Unify is a Wordpress/WooCommerce plugin which integrates advanced features in your checkout to enhance the experience for your customers and increase your sales potential. With Unify you can process transactions through a supported CRM, process subscription-type orders, set up customer portals where you can access the light-weight support ticket system and support chat. In addition to the free features, the Unify Pro plugin allows you to set up 1-click upsells, sync between your CRM and WooCommerce, and much more. A full list of the features can be found below.
Learn more about Unify Wordpress >
Supported CRMS
External Service
BUILT-IN FEATURES
- Connect to a supported CRM
- Process regular and subscription-based orders through your CRM
- Map products between your storefront and CRM
- Batch import products
- Support for Sticky.io Billing Model
- Reverse synchronization between storefront and CRM
UNIFY PRO FEATURES
- All features from the free tier
- Set up true 1-click upsells
- Coupon/promo code manager
- Recover abandoned carts via third-party services
- And various other add-ons to enhance your checkout!
- Customer portal integration for users to:
- Manage their subscriptions and orders
- Request cancellation, return or refund on a subscription or order
- Submit a support ticket
- Message support through the chat system
- View order details and history
- Manage account and address
- Switch to a different subscription product
- “Skip a cycle” also available
- Store and manage user preferences
- Various portal templates available; Physical, Digital, Membership Boxes
If you are interested in Unify Pro,
get in touch with CodeClouds today!
This section describes how to install the plugin and get it working.
Installation
- Upload files: Upload the entire unify folder to the /wp-content/plugins/ directory.
- Activation: Activate the plugin through the Plugins menu in WordPress.
Configuration
- Add Connection: Open your Admin Panel and go to Unify > Add New Connection. Please have a look at the below screenshot.
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Product Mapping: Now, you need to map your product(s) with connection’s product(s). You can do mapping in 3 ways.
- One By One: Go to Products > Add/Edit Product > Linked Products and add your Connection's Product ID.
- Inline Editor: Go to Unify > Tools > Product Mapping and click on a row.
- Bulk Import: Go to Unify > Tools > Import/Export and import CSV file. Before upload you can export products as a CSV file & update that file with your connection’s product ID.
- Configuration: Now you are in the last step. Go to Unify > Settings and scroll to the bottom. You can see Unify Payment Method. Add a title, select your connection, credit card types, etc.