Step 1: Download the Plugin 

Download the TryUmbrella Plugin zip file from this link

Step 2: Install the Plugin 

Log in to your WordPress Admin Dashboard 

Navigate to Plugins > Add New 

Click “Upload Plugin” and select the downloaded zip file 

Click “Install Now” and then “Activate Plugin” 

Step 3: Configure the Plugin 

Visit https://app.tryumbrella.com/oauth/applications/ 

Click “New App”. 

Enter a name for your app (e.g., “WordPress”). 

Add your store domain. 

Agree to the terms and conditions. 

Copy the Client ID, Client Secret, and Organization Token 

Step 4: Integrate with WordPress 

In WordPress, go to Settings > TryUmbrella 

Paste the Client ID, Client Secret, and Organization Token into the respective fields. 

Click “Submit” 

Congratulations! You’ve successfully integrated the TryUmbrella Plugin with your WordPress website.

Note: If you need help with plugin installation please book a call using this link: https://calendly.com/anafekete/tech-call

Note: If you need help setting up the automations, please book a call using this link: https://calendly.com/d/ckfd-4ft-n6v/umbrella-client-success-support