Learn How to import contacts from Store to Retainful.
If you are already using Retainful or just getting started, you would want to import your existing contacts (customers) from your WooCommerce store and create lists/segments with them for sending email campaigns and analytics.
Woocommerce: Connect your store to Retainful
Woocommerce: Connect your store to Retainful
So, we have added an option in the Retainful dashboard -> Contacts section to allow you to import your existing contacts and their order histories from your WordPress dashboard.
Let us see how to use the option to sync orders and contacts.
Step 1: Log in to your Retainful dashboard -> Contacts and click on 'Import Contacts'.
Sync Orders & Contacts Menu
Step 2:
Choose an import type - >"Import from store" and continue.
Import from Store
Step 3: Data Validation: Ensure a smooth import process by verifying key details before import.
Click on 'Continue'.
Data Validation
Step 4: Now, a prompt will appear; Select the checkbox to accept the policy of GDPR compliance then Click on the 'confirm & Import' button in the prompt to proceed.
Confirm & Import
That's all required. The orders and contacts will be imported within a couple of minutes.
You can find the imported contacts in the contacts section below,
Contacts
You have successfully imported your contacts and their order history.