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Smart Marketers always wanted to stay up-to-date with different Stages of order purchase. HubSpot Deal Per Order plugin provides that simplicity to break the Shop orders into Stages.
HubSpot Deal Per Order allows you to convert the individual potential sale of your store to HubSpot Deals. Track your store’s overall Sales and Revenue generated throughout the month or specified period of time.
The best thing about the deals that HubSpot allows, is to track them individually with the attached contacts and also with the associated revenue through pipeline feature.
1) Group → Product Details
• Deal Products
• Deal Product Categories
• Deal Product SKUs
2) Group → Analytics Details
• Deal Creation Month
• Deal Line items Count
• Deal Savings Amount
• Deal Subtotal Amount
• Deal Tax Amount
• Deal Tax Included
→ Initially, activate the add-on and enable the add-on to function properly.
→ The HubSpot Deals will be ready in two small steps. It includes running setup for:
• New Pipeline on HubSpot for Deals ( “WooCommerce Sales Pipeline”).
• New custom groups and properties for HubSpot Deals.
→ Deals will be auto-created for each order on the store placed by either guest or registered customer.
→ Deals will be assigned to at least one contact that has placed the order. The contacts are checked or updated automatically over HubSpot.
→ We assign the closing date to deals in following way:
• If an order is found with “processing” or “completed” status, the deal will be closed on the same date.
• If any other order status then we add 7 days more to the closing date as giving more time to orders to be in completed or processed stage.
• On updating order on the store, the deal stage and close date will be auto-updated accordingly.
→ Details regarding the products and other information will be saved in the deal custom group and properties.
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|Compatible With||WooCommerce 3.3.3, Wordpress 4.9.4|
|Compatible Browsers||IE9, IE10, IE11, Firefox, Safari, Opera, Chrome, Edge|
|Minimum PHP version||5.4|