BlueLena Guide: WooCommerce is an e-commerce platform integrated with WordPress. 

Why would I use WooCommerce? 

  • Secure payments: Processing payments securely for a seamless customer experience.
  • Adaptability: Utilizing various plugins to address evolving needs, such as analytics, payment gateways and marketing tools.
  • Extended reach: Expanding the publication’s reach by engaging with readers online.
  • Tailored experience: Creating a customized e-commerce experience that aligns with the unique products and preferences of the publication’s audience.

Why choose WooCommerce over other platforms:

  • Integration
    •  If the publication’s website is built on WordPress, WooCommerce is a natural choice.
  • Customization
    • Themes: You’re able to modify colors, fonts, and other style elements.
  • Payment methods: 
    • Wide range of payment methods (Stripe, ApplePay, GooglePay,etc), giving publications the flexibility to choose the one that best suits their needs and the preferences of their customers.

How do I initially set up an account?

If you’re looking to initially set up an account in WooCommerce, you can learn more about this process and setup here.

How do I create a membership plan in WooCommerce?

If you’re looking to set up a membership plan in WooCommerce, you can learn more about this process and setup here.

How do I create a member profile?

If you’re looking to create a member profile in WooCommerce, you can learn more about this process and setup here.

How do I log into WooCommerce?

If you’re looking to log into WooCommerce as a new or existing user, you can learn more about this process here.

How do I merge subscriber accounts?

If a contact has a non-paid account and a paid account but wants to switch around the emails, follow the process below:

  • If you have a non-paid account under one email address (jake123@gmail.com) and a paid account under another (jake123@outlook.com), and want to flip these, make a simple edit. On the current non-paid account, edit their email and add “+test” before the domain name. This is a necessary step because you cannot have two accounts with the same email existing at the same time.
  • Go to the current paying account, copy the current email, then enter the non-paying email here: jake123@gmail.com
  • Finally, navigate back to the profile that you changed to jake123+test@gmail.com, and update that to jake123@outlook.com. 
  • Once completed, confirm with the contact if they wish to get rid of the unpaid account, then delete it if necessary. Account deletion must occur in both your monetization platform and also ActiveCampaign.

Subscriptions Manager

If you’re looking for a general overview for how to manage subscriptions in WooCommerce, you can learn more about this process here.

How do I switch payment tiers?

If you’re looking to upgrade or downgrade a customer’s subscription, you can learn more about this process here.

How does a subscriber update their payment method?

  • The subscriber will log into their account/
  • Go to their account dashboard.
  • Click ‘My subscription’ on the left menu bar. 
  • In the actions box, click ‘Change payment.’

How do I resubscribe to a subscription?

If you’re looking to resubscribe a customer’s subscription, you can learn more about this process here.

How do I cancel a subscription? How do I offer a refund?

  • If you’re looking to cancel a subscription, you can learn more about this process here. 
  • If you’re looking to offer a refund:
    • Go to ‘Orders.’
    • Click on the name of the subscriber/customer.
    • Under the ‘Items’ section, there will be a button at the bottom, ‘Refund.’
      • This gives you the option to refund manually or refund via your payment. processor platform (Stripe, etc.)
        • Once the refund is applied:
          • Copy the email associated with the customer.
          • Check your payment processor platform (Stripe) to confirm the refund has been processed.