Step 1: Create an API key and download the plugin

1. In Xendy, go to Import feeds → Webshop.
2. Scroll to the block for the WordPress plugin.
3. Click Generate. Xendy automatically creates an API key named WordPress-plugin with the required permissions.
4. Copy the key from the modal window — you'll only see it once.
5. Download the xendy-connect-x.x.x.zip file via the same block (where x.x.x is the version number).

Already created the key before? Then you'll see Regenerate instead. The old key will be revoked and you'll receive a new one.

Step 2: Install the plugin in WordPress

1. In WordPress, go to Plugins → Upload Plugin.
2. Select the downloaded xendy-connect-x.x.x.zip file and click Install Now.
3. Activate the plugin after installation.

Step 3: Enter the API key

1. In the WordPress menu, go to Xendy → General.
2. Paste the API key into the designated field and save.
3. You'll see the connection status and your company name if the connection is working.

If any API scopes are missing, the plugin will display a warning. In that case, generate a new key via Xendy.

Via Xendy → Contact forms you connect an existing form to a Xendy mailing list. Supported plugins: Contact Form 7, Gravity Forms, Elementor, Ninja Forms, WPForms and OptinMonster.

Creating a new connection

1. Choose the form you want to connect.
2. Step 1 of the wizard (title: "Connect form: [name]"): map the form fields to email address, first name and last name.
3. Step 2 of the wizard: choose the Xendy mailing list that submissions will be added to.
4. Save the connection.

From that point on, new submissions are automatically added as a contact to the chosen list.

Editing an existing connection

Want to update an existing connection? Click on the connection in the overview. The same wizard opens, but now with the title "Edit form: [name]". The previously configured fields (email address, first name, last name), mailing list, consent mode and consent field are already pre-filled. Adjust whatever you want to change and save.

Via Xendy → Abandoned carts you enable the WooCommerce cart connection.

1. Turn the connection on.
2. Click Connect carts. The plugin retrieves the required token automatically using the entered API key — you don't need to enter anything manually.
3. The plugin automatically detects the checkout type you are using.

Please note: the API key must have the Account: read (account:read) scope. If that scope is missing, you will receive an error message. In that case, create a new API key via Settings → Web shop and check "Account: read".

Are you currently using the Nextmessage plugin? You can import the token from that plugin using the available option.

Once the connection is active, abandoned carts are passed to Xendy and you can set up an abandoned cart automation.

Via Xendy → Newsletter preferences you configure two things:

Opt-in checkbox at checkout

• Enable or disable the checkbox.
• Choose whether the checkbox is checked by default.
• Customize the text customers see.
• Choose the Xendy mailing list customers are added to.

Note: a pre-checked marketing checkbox is legally risky in the EU. Xendy displays a warning for this.

Preferences screen in 'My account'

• Customers can subscribe or unsubscribe from the newsletter via their WooCommerce account.
• You can customize the text on this screen.

Note: if you unsubscribe a customer via the WooCommerce customer overview, the customer will be unsubscribed from all Xendy mailings, just like when someone clicks the unsubscribe link in an email. If the customer subscribes again later, they will be added to the selected mailing list again.

Via Xendy → WP Loyalty you can sync loyalty points and birth dates to Xendy contacts.

Requirements

First create the following custom fields in Xendy (via All contacts → Add field):

• loyalty_points
• birth_date

Sync

• The plugin syncs automatically every day.
• When points change, a sync happens right away.
• Want to sync all customers at once? Click Sync all customers now.

The status page shows the time of the last successful sync and any error messages.