=== Metorik - Reports & Email Automation for WooCommerce ===
Contributors: bryceadams, metorik
Tags: woocommerce, woocommerce reports, woocommerce emails, woocommerce carts, woocommerce export
Requires at least: 5.0
Requires PHP: 7.4
Tested up to: 7.1
Stable tag: 2.0.10
License: MIT
License URI: https://opensource.org/licenses/MIT

Connect WooCommerce to Metorik for fast analytics, advanced reports, email marketing, abandoned-cart recovery, and more.

== Description ==

Connect your WooCommerce store to Metorik – the fast, friendly analytics, reporting, and email marketing platform built to help you understand your customers, grow sales, and make smarter decisions.

_Heads up: Metorik is a paid service. That said, you can try Metorik free for 30 days – no credit card required. Get started here: [**Try Metorik for free!**](https://metorik.com?ref=wporg)_

= What is Metorik? =

Metorik is an **all-in-one analytics, reporting, and email marketing platform** designed for WooCommerce stores. It turns your store data into clear, actionable insights without placing a heavy reporting load on WordPress.

Once connected, Metorik imports your store history and keeps it up to date automatically. Explore real-time reports, track costs and profit, segment customers and orders, recover abandoned carts, send targeted emails, set goals, build custom metrics, or ask questions about your data with AI.

**At a glance:**

* ✅ Advanced analytics and 75+ reports
* ✅ Email marketing, automation, and abandoned-cart recovery
* ✅ Customer cohorts and powerful segmentation
* ✅ Product and inventory reporting
* ✅ Cost tracking and true profit insights
* ✅ WooCommerce Subscriptions reporting
* ✅ Goals, targets, and custom metrics
* ✅ Scheduled reports and CSV exports
* ✅ Tori, Metorik's built-in AI assistant
* ✅ ChatGPT, Claude, Cursor, and more through MCP
* ✅ A secure API and [developer documentation](https://metorik.dev)
* 💥 And much more…

= 📊 Advanced Analytics & Reports =
Metorik gives you more than **75 built-in reports** covering almost every aspect of your WooCommerce store — orders, revenue, refunds, subscriptions, customers, products, taxes, acquisition sources, carts, and more.

* Real-time dashboards.
* Filter and segment reports in real time.
* Compare time periods and see growth trends.
* Automated email reports and Slack digests for you or your team.
* Build custom dashboards for different teams and priorities.

👉 [Learn more about Metorik's Reporting](https://metorik.com/analytics-reports)

_"Metorik plugged directly into WooCommerce and instantly transformed the way I analyzed data." ★★★★★ — [Rodolfo Melogli, Founder, Business Bloomer](https://metorik.com/customer/how-business-bloomer-productized-revenue-and-mastered-woocommerce-analytics-with-metorik)_

= 💌 Email Marketing, Automation & Abandoned Carts =
Leverage your store data and send hyper-targeted automated email campaigns directly from Metorik — no third-party subscriptions or extra integrations required.

* **One-off [broadcasts](https://metorik.com/engage/bulk-email-marketing-tool)** and newsletters.
* **Automated flows** like welcome emails or cart recovery.
* **Dynamic coupons** and product suggestions.
* **Replace WooCommerce's transactional emails**.
* Real-time syncing with your store — no lists to import/export.
* Rock-solid deliverability with Postmark.
* Sync all WordPress users, including non-customers, and **use custom fields**.

_"I have been using Engage to further convert customers, and the results have been outstanding." ★★★★★ — [Maren Lie Solvang, Founder, Malimo](https://metorik.com/reviews)_

= 👥 Customer Cohorts & Order Segmenting =
Segment your WooCommerce data with more than 500 filters, relationships across different resource types, and powerful AND/OR logic.

* Create precise segments matching customer, order, product, or subscription data.
* Filter by lifetime value, location, product history, and more.
* Combine logic (AND/OR) for advanced queries.
* Save and reuse segments for reports or email campaigns.
* Export your segments to CSV, even on schedule.

👉 [**Learn more about Segmenting**](https://metorik.com/analytics-reports/customer-segmentation)

= 👕 Product & Stock/Inventory Reporting =

See what’s selling, forecast inventory, and track performance by product or variation, category, brand, tag or attribute.

* See which products are trending or slowing down.
* Track units sold, refunds, and margins.
* Identify top-performing categories or collections.
* Filter by customer segment, region, or marketing source.
* See which products are most-abandoned at checkout.
* Estimate how many days of stock you have left.

👉 [**More on Metorik's Product Reports**](https://metorik.com/analytics-reports/product-reports)

= 💸 Cost Tracking & Profit Insights =
Move beyond sales and understand what you’re really earning. Metorik’s Profit Reports combine product costs, shipping costs, transaction fees, advertising spend, extra per-order costs, and operational costs to calculate your store's true profitability.

* Track profit by product, category, customer, country or marketing channel.
* Factor in shipping, payment fees, advertising spend, and overheads.
* Add one-off or recurring operational costs such as software, salaries, hosting, or rent.
* Apply conditional extra costs only to the orders they belong to.
* Spot your most (and least) profitable areas.
* Monitor margins in real-time.

👉 [**Metorik Costs & Profit Reports**](https://metorik.com/analytics-reports/costs-profit-reporting)

= 📅 WooCommerce Subscriptions Reporting =
Get the subscription reports WooCommerce doesn’t give you. Metorik makes key metrics such as MRR, churn, LTV, retention, cohorts, and upcoming renewals clear and actionable.

* Track MRR, churn, renewal rates, and subscriber growth.
* Analyze plan performance and customer lifetime value.
* Identify renewal opportunities and at-risk subscribers.
* Export or segment data with ease.
* Email new subscriptions, or follow-up failed renewal orders with Metorik Engage.

👉 [**See what better Subscription Reports can do**](https://metorik.com/analytics-reports/woocommerce-subscriptions)

= 🎯 Goals, Targets & Custom Metrics =

Turn the numbers that matter to your business into targets your team can follow. Set one-time or recurring goals on built-in metrics, saved segment totals, or your own custom formulas, then see whether you are ahead or behind pace while there is still time to act.

* Set goals for revenue, orders, customers, AOV, refund rate, product lines, or almost any other metric.
* Create daily, weekly, monthly, quarterly, yearly, or custom recurring targets.
* Track actual results against the pace required to hit each target.
* Pin goals to dashboards and keep a history of completed periods.
* Combine Metorik metrics, KPIs, and segment totals into reusable custom formulas.
* Use custom metrics in dashboards, email digests, goals, and the Metorik API.

👉 [**Learn more about Metorik Goals**](https://metorik.com/blog/introducing-metorik-goals-targets) and [**Custom Metrics**](https://help.metorik.com/custom-metrics-2j9a5)

= 🤖 Ask Tori, Metorik's Built-in AI Assistant =

Tori lets you explore your WooCommerce data in plain language, directly inside Metorik. Ask a question from supported pages throughout the app and get a clear answer with supporting metrics, charts, tables, and links back to the underlying reports or records.

* Compare sales, revenue, refunds, products, customers, subscriptions, and more.
* Investigate changes and trends without building a report first.
* Create complex segments using everyday language.
* Ask follow-up questions and continue exploring in the same conversation.
* Get help understanding a report or finding the right page in Metorik.
* Keep access aligned with each team member's existing Metorik permissions.

_Tori is currently in beta. Important decisions and figures should be checked against the linked Metorik report or record._

👉 [**Learn more about Tori**](https://help.metorik.com/tori-metoriks-ai-assistant-fvg3t)

= 💬 Connect Your Store Data to ChatGPT, Claude & More =

Metorik's MCP (Model Context Protocol) lets you securely connect your store data to ChatGPT, Claude, Cursor, Claude Code, and other compatible AI tools. Ask real questions, refine them through conversation, and get answers based on the same live Metorik data that powers your reports.

* Ask about sales, profit, refunds, customers, cohorts, products, ad spend, forecasts, and more.
* Drill into an answer with follow-up questions — no SQL or spreadsheets required.
* Choose exactly which stores an AI assistant can access.
* Keep data access read-only and aligned with your Metorik permissions.
* Ask questions across multiple authorised stores in one conversation.

👉 [**Learn more about Metorik MCP**](https://metorik.com/mcp)

= 📤 CSV Exports — Even on a Schedule =
Need to share your data? Metorik’s exporting tools let you turn a complete or filtered dataset into a clean, customisable CSV — immediately or on a recurring schedule.

* Export any dataset – orders, customers, products, subscriptions.
* Create unlimited saved segments of filtered data and export them on a schedule.
* Recurring exports that run automatically (daily, weekly, monthly).
* Customise columns and included data, including custom fields and line items.
* All exports run on Metorik’s servers with zero load on your store.

👉 [**See more on Exporting**](https://metorik.com/analytics-reports/ecommerce-data-exports)

= 🧩 API & Developer Tools =

Build your own reporting, data, and automation workflows with the Metorik API. Secure, store-specific API keys and scoped permissions give developers controlled access to supported Metorik data and Engage features.

* Query orders, customers, subscriptions, products, reports, segments, custom metrics, goals, and more.
* Use supported Engage endpoints to work with profiles and unsubscribe data.
* Filter data using the same powerful segmentation concepts available in Metorik.
* Work with JSON endpoints or download the OpenAPI specification.
* Create, rotate, expire, and revoke API keys from your Metorik store settings.

👉 [**Explore the Metorik API documentation**](https://metorik.dev)

= ⚡ Designed for WooCommerce, built for speed =
Metorik was built specifically for WooCommerce with store owners in mind. It syncs your data over to our high-performance infrastructure so you can get insights to better understand your store inside and out — without slowing it down.

* The Metorik Helper is lightweight and focused on syncing your store data efficiently.
* Syncing happens automatically and efficiently.
* Reports, processing, and exports run on Metorik’s servers.

_"Just great and works like a charm!" ★★★★★ — [Maik Bernstein, WordPress.org reviewer](https://wordpress.org/support/topic/just-great-and-works-like-a-charm/)_

= 🔗 Integrations to get the full picture =
Metorik connects with your advertising, analytics, support, shipping, AI, and automation tools so you can see a more complete picture of your store’s performance.

_Integrations include:_

* **Advertising & analytics** — ChatGPT Ads, Google, Meta, Microsoft, TikTok, Pinterest, Snapchat, Reddit, Google Analytics, Google Sheets, and CSV.
* **Customer support** — Intercom, Zendesk, Gorgias, Help Scout, Freshdesk, and Groove.
* **Shipping & costs** — ShipStation, WooCommerce custom fields, and native WooCommerce cost support.
* **AI assistants** — ChatGPT, Claude, Cursor, Claude Code, and other MCP-compatible tools.
* **Automation & sharing** — Zapier, webhooks, Slack, and email.

👉 [**Explore all Metorik integrations**](https://metorik.com/integrations)

= ❤️ Loved and Trusted by 10,000+ Stores =
Metorik is trusted by **more than 10,000 stores around the world** to understand their data, serve their customers, and grow — all from one fast, intuitive platform.

_"Whenever we need to accomplish anything in WooCommerce, we reach for Metorik first." ★★★★★ — [Alek Hartzog, Web Developer, Nerd Fitness](https://metorik.com/reviews)_

_"Value for money is off the charts." ★★★★★ — [Mike Halligan, Founder, Scratch](https://metorik.com/reviews)_

👉 [**See more reviews here**](https://metorik.com/reviews)

= 🚀 Ready to level up your Woo store? Let's get started: =

1. Install and activate the Metorik Helper plugin.
2. Create a Metorik account or log in to your existing account.
3. Follow the connection prompts and start exploring your store data.

👉 [**Try Metorik free for 30 days**](https://metorik.com) – no credit card required.

== Installation ==
Install and activate the plugin, then follow the prompts to connect your WooCommerce store to Metorik.

You need a Metorik account to use the service. If you do not yet have one, [start your 30-day free trial](https://metorik.com?ref=wporg) — no credit card required.

== Frequently Asked Questions ==

= Will Metorik slow down my site? =

In most situations, Metorik has almost no noticeable performance impact on your site. The helper was developed specifically for WooCommerce and WordPress and is very lightweight. Metorik syncs with your store in two ways:

* Your store notifies Metorik via webhooks whenever data is created or updated, so it can be synced right away. Depending on your site, there may be a delay of a minute or two.
* Metorik also performs a second check every 15 minutes to catch anything missed by a webhook. This check can be made less frequent.

Learn more about [Data Syncing in Metorik](https://help.metorik.com/data-syncing-wtd0x).

= Does Metorik work with multiple stores? =

Absolutely! You can add each store to Metorik and then see combined reporting and insights across all your stores from our Multi-Store dashboard.

= Does Metorik sync custom fields? =

It sure does. Metorik syncs custom fields on orders, products, customers, and subscriptions. You can filter by them, include them in exports, and use them in email automations or broadcasts.

= Can I use Metorik to export my WooCommerce data? =

You sure can. Once your store is synced, you can segment your WooCommerce data and download a CSV containing only the columns you need, in the order you choose. You can include custom fields and automate recurring exports too.

= Can Metorik send WooCommerce transactional emails? =

It sure can. With real-time syncing and advanced audience segmentation, you can replace WooCommerce's default transactional emails with polished sequences that adapt to the products ordered, customer location, purchase history, and more.

= Does Metorik have AI features? =

Yes. Tori is the AI assistant built directly into Metorik, while Metorik MCP connects your data to compatible external tools such as ChatGPT and Claude. Tori and MCP are separate features, and access follows your Metorik store permissions. Tori is currently in beta.

= Do I need a Metorik account to use this plugin? =

Yes. The helper connects your store to the Metorik service, so you need a Metorik account to use it. [Sign up here](https://metorik.com?ref=wporg).

= Can I hide the Metorik links in my WordPress dashboard? =

If you truly want to (but why! They're so handy), you can. Simply add:

`
add_filter( 'metorik_show_ui', '__return_false' );
`

Add it to your theme's `functions.php` file or a custom plugin.

You can also dismiss a Metorik notice so it no longer appears.

To hide links from individual orders or products, click the 'Screen Options' tab at the top of the page and uncheck the Metorik option.

= I accidentally hid the notices. How can I get them back? =

To restore them, visit `https://yoursite.com/wp-admin/?show-metorik-notices=yes` while logged in as an administrator, replacing `yoursite.com` with your store's domain.

== Changelog ==
= 2.0.10 =
* Return 404 for subscriptions API endpoints when the WC Subscriptions plugin isn't active.
* Fix a text domain notice.

= 2.0.9 =
* Bug fix for cart recovery when the cart contains an invalid product.
* Update plugin translation loading hook to `init` as per WP 6.7+ guidelines.

= 2.0.8 =
* Bug fix for cart recovery when the cart has a coupon attached.

= 2.0.7 =
* Minor improvements to cart tracking.

= 2.0.6 =
* Update plugin translations.
* De-register the cart tracking opt-in checkbox on the account page. The checkbox is now only shown on the checkout pages.
* Improve cart recovery process for subscription renewals.
* Prevent sync initialization when cart tracking is disabled.

= 2.0.5 =
* Fixed an issue with the source tracking cookie.

= 2.0.4 =
* Fixed an issue with source tracking when the initial URL was on a sub-path of the store.
* Fixed an error that could occur when WooCommerce's session wasn't initialized.
* Added an auto-scroll to the cart tracking popup when it's opened. This can be disabled with a filter if desired.

= 2.0.3 =
* Improved javascript compatibility with some cookie/GDPR consent plugins such as Complianz.
* Added a filter to allow additional parameters to be passed to the cart recovery URL.
* Fixed an error that could occur when WooCommerce's cart wasn't initialized.

= 2.0.2 =
* Fixed an issue when querying for updated customers on a multisite.

= 2.0.1 =
* Fixed an issue when querying for updated customers.

= 2.0.0 =
* We've overhauled the cart tracking feature in the Metorik Helper. The new method is faster and more reliable, making use of WooCommerce internal hooks instead of front-end javascript. This significantly improves the performance of the feature and improves compatibility with different checkout setups and third-party plugins.
* We've added WooCommerce Blocks support for all features of the Metorik Helper plugin, including prompting to save a cart when adding an item to cart as well as during the checkout (via a new opt-in/opt-out checkbox), cart restoration and source tracking. To take full advantage of Woo Blocks support with Metorik, please make sure to upgrade to WooCommerce 9.1 or higher. Additionally, make sure to visit your Metorik dashboard's Cart Settings page to enable some new settings for WooCommerce blocks integration.
* Cart restoration will now restore the customer's first name and e-mail into the checkout flow when possible.
* We've made several improvements to the source tracking system. We've removed the reliance on hidden fields in the checkout process, which makes the system more performant and improves compatibility with different checkout setups and third-party plugins.
* We've added several action hooks and filters to allow for further customization of the Metorik Helper's behaviour.
* We've bundled in several other minor improvements around performance and reliability into the new version of the Metorik Helper.
* For a full breakdown of the changes please see the [Metorik Help Docs](https://help.metorik.com/article/243-metorik-helper-v2)

= 1.7.2 =
* Removed ability to enable cart tracking by admins through URL in admin (fixes a potential security issue where cart tracking could be disabled by an admin unintentionally).

= 1.7.1 =
* Allow providing a custom redirect URL when restoring a cart.
* Allow 'lang' query parameter through when restoring a cart and redirecting.

= 1.7.0 =
* Include user locale/language with carts.

= 1.6.3 =
* Filter for stopping Woo cart fragments change cart sending.
* Cart fragments JS fix for WooCommerce 7.8+ and some cart plugins.

= 1.6.2 =
* Further WooCommerce HPOS compatibility fixes.
* Filter for disabling source tracking.

= 1.6.1 =
* Fix for sending empty carts.

= 1.6.0 =
* WooCommerce HPOS compatibility for orders/subscriptions.
* Cart tracking improvements.
* Filter for disabling cart tracking.
* Remove old Metorik link notices from various reports.
* Subscription page 'view in Metorik' link.

= 1.5.2 =
* PHP 8 bug fix for cart recovery links.

= 1.5.1 =
* Added a filter 'metorik_send_cart_events', which can be used for changing which WooCommerce events trigger carts to be sent to Metorik.
* Fixed bug with Metorik's admin notice on users page and subscriptions page.

= 1.5.0 =
* Added a filter 'metorik_cart_items', which can be used to disable Metorik's cart items count code.
* Don't include auto-draft & checkout-draft orders in updated endpoints.
* Added a filter 'metorik_orders_updated_query', which can be used for modifying the 'orders/updated' API endpoint query.
* Send phone numbers with carts.

= 1.4.1 =
* Fix PHP notice with WP 5.5 and REST API changes.

= 1.4.0 =
* Improve cart tracking performance.
* Added a setting (to Metorik) for customising the checkout URL for cart recoveries.
* Bug fix to stop an error from occurring if no server object exists when we filter the WP API.

= 1.3.0 =
* Improvements to sending guest carts.

= 1.2.0 =
* Additional WooCommerce 3.6 fixes for coupon applying.

= 1.1.2 =
* Further WooCommerce 3.6 fixes for cart recovery links.
* Better i18n support.

= 1.1.1 =
* Fix coupon-applying through a URL parameter for empty carts.

= 1.1.0 =
* WooCommerce 3.6 API fix.
* Apply coupons provided through a certain URL parameter (Metorik Engage).
* Send and restore more cart data, like the shipping method, coupons, payment method.

= 1.0.5 =
* Don't override customer source on checkout.
* Change some Metorik URLs to customer/order/etc. pages.
* Add author to order note API responses (for v1 and v2 of the API).

= 1.0.4 =
* Fix bug when cart object not available and localizing Metorik's JS.
* Compiled and minified JS.
* Filter for changing the cart recovery final URL (by default it takes them to the checkout page).
* Close button for the add to cart email popup.
* Class to add to inputs for additional custom email input tracking (.metorik-capture-guest-email).

= 1.0.3 =
* Fix add to cart popup bug where it sometimes showed at the bottom of the page.
* Show add to cart popup on single product pages and the cart page (after items are added to the cart).

= 1.0.2 =
* Improve cart token setting for guests that log in or register during their session.

= 1.0.1 =
* Fix tracking of the Engage automation ID during a cart recovery.

= 1.0.0 =
* Cart tracking.
* Cart email popup capturing.
* Cart restoring.

= 0.15.0 =
* Add meta data to WooCommerce Subscriptions API endpoints.

= 0.14.3 =
* Fix Safari bug.

= 0.14.2 =
* Fix helper active check and version code.

= 0.14.1 =
* Fix empty source data being stored.

= 0.14.0 =
* PHP 7.2 WC API fix.
* Move customer source tracking to JS.
* Additional source tracking data like session count, page count, etc.
* Performance improvements for the orders API endpoint.

= 0.13.0 =
* Add support for recording UTM term, content, and ID.

= 0.12.0 =
* Multisite support for customers/updated endpoint.
* Added WooCommerce 3.2 required/tested plugin headers.
* Improve Woo customers API performance.

= 0.11.0 =
* Change method for stopping customer spend calculations in API so it just does it for Metorik API requests instead of on a time-basis by option.

= 0.10.0 =
* Track 'Engage' data
* Improve UTM tracking
* Set tracking data in user meta during checkout
* Added an 'hours' arg to updated endpoints
* Added pagination to updated endpoints
* Don't include draft orders in updated endpoints

= 0.9.0 =
* Coupon endpoints

= 0.8.1 =
* Extend source & UTM cookie storing time to 6 months

= 0.8.0 =
* Track UTM tags in order/customer meta
* Filter for referer

= 0.7.1 =
* Further updated timezone fixes

= 0.7.0 =
* Include order post meta data when pre WC 2.7
* Subscriptions endpoints
* Open Metorik links in new tabs
* Fix updated timezone issue

= 0.6.1 =
* Fix notices for unset http referer

= 0.6.0 =
* Track and store customer/order referer (source)
* Endpoint for possible order statuses
* Endpoint for possible customer (user) roles
* Ignore trashed orders/products in updated endpoints
* Allow dismissing/hiding of the Metorik notices
* PHP 5.2 compat fix

= 0.5.2 =
* Fix minor PHP notices in admin

= 0.5.1 =
* Fix undefined variable notice

= 0.5.0 =
* Remove custom customer index/single endpoints if 2.7
* Links from resource admin pages to Metorik

= 0.4.2 =
* Make activation method static

= 0.4.1 =
* Fix undefined variable in products updated endpoint

= 0.4.0 =
* Refund IDs endpoint

= 0.3.1 =
* Improve stability of customers updated endpoint

= 0.3.0 =
* New endpoints for orders updated
* New endpoints for customers updated
* New endpoints for products updated
* Fix customer IDs endpoint query for custom DB prefixes

= 0.2.3 =
* Show notice prompting users to go back to Metorik after installing to complete connection

= 0.2.2 =
* Fix customer IDs endpoint permissions

= 0.2.1 =
* Override WC single customer endpoint too to make faster during imports

= 0.2.0 =
* Override WC customers endpoint to make faster during imports

= 0.1.0 =
* Initial beta release.