FAQs

Simplify BizMagnets integration with third-party applications for seamless and efficient workflows.

This page addresses frequently asked questions about integrating third-party applications with BizMagnets, with a focus on enhancing functionality and automating processes. Discover how to optimize your BizMagnets experience by navigating integrations effectively.

E-commerce Platforms

Shopify

How do I set up a workflow for abandoned carts?

Navigate to the Integration section on your BizMagnets dashboard, click on the integrated Shopify application, and go to Workflows. Under workflows, locate Cart Abandoned and click on Use. Follow the prompts to configure the workflow.

Can I customize actions within the cart abandonment workflow?

Yes, after selecting the time delay for the cart abandonment notification, click on Add Action to choose actions such as updating contact tags, conversation tags, or contact email based on your preferences.

How do I set up Cash on Delivery (COD) confirmation workflows?

1. Create a workflow in BizMagnets for COD Confirmation to automate the process.

2. Build a bot in BizMagnets with a flow named Confirm Order and use the Shopify Connector to handle and update the order status.

This ensures efficient handling of COD orders and confirmations.

How does BizMagnets ensure order status accuracy in Shopify?

The order status is sent back to Shopify through the BizMagnets Connector, ensuring accurate and updated order information in your Shopify account.

Does BizMagnets provide analytics for workflow performance?

Yes, BizMagnets offers detailed analytics and session logs, providing insights into customer interactions, drop-off points, and the effectiveness of your automated workflows.

Can I create separate workflows for different order statuses?

Absolutely! You can create distinct workflows for various order statuses, including Cart Abandoned, Order Confirmation, Delivery Updates, and Order Cancellations, tailoring each workflow to meet your business needs.

What is the recommended time to send cart abandonment messages? Can it be customized?

It is generally recommended to send cart abandonment messages within 1-2 hours of cart inactivity to maximize recovery rates. Yes, you can fully customize the timing based on your business strategy during the workflow setup.

How do I customize post-message actions in a cart abandonment workflow?

After creating the cart abandonment workflow, click on Add Action and choose the desired action for the workflow to perform post-message, such as updating contact tags, conversation tags, or contact email.

How do I set up a workflow for COD Confirmation in BizMagnets?

First, create a workflow for COD Confirmation in BizMagnets. Then:

1. Go to Bots and create a bot named COD Confirmation.

2. Add a flow named Confirm Order under the bot.

3. In Connectors, select Shopify and choose the Replace Order Tag action.

4. Configure the Order Id variable and save the flow. This setup allows you to send messages to customers after they confirm COD orders.

Can I create a Cancel Order flow similar to the COD Confirmation flow?

Yes, you can create a flow for Cancel Order under the same COD Confirmation bot in BizMagnets. When a customer cancels a COD order, the status will be automatically sent back to Shopify.

What should I do if I see errors in Shopify Integration logs?

Follow these steps to resolve errors:

1. Check if the WhatsApp template you're using is approved.

2. Ensure that all variables are mapped correctly.

3. For detailed error information, click on the error link in the logs to investigate further.

Will BizMagnets update Shopify with order statuses like confirmation or cancellation?

Yes, BizMagnets will send the updated status, whether it's order confirmation or cancellation, back to Shopify using the configured Shopify Connector.

WooCommerce

How can I automate Refund Notifications in BizMagnets?

To automate Refund Notifications:

1. Navigate to Integration in your BizMagnets dashboard.

2. Select the Integrated WooCommerce Application.

3. Go to Workflow and use the Order Refunded Workflow to send automated refund notifications to customers.

What should I do if I face issues with variable mapping in WooCommerce workflows?

If you encounter issues with variable mapping:

1. Review the template to ensure placeholders of variables match the WooCommerce data.

2. Double-check your mapped variables for accuracy.

3. If problems persist, contact BizMagnets support for assistance.

Can I customize Order Completion Notifications in BizMagnets?

Yes, you can customize Order Completion Notifications.

1. Go to Workflow in the WooCommerce Integration section of your BizMagnets dashboard.

2. Use the Order Completed Workflow to tailor the notifications according to your preferences.

What are WhatsApp Buttons, and how do they enhance customer interactions?

WhatsApp Buttons are interactive options presented to customers, allowing them to make choices directly within the chat. Based on their responses, automated workflows are triggered to provide personalized shopping assistance, enhancing the overall customer experience.

What should I do if I face issues with workflows or error messages?

If you encounter issues:

1. Review the logs in BizMagnets. Check the Status column for error explanations.

2. Verify variable mappings to ensure they are correctly aligned.

3. If you cannot identify the issue, contact BizMagnets support for assistance.

Can I pause or disable workflows temporarily?

Yes, you can pause or disable workflows.

1. Go to the Workflow section.

2. Toggle the Switch button Off to pause or disable the workflow.

What should I ensure during the WooCommerce connection process?

When connecting WooCommerce with BizMagnets:

1. Log in to WooCommerce in a separate browser window.

2. Double-check the shop URL for accuracy.

3. Retry the connection if needed.

What should I check if workflows are not triggering correctly?

If workflows are not triggering:

1. Ensure the workflows are activated in BizMagnets.

2. Verify the variable mappings in the workflows.

3. Confirm the selected message templates are appropriate for the workflow.

How do WhatsApp Buttons enhance customer interactions?

WhatsApp Buttons offer customers options like "Got it," "Thanks," or "Need Assistance." Each selection triggers an automated chat to provide tailored assistance based on the customer's choice, improving their experience.

How do I configure WhatsApp Buttons in BizMagnets workflows?

To configure WhatsApp Buttons:

1. In the workflow settings, customize the content of the buttons.

2. Edit the automated chats linked to each button for personalized interactions.

What happens if a customer’s response doesn’t match predefined options?

Set up a default automated chat in BizMagnets to guide the customer or offer assistance based on their input.

What should I do if message templates fail or errors occur in workflows?

1. Check if the templates are approved.

2. Verify proper mapping of variables.

3. For detailed error information, click the error link in the Logs section to identify and resolve the issue.

WooCommerce Cart Abandonment Recovery

Can I use an existing WooCommerce connection for Cart Flow integration?

Yes, if you already have a connection set up for WooCommerce, you can use the same connection when integrating Cart Flow with BizMagnets.

What is the Webhook URL and why is it important for Cart Flow integration?

The Webhook URL generated in BizMagnets is crucial for communication between Cart Flow and BizMagnets. It needs to be added to your WordPress account to enable seamless Cart Abandonment Recovery.

How do I enable Cart Abandonment tracking in WooCommerce?

To enable Cart Abandonment tracking, go to your WooCommerce settings and check the box for "Start capturing abandonment carts." You can also set the time duration for abandoned carts and disable tracking for specific statuses if needed.

What should I check if the webhook is not working?

Ensure that the Webhook URL is correctly added in your configuration settings, and verify that tracking and status settings are properly set up. If issues persist, reach out to support for assistance.

How do I set the time for abandoned carts in WooCommerce?

To set the time for abandoned carts, go to the WooCommerce settings in your WordPress admin panel and specify the time duration after which a cart is considered abandoned. This setting will help BizMagnets track and trigger the recovery process for abandoned carts accordingly.

Can I disable tracking for specific cart statuses in WooCommerce?

Yes, you can disable tracking for specific cart statuses in the WooCommerce settings. This option allows you to exclude certain cart statuses (like completed or canceled orders) from being tracked for abandonment recovery.

Shipping and Logistics

ShipRocket

What should I check if the webhook connection between BizMagnets and ShipRocket fails?

If the webhook connection fails:

1. Double-check the Webhook URL and Webhook Secret for accuracy in both BizMagnets and ShipRocket.

2. Ensure there are no extra spaces or characters in the Webhook details.

3. Test the webhook in ShipRocket to verify its functionality and save it to establish a successful connection.

What should I confirm about the ShipRocket API user during integration?

Ensure the following:

1. The ShipRocket API user is created successfully.

2. Credentials are correctly entered in BizMagnets.

3. The appropriate channel name is selected during configuration.

4. Webhook details are accurately pasted into ShipRocket.

Can I use the same email for the ShipRocket API user as the one used for registration?

No, it is recommended to use a different email for the ShipRocket API user than the one used during registration.

Can I connect multiple ShipRocket accounts with BizMagnets?

Yes, BizMagnets allows you to connect multiple ShipRocket accounts. Ensure that you provide the relevant API Email and Password for each specific ShipRocket account during integration.

What should I do if ShipRocket does not recognize the webhook?

If the webhook is not recognized:

1. Double-check the Webhook URL and Webhook Secret copied from BizMagnets for accuracy.

2. Ensure there are no typos or extra characters.

3. Verify that the webhook is saved and marked as active in ShipRocket.

Do I need a separate API user for ShipRocket integration?

Yes, a separate API user is required for ShipRocket integration. This ensures secure and authorized communication between BizMagnets and ShipRocket. Follow the instructions provided to create an API user in ShipRocket.

How can I confirm that the API user is created successfully in ShipRocket?

In ShipRocket, navigate to Settings => API => Configure.

1. If the API user is successfully created, it will be listed there.

2. Ensure the email used for the API user is different from the one used during ShipRocket registration.

Can I use the same API user for multiple ShipRocket accounts?

No, it is recommended to create a unique API user for each ShipRocket account. Each API user is tied to a specific account to ensure secure and distinct integrations.

Marketing and Engagement Platforms

Facebook Leads

How do I integrate Facebook Leads with BizMagnets?

To integrate Facebook Leads with BizMagnets, go to the Integrations section in BizMagnets, select Facebook Leads, and connect your Facebook account. Follow the prompts to link your Facebook page and set up the integration.

What happens when a lead submits their information through a Facebook ad?

When a lead submits their information via a Facebook ad, BizMagnets automatically creates a contact in your account and sends a message to the lead based on the predefined message template you've set up.

Can I create multiple workflows for different Facebook lead forms?

Yes, you can create multiple workflows for different Facebook lead forms. This allows you to send personalized messages or take different actions depending on the lead form or campaign.

How do I map Facebook lead form fields to BizMagnets variables?

In BizMagnets, you can map the fields from your Facebook lead form (like Name, Email, Phone Number) to variables within BizMagnets templates. This ensures that your messages are personalized and relevant to each lead.

Can I automate messaging to new leads immediately after they submit the form?

Yes, once a lead submits their information through the Facebook ad, BizMagnets will automatically send them a pre-configured message based on the workflow you've set up. This helps you engage with leads immediately after they show interest.

Is it possible to track the performance of Facebook leads in BizMagnets? q

Yes, BizMagnets allows you to track the performance of your Facebook leads integration by providing insights into the number of leads generated, messages sent, and other key metrics to monitor the effectiveness of your campaigns.

What should I do if I face issues with the Facebook Leads integration?

If you encounter any issues with the Facebook Leads integration, ensure that your Facebook page is correctly linked, the lead form is active, and the webhook URL is properly configured in BizMagnets. If the issue persists, reach out to BizMagnets support for further assistance.

Can I use Facebook Leads with multiple Facebook pages?

Yes, BizMagnets allows you to integrate multiple Facebook pages. You can create separate workflows for each page and manage leads from all your Facebook pages efficiently within BizMagnets.

Additional Integrations

Zoho

How do I integrate Zoho Books with BizMagnets?

To integrate Zoho Books with BizMagnets, navigate to the Integrations section in BizMagnets and select Zoho Books. Provide the necessary API credentials and follow the instructions to link your Zoho Books account with BizMagnets.

What details do I need to provide when configuring the WhatsApp template in Zoho for new lead automation?

When configuring the WhatsApp template in Zoho for new lead automation, provide details such as the Template Name, Recipient Name, and Phone Number. Additionally, you will need to map the Zoho fields to corresponding variables in BizMagnets.

Can I create multiple workflows in Zoho for different purposes?

Yes, you can create multiple workflows in Zoho for different purposes. Define specific conditions and actions for each workflow to allow for personalized and targeted messaging based on lead attributes.

How do I check webhook configurations in Zoho?

Ensure that the Webhook URL and parameters are correctly configured in Zoho. Additionally, verify the BizMagnets API key and secret in the Zoho connections to ensure proper integration.

Can I sync customer and invoice data from Zoho Books to BizMagnets?

Yes, after the integration is set up, you can sync customer information, invoices, and other relevant data from Zoho Books to BizMagnets to streamline your business processes and automate communication.

How do I automate sending invoices via WhatsApp after syncing with Zoho Books?

Once the integration is complete, you can create workflows in BizMagnets to automatically send invoices to customers via WhatsApp. Simply map the relevant fields (such as customer name, phone number, and invoice details) and set up automation triggers based on specific actions like invoice creation or due date reminders.

What should I do if I encounter errors during Zoho Books integration?

If you face issues during the Zoho Books integration, verify your API credentials and ensure they are correctly entered in BizMagnets. You can also check the webhook configurations and ensure that the parameters match. If the issue persists, contact BizMagnets support for assistance.

Is it possible to track payments and send payment reminders via BizMagnets after syncing with Zoho Books?

Yes, you can track payment statuses and send automated reminders via WhatsApp using BizMagnets after syncing with Zoho Books. Set up triggers based on payment due dates or overdue payments to remind customers to complete their transactions.

Can I customize the message templates for Zoho Books invoice notifications in BizMagnets?

Yes, you can customize the message templates in BizMagnets for Zoho Books invoice notifications. Create personalized message templates that include invoice details, customer names, and other variables to enhance customer communication.