Integrating with WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress.

Proceed through each of the following procedures to integrate Autopilot with your WooCommerce or WordPress site as a data source.

WooCommerce / WordPress prerequisites

This integration process assumes you have an operating WooCommerce or WordPress site, and a WordPress user account with administrator privilege access to this site.

Install the Autopilot plugin in WordPress

  1. Access the administrator interface to your WooCommerce / WordPress site:

    https://<your-woocommerce-or-wordpress-site>/wp-admin/
  2. Log in with your administrator account.

  3. If the admin menu does not indicate an Autopilot item, click Plugins  Add New from the admin menu.
    If the Autopilot admin menu item is available, proceed to Connect from the WordPress admin interface.

  4. On the Add Plugins page, search for 'Autopilot', and wait for the plugin filtering process to complete.

  5. Scroll down, and locate the Autopilot plugin from the list:

    wp autopilot plugin
  6. Click Install Now in the plugin.

  7. Once the installation process is complete, click Activate.

    Activating this plugin makes the Autopilot admin menu item appear in the WooCommerce/WordPress administrator interface.
  8. Wait until the Autopilot admin menu appears (refreshing your page if necessary) before proceeding.

    • To set up your Autopilot account’s email template and other business details, continue to connect and integrate Autopilot with WooCommerce / WordPress from Autopilot.

    • Otherwise, continue with this connection and integration from the WordPress admin interface.

Connect from the WordPress admin interface

Use this procedure to complete the integration between Autopilot and your WooCommerce / WordPress site from the WordPress admin interface, by establishing the connection between the products.

  1. Click the Autopilot admin menu item to open its page.

  2. Scroll down to Step 1: Connect your account, and click Connect account.

    wp step 1 connect your account
    If the Autopilot plugin had already been installed and your WooCommerce / WordPress site connected to an Autopilot account, then this step may already indicate this existing connection (with a link to this Autopilot account), and the button will indicate Reconnect instead of Connect account.
  3. On the new WooCommerce Autopilot would like to connect to your store page, click Approve to allow Autopilot to connect to your WooCommerce / WordPress site through your currently logged in WordPress user account.

  4. If you have:

    • already created an Autopilot account and signed in, the Autopilot Accounts page appears, from which you should click the Autopilot account (also known as an 'Autopilot instance') to integrate with your WooCommerce / WordPress site.

      Typically there is only one of these. However, if you have created multiple Autopilot accounts with the same sign-in credentials, then each of these Autopilot accounts will appear on this page.
    • not yet created an Autopilot account, the Autopilot Sign up page appears, from which you can create your Autopilot account:

      1. Either click Sign up with Google and follow the remaining prompts, or:

        1. Specify your First name, Last name, Email address, and Password in the appropriate fields.

        2. Click Sign up.
          If you have never signed up to Autopilot with this email address before, check your email inbox for your Autopilot account verification email message, and click Verify email address in this message to verify your email address.

      2. In the resulting Hi 'your name' page, enter the following details about your business:

        • Business name,

        • Account name (initially suggested based on your Business name),

        • Website URL,

        • Phone number, and

        • How many contacts do you have? (choose the approximate range of customers/people that your Autopilot account will be managing).

        Ensure your Account name is correct before continuing. This value affects the URL you use to access Autopilot through your web browser, and it cannot be changed.
      3. Click Next to proceed.

  5. On the Connect WooCommerce page, click Connect.
    You are returned to the Autopilot plugin admin page WordPress, and Step 1: Connect your account should now indicate that you are connected to your Autopilot’s Business name.

    The Business name is a hyperlink that opens your Autopilot account when clicked.
  6. Further down the page in Step 2: Connect to enable website tracking script, it is highly recommended that you select the Enable tracking script checkbox to provide a more effective integration experience between WooCommerce / WordPress site and Autopilot.

  7. Click Complete setup to save the Autopilot integration configuration in WooCommerce / WordPress.

That’s it! Your Autopilot account is now connected to and integrated with your WooCommerce / WordPress site.

Connect from Autopilot

If you initially followed the Getting started page’s Create an Autopilot account procedure, use this procedure to complete the integration between Autopilot and your WooCommerce / WordPress site from the Autopilot interface, by establishing the connection between the products.

  1. Assuming you have clicked through E-commerce  WooCommerce (from the About your business page), on the Connect WooCommerce page, enter the base URL for your WooCommerce / WordPress site in the Store URL field:

    https://<your-woocommerce-or-wordpress-site>/
  2. Click Next.

  3. On the Autopilot would like to connect to your store WooCommerce page (which replaces your Autopilot one), click Approve to allow Autopilot to connect to your WooCommerce / WordPress site through the currently logged in WordPress user account.

    If you are not yet logged in to WooCommerce / WordPress, specify your relevant Username or email address and Password credentials and click Login. You will then be prompted to click Approve.

    If you use a Google account to log in to WooCommerce and you encounter authentication issues after clicking Login, try logging in to WooCommerce through a separate browser tab first, and then refresh the Autopilot would like to connect to your store page. Once Approve appears, click it.

  4. On the Enable capture script page (back in Autopilot), click Sync.

  5. On the WooCommerce …​ Congratulations page (which appears if the connection was successful), click Next.

  6. On the Business address page, specify the physical address of your business, and click Next.

  7. On the Email setup page, ensure your email details are correct, and click Next.

  8. On the Brand setup page, use the various options provided to customize the appearance of email messages Autopilot sends. A preview of a sample email message is provided on the right as you alter options on the left.

  9. Once you have set up your branding, click Next.

  10. On the Links and social setup page, use the options provided to add any social media links to your email messages, and click Next.

  11. On the Select a plan page, choose between the Free or premium feature plan trial, and click Next.
    That’s it! Your Autopilot account is now connected to and integrated with your WooCommerce / WordPress site.

  12. Click Launch Autopilot to access the main product interface.

  13. In a new browser tab, access the administrator interface to your WooCommerce / WordPress site:

    https://<your-woocommerce-or-wordpress-site>/wp-admin/
  14. If required, log in with your administrator account.

  15. Locate and click Autopilot from the admin menu to open its page.

  16. Scroll down to Step 1: Connect your account, and if this section does not indicate the Business name you specified in Autopilot, click Connect account.

    wp step 1 connect your account

    This section should now indicate your Autopilot’s Business name.

    The Business name is a hyperlink that opens your Autopilot account when clicked.
  17. Further down the page in Step 2: Connect to enable website tracking script, it is highly recommended that you select the Enable tracking script checkbox to provide a more effective integration experience between WooCommerce / WordPress site and Autopilot.

  18. Click Complete setup to save the Autopilot integration configuration in WooCommerce / WordPress.

That’s it! Your Autopilot account is now connected to and integrated with your WooCommerce / WordPress site.