Getting Started
Welcome to Growffinity CRM! This guide will help you get up and running quickly.
Installation
Growffinity CRM is built as a WordPress plugin that integrates with WooCommerce.
Installation Steps
- Download the plugin from your account dashboard
- Upload to WordPress via Plugins → Add New → Upload Plugin
- Activate the plugin from the Plugins page
- Configure settings by navigating to WooCommerce → Growffinity CRM
Initial Setup
Connect Your Store
After activation, connect your WooCommerce store:
- Navigate to WooCommerce → Growffinity CRM → Settings
- Verify your store URL and API credentials
- Click Save Changes
Import Customer Data
Import your existing customer data to start using segments and campaigns:
- Go to Growffinity CRM → Customers
- Click Import Customers
- The system will sync all WooCommerce customers and their order history
Create Your First Segment
Segments are groups of customers based on specific criteria:
- Navigate to Growffinity CRM → Segments
- Click Create Segment
- Name your segment
- Add conditions
- Click Save Segment
Key Concepts
Customers
Individual records containing purchase history, engagement data, and custom attributes.
Segments
Dynamic groups of customers based on conditions. Segments update automatically as customer data changes.
Campaigns
Marketing messages sent to specific segments via email, SMS, or other channels.
Workflows
Automated sequences triggered by customer actions or time-based conditions.
Analytics
Track performance metrics including customer lifetime value, campaign ROI, and more.
Next Steps
- Learn about creating segments
- Build your first campaign
- Set up workflow automation
- Explore analytics and reporting