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Sell via WooCommerce with Zapier
Sell via WooCommerce with Zapier
Updated over 3 years ago

WooCommerce is an impressive add-on for WordPress sites that gives you advanced control over selling products via your WordPress site.

You can list your subscriptions or bundles on WooCommerce. When a purchase is made, Uscreen will give access to the content purchased(with a bundle) via Zapier and even email login information to the customer so they can access your Uscreen Storefront.

Before you begin, note that this is a bit of a workaround and requires some ongoing legwork on your end to make it run smoothly.

Subscription Only Setup Notes

WooCommerce will handle the recurring subscription charges, while Uscreen will provide access to the content. There currently is no way for the initial subscription payment to happen in WooCommerce and then Uscreen to continue charging the customer without the customer having to enter their payment details a second time in Uscreen, which would be pretty confusing for them.

You'll also need an additional add-on for WooCommerce called WooCommerce Subscriptions. It does have an annual cost associated with it. This allows you to offer products with recurring charges such as subscriptions.

Lastly, you'll need to create a bundle in Uscreen with all content you want to offer as part of the subscription. You won't make a subscription since WooCommerce will be handling the recurring charges.

Initial Setup

For the Bundles in Uscreen, make sure you title the product in WooCommerce the same as you do in Uscreen. This will make the process a lot easier to set up.

Now, when you create the bundle in Uscreen, you'll want to set it as Only Available by Direct Link. Putting it as Only Available by Direct Link will ensure regular users can't find the bundle.

Lastly, we'll be setting it up so that when a subscription or bundle is purchased in WooCommerce, your customer gets access to Uscreen to a bundle. We'll need the WooCommerce Zapier add-on, which again does have an annual cost associated with it.

Now let's get this setup. You'll need to create a Zap for each subscription/bundle you're offering.

Create a Zap with the following:

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You'll then have to set up the Webhook part, Zapier lets you know that you need both the WooCommerce Zapier and WooCommerce Subscriptions(if selling a Subscription) extensions installed. Follow the instructions listed here to set up the Webhook back in WooCommerce.

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Next, add a Filter for the Line Items Name:

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For (Text) Contains, type the title of your product in WooCommerce exactly. This ensures this Zap only fires when the bundle is purchased and not your other WooCommerce products.

Lastly, add a Uscreen Action Event for Assign User Access.

Screenshot of the Action section in Zapier

Under Customize Customer, you'll enter the following:

When you add a Subscription/Bundle, Zapier will show you the names of your bundles and select the one you are granting access for.

Grab the Email from the WooCommerce order and create a password for them. We recommend using TempPassword+their first name variable. This will ensure that not every customer gets the exact same password.

A login email with a password will only be sent if the customer doesn't exist in Uscreen already.

NOTE: Entering the email variable from WooCommerce into Uscreen's Assign User Access action is crucial to ensure the functionality of the automated integration. Without this information, access won't be assigned correctly.

Use the Name variables to ensure the user has First Name + Last Name in Uscreen (make sure there is a space between these two variables.

Setting the field "Charge Subscriptions Outside Of Uscreen" to True will let the Uscreen billing system know that you'll be handling subscription billing through Shopify rather than Uscreen and will disable billing, subscription management, and invoicing through the Uscreen Dashboard. You will see the following message on accounts set up like this:

Your Zap should end up with the following three steps:

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Some Tips

Customize the purchase confirmation email or thank you for your purchase page for these products in WooCommerce to say something like, "If you've purchased a subscription, access will come via a second email shortly."

You'll need to set up a cancellation email to go to yourself via WooCommerce, and once a subscription cancellation request is made in WooCommerce, simply view that customer's profile in Uscreen and remove access to the bundle. Otherwise, they're going to continue to have access to Uscreen.

We use (Text) Contains and not (Text) Exactly Matches in case a customer makes additional purchases in WooCommerce at the same time as the subscription purchase. Other purchases will change the Line Items Name to include all purchases made in that checkout. (Text) Contains ensures that it will simply look to see the subscription was one of the purchases.

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