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WooCommerce & WordPress Plugin Docs

Getting started

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Followup ships ready to send. Install it, open the settings screen, and the thank-you and review-request emails are already enabled with sensible defaults. Most stores only adjust the wording and the From address.

Before you start

Section titled “Before you start”
  • WordPress 6.5 or newer
  • WooCommerce 8.0 or newer (HPOS and Cart/Checkout Blocks are declared compatible)
  • PHP 8.1 or newer
  • A working site mailer, Followup sends through wp_mail, so an SMTP or transactional-email plugin is recommended for reliable delivery

Install

Section titled “Install”
  1. Install WooCommerce and make sure it is active. Followup shows an admin error notice and does nothing if WooCommerce is missing.
  2. Upload the followup folder to /wp-content/plugins/, or install from the plugin directory once it is on WordPress.org.
  3. Activate the plugin. Activation schedules the daily cron event one hour out.

First configuration

Section titled “First configuration”

Open WooCommerce → Follow-ups. The heading shows Active when at least one type is enabled, or No emails enabled when both are off.

  • Sender, From name and From email. Both optional; the placeholders show what they fall back to (your store name and the site admin email). An address on your own domain delivers most reliably.
  • For each type (Thank-you, Review request):
    • Send this email, the per-type on/off switch.
    • Trigger status, the order status that schedules the email (defaults to Completed). The dropdown lists every WooCommerce order status on your store.
    • Delay (days), whole days to wait after the order reaches that status. 0 means the next daily run. Maximum 3650.
    • Subject and Body, plain-text templates. Use the tokens below.

Click Save changes. The daily task picks up due orders from then on.

Tokens

Section titled “Tokens”

Use these in any subject or body; they are replaced per order when the email sends:

{customer}  billing first name (falls back to "there" if empty)
{order}     order number, prefixed with # (e.g. #1234)
{site}      your site name

Test a send without waiting days

Section titled “Test a send without waiting days”
  1. Set a type’s Delay (days) to 0 and Save.
  2. Place a test order with a billing email you can read, and move it to the type’s trigger status.
  3. Run cron now instead of waiting for the daily event: wp cron event run followup_daily_event. (You can also wait for the natural daily run.)
  4. Confirm the email arrives.
  5. Run the command again, the same follow-up must not send a second time for that order.

If nothing arrives, the problem is almost always WordPress mail delivery, not Followup. Send yourself a test with an SMTP plugin first.

Free vs Pro

Section titled “Free vs Pro”

The free edition is the whole plugin: the thank-you and review-request types, per-type enable / trigger status / delay / templates, the global sender, and the idempotent daily sender.

Followup Pro (planned) adds branded HTML email bodies through the followup/mail filter, more follow-up types, and reporting. It extends the free plugin rather than unlocking it.

Need help?

Section titled “Need help?”