How do I add an Ads Connector?

How do I add an Ads Connector?

— activate Ads Connector to automatically link products to your Google Shopping and Facebook / Instagram Shopping

To get started with the ads connector go to the dashboard and select this tab ‘ads connector’.

Once you’ve opened the Ads Connector, you can use the button below to create a Product feed and set it up as a source for your catalog in Facebook Ads or Google Shopping. You can create one feed for all products. Depending on your advertising strategy, it is often interesting to create different feeds so you can create a different catalog for different brands with a different budget.

Important to set the right category (is only used for Google Shopping)

Important to indicate below option: ‘File will be uploaded into Facebook Business Center’ (to make your feed compatible with FB/IG)

Tips 'n tricks

More info on uploading items to a catalog with a data view via URL (feed) can be found on the knowledge base links below. Important to set up with FB/IG/GOOGLE that their system should be syncing your feed every X number of hours so that your new products, stock and prices are automatically updated:

 


How do I add a Facebook Pixel?

How do I add a Facebook Pixel?

— tracking codes for Facebook pixel

If you like to add a tracking code such as a Facebook pixel you can do so from the menu at the top of Wordpress by Popeye > Tracking codes and add the tracking code for the pixel there.

Important is to set the status to Active. Default is Inactive as below.

Tips 'n tricks

Read also the article on the Ads Connector to automatically link products to your Google Shopping and Facebook / Instagram Shopping.


Restrict product by user ID or password

Restrict product by user ID or password

— To protect individual products from general view explained.

Restrict products

To protect individual products from general view so that only specified users can access them:

  • Products > Edit the product
  • In the Users Restriction panel, choose ‘By User’ or ‘Password’

  • If you choose ‘By User’, enter a comma-separated list of the IDs of the users who are permitted to view this product

  • If you choose ‘Password’, enter the permitted passwords for this product

Tips 'n tricks

Hover over the question mark to get more info.


How to define what parts of your site are hidden

How to define what parts of your site are hidden

— Restricted Content explained.

Restricted Content

There are several options for which content you want to hide on your site. You define it in the ‘Restricted Content’ setting in WooCommerce > Settings > User restrictions (B2B).

Hide your WooCommerce product pages

If you would just like to prevent unauthorised users from accessing product pages, leaving all other WooCommerce pages accessible, then choose ‘All Product Pages’ in the ‘Restricted Content’ setting.

Make your entire WooCommerce store members only

You can hide all your WooCommerce store pages, including product pages, category and tag archives, the shop page, the cart and checkout pages. To do so, set ‘Restricted Content’ to ‘All WooCommerce pages’. This will leave other content on your site viewable but anyone who is not logged in or who doesn’t have the correct password won’t even know you have a store.

Hide WooCommerce categories

If you’d like to restrict access to specific WooCommerce categories, choose ‘Specified Categories’ in ‘Restricted Content’. You’ll get an additional field called ‘Restricted Categories’ where you can enter the names of the categories you’d like to protect.

Protect your entire site

If you would like to password protect your entire site, or require that a user must log in and/or be a certain user role, you can do by setting ‘Restricted Content’ to ‘Entire Site’. This will hide all pages, except the page with your log-in or password form.

Tips 'n tricks

Hover over the question mark to get more info.


Creating passwords to access content

Creating passwords to access content

— Separate content for your different users.

User restrictions (B2B)

To update your User restrictions (B2B), go to WooCommerce > Settings > User restrictions (B2B) in your dashboard.

If you select ‘Password’ from the ‘Restriction Method’ field, you’ll see a couple of extra fields appear:

You can enter one or more passwords in the ‘Passwords’ field. Just hit enter between each password so that they appear on a separate line each.

Creating a password form

The easiest way to create a password page and form on the front end is to ensure that you have selected ‘Password’ from ‘Restriction Method’ then click ‘Save changes’. You’ll see a notification to automatically create a page:

Just click ‘Yes, please create a page for the password form’ and the plugin will automatically create a page in the front of your site – and embed the password form in the page too.

Tips 'n tricks

Hover over the question mark to get more info.


How to define who can access your content

How to define who can access your content

— User restrictions (B2B) settings explained.

User restrictions (B2B)

To update your User restrictions (B2B), go to WooCommerce > Settings > User restrictions (B2B).

You can define membership in three different ways. The method you choose will depend on the type of private store that you’re running.

  • Logged in users only – this is the most simple of the three options. Anyone who is logged into the site, whatever their user role, will be able to access the hidden content. Anyone who is not logged in will not be able to access the content. Simple.
  • Password protected – only slightly less simple than the logged-in option above, the password option allows you to password protect your WooCommerce store by creating one or more passwords. Users who have not entered a password will be locked out of the hidden content until they enter a password correctly. Having the ability to create more than one password allows you to set one global password or create multiple passwords, either unique to each individual or to groups.
  • User role – finally, the user-role option allows you the most fine-tuning of all methods. You can allow access to users according to their role so, for instance, only users with the ‘editor’ role can have access to your hidden store.

Tips 'n tricks

Hover over the question mark to get more info.


Set fees and discounts depending on the payment gateway

Set fees and discounts depending on the payment gateway

— Enable Payment Gateway Pricing Pro (B2B)

Payment Gateway

To set an additional fee or discount depending on the payment gateway chosen by your customer, go to WooCommerce > Settings > Pricing Pro (B2B) and ensure that the ‘Enable Payment Gateway Fees and Discounts’ option is selected.

Click on the ‘Payment Gateways’ menu item under the main tabs. You should see all the active payment gateways on your site listed below the page title.

Select the payment gateway where you’d like to create a fee or discount.

Label

In ‘Label’ enter the text that you’d like to use to denote the extra charge

Type

Choose the type of fee or discount in the ‘Type’ dropdown. The options are:

  • Fixed discount
  • Fixed fee
  • Percentage discount
  • Percentage fee
  • Disabled

Amount

Enter the amount of the fee or discount in the ‘Amount’ field

Include shipping costs

Decide whether to include shipping costs in the cart total. (Note that this is mainly relevant if you’re charging a percentage rather than a fixed fee and/or if you are setting minimum or maximum values for the cart)

Minimum cart amount

Minimum cart amount

Maximum cart amount

In ‘Maximum cart amount’, you can enter a maximum total for the cart above which no charges will be applied.

Minimum fee/discount amount

Enter a figure here to define the minimum value of the fee or discount

Apply tax

Check ‘Apply tax’ if you would like tax to be applied to the extra charge

Tax class

Select the ‘Tax class’

Tips 'n tricks

Hover over the question mark to get more info.

The payment gateway is the method used by the customer to pay for their order. Examples are PayPal, Stripe (for credit card payments), bank transfer, cash on delivery, and many more.


How to create bulk pricing rules

How to create bulk pricing rules

— How to create discount levels.

Bulk pricing rules

To create a bulk pricing rule, go to WooCommerce > Settings > Pricing Pro (B2B) and click on the ‘Dynamic Pricing’ submenu > Offer type > choose ‘Bulk pricing’.

Create discount levels

You can create different levels of discount, e.g.:

Less than 10 items, no discount
10 to 20 items, 10% discount
21 to 30 items, 20% discount
More than 30 items, 30% discount
For each level, you need to create a ‘tier’.

Click ‘Add New Tier’ to create a new tier.

Min quantity

Enter the minimum quantity of product needed to require for this tier. If you leave this blank, then there’s no minimum.

Max quantity

Enter the maximum quantity of product that qualifies for this tier. If you leave it blank, then this discount will apply to all quantities above the minimum.

Adjustment

Choose the type of discount. Pick from:

  • Fixed Discount
  • Fixed Fee
  • Percentage Discount
  • Percentage Fee

Amount

Choose the value of the discount for this tier. Note that this figure is either a fixed value or a percentage of the product price, depending on what you’ve chosen in the ‘Adjustment’ field.

Label

You can add an optional label to accompany the discounted total in the cart.

Fixed fees and adjustments per product

If you are using either ‘Fixed fee’ or ‘Fixed discount’ then the amount will be adjusted based on the total, not per item.

If you want to apply your fixed adjustment per item, e.g. $1 per item in the cart, choose ‘Per product’ in the ‘Fixed adjustment type’ field.

Buy products

If you choose ‘Specific products’ under ‘Applies to’, you’ll see an extra field appear. ‘Buy products’ allows you to define which products are eligible for the offer. Leave empty for all products to be eligible.

Tips 'n tricks

Hover over the question mark to get more info.


How to create a dynamic pricing rule

How to create a dynamic pricing rule

— Enable fees and discounts for products

Dynamic pricing rule for a product

To create a pricing rule, go to WooCommerce > Settings > Pricing Pro (B2B) and ensure that the ‘Enable Dynamic Pricing’ checkbox is selected.

Click on the ‘Dynamic Pricing’ menu link under the tabs.

Click ‘Add Rule’ to add a pricing rule.

Offer type

The type of discount or fee you’d like to apply

The ‘Offer type’ setting determines the type of pricing rule you’ll create. Choose from:

  • Buy X Get X – use this setting if you want to create offers like buy one get one free and the product purchased is the same as the product discounted.
    Example: Buy two apples, get one apple free
  • Buy X Get Y – this is a broader setting than Buy X Get X, also allowing you to create a buy one get one free type offer, but where the product purchased can be different from the product discounted
    Example: Buy two apples, get a banana half price

Label

Display a label with the product price. You can add some optional text to the price label to advertise your offer – e.g. ‘Buy one get one half price’.

Applies to

Use this setting to determine which products the offer will apply to. Choose from:

  • All items – all items in the store will be eligible for the offer
  • Specific categories – this will open a new field where you can select which categories are eligible for the offer
  • Specific products – this will open a new field where you can select which products are eligible for the offer

Count by

The ‘Count by’ setting defines how to count items to trigger the offer. Choose from:

  • All – if you select ‘All’ here, then all items in the cart will be totalled
  • Product – if you select ‘Product’, the plugin will check totals on a product by product basis

Example: in a buy three, get one free offer, the customer has four different items in their cart – one banana, one apple, one peach and one pear. If the ‘Count by’ setting is set to ‘All’, then they qualify for the offer (because they have more than three items in their cart). However, if the ‘Count by’ setting is set to ‘Product’, they don’t qualify for the offer because they don’t have any products in a quantity of three or greater.

Buy

Enter how many items the customer needs to purchase to trigger the offer.

Get

Enter how many items will be discounted when the offer is triggered.

Max items

The maximum number of items that are eligible for the offer. If you want to limit the number of discounted products, enter the number here. Set to 0 to allow an unlimited number of items to qualify for the offer.

Adjustment type

The ‘Adjustment type’ setting defines the type of adjustment. Choose from:

  • Fixed discount
  • Percentage discount
  • Fixed fee
  • Percentage fee

Amount

Once you’ve chosen your adjustment type, enter the value of the adjustment here. Depending on whether you have chosen a fixed or percentage adjustment, the ‘Amount’ setting will either be a price value or a percentage.

Buy categories

If you choose ‘Specific categories’ under ‘Applies to’, you’ll see an extra field appear. ‘Buy categories’ allows you to define which product categories are eligible for the offer. Leave empty for all categories to be eligible.

Get categories

If you’ve chosen ‘Buy X Get Y’ in ‘Offer type’ and ‘Specific categories’ in ‘Applies to’, you’ll also see the ‘Get categories’ field. This allows you to define which categories the discounted items will be drawn from.

Buy products

If you choose ‘Specific products’ under ‘Applies to’, you’ll see an extra field appear. ‘Buy products’ allows you to define which products are eligible for the offer. Leave empty for all products to be eligible.

Get products

If you’ve chosen ‘Buy X Get Y’ in ‘Offer type’ and ‘Specific products’ in ‘Applies to’, you’ll also see the ‘Get products’ field. This allows you to define which products the discounted items will be drawn from.

Tips 'n tricks

Hover over the question mark to get more info.


How to add attributes for variations use

How to add attributes for variations use

— Add attributes to set role-based pricing on a variation by variation basis.

Products attributes

Products > Attributes > Add new attribute by entering a name

Attributes let you define extra product data, such as size or color.

Terms > configure terms

Attribute terms can be assigned to products and variations.

Note: Deleting a term will remove it from all products and variations to which it has been assigned. Recreating a term will not automatically assign it back to products.

Add new sizes name e.x: small, medium, large

Products

Go to a product. Variable product > attributes

Choose your attribute you just created > add

Enable ‘used for variations’ + select all > save attributes

Variations

Variation tab > Add variation > Go

Tips 'n tricks

After you created variations, you can set role-based pricing rules: role based pricing rules for variations