The connector fully utilises the Dotdigital OrderInsight module. Enabling this feature lets you synchronise your customers' order information and current basket contents. This allows for deep segmentation within Dotdigital, enabling highly targeted marketing.
Learn more in The non-developers' guide to Insight data and Using Insight data for segmentation.
Orders are synced and batched once they are created. They are also updated within Dotdigital when any modifications are made to the quote after their creation.
Before you start
Things you need to know:
To synchronise your customers' order information, you first require the Insight collection working in your account. Speak with your Customer Success representative to have this enabled for you.
Enable order data syncing
Go to Stores > Configuration > DOTDIGITAL > Sync Settings and find the heading Sync.
Expand the Order Enabled drop-down menu and select YES.
Select Save Config in the top right. A confirmation message appears to show that the settings have been saved and the synchronisation begins. Once this has finished the order data becomes available in your Dotdigital account.
List of synced order data
The order data that is synced includes:
ID | The database ID for the order | (text) |
order_total | The total amount the customer paid | (numerical) |
payment | The payment method the customer used | (text) |
delivery_method | The delivery method selected | (text) |
delivery_total | The amount paid for delivery | (numerical) |
currency | The currency the order was placed in | (text) |
couponcode | The coupon code used on the order if applicable | (text) |
order_status | The current status of the order | (text) |
The email address of the contact who placed the order | (text) | |
store_name | The store name the order was placed on | (text) |
quote_id | The database quote ID the order was created from | (text) |
purchased_date | The date and time of the order | (date) |
billing_address | The address that the payment method is registered to:
| (text) |
delivery_address | The address that the order is delivered to:
| (text) |
order_subtotal | The order subtotal | (numerical) |
base_subtotal_incl_tax | The order subtotal including tax | (numerical) |
discount_amount | The total amount discounted on the order
| (numerical) |
Details for the billing and shipping address used to place the order are also synced.
Furthermore, the following information is synced for every product within the order:
name | The name of the product | (text) |
price | The price paid for the product | (numerical) |
sku | The SKU of the product | (text) |
qty | The quantity of the product purchased | (numerical) |
attribute-set | The attribute set assigned to the product | (text) |
categories | The categories associated with the product:
| (array) |
Order Sync Settings
Import Status
You can choose to only import and synchronise orders of a certain status, rather than all of them. For example, you might only be interested in sending campaigns or running segments based on orders that have been fulfilled. In this case, you might only want to import orders in a Complete status.
To choose your order import status:
Go to Stores > Configuration > DOTDIGITAL > Configuration and find the heading Transactional Data.
For Import Order With Status, select the order statuses you want to import.
To choose multiple, hold down the CTRL key on your keyboard.
Select Save Config.
Custom Attributes
In addition to our standard default order data fields, you have the option to synchronize custom order attributes. This list comprises all of the order attributes that are available within your store's system, allowing you to segment and send content based upon these too.
To choose your order custom attributes status:
Go to Stores > Configuration > DOTDIGITAL > Configuration and find the heading Transactional Data.
For Order Custom Attributes, select the attributes you want to import.
To choose multiple, hold down the CTRL key on your keyboard.
Select Save Config.
Troubleshooting
Order sync is enabled but nothing is displaying in Dotdigital
This could be for the following reasons:
You do not have valid API credentials or saved details.
OrderInsight is not enabled on your account.
Cron is not running on your site.
The importer is currently processing other imports and hasn't got to the order import yet.
The order statuses selected for import do not match the statuses your orders go through.
Order data is displayed in Dotdigital but some of the values for orders are empty
This could be for the following reasons:
The data doesn't exist for that order, for example, the delivery amount wasn't paid.
The source data in your store no longer exists, for example, you had old payment methods in your store that no longer exist
Order data is marked as imported in the store but not displaying in Dotdigital
Insight data can take several minutes to import and show in Dotdigital, even after a sync is complete. You might want to ensure you don't already have order data imported with matching IDs, perhaps coming from a staging site, as this key must be unique.