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Instagram Shopping

Instagram Shopping

This documentation belongs to the extension “WooCommerce Instagram” and it’s necessary to have it activated in your store to continue with this tutorial.

Once you finish this tutorial, you will have your store’s products uploaded to a Facebook Catalog and connected to your Instagram business account.

This will allow you to tag your products in your Instagram posts and stories and redirect your audience to your store by just clicking on these tags. Read more.

Requirements ↑ Back to top

  • WooCommerce 3.2+.
  • WooCommerce Instagram 3.0+.
  • Meet the following requirements.

Connect your store ↑ Back to top

This tutorial assumes you already have installed and configured the extension “WooCommerce Instagram” in your store. If this is the first time you use our extension, It’s recommended to read our documentation to connect your store with Instagram.

If you followed the steps carefully and completed the process, you should have a Facebook page connected to an Instagram Business account, and you are ready to continue with the Instagram Shopping integration.

Set up a Business Manager ↑ Back to top

The next step is to set up a Facebook Business Manager. If you already have one, you can skip this step. If it isn’t the case, please, follow these instructions.

In your Business Manager, you can connect multiple Facebook Pages, Instagram accounts, etc.

Let’s go to connect your Instagram business account by following these steps.

Optionally, you can connect your Facebook Page (The same page you used to connect your store and your Instagram business account). More info here.

Once you have a Business Manager properly configured, you can proceed to upload your store’s products. In order to accomplish this, go to your WooCommerce store to define the catalogs and the products for each of them.

Create a product catalog ↑ Back to top

In your store, go to “WooCommerce > Settings > Integrations > Instagram“. Here you will find a section called “Shopping” that contains a setting for defining the product catalogs.

Product catalogs setting
Define your product catalogs

Click on the “Add catalog” button to add a new one. You will be redirected to a form where you will find all the necessary to create and customize your product catalog.

The most important setting is one called “Feed URL“. This setting represents the URL that Facebook will use to fetch your product data.

WooCommerce Instagram Product Catalog URL

Note: The setting “Feed URL” will appear once you enter a title for the catalog.

The other settings are divided into two categories:

Product filters ↑ Back to top

By default, all published products will be included in the catalog, but you can filter the products to include by:

Products

This option is perfect when you only want to include a reduced set of products or all products except a few ones.

Catalog only with specific products

Product categories

If you only want to include a few product categories, then use the option “Product categories” in the “Filter by” field.

Filter the catalog's products by category
Filter the catalog’s products by category

Note: The field “Product categories” also allows you to include specific categories in the catalog and to exclude the rest. Just use the option “Only specific product categories“.

Custom

For more advanced criteria, use this option, which displays all the available filter fields like product categories, stock status, product types, etc.

Advanced filtering for the catalog’s products

If you include “Simple” products in the catalog, you can also filter if they are “Virtual“, “Downloadable“, or both.

Note: If you set the filters “Virtual products” and/or “Downloadable products” to true, all non-simple products will be excluded from the catalog (Variable, grouped, etc.).

Finally, you can manually include or exclude products from the catalog. Just use the settings “Include products” and “Exclude products“. Look for the products and add them to the list.

These settings are especially useful when you want to include all products of a category/type except one or two products.

Exclude products from the catalog
Exclude products from the catalog

Or, in the opposite case, to exclude all products of a category/type except one or two specific products.

Include specific products in the catalog
Include specific products in the catalog

Product data ↑ Back to top

These settings are for customizing the product data. Here you will find some interesting settings like:

Include variations

In case you include “Variable” products in the catalog, you can opt to include the parent product or all its variations.

Note: Only enabled variations will be included in the catalog.

Currency code

Optionally remove the currency code from prices. This will allow you to create a catalog with generic prices. The catalog can be uploaded to multiple Facebook Catalogs and define the currency in the Facebook Business Manager platform. For example, $9.99, 9.99€, etc.

Include tax

You can opt to include the tax in prices. This is mandatory in some countries.

By default, the tax will be calculated based on the shop base location. If you are calculating the tax based on the customer billing/shipping address, an additional field will appear to select the country used to calculate the taxes.

Tax location for the prices of the product catalog
Tax location for the prices of the product catalog

Product ID

Customize the product identifier in the Facebook Catalog. By default, the product ID will be used. To avoid collision with other importers, you can customize this identifier.

Customize the ID of the products
Customize the ID of the products

Note: The placeholder {product_id} will be replaced by the real product ID when outputting the product data.

Group ID

When including variations in a catalog, all variations of a product are grouped by a Group ID parameter with the same value. By default, the parent product ID is used as the group ID, but you can customize this identifier in the same way as the product ID.

Product MPN

The Manufacturer Part Number (MPN) is a unique number that identifies the products. By default, we use the product ID as an identifier, but you can also use the product SKU or a combination of these parameters in a custom format.

Brand

This field is optional, and it allows you to define the global value of the brand of the products. This option can be set per product.

Condition

It defines the condition of the products. The default value is new, and it can be set per product.

Images

Choose the product images that will be included in the catalog. It can be all the images or just the featured image. By default, all images will be included. This value can also be set per product.

Google Product Category

Categorizes all your products with a default category. This option can be set per product and per product category.

Select the Google Product Category

Product options ↑ Back to top

When you create a catalog, you can define the default values for the product brand, condition, images to include in the catalog, and the product category. This is the fastest way to get your catalog ready, but it might happen that a specific product has different values from the globals. In this case, you have to define custom values only for that product.

To accomplish this, go to the product edit-screen and select the tab Instagram in the Product Data metabox. Here you will find the same options as in the product catalog form.

Select the option “Default” to keep using the global value defined in the catalog. Leave “Product category” empty to use the value default set in the catalog.

Additional information ↑ Back to top

Depending on the selected Google Product Category, Facebook will ask you for additional information such as the size, color, gender, etc. To provide this information when uploading the catalog, our extension makes use of the “Product attributes” functionality. More info here.

Google attributes ↑ Back to top

When creating or editing a product attribute (Products > Attributes), a new field called “Google attribute” will appear in the forms. We only have to select an attribute from the list to associate it with the current product attribute.

Google attribute associated to a product attribute

Once a Google attribute is associated with a product attribute, the terms of this attribute will be used to include this information in the catalog. E.g: You can create an attribute “Color” whose terms are “Blue”, “Green”, “Grey”, etc.

Some Google attributes like “Gender”, or “Age group” only support specific values. In these cases, you also have to associate the terms with the supported values by the Google attribute. This way, we guarantee the values included in the catalog are valid.

Value for the Google “Gender” attribute

Now that we have mapped the product attributes with the Google attributes, we only have to assign them to each product in the “Attribute” tab of the “Product data” metabox.

Product attributes

As you can see in the image above, when a product attribute is associated with a Google attribute, this info will appear in the attribute metabox.

Note: Some attributes like color, material, etc. accept multiple values.

Upload a product catalog ↑ Back to top

Once you have defined a product catalog, you can proceed to upload it to a Facebook Catalog. To do this, just copy the “Feed URL” of the catalog. Then, go to your Facebook Business Manager and click on the “Commerce” icon (A new browser tab will be opened).

Facebook Business Manager Menu
Facebook Business Manager menu

In this new tab, click on the menu icon in the top bar and select the option “Commerce Manager“.

Facebook Commerce Manager

Finally, on this page, scroll down until the section “Catalogs” and click on the button “Add catalog“.

Facebook Catalogs

When you are creating a catalog, select the best category that describes your products, or just select the category “E-commerce”.

Select the category for a Facebook Catalog
Select the category for a Facebook Catalog

The next step is to select how the products will be added to the catalog. Select the option “Upload Product Info” and add a name to the catalog.

Facebook Catalog settings
Facebook Catalog settings

After saving the form, you will have a Facebook Catalog. Now, let’s add your store’s products to it. Click on the “Data Source” link that you will on the left menu. Then, click on the “Add Products” button and select the option “Use Bulk Upload“.

Facebook Catalog Data Source
Select the data source for the Facebook Catalog

In the section “Choose Upload Option“, select the option “Scheduled feed“:

Facebook Product Catalog upload methods

Next, paste the Feed URL of the product catalog copied from your WooCommerce store here:

Facebook Product Catalog data feed URL

Optionally, you can edit the schedule settings. We recommend you synchronize the catalog hourly.

Facebook Product Catalog schedule settings
Schedule settings for synchronizing the product catalog

In the next step, add a name for the data source and select the default currency for the product prices.

Facebook Product Catalog settings

Finally, click on the button “Start Upload“. Once the process finishes, your product catalog would have been uploaded to Facebook. Congratulations!

Facebook Catalog Products
Uploaded products to a Facebook Catalog

Now, we’re going to continue the process in your Instagram mobile app.

Instagram app ↑ Back to top

In your Instagram mobile app, log in with the same Instagram business account connected to your Facebook Page.

Go to your profile settings, tap on Business > Shopping > Set Up Instagram Shopping, and follow the steps to submit your catalog for review.

Set Up Instagram Shopping
Set Up Instagram Shopping

During the process, you will be asked to connect to a Facebook account. Be sure you enter the same account you connected to the store and have access to the Business Manager.

Connect Facebook account to Instagram
Connect Facebook account to Instagram

Note: This Facebook account also needs access to the Facebook Page connected with your Instagram business account. If you followed the step “Connect your store” of this tutorial, you should already have set it up properly.

Next, select the Facebook Page and Catalog.

Connect Facebook Page to Instagram
Select the catalog for Instagram Shopping

In the next step, you will have to select a Website Domain for the catalog. This is to validate you are the owner of the store you are loading the catalog. If you haven’t verified the domain of your store yet. In your Business Manager, go to “Business Settings > Brand Safety > Domains” and follow the steps.

Select your website domain
Select your website domain

Finally, review the shop details and submit the catalog for review. Usually, the process takes a few days, but sometimes it can take longer. Once you’ve been approved, you’ll receive a notification from the Instagram team.

Submit the catalog for review
Instagram shopping pending review

Now that your Instagram account has been approved for shopping let’s turn on this feature. Go to “Settings > Business > Shopping“, select the “Product Catalog” you want to connect to your account, and tap on “Done“.

The final step is, Start tagging! You can tag your products in your Instagram posts and stories. Create a post as usual and tap on “Tag Products” to add a product from your catalog. Great, you’ve created your first shoppable post!

Instagram shoppable product list
Instagram shoppable product

For more info about the usage of the app. Check the official documentation.

Catalogs management ↑ Back to top

You can define as many catalogs you want, each one with its own configuration. This adds a lot of flexibility and allows you to define catalogs with different products, taxes, etc.

The tax rates may vary depending on the country, and in EEUU, the prices are displayed without including tax. So, you can adapt your catalogs to the laws of each country.

Optionally, you can define a catalog with generic prices. See the setting “Currency code” in the product catalog form.

Keep them up to date ↑ Back to top

If you followed our tutorial, product data would be synchronized hourly. This scheduled time is enough in most cases, but if you want to apply a change immediately, you have two options to force a catalog synchronization:

The first and easiest option is to request an update in the catalog settings. In your Business Manager:

  • Select your catalog from the list (“Commerce Manager > Catalogs“).
  • Go to the menu item “Catalog > Data Sources” and select the catalog feed.
  • Click on the “Settings” tab and scroll down to the “Schedules” section.
  • Finally, click on the button “Request Update Now“.
Request a catalog update

Another way to update a catalog is by uploading a CSV or XML file with the product data. The process is similar to the previous option, and you can find it in the same location, but in this case, go to the section “Single upload“.

Facebook Catalog single file upload

Use the catalog CSV or XML file that you can download from your WooCommerce store to immediately update the product data.

FAQ ↑ Back to top

Can I use Instagram Shopping in my country? ↑ Back to top

Instagram Shopping is enabled in most countries, but some of them are excluded at this moment. You can check the complete list of supported markets here.

What kind of products can I sell? ↑ Back to top

At this moment, only physical goods. So, it’s recommended to exclude subscriptions, digital and virtual products from your uploaded catalogs.

How to update a catalog immediately? ↑ Back to top

You can force an update of the product data by using one of the methods described in the section “Catalog management > Keep them up to date“.

Can I upload my products to Instagram directly? ↑ Back to top

No, Instagram Shopping only fetches the products uploaded to a Facebook Catalog. It’s not possible to upload your catalog to Instagram directly.

Can I modify how my images are displayed? ↑ Back to top

Yes. Go to your Facebook Business Manager. In Settings => Catalog => Image Cropping. You can choose different ways of how they are displayed.

Do I need to set up a Facebook shop? ↑ Back to top

If you completed this tutorial successfully, a Facebook Shop should have been created automatically during the process. You can find it in the section “Commerce Manager” of your Facebook Business Manager. Once the review of your Instagram account is finished, you can go on configuring the Facebook Shop for additional features and make it visible to your customers.

Instagram Shopping vs Instagram Checkout ↑ Back to top

What it’s the difference between both services? In a nutshell, Instagram Shopping redirects your audience to your store. Instagram Checkout allows your audience to purchase your products directly in the Instagram app. At this moment, Instagram Checkout is only available in the US.

Troubleshooting ↑ Back to top

My Instagram account is not eligible for shopping ↑ Back to top

If you read this message when trying to connect your Instagram account to your Facebook Catalog, please, be sure your account satisfied all the requirements. Additionally, check you have turned your Instagram account into a business account.

My Instagram account is pending review ↑ Back to top

Once you have converted your Instagram account into a business account and requested to enable Instagram Shopping, the Instagram team will review your account and check it accomplishes all the requirements. The process may take a few days. If you haven’t received a response after a week, contact the Instagram support team to get an update on the review status.

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