I'm working on building a quote request workflow for our B2B customers using WPC Composite and Share Cart, and wanted to pick your brain on what's possible.
Our customers often configure composite laptops but aren't the ones who pay (employee forwards to finance, tradie sends to boss, etc.). We tested YITH's quote plugin but it completely breaks composite configurations when restoring carts and your composite plugin is just way better for what we need.
A workflow where customers can:
Configure composite product
Request a quote (captures their email/details)
Get a Share Cart URL they can forward to whoever needs to pay
We track these quote requests and see which ones convert to orders
I have some questions..
When someone completes a purchase via a Share Cart URL, is there any way to identify which shared cart it came from? (trying to link quote requests to completed orders)
Does Share Cart store any metadata I could hook into - like a cart ID or session identifier that persists through to order creation?
Are there existing hooks in Share Cart for when a cart is shared, or when a shared cart is restored?
I'm planning to build the quote capture/tracking system myself. i am just trying to understand what's available from Share Cart to work with.
I understand your request. I can help you add a piece of code to allow the tracking process to identify where that shared cart originated.
However, we should also note that products in the cart may come from multiple shared carts, so information will be assigned to each product in the order.
From that saved key, we can find out who created the corresponding shared cart.
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This is premium support for WPC Share Cart. You need to purchase a premium license for the plugin here: https://wpclever.net/downloads/wpc-share-cart/. Then, I'll help you add a snippet for free.
Thanks for offering to help with the tracking code - that's exactly what I need to link quote requests back to completed orders.
I love the Share Cart concept, but there's one gap for our B2B workflow: customers can share carts anonymously, which means we have no way to capture lead information or follow up with them later.
Our scenario: Employee configures a laptop then shares with finance team then finance team completes purchase. We're paying for the ad clicks that brought that employee to the site, but if they don't convert immediately, we have zero contact information to follow up with them.
Instead of the current popup with share URL, I'd like to: Customer clicks "Request Quote" Form captures email, name, accepts privacy terms and then the Customer gets redirected to the Share Cart preview page (the page you see when you follow a share cart URL)
Email sent with share cart URL + quote summary
We store: email, cart value, share_cart_id, and whether it converted to an order (using the tracking code you mentioned)
This lets us: Capture leads for email marketing followup Track which quotes convert to sales Avoid sending "need help?" emails to people who already bought
Can I programmatically generate a share cart URL and redirect to the preview page, or do I need to hook into the existing share cart button click?
You mentioned storing the share cart key in order meta. what's the meta key name I should look for?
Does Share Cart Premium have any features that would make this easier? I intend to purchase it anyway!
Optional but helpful: PDF quote generation - is there any existing functionality I could hook into, or should I handle that separately? I'm planning to build this as a separate module and happy to share everything we create. I think this could be a valuable addition to Share Cart Premium since lead capture is such a common B2B requirement.
Yes, that's right. WPC Share Cart is a simple plugin focused solely on cart sharing functionality. Therefore, implementing features like quoting or conversion tracking, as you require, is very difficult and would necessitate significant modifications. I can only help you add a tracking code so you can see which shared shopping cart the products in your order came from.
To meet your requirements, I recommend starting with a Request a Quote plugin. Unfortunately, we don't currently have such a plugin.
Cheers Dustin, I'm building the tracking myself. I just need the technical details:
What's the WordPress meta key name where Share Cart stores the share_cart_id in orders?
When someone visits a shared cart URL and adds items to their cart, does that cart retain the share_cart_id through to checkout/order creation?
Can I programmatically generate a share cart URL (like yoursite.com/shared-cart/?cart_id=12345) or do I need to use the Share Cart button? If so how can i hook to that button?
Are there any hooks/filters I can use to detect when a cart is being shared or when a shared cart is being restored?
Hi Dustin,
I'm working on building a quote request workflow for our B2B customers using WPC Composite and Share Cart, and wanted to pick your brain on what's possible.
Our customers often configure composite laptops but aren't the ones who pay (employee forwards to finance, tradie sends to boss, etc.). We tested YITH's quote plugin but it completely breaks composite configurations when restoring carts and your composite plugin is just way better for what we need.
A workflow where customers can:
I have some questions..
I'm planning to build the quote capture/tracking system myself. i am just trying to understand what's available from Share Cart to work with.
Hi Carlo,
I understand your request. I can help you add a piece of code to allow the tracking process to identify where that shared cart originated.
However, we should also note that products in the cart may come from multiple shared carts, so information will be assigned to each product in the order.
From that saved key, we can find out who created the corresponding shared cart.
-----
This is premium support for WPC Share Cart. You need to purchase a premium license for the plugin here: https://wpclever.net/downloads/wpc-share-cart/. Then, I'll help you add a snippet for free.
Best regards,
Dustin
Hi Dustin,
Thanks for offering to help with the tracking code - that's exactly what I need to link quote requests back to completed orders.
I love the Share Cart concept, but there's one gap for our B2B workflow: customers can share carts anonymously, which means we have no way to capture lead information or follow up with them later.
Our scenario: Employee configures a laptop then shares with finance team then finance team completes purchase. We're paying for the ad clicks that brought that employee to the site, but if they don't convert immediately, we have zero contact information to follow up with them.
Instead of the current popup with share URL, I'd like to:
Customer clicks "Request Quote"
Form captures email, name, accepts privacy terms and then the Customer gets redirected to the Share Cart preview page (the page you see when you follow a share cart URL)
Email sent with share cart URL + quote summary
We store: email, cart value, share_cart_id, and whether it converted to an order (using the tracking code you mentioned)
This lets us:
Capture leads for email marketing followup
Track which quotes convert to sales
Avoid sending "need help?" emails to people who already bought
Can I programmatically generate a share cart URL and redirect to the preview page, or do I need to hook into the existing share cart button click?
You mentioned storing the share cart key in order meta. what's the meta key name I should look for?
Does Share Cart Premium have any features that would make this easier? I intend to purchase it anyway!
Optional but helpful: PDF quote generation - is there any existing functionality I could hook into, or should I handle that separately?
I'm planning to build this as a separate module and happy to share everything we create. I think this could be a valuable addition to Share Cart Premium since lead capture is such a common B2B requirement.
Any suggestions on the best approach?
Cheers,
Carlo
Yes, that's right. WPC Share Cart is a simple plugin focused solely on cart sharing functionality. Therefore, implementing features like quoting or conversion tracking, as you require, is very difficult and would necessitate significant modifications. I can only help you add a tracking code so you can see which shared shopping cart the products in your order came from.
To meet your requirements, I recommend starting with a Request a Quote plugin. Unfortunately, we don't currently have such a plugin.
Best regards,
Dustin
Cheers Dustin, I'm building the tracking myself. I just need the technical details:
Just to add context - I've done some testing on this:
Database testing:
So when you mentioned the tracking code in your earlier message - I can't find where that would store the data.
Please add the snippet below to save the shared cart key in the order item:
add_filter( 'wpcss_add_to_cart_args', function ( $args, $cart_item, $cart_key ) { $args[4] = array_merge( $args[4] ?? [], [ 'wpcss_key' => $cart_key ] ); return $args; }, 99, 3 ); add_action( 'woocommerce_checkout_create_order_line_item', function ( $item, $cart_item_key, $values ) { if ( ! empty( $values['wpcss_key'] ) ) { $item->update_meta_data( '_wpcss_key', $values['wpcss_key'] ); } }, 99, 3 );Best regards,
Dustin