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Configure WooCommerce with products, and a valid payment processor (dev Stripe, or cash on delivery option in WC Settings > Payments) so that you can complete checkout.
Business Pinterest Account already verified on Pinterest.
0.0 WooCommerce activation Check
Install and activate the plugin without WooCommerce activated.
1.0 Onboarding flow
After installing the Pinterest plugin
Install the plugin but keep it deactivated (first time)- check front-end / back-end /logs has no fatal error.
Activate the plugin for the first time - check front-end/back-end/logs has no fatal error.
Start the onboarding flow by going to:
Marketing > Pinterest
WooCommerce > Home > Things to do next
For new WooCommerce navigation. (need to install “WooCommerce Admin”. Then go to “WooCommerce > Settings > Advanced Tab > Features” and check the “Navigation” option.)
WooCommerce > Extensions > Pinterest
And Click on “Get Started”
Step 1: You can Connect your existing Pinterest Business Account or Create a new one. Some special cases:
Personal Pinterest account: this should guide you to Create a Business Account or Convert your Personal Account to a Business account.
Personal Account linked with the Business account: should connect to the Business account linked to the Personal account.
Step 2: “Verify your domain to claim your website” the domain should be verified.
If the user already claims the Domain, just needs to continue.
If the Domain is not claimed by the user, the user needs to click on “Verify Domain”
If another user claims Domain, an error message should be displayed, and the user can’t go forward.
Pinterest will support Domain with sub_path (1.0.9 or later version) (Example: https://<url>/test )
Step 3: “Track conversions with the Pinterest tag”. Users should select or create the advertiser.
If a Merchant does not have an Advertiser, the same flow should guide you to create one by accepting the terms and conditions.
If a Merchant has 1 Advertiser, just need to click on “Complete Setup”
If a Merchant has more than one Advertiser, select one and “Complete Setup”
Step 4: After Completing the Setup, this should redirect you to the “Settings” page of the Pinterest plugin.
2.0 Product page (WooCommerce products)
The Pinterest plugin will add 2 fields to the products page for simple products.
For variable products, the Pinterest tab will be added to the main product (parent) containing the Google category.
Product conditions will be added to each product variation.
3.0 Settings page
Options:
Product Sync > Enable Product Sync - Enabled by default
Tracking > Track conversions - Enabled by default
Tracking > Enhanced Match support - Enabled by default (Field will be disabled if “Tracking conversions” is disabled)
Rich Pins > Add Rich Pins for Products - Enabled by default
Rich Pins > Add Rich Pins for Posts - Enabled by default
Save to Pinterest > Save to Pinterest - Enabled by default
Debug Logging > Enable Debug Logging. Debug log should be added on WooCommerce > Status > Logs with name:
Plugin Data > Erase Plugin Data. If the User wants to uninstall the plugin and this option is Enabled, all data related to the plugin will be deleted.
4.0 Connection page
Should show the Pinterest user_id that is connected to the Pinterest plugin
The merchant should be able to Disconnect accounts by clicking on “Disconnect”
It will delete all feeds on the Pinterest account
Should show the domain that is verified
It should show the Advertiser and Tracking tag selected on the onboarding flow. If a Merchant has more than one, it can be updated.
2. If Merchant has more than one advertiser it should be possible to change it
5.0 Products Catalog page
Should be displayed by default when the user navigates to:
Marketing > Pinterest
WooCommerce > Extensions > Pinterest (New Navigation)
Should show the status of the Products synced with the Pinterest Business account. Pinterest feed/sync needs to be approved by Pinterest.
XML feed should be created on /wp-content/uploads/pinterest-for-woocommerce-xxxxxx.xml
The Pinterest feed should be updated every 10 minutes (hook pinterest-for-woocommerce-handle-sync on Scheduled Actions can be run manually)
If sync is approved, it should be synched every 24hs. (On the Pinterest Business account board: Ads > Catalogs should show the status)
Product sync can be disabled on the Settings page (Product Sync > Enable Product Sync option)
Feed will be deleted from the site (not from the Pinterest account) when:
3. Disable the option on the Settings page
4. Deactivate plugin
Feeds will be deleted from the Pinterest account when the user disconnects from the account on the Connection tab.
Example of an item:
<rss xmlns:g="http://base.google.com/ns/1.0" version="2.0">
<channel>
<item>
<g:id>36</g:id>
<title>
<![CDATA[ Hoodie ]]>
</title>
<description>
<![CDATA[ Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Vestibulum tortor quam, feugiat vitae, ultricies eget, tempor sit amet, ante. Donec eu libero sit amet quam egestas semper. Aenean ultricies mi vitae est. Mauris placerat eleifend leo. ]]>
</description>
<g:product_type>Hoodies</g:product_type>
<link>
<![CDATA[ https://<<URLsite>>/product/hoodie/ ]]>
</link>
<g:image_link>
<![CDATA[ https://<<URLsite>>/wp-content/uploads/2021/11/hoodie.jpg ]]>
</g:image_link>
<g:availability>in stock</g:availability>
<g:price>45USD</g:price>
<sale_price>42USD</sale_price>
<g:mpn/>
</item>
</channel>
</rss>
Note:
The description field will be filled with “Short description” if the description is not present. Variable products need to have the Description of each variable so they have it on the feed.
List of products that should not be present on the feed (XML)
Grouped Products
Hidden (1.0.9 or later) /private/draft products
Products on trash
Out-of-stock products will be excluded if Woo settings is checked. https://<url>/wp-admin/admin.php?page=wc-settings&tab=products§ion=inventory
Parent products of the variable product (only should be present the variables) (1.0.9 or later)
Free or 0-price products
Subscription products
Since version 1.2.9 the only supported products by default are simple and variations, which can be extended by the filter pinterest_for_woocommerce_included_product_types. An additional filter pinterest_for_woocommerce_excluded_product_types can be used to force the exclusion of some kind of product types from the feed.
Google category and Condition fields
The Pinterest plugin will add fields on the Product page edition. These fields are not required by Pinterest but if they are not filled they will show a Warning message on Catalog Tab (Alert message)
6.0 Tracking Conversion
Should track User <> Site interaction with the Pinterest Business Account (on Pinterest Business board can be checked on “Ads > Conversions”)
Tracking conversion can be disabled on the Settings page. (Enabled by default)
Examples:
Page Visit: Should send the event every time the user visits a page
<script>pintrk( 'track', 'pagevisit', );</script>
View Category: This should send the event every time a user visits a category page.
Merchants can disable Rich Pins for products and/or pages. (Enabled by Default)
Example for the product:
<meta property="og:url" content="https://<<URLsite>>/product/beanie/">
<meta property="og:site_name" content="Mass Grasshopper">
<meta property="og:title" content="Beanie">
<meta property="og:type" content="og:product">
<meta property="og:image" content="https://<<URLsite>>/wp-content/uploads/2021/11/beanie.jpg">
<meta property="product:price:currency" content="USD">
<meta property="product:price:amount" content="18">
<meta property="og:price:standard_amount" content="20">
<meta property="og:description" content="Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Vestibulum tortor quam, feugiat vitae, ultricies eget, tempor sit amet, ante. Donec eu libero sit amet quam egestas semper. Aenean ultricies mi vitae est. Mauris placerat eleifend leo.">
<meta property="og:availability" content="instock">
Example for Posts:
<meta property="og:url" content="https://<<URLsite>>/2021/11/08/hello-world/">
<meta property="og:site_name" content="Mass Grasshopper">
<meta property="og:type" content="article">
<meta property="og:title" content="Hello world!">
<meta property="og:description" content="Welcome to WordPress. This is your first post. Edit or delete it, then start writing!">
<meta property="article:published_time" content="2021-11-08T11:12:15+00:00">
<meta property="article:author" content="demo">
9.0 Save to Pinterest
Shoppers can save (pin) products to Pinterest from the product page and archive pages, e.g. shop page.
This option can be disabled on the Settings page. (Enabled by default)
Pre-release tests that we must do before release.
Install the plugin but keep it deactivated (first time)- check front-end/back-end/logs has no fatal error
Activate plugin for the first time - check front-end/back-end/logs has no fatal error
Update plugin on sites that plugin is deactivated - check front-end/back-end/logs has a no fatal error
Update plugin on sites that plugin is activated - check front-end/back-end/logs has no fatal error
The text was updated successfully, but these errors were encountered:
Prerequisites:
0.0 WooCommerce activation Check
1.0 Onboarding flow
After installing the Pinterest plugin
Start the onboarding flow by going to:
And Click on “Get Started”
Step 1: You can Connect your existing Pinterest Business Account or Create a new one. Some special cases:
Step 2: “Verify your domain to claim your website” the domain should be verified.
Step 3: “Track conversions with the Pinterest tag”. Users should select or create the advertiser.
Step 4: After Completing the Setup, this should redirect you to the “Settings” page of the Pinterest plugin.
2.0 Product page (WooCommerce products)
The Pinterest plugin will add 2 fields to the products page for simple products.
For variable products, the Pinterest tab will be added to the main product (parent) containing the Google category.
Product conditions will be added to each product variation.
3.0 Settings page
Options:
4.0 Connection page
2. If Merchant has more than one advertiser it should be possible to change it
5.0 Products Catalog page
3. Disable the option on the Settings page
4. Deactivate plugin
Example of an item:
Note:
pinterest_for_woocommerce_included_product_types
. An additional filterpinterest_for_woocommerce_excluded_product_types
can be used to force the exclusion of some kind of product types from the feed.Google category and Condition fields
The Pinterest plugin will add fields on the Product page edition. These fields are not required by Pinterest but if they are not filled they will show a Warning message on Catalog Tab (Alert message)
6.0 Tracking Conversion
Should track User <> Site interaction with the Pinterest Business Account (on Pinterest Business board can be checked on “Ads > Conversions”)
Examples:
7.0 Enhanced Match support
Should add to the Tracking Conversion event a hashed email so can be matched on Pinterest
Enhanced Match should be sent when:
8.0 Rich Pins
Merchants can expose OpenGraph metadata for products and posts to enable Rich Pins.
Example for the product:
Example for Posts:
9.0 Save to Pinterest
Shoppers can save (pin) products to Pinterest from the product page and archive pages, e.g. shop page.
This option can be disabled on the Settings page. (Enabled by default)
Pre-release tests that we must do before release.
The text was updated successfully, but these errors were encountered: