FAQs
Simplify BizMagnets integration with third-party applications for seamless and efficient workflows.
Last updated
Simplify BizMagnets integration with third-party applications for seamless and efficient workflows.
Last updated
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.
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.
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.
Create a workflow in BizMagnets for COD Confirmation to automate the process.
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.
The order status is sent back to Shopify through the BizMagnets Connector, ensuring accurate and updated order information in your Shopify account.
Yes, BizMagnets offers detailed analytics and session logs, providing insights into customer interactions, drop-off points, and the effectiveness of your automated workflows.
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.
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.
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.
First, create a workflow for COD Confirmation in BizMagnets. Then:
Go to Bots and create a bot named COD Confirmation.
Add a flow named Confirm Order under the bot.
In Connectors, select Shopify and choose the Replace Order Tag action.
Configure the Order Id variable and save the flow. This setup allows you to send messages to customers after they confirm COD orders.
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.
Follow these steps to resolve errors:
Check if the WhatsApp template you're using is approved.
Ensure that all variables are mapped correctly.
For detailed error information, click on the error link in the logs to investigate further.
Yes, BizMagnets will send the updated status, whether it's order confirmation or cancellation, back to Shopify using the configured Shopify Connector.
To automate Refund Notifications:
Navigate to Integration in your BizMagnets dashboard.
Select the Integrated WooCommerce Application.
Go to Workflow and use the Order Refunded Workflow to send automated refund notifications to customers.
If you encounter issues with variable mapping:
Review the template to ensure placeholders of variables match the WooCommerce data.
Double-check your mapped variables for accuracy.
If problems persist, contact BizMagnets support for assistance.
Yes, you can customize Order Completion Notifications.
Go to Workflow in the WooCommerce Integration section of your BizMagnets dashboard.
Use the Order Completed Workflow to tailor the notifications according to your preferences.
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.
If you encounter issues:
Review the logs in BizMagnets. Check the Status column for error explanations.
Verify variable mappings to ensure they are correctly aligned.
If you cannot identify the issue, contact BizMagnets support for assistance.
Yes, you can pause or disable workflows.
Go to the Workflow section.
Toggle the Switch button Off to pause or disable the workflow.
When connecting WooCommerce with BizMagnets:
Log in to WooCommerce in a separate browser window.
Double-check the shop URL for accuracy.
Retry the connection if needed.
If workflows are not triggering:
Ensure the workflows are activated in BizMagnets.
Verify the variable mappings in the workflows.
Confirm the selected message templates are appropriate for the workflow.
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.
To configure WhatsApp Buttons:
In the workflow settings, customize the content of the buttons.
Edit the automated chats linked to each button for personalized interactions.
Set up a default automated chat in BizMagnets to guide the customer or offer assistance based on their input.
Check if the templates are approved.
Verify proper mapping of variables.
For detailed error information, click the error link in the Logs section to identify and resolve the issue.
Yes, if you already have a connection set up for WooCommerce, you can use the same connection when integrating Cart Flow with BizMagnets.
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.
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.
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.
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.
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.
If the webhook connection fails:
Double-check the Webhook URL and Webhook Secret for accuracy in both BizMagnets and ShipRocket.
Ensure there are no extra spaces or characters in the Webhook details.
Test the webhook in ShipRocket to verify its functionality and save it to establish a successful connection.
Ensure the following:
The ShipRocket API user is created successfully.
Credentials are correctly entered in BizMagnets.
The appropriate channel name is selected during configuration.
Webhook details are accurately pasted into ShipRocket.
No, it is recommended to use a different email for the ShipRocket API user than the one used during registration.
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.
If the webhook is not recognized:
Double-check the Webhook URL and Webhook Secret copied from BizMagnets for accuracy.
Ensure there are no typos or extra characters.
Verify that the webhook is saved and marked as active in ShipRocket.
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.
In ShipRocket, navigate to Settings => API => Configure.
If the API user is successfully created, it will be listed there.
Ensure the email used for the API user is different from the one used during ShipRocket registration.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.