SourceSay Pro documentation

SourceSay Pro is an add-on. It needs the free SourceSay plugin and WooCommerce, and WordPress will not activate Pro without them.

Install

1. Install and activate the free SourceSay plugin from WordPress.org.
2. After checkout, sign in to your account page with the email you used to pay. Download SourceSay Pro and copy your license key. It starts with SS- and has this format: SS-XXXX-XXXX-XXXX-XXXX.
3. In WordPress, go to Plugins > Add New Plugin > Upload Plugin, choose the SourceSay Pro zip, install it and activate it.
4. Open WooCommerce > SourceSay > License, paste the key and choose Activate SourceSay Pro.

Good to know: your free SourceSay features keep working whether Pro is active or not.

What the License tab shows

• SourceSay Pro is active on this site: Pro features and automatic updates are on. You see your plan, sites used, the renewal date and the end of your key.
• Active until your subscription ends: the subscription was cancelled. Pro keeps working until the date shown. Renew any time before then to keep it.
• Your SourceSay Pro license has expired: Pro features and updates are paused. Renew and Pro switches back on by itself.
• This license is no longer valid: it was refunded or cancelled. Buy a new license, or contact us if this looks wrong.

SourceSay checks the license once a day. If the license server cannot be reached, the tab shows the last known details and Pro keeps working. Choose Check again to refresh.

Move Pro to another store

On the License tab, choose Deactivate on this site. The slot is free again and you can activate the same key on the new store. Answers and settings stay on the old store.

Updates

Updates arrive in Dashboard > Updates while your license is active. Every update is signed and checked before it installs.

When the license ends

Pro stops showing extra questions, stops sending answers to integrations and shows one card on each Pro feature: “Your SourceSay Pro license is not active”, with a link to the License tab. Nothing is deleted: answers, follow-up answers, integration details and white label settings are kept for when you renew.

Ask up to 10 more questions after “How did you hear about us?”. Customers see them one at a time in the same box, with Back and Skip this question. They appear on the order confirmation page and in My Account, View order, the same as the first question.

Add a question

1. Open the Survey tab and find the More questions card.
2. Start with a ready-made question, or choose Write my own question.
3. Pick the Type of answer, write the question and, for choice types, add 2 to 12 answers.
4. Set When to ask and Who sees it if you want (see below). The preview on the right updates as you type.
5. Choose Save changes. Questions are asked in the order shown; use the arrows to move them.

Answer types

Type	What customers do
One choice	Pick one answer from your list.
Several choices	Tick every answer that applies.
Dropdown	Pick one answer from a compact list. Good for long lists.
0 to 10 score (NPS)	Say how likely they are to recommend you. Reports turn it into a Net Promoter Score.
Star rating	Give 1 to 5 stars, for example for the shopping experience.
Short text	Type a short answer in their own words.

Only ask when an earlier answer matches

Under When to ask, choose Only ask when… and tick the answers that trigger the question, for example ask “How often do you listen to that podcast?” only when the answer to “How did you hear about us?” is Podcast. A question can depend on the first question or on any question above it. Customers who answered something else, or skipped, are not asked. Until you tick an answer, the question is asked to everyone.

Who sees it

• Customers: everyone, first-time (no earlier paid order) or returning (at least one). Customers are recognised by account, or by billing email for guests.
• Product categories: only when the order has a product from the categories you tick. A category includes its subcategories.
• Order total from / up to: only for orders in that range.

Testing: test orders always see every question, so you can try them all. Switch Ask this question off to keep a question without asking it.

Where the answers go

Answers show up in the Follow-up questions report, get one column per question in the CSV export, and are included in the WordPress personal data export and erase tools for that order.

Three Pro cards appear under the free report and follow the same date range. Each has findings in plain words and a table with every number behind the chart.

Blind spot

WooCommerce Order Attribution records where each visit came from. The Blind spot card groups that into Direct, Organic search, Paid ad, Referral, Social, Email and Unknown, and splits each one by what those customers told you. Direct and Unknown rows are marked as blind spots. Switch between Revenue and Orders at the top right.

• What WooCommerce missed lists findings such as “50% of the revenue WooCommerce calls Direct came from customers who said Podcast.” They appear once 10 answered orders have WooCommerce source data.
• See every number opens the full table: each cell shows the amount and its share of that WooCommerce source.
• Order Attribution is on by default since WooCommerce 8.5. If the card says there is no source data, check WooCommerce > Settings > Advanced > Features.

Lifetime value by channel

Follows the customers who answered in the date range, counted once each (by account, or by billing email for guests), and every paid order they placed after the answered one, after refunds.

• Who keeps buying: which channel’s customers come back most and spend the most.
• 30, 90, 180 and 365 days: average revenue per customer in the first days after the answered order. Only customers whose answered order is at least that many days old count, shown as n. Pick a date range that starts earlier to include more.
• Bought again, First order and Later orders are in the table under the chart.

Follow-up questions

One card per question with the share of each answer. Score questions show the Net Promoter Score (promoters 9 to 10 minus detractors 0 to 6, from -100 to +100) and star questions the average out of 5, both split by channel. Short text answers are listed with their date. Channels with fewer than 5 answers can swing a lot: read them as a hint.

Each answer is sent in the background after the customer gives it, so a slow or broken service can never slow down checkout. Failed sends are tried again up to 3 times. Test orders and skipped surveys are never sent.

1. Open the card for the service and switch on Send answers to that service.
2. Fill in the keys. Where do I find this? in the card shows the same steps as below.
3. Choose Save changes, then Send a test.

Saved keys are never shown again in full. Choose Replace key to change one. Each card shows when the last answer was sent, or why the last attempt failed.

White label

1. In the White label card, switch on Use my own brand.
2. Enter a Brand name, for example your agency name, and choose a logo. A square image works best.
3. Optional: Hide the plugin author name and links removes “By” credits and the Docs and upgrade links. Hide the License tab from other people means only you see the License tab and can change these settings.
4. Choose Save white label. The Plugins screen and dashboard widget update on your next page load.

Your name and logo replace ours on the WooCommerce menu, the Plugins screen, the dashboard widget and the SourceSay screen. Customers never see this: the survey always shows your own question and answers. Turn it off at any time to bring everything back exactly as it was.

Copy setup between sites

1. On the store you set up, choose Export setup. A setup file downloads.
2. On the other store, choose Import setup and pick the file.
3. Check the summary of what importing will change, then choose Apply these changes.

The file copies the survey, follow-up questions and look. It holds no license key, no API keys and no customer answers, so integrations need their keys entered again on the new store. Importing replaces the current survey settings.

Pro builds on the free plugin’s hooks, listed in the free docs. The routes, hooks and options below are added by Pro.

REST routes

All routes are under /wp-json/sourcesay-pro/v1. Admin routes are for users who can manage WooCommerce.

Route	What it does
GET /license	License status. Add refresh=1 to ask the license server first.
POST /license/activate	Activate with license_key.
POST /license/deactivate	Free this site’s slot. The site secret never leaves the server.
GET and POST /integrations	Read or save service settings. A blank secret keeps the stored one.
POST /integrations/test/<service>	Send a test to ga4, meta, klaviyo or fluentcrm.
GET and POST /agency	Read or save white label settings.
GET /setup/export, POST /setup/import	Copy setup between sites.
POST /answer	Public route the survey uses to save a follow-up answer. Checked against the order key and rate limited.

Hooks

• sourcesay_pro_enabled (filter, bool): true only while the license is active. Every Pro feature checks it.
• sourcesay_pro_answer_saved (action): runs after a follow-up answer is saved, with $order_id, $question_id, $row and $order.

add_action( 'sourcesay_pro_answer_saved', function ( $order_id, $question_id, $row, $order ) {
  // $row['value_label'] is the readable answer.
  // $row['value_num'] is the score for NPS and star questions.
}, 10, 4 );

Data

• Follow-up answers live in the table wp_sourcesay_pro_answers (with your own table prefix), one row per order and question. Read them with sourcesay_pro_get_answers( $order_id ).
• Integrations run as the Action Scheduler job sourcesay_pro_sync (group sourcesay-pro, 3 attempts). The last 50 outcomes are in the option sourcesay_pro_integrations_log and hold no personal data.
• Settings: options sourcesay_pro_integrations and sourcesay_pro_agency. Questions are stored in the free settings under pro_questions.
• Deleting Pro deactivates the license. Pro data is removed only when the free setting to delete all SourceSay data on uninstall is on.