Let’s See How You Can Use This Plugin
After successfully install and activate the plugin now you can follow the below steps to configure the plugin.
Prerequisites
1. To Use GHL Connect For Woocommerce must be install the Woocommerce plugin in the Wordpress.
User Guide:
- Step-1: First go to the wordpress Dashboard and navigate the GHL Connect For Woocommerce side menu.
- Step-2: Now you can see the plugin setting page. Click on the Connect With GHL tab where you can connect your GHL account by clicking the Connect GHL Subaccount button.After clicking the Connect GHL Subaccount this page will open,you need to select your subaccount from the list.
- Step-3: If you want to connect another GHL Subaccount Location you can do it by the Connect Another Subaccount button.
- Step-4: Navigate the Trigger Option tab where you can select your order status based on that after purchasing the contact will be saved in the GHL CRM.
- Step-5: To sync all wordpress user to GHL CRM, go to Sync Users tab and press SYNC USERS button,
- Step-6: Navigate the Help tabs for any query.
- Step-7: Now Select a product in Woocommerce and go to it edit options page. You can see GHL Connect side menu its visible click on that.
(**Note: Our GHL Connect for WooCommerce Free plugin supports only Simple and Variable product types .To use other product types (such as Simple Subscription, Variable Subscription, Grouped, etc.) and save their Tags and Workflow values, you will need to purchase the GHL Connect for WooCommerce Pro plugin. )
- Step-8: After Clicking the GHL Connect side menu you first need to Reload Data and after that you can set Tags & Workflow that will automatically came from the connected location, and at last click the Update option inside the edit product page and purchase the product.
- Step-9: After successfully purchasing the product go to woocommerce order page and ensure the recent purchase product order status is the same as the Trigger Options you set in the plugin.
- Step-10: Now go to your GHL account that location is connected in the plugin and check it contacts menu you can see all data of the customer are saved in the form with it Tags and Workflows.