LaunchKit Basic Setup Outline

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WooCommerce

Why? WooCommerce is the foundational eCommerce platform that allows you to sell products and services directly from your WordPress site.

Features:

  • Product management (physical, digital, and variable products).
  • Shopping cart and checkout functionality.
  • Integration with payment gateways like Stripe.

Steps:

  • Navigate to your WordPress dashboard.
  • Go to Plugins > Add New.
  • Search for WooCommerce, install, and activate it.
  • Basic Configuration:
    • Follow the WooCommerce setup wizard to configure store details, currency, and shipping options.

WooCommerce Stripe Payment Gateway

Why? To securely accept online payments, integrating a reliable payment gateway like Stripe is essential.

Features:

  • Accepts major credit and debit cards.
  • Secure transaction processing.
  • Supports refunds and payment management within WooCommerce.

Steps:

  • Install WooCommerce Stripe Payment Gateway from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • Go to WooCommerce > Settings > Payments.
    • Enable Stripe and click Set up.
    • Enter your Stripe Test API keys (from your Stripe account under Developers > API keys).
    • Enable Test Mode for testing transactions.
    • Save changes.

LearnDash LMS

Why? LearnDash transforms your site into a powerful Learning Management System (LMS), allowing you to create and sell online courses.

Features:

  • Course creation with lessons, topics, quizzes, and assignments.
  • Drip-feed content scheduling.
  • User progress tracking and reporting.

Steps:

  • Upload and install LearnDash LMS from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • Navigate to LearnDash LMS > Settings.
    • Configure general settings, such as course permalinks and global LMS settings.

WooCommerce for LearnDash Integration

Why? This integration allows you to sell LearnDash courses using WooCommerce’s checkout system, combining the strengths of both platforms.

Features:

  • Associates courses with WooCommerce products.
  • Utilizes WooCommerce’s payment gateways and sales features.
  • Manages course access based on product purchases.

Steps:

  • Install WooCommerce for LearnDash from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • In LearnDash, set the course Access Mode to Closed.
    • Create a Simple Product in WooCommerce.
    • Under the product’s Product Data section, link the product to the LearnDash course.
    • Set the product price and publish it.

LaunchFlows

Why? LaunchFlows enhances your WooCommerce store with advanced sales funnel capabilities, optimizing the customer journey and increasing conversions.

Features:

  • Simplifies checkout pages.
  • Adds one-click upsells, downsells, and order bumps.
  • Customizes the sales funnel with flexible options.

Steps:

  • Install LaunchFlows from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • Navigate to LaunchFlows > Settings.
    • Configure global settings to enable streamlined checkout experiences.
    • When editing WooCommerce products, use the LaunchFlows options to customize sales flows, such as adding custom thank-you pages or redirect URLs.

WP Fusion

Why? WP Fusion connects your WordPress site with your CRM system, automating data synchronization and marketing efforts.

Features:

  • Syncs user data and actions with your CRM.
  • Applies tags based on user behavior (e.g., course enrollment, product purchases).
  • Restricts content based on CRM tags.

Steps:

  • Install WP Fusion from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • Navigate to Settings > WP Fusion.
    • Select your CRM (e.g., FluentCRM if included) from the list.
    • Enter your CRM API credentials to establish the connection.
    • Configure general settings, such as user tagging upon registration and purchase.

FluentCRM

Why? FluentCRM is an integrated email marketing and CRM solution within WordPress, streamlining customer communication and marketing automation.

Features:

  • Contact management and segmentation.
  • Email campaign creation and automation sequences.
  • Detailed analytics and reporting on email engagement.

Steps:

  • Install FluentCRM from your software bundle.
  • Activate the plugin.
  • Minimal Configuration:
    • Navigate to FluentCRM > Settings.
    • Set up your Email Sending Service (e.g., configure SMTP settings or use a third-party service).
    • Input your business details for email headers.
    • Begin building your contact list by adding contacts or importing existing ones.

Integrate WP Fusion with FluentCRM

Why? Integrating WP Fusion with FluentCRM automates your marketing by syncing user actions on your site with your CRM, allowing for targeted email campaigns.

Features:

  • Automatically applies tags in FluentCRM based on user activities.
  • Triggers automated email sequences when specific tags are applied.
  • Keeps user data updated across platforms.

Steps:

  • In WP Fusion settings, ensure FluentCRM is selected as your CRM.
  • Configure Tagging Options:
    • Go to WP Fusion > General Settings.
    • Enable automatic tagging for actions like course enrollment, product purchases, and form submissions.
  • Set up Automations in FluentCRM:
    • Navigate to FluentCRM > Automations.
    • Create new automation workflows triggered by the tags applied by WP Fusion.

Set Up Basic Automations in FluentCRM

Why? Automations help engage your customers by sending targeted emails based on their interactions, improving customer experience and retention.

Features:

  • Automated email sequences.
  • Behavioral targeting based on tags.
  • Personalized communication at scale.

Steps:

  • Create Tags:
    • In FluentCRM, go to Contacts > Tags and create relevant tags (e.g., New Customer, Course Purchased).
  • Set Up Automation Funnels:
    • Navigate to FluentCRM > Automations.
    • Create a new automation triggered by a tag (e.g., Course Purchased).
    • Add actions such as sending a welcome email, applying additional tags, or notifying team members.
    • Activate the automation to start engaging with customers automatically.

Configure WooCommerce Settings for Optimal Performance

Why? Fine-tuning WooCommerce settings ensures a seamless shopping experience and proper integration with other plugins.

Features:

  • Checkout customization.
  • Account and privacy settings.
  • Email notifications for orders.

Steps:

  • Go to WooCommerce > Settings.
  • Under the Accounts & Privacy tab:
    • Do not allow Guest Checkout. You want everyone to be registered and logged-in
    • Configure account creation settings.
  • Under the Emails tab:
    • Customize the email templates sent to customers.
    • Ensure that email notifications are enabled for key events.

Test the Entire Workflow

Why? Testing verifies that all components work together seamlessly before going live, ensuring a smooth experience for your customers.

Steps:

  • Simulate a Purchase:
    • As a test user, purchase a course product using Stripe in Test Mode.
    • Verify that the order is processed, and payment is captured.
  • Check Course Access:
    • Confirm that the test user has access to the LearnDash course purchased.
  • Verify CRM Integration:
    • In FluentCRM, check that the appropriate tags have been applied to the test user.
    • Ensure that any automation sequences have been triggered.
  • Review Email Notifications:
    • Confirm receipt of transactional emails (order confirmation, course enrollment).
    • Verify that automated emails from FluentCRM are sent as expected.

Final Preparations for Launch

Why? Switching from test settings to live settings and performing final checks ensures your site is ready for real customers.

Steps:

  • Disable Test Mode in Stripe:
    • Go to WooCommerce > Settings > Payments > Stripe.
    • Uncheck Test Mode and enter your Live API Keys.
  • Review Plugin Settings:
    • Double-check all configurations in WooCommerce, LearnDash, WP Fusion, FluentCRM, and LaunchFlows.
  • Backup Your Site:
    • Use a reliable backup plugin to create a full backup.
  • Enhance Security:
    • Install a security plugin (e.g., Wordfence) and configure basic security settings.
  • Optimize Performance:
    • Consider using a caching plugin to improve site speed.

Summary of Plugins, Their Features, and Importance

  • WooCommerce:
    • Features: Core eCommerce platform.
    • Importance: Enables product sales and payment processing.
  • WooCommerce Stripe Payment Gateway:
    • Features: Secure payment processing via Stripe.
    • Importance: Allows customers to pay using credit/debit cards.
  • LearnDash LMS:
    • Features: Course creation and management.
    • Importance: Enables you to offer online courses.
  • WooCommerce for LearnDash Integration:
    • Features: Links LearnDash courses to WooCommerce products.
    • Importance: Allows seamless selling of courses through WooCommerce.
  • LaunchFlows:
    • Features: Enhances WooCommerce with sales funnel functionality.
    • Importance: Optimizes the checkout process and increases conversions.
  • WP Fusion:
    • Features: Connects WordPress site with your CRM.
    • Importance: Automates data synchronization and marketing efforts.
  • FluentCRM:
    • Features: Email marketing and CRM within WordPress.
    • Importance: Manages customer relationships and automates communications.