How to tag users in Helpscout when they make a purchase?

  • Resolved Barn2 Plugins

    (@barn2media)


    4 years, 6 months ago

    I love this plugin thanks, so it’s helpful to be able to see purchase info directly in Helpscout!

    I want to set up a Helpscout workflow that automatically sends an email to pre-sales enquiries 2 days after their enquiry. I will do this by adding a ‘presales’ tag to add people to this workflow. HOWEVER, this email should only be sent to people who haven’t already made a purchase in EDD.

    Is there any way to tag Helpscout tickets with a particular tag if the user has any purchases in EDD? Alternatively, it is possible to prevent the ‘presale’ tag from being added to tickets for users who have already made a purchase?

    Either way, I could prevent the follow-up email from being sent to existing customers.

    Thank you very much

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Thomas M

    (@webzunft)

    4 years, 6 months ago

    Hi Barn2Plugins,

    thanks for your kind words about the plugin. If you have a minute, I would appreciate a positive review here as well.

    The plugin can only receive basic information and is not able to push anything to Help Scout. It just uses a different API and not the one that could manipulate conversations in Help Scout. So extending the plugin to do what you asked for would be a completely different logic. Not uninteresting, but too much in a free plugin.

    Best regards,
    Thomas

    Thread Starter Barn2 Plugins

    (@barn2media)

    4 years, 6 months ago

    Hi Thomas

    Thanks for your reply, I will ask my developer to look at doing this.

    For info, I would be interested in paying for a premium version of this plugin that has more features!

    It appears that I already left a review a few months ago, so that still stands!

    Katie

    Plugin Author Thomas M

    (@webzunft)

    4 years, 6 months ago

    Hi Katie,

    thanks for your feedback.

    I took over the maintenance of EDD Help Scout because I am using it for my own business and wanted to make sure that it keeps working. Unfortunately, I don’t have time for customizations unless it is a simple fix of the existing code or someone contributes new features.

    Best regards,
    Thomas

Viewing 3 replies - 1 through 3 (of 3 total)
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