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Configuring The Troly Plugin In WordPress

Updated on June 14, 2019

The Troly plugin for WordPress lets you enable and configure how data flows between your WordPress website and Troly. It allows you to:

  • Synchronise your products between Troly and your WordPress website
  • Synchronise customers details including addresses and credit card
  • Get your customers and members to place orders online

Before you get started

This article is technical in nature. It may contain instructions which are technically out-of-context and extra care should be taken as serious misconfiguration may result if altered incorrectly. Proceed with care.

Additional help is available

The Troly team can also help you connect your WordPress site. If you wish to request our assistance, simply visit our Troly Website offer, offered exclusively to customers of Troly.

Before installing the Troly plugin

Update your current setup

While it's possible the Troly plugin functions with older versions, we can only guarantee a stable and uninterrupted integration with a completely up-to-date setup. This is to ensure a fully secure environment for your membership data and online sales.

Before installing the Troly plugin, please ensure that:

  • your PHP version, WordPress and Woocommerce are updated to the latest version
  • the theme you're currently using is Woocommerce 3.3+ compatible, and declare support for image ratios. Check with the theme developer if you are unsure.

To check and upgrade your plugins version:

  1. log into your WordPress Admin panel and locate Plugins in your side menu
  2. click Installed plugins and browse through the list of plugins. The version currently in use in your WordPress will be displayed in each one of the plugin installed
  3.  to upgrade the version of a plugin, you will see a little upgrade now link or button. If you do see this link, click it to upgrade your plugin to the latest version. Here is an example:

Install and configure WooCommerce

To enable eCommerce capabilities on your WordPress website, make sure you have installed and configured WooCommerce. Please note that the standard WooCommerce behaviour will not be affected by Troly. WooCommerce also requires its own configuration in order to function properly.

Should you require more details on installation, WooCommerce has extensive documentation on Installing and reinstalling WooCommerce in WordPress.

Installing the Troly plugin

Search and install the Troly plugin

Login to your site administration, normally at yourdomain.com/wp-admin, then under Plugins, click Add New and search for 'Troly'.

Click Install Now then Activate.

Authenticate the plugin with Troly

The first configuration of the Troly plugin requires activating your WordPress Add-on in Troly. Find the instructions in this page.

Initial data synchronisation

You can import your products from Troly, or if you already have products on your site you can push the entire list into Troly. Once your products have been synchronised, updates applied into Troly will automatically be pushed to the website, as configured above.

In WordPress, browse to Troly → Operations for complete details.

Configure the Troly plugin

Access the plugin settings, under TrolySettings.

This page offers various configuration options on how to configure the plugin with Troly, WooCommerce and your website in general.

Each setting is important and we recommend you taking some extra time to familiarise yourself all of them.

Alcohol Disclaimer

  • Display a legal drinking age disclaimer lets you show a pop-up window on the first visit to your site or a confirmation notice on checkout. This may be required by law in your jurisdiction
  • Disclaimer Title is the title to be displayed for the legal drinking age disclaimer
  • Disclaimer Text defines the message that you would like to appear on either the confirmation box, or the checkout notice page. The look and feel for the pop-up is not configurable. The WordPress plugin store has many options to achieve the same goal in a visually more configurable format

Store Checkout

  • Date of birth: enable this option if you want customers to enter their date of birth to verify age on checkout

Membership Registration

  • Date of birth: enable this option if you want new members to provide a date of birth upon signing up to one of your club
  • Minimum Age: select 18 or 21 years old
  • Under Age Error: when a purchase is made or when a new member signs up to a club, this message will be displayed to your customer if they are underage
  • Use Placeholders: for input fields, use placeholders instead of labels to indicate field functionality

Newsletter Sign-up

  • Use Placeholders: for input fields, use placeholders instead of labels to indicate field functionality
  • Collect Mobile Phone: if you require your customers to indicate their phone number
  • Collect Postcode: if you require your customers to indicate their postcode

Product Images

  • Use WooCommerce Images allows you to decide whether your products online should images uploaded for each product in Troly (default). Changing this setting will give you full control on images uploaded against each product in WooCommerce, however require that you manually upload images for all products, irrespective of what is available in Troly.

Product Prices

The options in this section will define how prices are shown to guests, customers and members.

Hover over the small question mark icons to read how to set up each pricing component on your website.

Data Synchronisation

This is where you define how information flows between your website and Troly. For simplicity, it is recommended to have full synchronisation of all data between Troly and your website.

Although unlikely, you may change this if required. For each Product, Customer and Club, you may:

  • Send AND receive (Troly <-> Website) data between Troly and your Website ( ) to ensure complete integrity of data between the two datasets (default).
  • Only send (Troly <- Website) data to Troly from your website ( ← ) to allow data from your website to be pushed to Troly. Updates in Troly will not be reflected in your website.
  • Only receive (Troly -> Website) data from Troly into your website ( → ) to ensure data in Troly are used and overwrite values in your website with Troly’s value

Reporting

To help you troubleshoot, we keep logs around in the unlikely event an issue arises with the Troly plugin during daily operations.

  • Transaction tracking allows to define the depth of information logged for debugging. Default is Orders and payments only.

Save your Plugin configuration

When you’re done click the Save changes button.

Configure your WooCommerce plugin

These settings are located in your WordPress admin panel under WoocommerceSettings. 

Banking and Payments

While this is not essential to capturing sales online and processing the sale in Troly, you have the option of processing online payments with the same online gateway configured in Troly. In order to activate this, in your site administration browse to the WooCommerce SettingsCheckoutTroly Payments page, and select “Enable Troly Payments”.

When this is enabled, any payments paid for via WooCommerce will transact using the payment gateway configured in Troly. For example, if you use Stripe, configure Stripe in Troly first then simply enable 'Troly Payments' in WooCommerce.

Shipping

The same applies to shipping fees, if you wish to apply the shipping fees configured in Troly to orders placed by customers or club members, you will need to configure a new Shipping Zone (under WooCommerce SettingsShipping).

Add a new shipping zone

The Zone Region

The zone region is optional. It can be used to restrict the area what location your customers can place orders from directly via WooCommerce (only Australia for example).

Add shipping method

Select ‘Troly Shipping’ in the drop down.

Use one single shipping method to avoid confusion

It is generally not advisable to configure any additional shipping method in your website. Also, shipping prices are calculated by Troly once configured correctly in WooCommerce. The pickup option on the Checkout page is handled by WooCommerce and carried over to Troly.

Additionally if you require further help making the plugin work for your setup, we maintain both a Troubleshooting WordPress with Troly and a Maintaining your website with WordPress and WooCommerce guide to assist you.

In the Shipping tab, notice the three extra ‘sub-tabs’: Shipping zones, Shipping options and Shipping classes. Click “Shipping options” and tick the “Enable the shipping calculator on the cart page” option. Also, check if the “Hide shipping costs until an address is entered” is enabled or not.

Your next step

Once you have configured Troly plugin for WordPress, familiarise yourself with eCommerce Website & Club Sales with WordPress.

You should also know

Domain Name Change

If your domain URL changes at any stage, you need to update it in both WordPress (eCommerce) add-On and the WordPress plugin settings:

Non pre-packed products are not supported

Only pre-packed products are supported in WordPress at this time.

configuering plugin

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