2. Install in WordPress
In WordPress admin, go to Plugins -> Add New -> Upload Plugin, then select the downloaded ZIP.
Plugin installation
Install CashFlowCanary on a WooCommerce store.
The plugin is downloaded from WordPress.org, activated in WordPress admin, then explicitly connected to your CashFlowCanary account to feed monitoring and paid-plan AI intervention.
Installation steps
The flow is intentionally explicit: nothing is connected until the WordPress administrator enters the token and WooCommerce keys.
1. Download the plugin
Open the official WordPress.org listing, download CashFlowCanary Checkout Monitor and keep the ZIP file intact.
3. Activate WooCommerce and CashFlowCanary
Activate WooCommerce and then CashFlowCanary. The plugin exposes a dedicated admin page with local demo mode.
4. Connect live monitoring
Create a CashFlowCanary account, enter the site token and add WooCommerce REST keys when you want to move from demo to live monitoring. Paid plans also enable the incident report, AI intervention and intervention report workflow.
Before live connection
You can verify the plugin screen without sending store data.
Local demo mode lets you check the WordPress rendering before any service connection. Live monitoring starts only after explicit setup.
- No-account demo
- Explicit setup
- No customer data in screenshots
Activation goal
A successful install does not stop at WordPress activation. It must produce a visible and useful monitoring signal.
Immediate result
Local demo mode confirms the admin screen, statuses and admin bar signal render correctly.
Live result
After connection, the CashFlowCanary cockpit should show the latest plugin check, health endpoint and next expected check.
D+7 result
The site should still produce checks, useful alerts or viewable reports. This matters more than the download.
WordPress.org review
A review can be requested after that first useful result, never before, never for a reward and always optionally.
Checks after activation
Health endpoint
The private endpoint should answer only with the expected token and expose aggregate signals used by diagnosis and paid-plan AI intervention.
WooCommerce webhooks
Webhook setup should stay visible and reversible from WordPress admin.
CashFlowCanary status
Once the site is connected, the cockpit shows the latest plugin check and the next expected check.
Reach a first result in minutes
Installation should lead to a concrete win before any review prompt: see the plugin, validate the signal, then connect live monitoring.
Useful default setup
Demo mode and error labels should explain what to do without creating an account, sensitive screenshots or customer data.
Documentation in context
Each important screen links to the installation page, checkout monitoring method or support depending on the blocker.
Review prompt at the right moment
The WordPress.org review request should appear only after a first successful check, remain optional and be dismissible.
Minimal measurement
The main indicator is the number of sites that completed a first successful plugin check in the last seven days, without storing unnecessary PII.