bigcommerce integration

How to select RFM ratings for the segmentation of contacts?

Himani Rawat — Tue, 20 Jun 2023 13:36:03 +0000

You can easily custom-select the RFM ratings for the contacts based on order Recency, Frequency, and Monetary (RFM) value. Follow the below steps to do it effortlessly:

Go to the plugin in your BigCommerce dashboard.
After this, navigate to Apps > HubSpot Integration by MakeWebBetter > Dashboard.
Then, go to Configurations from the main menu.

Scroll down to find RFM Settings (Manage ROI Tracking).
Finally, set RFM ratings as per choice.

The post How to select RFM ratings for the segmentation of contacts? appeared first on MakeWebBetter Support.

I linked the wrong account in the integration plugin. How do I fix it and add my HubSpot account?

Himani Rawat — Tue, 20 Jun 2023 13:22:14 +0000

You can simply remove the account and add a new one. If you’ve connected the wrong HubSpot account (or portal) with our HubSpot BigCommerce integration, follow the below steps to fix it:

Go to the plugin in your BigCommerce dashboard and then navigate to Apps > HubSpot Integration by MakeWebBetter > Dashboard.
Then, click the Configuration button from the main menu of the plugin.
Then, scroll to the bottom and click Reconnect your HubSpot portal will be disconnected from the plugin.

Please Note: It will erase all the data from the plugin you’ve synced from the wrong HubSpot account.

After disconnecting the account,

Click on the Connect Your Account button on the plugin to connect to the portal you like.
Select the portal you want to connect and click on Choose Account button. That’s it.

The post I linked the wrong account in the integration plugin. How do I fix it and add my HubSpot account? appeared first on MakeWebBetter Support.

How to enable all workflows in this integration?

Himani Rawat — Tue, 20 Jun 2023 08:41:13 +0000

Even in the trial period, you get all the functionalities including workflows. You get workflows ready-to-create in HubSpot for converting MQL to the Customer lifecycle stage and for first customers, 2nd order, 3rd order, and ROI calculation.

The rest of the workflows unlock automatically. Once you get an abandoned cart in your BigCommerce store, the respective workflow will activate itself. Similarly, upon receiving your orders in your BigCommerce store, After-order workflows and Order Recency workflows will unlock.

For this,

Go to the plugin in your BigCommerce dashboard.
After this, navigate to Apps > HubSpot Integration by MakeWebBetter > Dashboard.
Then, go to HubSpot from the main menu and choose Import/Export from the drop-down.

4. All the workflows are listed here.
5.Then, simply click Create right next to the respective workflow and the workflow will be created in your linked HubSpot account.

The post How to enable all workflows in this integration? appeared first on MakeWebBetter Support.

Can I export old/previous users from BigCommerce to HubSpot after setting up the plugin?

Himani Rawat — Tue, 20 Jun 2023 08:02:25 +0000

You can also sync your old BigCommerce users to HubSpot CRM after setting up the plugin

Go to the plugin in your BigCommerce dashboard.
After this, navigate to Apps > HubSpot Integration by MakeWebBetter > Dashboard.
Then, go to HubSpot from the main menu and choose Import/Export from the drop-down.
Then choose the data time that you want to import i.e. Products, Orders, & Customers.
Set the time period in the Select Date Range tab.
Finally, click the Import Data Now button and the unsynced contacts that were created during that period would be queued for syncing.
Tip: If you have huge numbers of contacts and require faster synchronization, connect with us for the same.

The post Can I export old/previous users from BigCommerce to HubSpot after setting up the plugin? appeared first on MakeWebBetter Support.