of content under the Cart/Checkout/Order item names. Simply use the same hook and try “getting” something different than SKU with this guide. Enjoy!

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WooCommerce: Add To: Cc: Bcc: Email Recipients

The WooCommerce Email Settings allow you to add custom recipients only for New Order, Cancelled Order, Failed Order and all admin-only emails.

But what if you want to add an email recipient to a customer email e.g. the Completed Order one? For example, you need to send it to your dropshipper. Also, you might want to add a To: recipient, or instead a cleaner Cc: or safer Bcc:.

Either way, a simple snippet allows you to achieve that (and more, if you consider WooCommerce conditional logic). Enjoy!

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