How to: Integrate Jetpack CRM with Awesome Support

Posted on July 22, 2017 by Mike Stott

In this integration How To. I take a look at why you’d want to run a help desk from within your WordPress dashboard.

Here at Jetpack CRM, our philosophy is that hosting your own data is becoming a much more popular option than using a ‘SaaS type’ cloud offering. This way, if you ever decide you don’t want to keep using the software, the data is actually all yours and not over on someone else’s server.

The same goes for your support help desk. I could rattle off some names you’ve probably heard of (HelpScout, GrooveHQ) and I bet you’ve considered using them in the past.

I’d like to introduce another option. Just like with Jetpack CRM, you can host your own support system from your WordPress dashboard.

Introducing Awesome Support….

Why Awesome Support + Jetpack CRM

Of course, if you’re running a support help desk, you should really be using a CRM. I’ve said that a lot in these series of blog posts.

Here’s some of the benefits from that article:-

  • You can see which of your Jetpack CRM contacts have submitted tickets (and whether they’re a lead or a customer)
  • You can see which of your customers ask you a lot of questions (hinting at the need to improve documentation)
  • You can use all the benefits of a CRM with your contacts who have submitted a ticket

The benefits of the CRM are, amongst other things:

  • Being able to see all your contacts in one place (support users = leads, support users who have purchased from you)
  • Tag your contacts with useful tags

How do you do it?

It’s super easy to integrate your Jetpack CRM with Awesome Support. We have an extension which does just that. Once you activate the extension you can see which of your Jetpack CRM contacts have sent in support tickets. This ticket summary is added to the Edit Customer page

This gives you a great way of seeing the tickets in that your Jetpack CRM contacts have opened with you and links in the CRM with your Awesome Support Desk.

Extra Customer Activity Logged

The extension also logs any tickets that have been opened against the customer in the activity log.  The ticket (top of the new above) looks like this inside Awesome Support.

… but it now gets added to the customer activity log for that user (and builds up the customer activity record).

Here’s how the same Activity Log looks with more added to it.

Also, once it’s into the log you can use the CRM advanced search to search across all of the CRM data and discover popular topics of support that have come in across your customers.

But what are the benefits again?

The benefits of integrating Jetpack CRM and Awesome Support is you get to use all of the power of a CRM with your support ticket users.

New contacts are created when a support ticket is sent in (if the contact doesn’t already exist in Jetpack CRM). If it does exist an activity note is added to the record.

But I don’t use a Support Ticket System

If you’re using email to handle support then I highly recommend switching to a support desk type system using the Awesome Support Plugin combined with Jetpack CRM. This will save your support tickets getting lost in your emails and it’ll also make sure you’re not losing touch with your contacts.


How to: Integrate WooCommerce with Jetpack CRM

Posted on July 20, 2017 by Mike Stott

In this post we take a look at running Jetpack CRM alongside WooCommerce. How to do it and more importantly the amazing benefits to doing so.

Why use Jetpack CRM with WooCommerce?

If you’re running an eCommerce store, you’re more than likely using WooCommerce. If you’re using WooCommerce but aren’t running a CRM (like I used to be) then read on. You should really use a CRM with your WooCommerce Store.

If you have a CRM, consider using Jetpack CRM instead. Jetpack CRM is built on WordPress, accessible from your admin panel (right next to your store) and helps you with some amazing WooCommerce specific benefits.

What the WooSync extension does

The WooSync Extension connects Jetpack CRM to your WooCommerce Store. You can read exactly how to do this over at the knowledge base. This post focusses on the benefits of using Jetpack CRM with WooCommerce.

Orders, Customers and Transactions

Our WooSync extension allows you to connect Jetpack CRM to your WooCommerce store.

Once you’ve done this and hit “import” it’ll run through all your WooCommerce orders and work it’s magic. It creates Customers in the Jetpack CRM from the orders and assigns each order to the customer.

It takes your usual “Orders” view and uses the data from this….

…….and gives you a new ‘Customer centric’ view within your Jetpack CRM

What’s great about this is it makes everything customer focussed. Using the invoices benefit (more on this later) you can also have your WooCommerce orders turned into invoices and your customers can view them all from their Client Portal.

Sales Dashboard

WooCommerce Reports are OK, but looking at product performance, comparing to previous periods and seeing things like Average Revenue per Customer or new customers over time just isn’t possible. You can unlock this potential with the Sales Dashboard Extension.

Checking in on your WooCommerce Metrics this way is a great way to keep an overview of everything going on in your business.

You can also click into any of the dashboard charts above and see more information, for example, clicking into “New Customers” tells you added information about your customers.  Things like:-

  • Which day of the week do you get the most customers
  • How many customers are you adding each month

It powers up your reporting and helps you keep track easily and detect whether you’re growing (compared to previous months).

Target your communications

Through using the Mail Campaigns extension alongside the Bulk Tagger extension you can tag your customers based on what they’ve purchased from you and then send them a personalised email.

Most WooCommerce + Email Marketing integrations I’ve seen you can tag customers that they’ve purchased from you, BUT you can’t tag them (easily) with the product name of what they’ve purchased. This means your communications are only half tailored (you know they’ve bought, but not what)..

Through using Jetpack CRM and the Mail Campaign you can filter your customers based on their tags. Send an email to specific niches of your customers and sell more to them. Perfect.

Has someone bought suncream, a hat and a bucket and spade. Maybe they’ll be interested in purchasing a beachball from you at a special discount.

With Mail Campaigns you can target an exact niche like that, and send them a very personalised communication increasing your cross selling ability and making you more money!

Additional Invoicing Benefits

I’m pretty sure that WooCommerce store owners aren’t 100% familiar with the WooCommerce built in customer invoice settings.

It’s a bit hidden away in the WooCommerce settings but you can use WooCommerce to generate an invoice (which includes payment links for your customers to pay the invoices)

But, it’s set to MANUALLY SENT by default and also, it assumes that the WooCommerce Order hasn’t been paid for (which in the majority of cases, with something like PayPal or Stripe running your WooCommerce Store the order will already have been paid for).

So you’re left with needing to give your customers and invoice, but only if they ask (and not confuse them with a ‘pay for this now’. …

Enter Jetpack CRM ‘Auto Create Invoice’ Feature

WooSync now lets you generate invoices from orders (or not) as talked about above you can use this to cut down on the amount of times you’re asked for an invoice from your customers (just give them their client portal link, and let Jetpack CRM do the rest)

Once you’ve done this, as WooSync adds new orders, it’ll generate an invoice (and mark it as paid). It also attaches this to the customer.

This will then show up in the Client Portal for your customer. They can log in and view their invoices for any of their orders with you. WooCommerce orders will be marked as Paid (but you can edit the status at any time).

Say goodbye emails asking you for invoices, generate a Client Portal access once, and all the invoices for that customer will sit under that account.

Extra Benefits of Jetpack + WooCommerce

Once you’re up and running with Jetpack CRM and WooCommerce it’s super easy to start using all the extra features and benefits of a CRM.

In Summary

If you’re using WooCommerce you should really be using Jetpack CRM. It’s built just for people like you. WooCommerce store owners.  We use WooCommerce and Jetpack CRM daily. So we have built the extension to work and be of huge benefit to you.

To recap the main benefits of this post, through using WooCommerce with Jetpack CRM (and WooSync) you can

  • Import your WooCommerce Orders and automatically create customers (using WooSync)
  • You can view your customer growth, sales revenues and other useful information (using Sales Dashboard)
  • You can tag your customers based on their orders (using Bulk Tagger)..
  • …..and send them targeted communications (using Mail Campaigns)
  • You can automatically create customer invoices for their orders and never have to make one manually again
  • You can use all the added benefits of running Jetpack CRM such as customer activity notes, calendar reminders

Sounds good? You can grab all of the above extensions and more by using one of our Jetpack CRM bundles.



How to: Integrate Jetpack CRM with Give WP

Posted on July 09, 2017 by Mike Stott

What is Give WP?

Give WP is a Donation Plugin for WordPress. It gives you super easy donation forms for your visitors to donate to your cause. Now, you can connect your Give donation forms to Jetpack CRM and utilise the many benefits of running your own CRM.

How does Give WP and Jetpack CRM work?

When you activate the Give WP to Jetpack CRM Connector Plugin it will automatically start collecting your donation information into your Jetpack CRM. Simply activate the extension (and make sure you have GiveWP and Jetpack CRM installed and activated).

What happens when a donation is made?

When a donation is made through GiveWP donors fill in their information into the form (including their email address). Jetpack CRM takes this information and adds or updates your customer record. It also creates a new transaction against their profile and you can manage everything in one place.

Not to mention the internal Activity log where you’ll be able to add notes on top of the existing automatic entries (e.g. when a new transaction, or new activity happens)

This all leverages the use of Jetpack CRM to manage your relationship with your donors, customers and leads in general.

But Give WP already has donor profiles?

It sure does. And they’re great. That doesn’t mean you shouldn’t use Jetpack CRM as well as Give. In the screenshot above you can see that the customer has made a lot of donations but also they’re a customer of yours (well, mine) and they purchased a product.

They’re also a freelance client, who has been issued invoices (and these invoices have been paid for online using Invoicing Pro)

Not to mention you can use things like the Sales Dashboard to see how adding donations to your business has helped with overall revenues (even if these do funnel off to various charities).

Has your customer count increased since running donations? What about your average revenue per customer?

I don’t really support charities in my line of work

You don’t have to. If you’re a plugin developer you can use donations through Give as a way to fund your next product build. If customers really want to help they can donate to you.

Or, you might be planning a website re-design and reach out to your readers to help donate towards the cost of the re-design.

Anything you can think of that you want to run a donation system for, then you can do that using GiveWP and Jetpack CRM.

Where is the extension?

Give WP is available from as a free extension. We’ve released this extension as our donation to the community and allow you to accept donations using GiveWP and capture them into your Jetpack CRM for free.

You can download the extension here.

How to: Integrate Jetpack CRM with PayPal

Posted on July 08, 2017 by Mike Stott

Here’s another post in our Integrations series. Covering how to integrate your install of Jetpack CRM with various softwares and services.

Where we have knowledge base documentation I’ll also include the link here. Where there’s documentation I’ll cover in these posts how to integrate – that is – what benefits to your CRM there is by using the integration with PayPal

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How to: Integrate Jetpack CRM with the KnowAll Theme

Posted on July 05, 2017 by Mike Stott

So you’re setting up your business (or are already in business) and you’ve been using Jetpack CRM (if you’re not using it yet, follow that link and read what people have been saying).

One thing you may be missing in your business is a Knowledge Base, using Jetpack CRM in combination with a knowledge base is simple, easy and everyone should be doing it.

In this post we look at how to integrate Jetpack CRM with a knowledge base using the KnowAll Theme from HeroThemes (it’s a pretty nifty theme – we use it for our own knowledge base here).

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