At the time of this writing, I’m still going through the process of looking for a single solution to replace my current tools for transactional email, email marketing, and customer relationships.
This guide came about as part of my evaluation and possibly settling on the Metorik solution.
- Transactional Email: I’m using Sendinblue. It’s a great product, and I have no complaints about it. Sendinblue is a serious contender and checks all the boxes. However, their CRM offering is currently transitioning with their recent acquisition of a CRM-focused company. The transition could be a good thing, but I didn’t want to waste more time waiting around to see how it shakes out.
- Email Marketing: Mailchimp is what I’ve used since day 1, but I barely tapped into everything it does, and I’ve grown tired of their frustrating form builder. I can’t throw too much shade at Mailchimp, though, as it’s helped me immensely and for no cost. It’s a pretty good product overall.
- CRM: I’m using a few tools to keep track of customer relationships, and the primary players include LiveChat and Airtable. I love both solutions, and they will remain on the list of tools I use daily. But, they are not comprehensive CRM solutions.
Connect Your Store / Site
- Register for a Metorik account (Note: No credit card required.).
- Click on the ‘WooCommerce’ icon.
- Enter your company details and click ‘Add Store’.
- Next to your newly-added company, click ‘Connect’.
- Click ‘Approve’ to let Metorik connect to your store.
- Enter further details about your company and click ‘Confirm’.
- Click ‘Install It’ to start the process of installing and activating the Metorik Helper WordPress plugin.
- Close the popup window and click ‘I’ve Installed It’.
- Click ‘Setup Your Store’.
- Your Team > Click ‘Skip Step’ if you are the only person managing the Metorik aspects of your store, otherwise, add additional roles as desired.
- Digests > Optionally choose a different frequency for receiving Metorik reports or click ‘Next Step’.
- Integrations & Apps > Optionally choose any integrations you would like to use with Metorik or click ‘Skip Step’.
- Cart Tracking > Click ‘Enable Cart Tracking’.
- Cart Tracking > Clear Customer Sessions > Using the instructions provided by Metorik, clear your store’s existing customer sessions, so you can start with a clean slate in regards to what people have left in their carts over time.
- Cart Tracking > Email Field > Move Email Field > Enable
- Cart Tracking > Usage Notice > Show Email Usage Notice > Enable, especially if your website needs to comply with GDPR.
- Cart Tracking > Add to Cart Email Popup > Enable
- Click ‘Next Step’.
- Settings > Adjust as desired and click ‘Done’.
Test the Checkout Process
Hopefully, you followed my advice above to document how your checkout process looked/functioned before implementing Metorik, which would be helpful at this stage.
- Open your website in an incognito window of your browser.
- Clear your browser cookies.
- Add an item to your cart and view your cart page.
Cart Tracking: Email Field and Usage Notice
This is how it looks on my website.
Cart Tracking: Add to Cart Email Popup
This is how it looks on my website.
I always preach that people should “2FA Everything”. So, let’s get your Metorik account further secured.
- Go to your Metorik account settings.
- 2FA > Click ‘Enable’.
- Follow the prompts to add 2FA to your authenticator app of choice. (Note: I use the FREE Microsoft Authenticator mobile app.).
IMPORTANT: Metorik only displays your emergency reset token for 2FA, once, so be sure to document it somewhere that is safe and secure.
Add More Stores to Your Metorik Account
This section is for you if you run multiple MyListing websites or multiple WooCommerce stores in general.
- Go to your Metorik account settings.
- Your Stores > Click ‘Add a Store’.
- Repeat the steps from the ‘Connect Your Store / Site’ section above.
The Metorik dashboard provides a crazy amount of data from your store and many customization options for displaying the data, including custom layouts/views, team permissions, etc.
- Overall Store
In short, Metorik provides more detailed, powerful, and accurate statistics than what WooCommmerce will show you out of the box.
Let’s look at the Cart data to give you an idea of what’s possible here. Keep in mind that with everything I mention here and with Metorik in general, there is no performance impact on your site because Metorik does all the heavy lifting within the app itself, away from your store.
Out of the box, WooCommerce does not provide insight into the various cart statuses for users like Metorik does.
In contrast, Metorik tracks every valid cart that has been started on your store in real-time, so you can arm yourself with the necessary data to try and get users engaged again.
- Abandonment Rate
- Abandoned Items
- Average Cart Value
- Cart Recovery Rate
Win Back Abandoned Carts with Metorik Engage
Leveraging Metorik Engage, you can automatically send custom abandoned cart emails to customers at different times after they abandoned their cart.
You can send different emails depending on which products are in their cart, their past order history, and how much they spend.
Cart Segmenting for Further Insights
Like all data in Metorik, carts can be segmented and managed directly from the app.
Each cart has its own page so you can see the items in a cart, who it belongs to, any abandoned cart emails sent, and manually get the recovery URL.
We’ll look at this more in the following section, where I talk about ‘Cart Segmentation’.
All of the data Metorik provides, without the ability to filter through it, is useless. Metorik provides a robust filtering system, allowing you to easily segment orders, customers, products, and more.
Everything can be instantly and easily segmented, like orders, customers, products, coupons, subscriptions, and even custom meta fields added by other solutions.
Out of the box, Metorik includes a collection of suggested segments tailored just for your store, along with a page that gives you the stats for every segment in one place.
- Single Order Customers
- Repeat Customers
- Have Ordered Customers
- Zero Order Customers
- At Risk
- Joined Last Month
- Checked Out As Guests
- Registered Customers
- EU Customers
- Have Active Subscriptions
- Successful Orders
- Failed Orders
- Customer Orders
- Guest Orders
- EU Orders
- One-off Orders
- Subscription-related Orders
- In Stock
- Out of Stock
- Paid Products
- Free Products
- Simple Products
- Variable Products
- Active Subscriptions
- Churned Subscriptions
- Started In The Past 7 Days
- Renews In The Next 7 Days
- Ends In The Next 7 Days
- Canceled In The Past 7 Days
- Manual Renew Subscriptions
- Active Trials
- Trial Conversions
This guide is far from capturing all of the amazing features of Metorik, as one could dive into things like ‘Cost and Profits’, the advanced tools for selling physical goods, and the various 3rd party integrations.
If you go with WP Turned UP’s Metorik partnership deal, you can get Metorik FREE for the first two months and then $30 per month afterward. This is a drop in the bucket for those running a successful store or those serious about running one.
Metorik does almost everything I’m looking for, except some of the core ‘Transactional Emails’ like password resets, account creation, etc. This is not necessarily a deal-breaker since there are solutions that can easily fill that requirement.