This guide is designed to walk you step by step through the installation of the ActiveTrail for WooCommerce plugin.
The plugin allows a direct connection between your WooCommerce store and your ActiveTrail account, enabling automatic and historical synchronization of customers, orders, products, and marketing events.
1. Plugin Installation:
Log in to your WordPress site dashboard > go to Plugins > Add New > in the search field, type ActiveTrail for WooCommerce > click Install Now > once the installation is complete, click Activate.
2. Connecting to ActiveTrail via an API Key and Configuring a Group
After installing and activating the plugin, you need to set up the connection to your ActiveTrail account using an API key and select the destination group where store contacts will be added.
(Setting the API key and selecting a destination group are mandatory fields.)
2.1 API Connection:
Enter your ActiveTrail API key and then click Test Connection.
2.2 Selecting the Destination Group:
Select an existing group from the list of groups and then click Save Group.
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Where to get the API key in your ActiveTrail account
Go to API in the main menu > API Keys > create a new API key and copy it.
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3. Historical Synchronization of Customers and Orders
In the historical synchronization screen, start by selecting the date range for synchronizing data from the store.
After selecting the date range, you can choose the type of synchronization:
How does the synchronization work?
During synchronization, the system scans all contacts within the selected date range and checks for the existence of prior marketing consent.
The check is performed by scanning the Meta Data fields saved in the store, including:
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Previously installed ActiveTrail plugins on the store
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Plugins from other marketing systems
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Elementor registration forms, etc.
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If marketing consent is found → the contact is marked as consent given
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If no consent is found → the contact is marked as non-consenting
4. Synchronized Order Statuses
In this screen, you can view all order statuses that are automatically synchronized from WooCommerce to ActiveTrail.
This feature is for viewing and monitoring purposes only and does not require any action from the user.
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5. Adding Marketing Consent on the Checkout and Registration Page
5.1 This feature allows you to add a checkbox for marketing consent on the checkout page and the store registration page.
5.2 Configuration Options
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Enable consent checkbox on checkout page – displays a marketing consent checkbox on the checkout page
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Enable marketing consent at registration – displays a marketing consent checkbox in the site registration form
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Consent text – the text displayed next to the checkbox
5.3 How it Works
When a customer checks the consent box, the information is saved in the user’s Meta Data fields and sent to ActiveTrail as consent given.
A customer who does not check the box will be sent as non-consenting.
6. Abandoned Cart Tracking
This feature allows you to track abandoned carts of users registered on the site.
When a registered user adds products to their cart but does not complete the purchase, the cart data is sent to ActiveTrail and can be used to trigger automations.
Tracking is performed automatically after activating the feature and does not require any additional action from the user.
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7. Product Catalog Export (Google & Facebook)
In this screen, you can view the product catalog in XML format, intended to be uploaded to Google Merchant Center and the Facebook catalog.
The catalog includes all products in the store and is updated automatically whenever products are added, deleted, or modified.
Clicking Refresh Key generates a new key for the catalog and the URL changes.
Therefore, after refreshing the key, it is mandatory to update the new link in Google Merchant Center / Facebook, otherwise the synchronization will stop working.
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If you want to hear more about connecting your online store to ActiveTrail, please contact our support team at +1 (929) 214-1037.
Click here to read more about ActiveTrail for Ecommerce.
We invite you to learn more through video clips and guides available in our Learning Center.
