Hello!
I just finished watching the Youtube tutorial for connecting WooCommerce to Ontraport via Pabbly Connect. It was an excellent tutorial. I am hoping to find out if it is possible with Pabbly to assign specific tags in the Ontraport CRM when a purchase has been made in WooCommerce. Our business sells access to courses and the access is granted based on which tags are assigned to the contact in Ontraport.
The general workflow as it CURRENTLY stands is 100% in Ontraport:
1. Customer purchases course A through Ontraport checkout for $100
-> Tag A is assigned in Ontraport
-> Access is granted to course pages 1 and 2 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
2. Customer purchases course B through Ontraport checkout for $250
-> Tag B is assigned in Ontraport
-> Access is granted to course pages 1, 2, 3 and 4 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
However, now we would like all purchase events to take place through WooCommerce. My thinking with Pabbly Connectd would be:
1. Customer purchases course A through WooCommerce checkout for $100
-> Woocommerce communicates contact information with Pabbly Connect.
-> Woocommerce also assigns Tag A to customer and tag A is communicated to Pabbly Connect along with the other contact information.
-> Pabbly Connect creates a new contact in Ontraport and assigns this new contact Tag A so that that person is granted access to course pages 1 and 2 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
2. Customer purchases course B through WooCommerce checkout for $250
-> Woocommerce communicates contact information with Pabbly Connect.
-> Woocommerce also assigns Tag B to customer and tag B is communicated to Pabbly Connect along with the other contact information.
-> Pabbly Connect creates a new contact in Ontraport and assigns this new contact Tag B so that that person is granted access to course pages 1, 2, 3 and 4 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
Thank you!
-Brad
I just finished watching the Youtube tutorial for connecting WooCommerce to Ontraport via Pabbly Connect. It was an excellent tutorial. I am hoping to find out if it is possible with Pabbly to assign specific tags in the Ontraport CRM when a purchase has been made in WooCommerce. Our business sells access to courses and the access is granted based on which tags are assigned to the contact in Ontraport.
The general workflow as it CURRENTLY stands is 100% in Ontraport:
1. Customer purchases course A through Ontraport checkout for $100
-> Tag A is assigned in Ontraport
-> Access is granted to course pages 1 and 2 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
2. Customer purchases course B through Ontraport checkout for $250
-> Tag B is assigned in Ontraport
-> Access is granted to course pages 1, 2, 3 and 4 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
However, now we would like all purchase events to take place through WooCommerce. My thinking with Pabbly Connectd would be:
1. Customer purchases course A through WooCommerce checkout for $100
-> Woocommerce communicates contact information with Pabbly Connect.
-> Woocommerce also assigns Tag A to customer and tag A is communicated to Pabbly Connect along with the other contact information.
-> Pabbly Connect creates a new contact in Ontraport and assigns this new contact Tag A so that that person is granted access to course pages 1 and 2 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
2. Customer purchases course B through WooCommerce checkout for $250
-> Woocommerce communicates contact information with Pabbly Connect.
-> Woocommerce also assigns Tag B to customer and tag B is communicated to Pabbly Connect along with the other contact information.
-> Pabbly Connect creates a new contact in Ontraport and assigns this new contact Tag B so that that person is granted access to course pages 1, 2, 3 and 4 (This step is already taken care of natively in the Ontraport Pilot Press plugin)
Thank you!
-Brad
