How to Use Metorik to Make Running Your MyListing Store Easier and More Lucrative

At the time of this writing, I’m still going through the process of looking for a single solution to replace my current tools for transactional email, email marketing, and customer relationships.

This guide came about as part of my evaluation and possibly settling on the Metorik solution.

  • Transactional Email: I’m using Sendinblue. It’s a great product, and I have no complaints about it. Sendinblue is a serious contender and checks all the boxes. However, their CRM offering is currently transitioning with their recent acquisition of a CRM-focused company. The transition could be a good thing, but I didn’t want to waste more time waiting around to see how it shakes out.
  • Email Marketing: Mailchimp is what I’ve used since day 1, but I barely tapped into everything it does, and I’ve grown tired of their frustrating form builder. I can’t throw too much shade at Mailchimp, though, as it’s helped me immensely and for no cost. It’s a pretty good product overall.
  • CRM: I’m using a few tools to keep track of customer relationships, and the primary players include LiveChat and Airtable. I love both solutions, and they will remain on the list of tools I use daily. But, they are not comprehensive CRM solutions.

Metorik Setup

PRO TIP: Before you begin implementing any solution that potentially alters a store’s checkout process, I recommend recording a video (or doing screenshots) of the process so you can compare the changes and have a complete understanding of what your customers will experience.

Connect Your Store / Site

  1. Register for a Metorik account (Note: No credit card required.).
  2. Click on the ‘WooCommerce’ icon.
  3. Enter your company details and click ‘Add Store’.
  4. Next to your newly-added company, click ‘Connect’.
  5. Click ‘Approve’ to let Metorik connect to your store.
  6. Enter further details about your company and click ‘Confirm’.
  7. Click ‘Install It’ to start the process of installing and activating the Metorik Helper WordPress plugin.
  8. Close the popup window and click ‘I’ve Installed It’.
  9. Click ‘Setup Your Store’.
  10. Your Team > Click ‘Skip Step’ if you are the only person managing the Metorik aspects of your store, otherwise, add additional roles as desired.
  11. Digests > Optionally choose a different frequency for receiving Metorik reports or click ‘Next Step’.
  12. Integrations & Apps > Optionally choose any integrations you would like to use with Metorik or click ‘Skip Step’.
  13. Cart Tracking > Click ‘Enable Cart Tracking’.
  14. Cart Tracking > Clear Customer Sessions > Using the instructions provided by Metorik, clear your store’s existing customer sessions, so you can start with a clean slate in regards to what people have left in their carts over time.
  15. Cart Tracking > Email Field > Move Email Field > Enable
  16. Cart Tracking > Usage Notice > Show Email Usage Notice > Enable, especially if your website needs to comply with GDPR.
  17. Cart Tracking > Add to  Cart Email Popup > Enable
  18. Click ‘Next Step’.
  19. Settings > Adjust as desired and click ‘Done’.

Test the Checkout Process

Hopefully, you followed my advice above to document how your checkout process looked/functioned before implementing Metorik, which would be helpful at this stage.

  1. Open your website in an incognito window of your browser.
  2. Clear your browser cookies.
  3. Add an item to your cart and view your cart page.

Cart Tracking: Email Field and Usage Notice

This is how it looks on my website.

metorik cart tracking usage notice

Cart Tracking: Add to Cart Email Popup

This is how it looks on my website.

metorik cart tracking add to cart email popup

2FA

I always preach that people should “2FA Everything”. So, let’s get your Metorik account further secured.

  1. Go to your Metorik account settings.
  2. 2FA > Click ‘Enable’.
  3. Follow the prompts to add 2FA to your authenticator app of choice. (Note: I use the FREE Microsoft Authenticator mobile app.).

IMPORTANT: Metorik only displays your emergency reset token for 2FA, once, so be sure to document it somewhere that is safe and secure.

Add More Stores to Your Metorik Account

This section is for you if you run multiple MyListing websites or multiple WooCommerce stores in general.

  1. Go to your Metorik account settings.
  2. Your Stores > Click ‘Add a Store’.
  3. Repeat the steps from the ‘Connect Your Store / Site’ section above.

Metorik Engage

Setup

Metorik Engage allows you to send targeted and customized automated emails to customers as soon as they meet specific rules, like when they haven’t placed an order for some time or after their orders have exceeded a certain amount.

  1. Visit the Engage area of your Metorik dashboard.
  2. Click ‘Get Started.
  3. Enter your domain and click ‘Set Domain’.
  4. Fill in the information and branding for your business.
  5. Click ‘Next’.
  6. UTM Tracking > Optionally enable this setting. (Note: You only need to consider this setting if you want to track specific software, as Metorik Engage already tracks its conversions.).
  7. Unsubscribed Emails > Click ‘Import Unsubscribes’ to import those from your audience that has unsubscribed from your marking emails. (Note: See the following section if you happen to be using Mailchimp.).

Mailchimp Unsubscribes:

If you happen to be using Mailchimp like me, here are the steps to export your unsubscribed contacts.

  1. Mailchimp Dashboard > Audience > All Contacts
  2. Click ‘Export Audience’.
  3. Click ‘Export As CSV’.

At this point, you will have a ZIP file that contains separate contact lists (.CSV files) for each status (Subscribed, Unsubscribed, etc.).

  1. Extract the contents of your ZIP file.
  2. Locate the ‘Unsubscribed’ CSV, which you will use for Step 7 in the previous section.
  1. Click ‘Next’

Send From

  1. Click ‘Setup Domain’.
  2. Add the provided DNS records to wherever it is you manage your DNS. (Note: If you use Cloudflare to manage your DNS, as I do, you want to be sure and toggle OFF the ‘Proxy Status’ option for each of these records.).
  3. Click ‘Verify’ for each provided record to ensure Metorik sees those records as verified.
  4. Click ‘Add Emails’.
  5. Enter your desired sender info and click ‘Add Email’.
  6. Click ‘Domain Verification’.
metorik domain verification
  1. Click ‘Start Using Engage’.

Automations

Building an Engage automation only takes a few moments but offers you unparalleled control over who you send emails to and what those emails say.

  1. Visit the Automations area of the Metorik dashboard.
  2. Click ‘New Automation’.
  3. Click ‘Start’, to get started using an existing template. (Note: I chose the ‘Welcome New Customers’ template for this guide.).
  4. Click ‘Save & Continue’.
  5. Adjust the message content and design as desired.
  6. Click ‘Save & Continue’.
  7. Extra Settings > Optionally choose to enable this setting, depending on the particular automation you’re building. (Note: Since I was building an automation for welcoming new customers, this setting doesn’t apply.).
  8. Click ‘Save & Continue’.
  9. Click ‘Activate Automation’.

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WooCommerce Subscriptions Ready

The latest version of the WooCommerce Subscriptions plugin is included (unlicensed) and once you have a Starter Site in hand, you can easily put in your own pricing, package features, graphics, etc.

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