You can now subscribe your WooCommerce customers to any Form, Sequence, or Tag in ConvertKit. Let's walk through how it works.

NOTE: You will not see options to select your WooCommerce products directly within your ConvertKit rules and visual automations. The settings for configuring the addition of tag(s) upon purchase are located in the overall WooCommerce settings and/or the individual products within WooCommerce. We recommend triggering automations based on a tag that gets added to a purchaser.

Connecting ConvertKit to WooCommerce

First download, install, and activate the ConvertKit WooCommerce plugin.

Then visit WooCommerce > Settings > Integration and add in your ConvertKit API key.

Make sure that you set the subscribe event to 'order completed'

Then you can enable the integration with a checkbox. You'll also want to decide which Form, Sequence, or Tag customers should be added to.

If orders are stuck in processing and don't go to ConvertKit...

Try this, it can be a common WooCommerce error at times. Go to the product(s) you're selling and check to see if the "Virtual" box is checked. If it's not checked, go ahead and check it, save the product and try a test order. That should do it!

Optional Opt-in

If you want to give new customers the option to opt into your list, (rather than doing it by default), you can check the box to "Display an opt-in checkbox on checkout."

Global Subscription

You can use the Subscription setting to add a subscription to all customers who make a purchase.

Name Format

Use the Name Format setting to choose how the customer’s name is sent to ConvertKit.

Purchase Data

Check the Purchases checkbox to send purchase data to ConvertKit that can be used for segmentation.

Per-product subscriptions

Those options are for subscribing all customers to one thing. But you'll probably also want to add customers to ConvertKit based on what they purchased. To do that edit an individual product.

In the sidebar you'll find this option:

You can select any Form, Tag, or Sequence. This is most used for tagging someone to the exact product they purchased. Then you can exclude them from a marketing Sequence, follow-up with customers of just that product, or anything else.

If you want to Tag them and add them to a Form or Sequence, you can do that with an automation rule inside ConvertKit.

Download the plugin

To summarize, using this plugin you can subscribe all your customers to something in ConvertKit, but then also make individual subscriptions based on which product is purchased.

Tagging people who purchase from you

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