Getting started - begin here

Introduction

ShopMagic is a free marketing automation plugin for WooCommerce, designed and developed to increase sales and customer loyalty. Thanks to our powerful automations, ShopMagic will not only boost your sales, but also save you a lot of time.

Installation

You can download ShopMagic for free from our site ShopMagic.app , WordPress.org or install it right from your WordPress plugins section searching for "ShopMagic".

As always, do not forget to active the plugin after the successful installation.

What is an automation an how is it built?

Automations are the core functionality of ShopMagic. In our plugin, you can create an automation by setting up an Event and an Action. You can also add an optional Filter, to adjust an automation even more.

Event

Event is a first step in your automation. As you will see below, events are happening in the WooCommerce stores all of the time. When creating an automation, we are picking specified one to benefit (use) from it. You can select it from the dropdown menu. Currently available events are listed below:

  • New order
  • Order pending
  • Order processing
  • Order canceled
  • Order completed
  • Order failed
  • Order On-Hold
  • Order refunded
  • Order status changed
  • New account event

When applicable, events have an option to recheck order status before run. If this option is selected, ShopMagic will check the automation right before it is run, to ensure that the order status did not change in the meantime.

Filter

Filter is a second and also an optional step in the automation. You can choose specified products (including variations) and assign them to the automation. If this option is skipped, the automation will run for all products in the store.

Action

Final step in creating a working automation. In the free version of ShopMagic, there are two types of actions.

You can choose from sending an email or adding a customer to the Mailchimp list. The most basic example of an automation, is the email sent to the customer immediately after the customer's purchase.

However, with ShopMagic the possibilities are endless. To create an action, simply click on the + New Action button.

Placeholders

Placeholders are very useful tools, used when there's a need to assign dynamically changed data. For example, placeholder {{ customer.name }} will be automatically changed into the customer's name from the WordPress account, i.e. John Smith.

Learn more about placeholders →

What actions can be used?

Email

Send email is the basic and most used action. ShopMagic - even in it's free version - lets you send fully customizable emails. Every email is built with a few fields, explained below:

  • Description - Created for your reference only. Thanks to the properly set description, you will be able to distinguish one action from the other.
  • To - Field where you are setting the recipient's email. The easiest way to do it is with a placeholder {{ customer.email }}, but you can also enter an actual email address here and send it to you employee or yourself.
  • Subject - You can type whatever you want in this field. It's also possible to use placeholders here.
  • Heading - ShopMagic supports email heading text in the WooCommerce template, which can be entered in this field.
  • Template - WooCommerce email template is set by default. You can also choose not to use any template and start from scratch.
  • Message - Enter your email here. You can choose from a visual and text editor. This field also supports media files, available in your WordPress library. To take the full advantage of the message, we highly recommend using placeholders here.

Add to Mailchimp list

This particular action does exactly what's described. It lets you connect available events and create an automation which will end in adding a customer to the Mailchimp list. To set a proper connection between ShopMagic and Mailchimp, you need an API key. API key can be created in the Mailchimp settings.

Post to Slack

You can also send messages to your Slack channels and groups with a premium add-on ShopMagic Slack.

How to create your first automation?

To create your first automation, please follow this simple guide for beginners →

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