诗语，作者 wpfusion 文档 - 第 12 页共 32 页

PeepSo

#Overview
WP Fusion integrates with PeepSo to keep members in sync between your membership site and your CRM.
All new users who register via PeepSo will be instantly added to your CRM, with all data provided at registration. Profile updates are also synced.

Any custom fields you add to your PeepSo user profiles (using the Extended Profiles Add-on) will also be detected and will be available for sync in the WP Fusion settings.
#Groups
WP Fusion also integrates with the Groups addon for PeepSo. You can access the Groups settings by clicking WP Fusion in the main PeepSo menu.

For each of your groups, you can select a tag to be 「linked」 with that group. When the tag is applied, the user will be added to the group. When the tag is removed, the user will be removed from the group.

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Uncanny LearnDash Groups

#Overview
WP Fusion includes an integration with Uncanny LearnDash Groups to give you additional options for tagging your students.

When editing any LearnDash Group Course type product in WooCommerce you』ll see an additional option for Apply tags when a user is added to this group course.
Any tags specified here will be applied to the new user when a group leader adds a new student to the course.

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AccessAlly

#Overview
While AccessAlly and ProgressAlly integrate with several marketing automation systems, they do not integrate with any other plugins on your site (for example WooCommerce).
This can put you in a difficult situation where you need to use a separate plugin to sync customer data to your CRM, and then a webhook to send the data back from your CRM to AccessAlly to grant access to a course or membership.
WP Fusion』s AccessAlly integration works as a 「bridge」 between WP Fusion』s 100+ plugin integrations, and AccessAlly』s ecommerce and membership functionality:

Tags applied in your CRM by WP Fusion are immediately communicated to AccessAlly (for example after a WooCommerce checkout), without requiring a webhook.
Tags applied in your CRM by AccessAlly are immediately communicated to WP Fusion (for example to award an achievement or trigger a push notification), without requiring a webhook.

This opens up many possibilities for integrating AccessAlly with the rest of your site. For example you may want to:

Sell your memberships with WooCommerce Subscriptions, but deliver your content with AccessAlly
Create a BuddyBoss app for your members and grant access based on AccessAlly tags
Require a Gravity Form survey submission to unlock the next ProgressAlly module
Award points or badges in Gamipress when Objectives are completed in ProgressAlly
Send data and trigger automations in another CRM in addition to AccessAlly

#Setup
With WP Fusion active, you』ll see a new menu option for WP Fusion under the main AccessAlly settings menu.
This page shows you a table of all your AccessAlly tags (in the left column) and available WP Fusion tags (in the right column).

When the 「Active」 box is checked, the tags become linked between WP Fusion and AccessAlly.
For example, to sell access to a membership using WooCommerce, you would configure the WooCommerce product to apply the tag 「paid membership member」. When this product is purchased, the user will be able to access any AccessAlly content protected by the 「paid membership member」 tag.
If you』re selling a subscription, when the subscription is cancelled the 「paid membership member」 tag will be removed, and the user will no longer be able to access restricted content in AccessAlly.
#Different CRMs
It』s also possible to have AccessAlly and WP Fusion connected to two different CRMs.
For example you could connect WP Fusion to Intercom or ConvertFox to deliver on-site messaging when Objectives are completed in ProgressAlly.
In that case you can configure your AccessAlly objectives to apply the tag 「awesome achievement」 in Ontraport when they have been completed. This tag will then be simultaneously applied in Intercom, and can trigger an on-site message congratulating the user.

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LearnDash

#Overview
Using WP Fusion and LearnDash, you can automatically add students to your CRM of choice when they register on your site.
You also can restrict access to course content using tags in your CRM, apply tags based on progress, and use tags as automated triggers for course and group enrollments.
#Courses, Lessons, & Topics
You can restrict access to Courses, Lessons, and Topics based on a user』s CRM tags, and redirect them to another page (like a sales page) if they don』t have the required tags.
You can also apply tags to a user when they』ve begun a course, lesson, or topic, and likewise when it has been marked complete.
See the screenshot below for an example of the options WP Fusion offers you when configuring a LearnDash course or lesson:

For more information on restricting access to content and the main WP Fusion meta box, see the documentation here.
#Lesson, topic, and quiz access rules
By default, if a course is protected by WP Fusion, then every lesson, quiz, and topic in that course will inherit the same access rules.
If needed you can override this by configuring the WP Fusion meta box on any lesson (or quiz or topic) individually. If access rules have been specified on any lesson, quiz, or topic, then those rules will take priority over the course settings.
#Course settings and Auto-enrollment
WP Fusion also adds some options specific to LearnDash courses. You can find these on the WP Fusion settings panel when editing any course.
WP Fusion's LearnDash course settings
There are four settings here:

Apply tags – Enrolled: These tags will be applied to a user when they are enrolled in the course, either manually, via a free signup, or another plugin integration. They will not be removed if the student is removed from the course, and they do not affect automated enrollments.
Link with tag: Using this setting you can 「link」 a tag in your CRM with a LearnDash course. When this tag is applied, the user will automatically be enrolled in the course. If the tag is removed, the user will be un-enrolled.Likewise if the user is enrolled in the course (either manually or via a purchase) the linked tag will be applied, and if a user is removed from the course the linked tag will be removed.
Course Navigation: This setting controls how WP Fusion handles the display of restricted lessons and other content in the course navigation. The options are:

Default: The course navigation will show all content, regardless of the user』s CRM tags.
Lock lessons: Lessons the user cannot access will show as disabled. You can optionally specify a message to be displayed as a badge on any locked lessons. See below for more info.
Filter Course Steps: Lessons the user cannot access will be completely removed from the course navigation and progression. This can be used to create personalized courses based on a user』s tags in your CRM (aka 「Adaptive Learning」). See below for more info.

Course Progress: You can optionally select a custom field in your CRM to be used for course progress tracking. When a user』s course progress is updated, their course completion percentage will be synced to the selected custom field.

Note: If you use an auto-enrollment tag, you should set the course price type to 「Closed」 to prevent users from getting automatically enrolled when they register. It』s also not necessary to use 「Restrict access to this course」 if the course type is Closed.
Note: Auto-enrollments are triggered when a user』s tags are modified or loaded from your CRM. Just setting a linked tag on a course will not automatically enroll everyone who has that tag. To trigger a refresh of your users』 tags (and any automated enrollments) you can run a Resync Tags operation from Settings » WP Fusion » Advanced » Batch Operations.
Note: WP Fusion only allows you to use a single linked tag for auto-enrollment into courses. For more info on this see the FAQ
#Lock lessons
If you』ve protected lessons and topics using CRM tags, you can optionally enable the Lock Lessons setting on the course (see Course Settings, below) to display those lessons as locked in the course navigation.
Lessons can be shown as disabled in the course navigation using the Lock Lessons setting.
#Filter Course Steps
This feature (available in LearnDash v3.4.0+) applies WP Fusion』s access rules to each step in the course, (such as lessons, topics, or quizzes). This is the same as enabling Filter Queries, but it can be enabled for individual courses.
When a user doesn』t have access to the step, based on their CRM tags, the step will be hidden from the course navigation, and won』t be required for course completion.
You can use this to create personalized course experiences and objectives for different users based on their CRM tags. For more info see this blog post.

Note: For best compatibility, it』s recommended to enable Shared Course Steps in the LearnDash course settings.
With Shared Course Steps disabled, restricted lessons will be hidden, but the course progress tracker and step count may be inaccurate.

#Strategies for managing course access
There are two common ways to manage LearnDash course access with WP Fusion:
1. (Recommended) Use LearnDash to manage access to the course content, and WP Fusion to trigger enrollments into the course based on tags in your CRM.
This is our recommended setup since it has the best compatibility with LearnDash. With this setup you would:

Leave Users must be logged in to view this course un-checked in the WP Fusion meta box
Set the course access type to Closed
Set an auto-enrollment tag on the course

With this method, LearnDash handles the display of the course overview page based on whether or not a user is enrolled in the course.
This also works properly with Sample Lessons in LearnDash, and drip-feeding course content.
In this screenshot you can see a simple course that the user isn』t currently enrolled in. LearnDash shows a course overview, the price, and links to either purchase the course or log in.
By applying a tag in your CRM, a user can automatically be enrolled in the course (see Auto-enrollment above), and the course overview page will update accordingly.
When a user is enrolled in the course it will also properly update the LearnDash Course Grid, the BuddyBoss enrolled courses list, and any other plugins that work with LearnDash.
For handling course bundles or 「all access passes」, you can also use auto-enrollment tags with LearnDash groups. This lets you create different collections of courses that are managed by a single auto-enrollment tag.
2. (Not recommended) Use WP Fusion to manage access to the course content, bypassing LearnDash』s access rules.
WP Fusion adds a meta box to every post and page on your site that allows you to protect your content using tags in your CRM, and redirect the user to another page if they don』t have the required tags.
Using this meta box you can also protect your LearnDash courses and course content based on CRM tags. With this setup you would:

Select Users must be logged in to view this course in the WP Fusion meta box, and choose some required tags to view the course
Either select a redirect in the meta box, or leave the redirect blank to display the restricted content message
Set the course access type to Open
Do not set an auto-enrollment tag on the course

With this method, every user on the site is automatically enrolled in the course, but they can only view the course content if they have the right tags.
In this screenshot you can see a course page that is protected by WP Fusion, using a CRM tag.
The problem with protecting the visibility of the course with a tag is that you lose all of the LearnDash options for customizing the page appearance when people aren』t enrolled. As well, the user will see themselves as enrolled in all courses, even if they don』t have access— which could be confusing for your students.
For that reason it』s recommended to let LearnDash handle protecting your course content by setting the course access type to Closed, and then using an auto-enrollment tag so that WP Fusion can update student enrollments.
#Quizzes
WP Fusion includes a few settings specific to LearnDash quizzes. These will appear at the bottom of the WP Fusion metabox when editing any quiz in the admin.

In addition to the standard access control options, the available quiz options are:

Apply these tags when quiz passed: These tags will be applied in your CRM when a quiz is submitted and the user has a passing score.
Apply these tags when essay submitted: These tags will be applied in your CRM when a student has submitted an essay. They can be used to trigger an email to the student, or (for example) to create a task for the instructor to grade the essay.
Apply these tags when quiz failed: These tags will be applied in your CRM when a quiz is submitted and the user has a failing score.
Sync final score for this quiz to a custom field: This option allows you to sync a student』s final quiz score to a custom field in your CRM. It will be updated each time the quiz is submitted.
Sync final points for this quiz to a custom field: This is the same as the Sync final score setting except instead of the quiz score, the total points earned by the user will be synced to the selected custom field.

#Quiz Questions

Using WP Fusion you can sync the answers to individual quiz questions to custom fields in your CRM. This can be configured within the WP Fusion meta box when editing any single quiz question.
#Groups
WP Fusion』s settings for LearnDash groups can be found under Settings » Group Access Settings when editing any group.

Similar to Courses, the are two settings here:

Apply tags – Enrolled: These tags will be applied to a user when they are enrolled in the group, either manually, via a free signup, or another plugin integration. They will not be removed if the student is removed from the group, and they do not affect automated enrollments.
Link with Tag: Using this setting you can 「link」 a tag in your CRM with a LearnDash group. When this tag is applied, the user will automatically be enrolled in the group. If the tag is removed, the user will be un-enrolled. Likewise if the user is enrolled in the group (either manually or via a purchase) the linked tag will be applied, and if a user is removed from the group the linked tag will be removed.
Link with Tag – Group Leader: This setting works similarly to Link with Tag, except for group leaders instead of group members. When this tag is applied, the user will automatically be set as the leader of the group. If the tag is removed, the user will be un-enrolled from the group leader position.

#Assignments
WP Fusion allows you to automatically tag students in your CRM when they upload an assignment to a LearnDash lesson.

This setting appears when editing any lesson where assignment uploads are enabled.

#Meta Fields
WP Fusion adds several 「pseudo」 fields that enable syncing a student』s LearnDash progress to custom fields in your CRM. This can be configured under Settings » WP Fusion » Contact Fields.

The fields are:

Last Course Enrolled: When a student is enrolled in a course, the name of the course will be synced.
Last Lesson Completed: When a lesson is marked complete, the name of the lesson will be synced.
Last Lesson Completed Date: When a lesson is marked complete, the date and time will be synced.
Last Course Progressed: Whenever a student completes any content in a course (lesson, topic, quiz, etc.) the name of the course will be synced.
Last Course Completed: When a course is marked complete, the name of the course will be synced.
Last Course Completed Date: When a course is marked complete, the date and time will be synced.

You can use these fields to track progress in your CRM and potentially reduce the number of tags that need to be applied to a contact.
Note: These values will be synced to your CRM in real time as students progress through course content. Because this data is tracked by WP Fusion (and not LearnDash), it』s not possible to export the progress data from before you installed WP Fusion.
#ThriveCart
Using the LearnDash + ThriveCart extension you can automatically enroll new students into LearnDash courses after a successful ThriveCart purchase.
With LearnDash 3.4.0 and higher, WP Fusion can automatically detect new users imported from ThriveCart, and sync their randomly generated password back to your CRM for sending in a welcome email. To enable this, simply turn on the Return Password setting from the Webhooks section in the WP Fusion settings.
#Event tracking
Using the Event Tracking addon, you can track LearnDash course progress as events in supported CRMs.
Events can be configured in two places. On an individual course, in the Settings panel, on the WP Fusion metabox:
Event tracking can be configured in the Settings panel when editing any course on the WP Fusion metabox.
Or in the Event Tracking global settings:
Event tracking can also be configured globally at Settings » Event Tracking.
The available triggers for event tracking with LearnDash are:

Course Progress: Triggered whenever a lesson, topic, or quiz is completed within the course, as well as when the course itself is completed.
Quiz Completed: Triggered whenever a quiz in this course is marked complete.

#Batch Operations
WP Fusion includes two batch processing tools to retroactively apply tags in your CRM based on each user』s current course and/or group enrollments in LearnDash.
These are found at Settings » WP Fusion » Advanced » Batch Tools.

#Course enrollment statuses
When you run the LearnDash course enrollment statuses operation, WP Fusion will check the current course enrollments for each user on your site, and apply any tags configured for that course.
This will not apply any tags if the user is enrolled in a course as part of a LearnDash Group.
This will not update any course or group enrollments (via linked tags), it only applies tags in your CRM.
#Course progress
The LearnDash course progress batch operation will check the course progress for each user on your site, and retroactively apply any tags configured in the Apply tags when marked complete setting for every course, lesson, topic, and quiz the user has already completed.
#Group enrollment statuses
When you run the LearnDash group enrollment statuses operation, WP Fusion will check the current group enrollments for each user on your site, and apply any tags configured for that group (the Apply Tags – Enrolled and Link With Tag settings).
This will not update any course or group enrollments (via linked tags), it only applies tags in your CRM.

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WooCommerce Integration

#Overview
When WooCommerce is active, the Logins addon will bypass any login redirects on the My Account and Checkout pages. This is to prevent people from getting redirected when they』re trying to complete a purchase or update their billing information.
#Order received page redirects
In addition, there is an option added to the Logins tab in the WP Fusion settings for WooCommerce Redirects. When enabled, this allows you to run login redirect rules on the Order Received page after someone has finished checking out in your store.

Using this option you can redirect customers to custom pages based on tags applied at checkout.

Note: For best results it』s recommended to turn off Asynchronous Checkout from the Integrations tab in the WP Fusion settings, so that all tags have been applied by the time any redirects are triggered.

#Example
Here』s one example configuration, using the login redirect rules editor.

In this example:

If someone has purchased from you and is logged in for the first time, and the General Membership tag was applied, they will be redirected to the New Member Welcome page.
If someone was tagged with Event Purchaser they will be redirected to the Event Details page.
If someone is tagged with Profile Incomplete they will be redirected to the Edit Your Profile page.

#A warning
Note that because the redirect happens before the order received page loads, this will prevent any other plugins or scripts from running on the order received page.
If you』re using Google Analytics or the Facebook pixel to track conversions, you should not redirect people away from the order received page.

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Gravity Forms

#Overview
WP Fusion integrates with Gravity Forms to send new form submissions to any one of 40+ CRMs and marketing automation tools, allowing you to track and engage with leads.
It also supports the Gravity Forms User Registration Add-on for user registrations.
#Setup
First create a form in Gravity Forms and save it. Then you』ll be able to access the WP Fusion feeds list via the Form Settings menu.
Screen-Shot-2016-01-28-at-06.20.59-(2)
Here you will be asked to create a new WP Fusion Feed.
Screen Shot 2016-01-28 at 06.23.12
#Feed Settings
On the feed settings panel, WP Fusion will list all of your form fields. In the right column you can use the dropdown to select a corresponding custom field in your CRM.

Underneath the Form Fields you』ll find additional meta fields related to the form, such as IP address, entry URL, and form ID.
#Tagging leads
Underneath the field mapping list, you can configure any tags you』d like to be applied when the form is submitted.

Depending on your connected CRM you may see an option to select lists in addition to tags.
#Conditional logic
Finally you have the ability to create conditional logic to decide if the feed runs on form submission.
Screen Shot 2016-01-28 at 06.29.30
If any of the conditions are not met the form will be submitted but the feed will not run. You can have multiple feeds per form.
#Video
Here is a video showing the process.

#Auto-login
If you have form auto login enabled in the WP Fusion settings, tracking cookies will be set when a guest user submits a form. This allows you to apply tags via a form submission and then use those tags on subsequent pages to grant access to content and track activity.
#Pre-fill form fields
You can pre-fill Gravity Forms form fields with user data, and this also works with auto-login sessions. For example {user:first_name}.
For a reference, see the Gravity Forms documentation.
Note that the field names must be usermeta field names, not CRM field names (you can see your usermeta field names when looking at the Contact Fields list in the WP Fusion settings).
When the auto-login link is visited, any enabled fields are loaded from your CRM and cached in the corresponding user meta field keys in WordPress. It』s these fields that are then displayed by the {user:field_name} merge tag.
Note that as of v3.38.5 of WP Fusion, this feature no longer requires Set Current User to be enabled in WP Fusion』s auto-login settings, it will work automatically when an auto-login session is detected.
#Return after login
It』s possible to require an email optin via a Gravity Forms form in order to access protected content on your site.
To set this up, first go into the post you』d like to protect, and in the WP Fusion meta box, enable Users must be logged in to view this content. You can optionally specify some required tags. For the Redirect if access is denied, select the page with your form from the dropdown.
Then in the main WP Fusion settings, enable the option for Form Auto Login. This will start a tracking session whenever your form is submitted.
Finally, enable the setting for Return After Login.
Now, when a visitor tries to access the protected content, they will be redirected to the page with your Gravity Forms optin form on it. When the form is submitted, a contact record will be created in your connected CRM, and any specified tags will be applied.
This will start an auto-login session, which unlocks any content protected by WP Fusion. Finally, the Return After Login feature will redirect the lead back to the post or page they』d previously tried to access.
#Merge fields
WP Fusion makes a {contact_id} merge field available for use in Gravity Forms notifications.

You can use this to include a link to the contact record in notification emails.
#Managing entries
When WP Fusion processes a Gravity Forms entry it will add a note to the entry indicating the contact ID that was created/updated in your CRM. If there are any API errors these will also be saved as a note on the entry.

WP Fusion also adds a metabox to the side of every entry where you can view the status of that entry, with a link to view the corresponding contact record in your CRM.
If an entry didn』t sync correctly for some reason, you can click the Process WP Fusion actions again button to re-send the form entry to your CRM.
#Event Tracking
Using the Event Tracking addon, you can track Gravity Forms entries as events in supported CRMs.
Events can be configured when editing individual forms, by creating an Event Tracking Feed:
Event tracking can be configured on the Event Tracking Feed when editing any Gravity Forms
#Syncing historical entries
If you already have existing Gravity Forms entries from before you installed WP Fusion, you can use a batch processing tool to export all of those entries to your CRM.
First configure your form feeds. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「Gravity Forms entries」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your historical entries, processing each according to the feeds set up on the corresponding form. A status bar will appear at the top of the page indicating the progress.
After each entry is processed it will be locked by WP Fusion so it can』t be exported again, to prevent duplicate data from going to your CRM.

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PilotPress

#Overview
PilotPress is a membership plugin created by Ontraport, it lets you build a membership site in WordPress, and you can create a portal where customers can manage their Ontraport orders.
PilotPress also allows you to host a partner center in WordPress, where partners can view their earnings and update their personal information.
The PilotPress partner center page in WordPress
WP Fusion is tested with PilotPress and the two plugins can be used together, but it』s recommended not to use PilotPress if you can avoid it.
#Difficulties with PilotPress
The main problem with PilotPress is that it authenticates user logins against the members portal in Ontraport, not WordPress.
This introduces several complications:

Someone can log into WordPress, but not be logged in to PilotPress. They may have to log in a second time to access their customer portal or partner center.
PilotPress can only understand user logins via /wp-login.php or a page with the [login_page] shortcode on it. If someone logs in via WooCommerce or another membership plugin, PilotPress will not recognize them.
PilotPress needs to connect to Ontraport to authenticate logins, meaning if Ontraport is slow or the API is offline your users won』t be able to log in.
Because passwords are stored in Ontraport, your users may end up with two different passwords, one for WordPress and one for PilotPress. This creates some complicated scenarios with passwords that need to be planned for:

If someone resets their password via WooCommerce or another plugin, and tries to log in via a PilotPress login form, their login will fail.
If someone resets their password via PilotPress and tries to log in via WooCommerce or another plugin, their login will fail.
If people have been logging in via PilotPress and you deactivate the PilotPress plugin, WordPress will revert to handling logins. Because their WordPress password is different than their PilotPress password, users may need to reset their passwords before they can log in again.

A user who logs into WordPress via another plugin may needs to log in again with their Ontraport credentials to access the PilotPress Customer Center
#Using WP Fusion with PilotPress
There are a few strategies for using PilotPress depending on the complexity of your site.
#Very simple website
If you have a very simple website, i.e. no ecommerce plugins and no membership plugins, you can let PilotPress manage all user accounts. In this scenario you need to make sure that the only page you』re using for login is either the standard /wp-login.php, or a page with PilotPress』 [login_page] shortcode on it.
Anything that customizes the login process (i.e. LoginPress) will likely interfere with PilotPress. Likewise anything that affects login security (i.e. iThemes Security or WordFence), may prevent password resets from working.
In this scenario all logins are handled by PilotPress and passwords are checked against the members center in Ontraport. To reset a user』s password, you need to reset it in Ontraport via the members center, or the user must click the Forgot Password link on the PilotPress login form.

Password resets in the WordPress admin or via a WordPress reset password link will not work.
Once the user is logged in they will be able to access their PilotPress Customer Center or Partner Center.
WP Fusion will still recognize a user who has logged in via PilotPress and can unlock content using Ontraport tags and apply tags normally as if it were a real WordPress login.
#More complex websites
If you』re selling anything on your website via WooCommerce or another ecommerce plugin, delivering courses using an LMS, or running a membership plugin (i.e. BuddyPress) you will probably want to bypass PilotPress』 login process.
The reason is that a user may have one password for PilotPress and another for WordPress. So if they』ve reset their password via the PilotPress [login_page] shortcode and then come back later to make a purchase in WooCommerce, that password won』t allow them to log in to WooCommerce.
They will then reset their password for WooCommerce and the rest of WordPress, but later be unable to log into PilotPress until they reset their password yet another time.
The first question is, do you need PilotPress at all?
If you』re not using the PilotPress customer center or partner center, then the best solution is to deactivate PilotPress and let WordPress handle logins.
#If you do need PilotPress for some features
If you need PilotPress for some features, first you need to establish control over where people are logging in to avoid passwords getting out of sync.
For example if you』re running a WooCommerce store, you can remove the PilotPress login page and block access to /wp-login.php so people can only log in via WooCommerce』s My Account page.
Then if you need PilotPress in order to let your partners access their partner center and see their earnings, you can send your partners directly to the Affiliate Center page on your site, which includes its own PilotPress login form. This reduces the chances of regular users using the wrong login form.
To simplify things further, one solution is to have a separate contact record in Ontraport for each partner with a unique email address (separate from their normal user account on your site).
Then you can tell your partners that to access their portal they can go directly to the Affiliate Center page on your site and log in with the username and password you generated for them in Ontraport. This way your partners have two accounts: one for your affiliate area and one for the rest of your site, and will hopefully reduce confusion about which account to use on which login form.

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WISDM Group Registration for LearnDash

#Overview
WP Fusion includes an integration with WISDM Group Registration for LearnDash to give you additional options for tagging your students in your CRM based on group enrollments.

When editing any product in WooCommerce you』ll see an additional option for Apply tags when a user is added to this LearnDash group.
Any tags specified here will be copied to the new LearnDash group created at checkout into the Apply Tags – Enrolled setting. Then, as users are enrolled into the group, the selected tags will be applied in your CRM.

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BuddyBoss

#Overview
WP Fusion automatically syncs your BuddyBoss members with leading CRMs and marketing automation tools, and allows you to apply tags in your CRM based on member activity, as well as personalize the member experience using tags and automations in your CRM.

This documentation covers BuddyBoss-specific functionality. For more information on syncing members with CRM contact records and applying tags based on groups and group types, see the BuddyPress documentation.
For information on WP Fusion』s integration with BuddyBoss Forums, see our documentation on bbPress.

#Profile types auto-assignment

WP Fusion supports BuddyBoss profile types. You can specify a CRM tag to be 「linked」 with the profile type.
When the user is given the profile type, the tag will be applied. When the user is removed from the profile type, the tag will be removed.
Likewise, applying this tag to a user in your CRM or from another integration will automatically assign the profile type to the user, and removing the tag will un-assign it.
#Member Access Controls
The Member Access Controls feature in the BuddyBoss Platform Pro plugin allows you to control which membership components a user can interact with (such as forums, groups, private messaging, etc.) based on their membership level.
WP Fusion integrates with the Member Access Controls system to allow you to use tags (or lists / groups) in your connected CRM to personalize the member experience.
In this example, only users who are on the HubSpot list Paying Member can join social groups.
Member access controls are currently available for the Social Groups, Activity Feeds, Media Uploading, and Private Messaging components.
To set up, choose WP Fusion from the dropdown of available access conditions, and then select the required tags (or lists / segments).
In this example, only members with the Infusionsoft tag Premium Member can send private messages.
#BuddyBoss App
WP Fusion also includes some features specific to the BuddyBoss App.
#In-App Purchases
You can connect in-app product purchases in the BuddyBoss App to tags (or 「lists」, or 「groups」) in your connected CRM.
This allows you to apply a tag when an product is purchased in your app, which can unlock content on your site, trigger automated enrollments into courses and memberships, and trigger automations in your marketing automation platform.
To set up, in the WordPress admin, head to BuddyBoss App » In-App Purchases » Products and click Edit Product on your app product.
WP Fusion』s BuddyBoss app integration allows you to sync in-app purchase data with your CRM or marketing automation tool.
From the Integration Type menu, select your CRM, and then in the dropdown below, select the tag that should be applied at purchase.
Now when someone purchases your in-app product, a contact record will be created for them in your connected CRM, and the selected tag will be applied.
If the order is cancelled or refunded, the tag will be removed.
#Push Notifications
When sending push notifications to your members, you can segment your members using tags in your CRM.

After selecting Filter members, choose WP Fusion from the filters dropdown, and select your CRM.
You can select any number of tags (or lists, groups, or segments, depending on your CRM), and your push notification will only be sent to members who have those tags.

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LearnPress

#Overview
Using WP Fusion and LearnPress LMS, you can restrict access to your courses and other content based on a user』s CRM tags. You can also apply tags to a user when they』ve begun a course, and track student progress by applying tags when courses and lessons are marked complete.
#Access Control
For more information on controlling access to LearnPress courses based on CRM tags, see the documentation on WP Fusion』s access control features.
#Tagging
WP Fusion lets you apply tags when students are enrolled into LearnPress courses, as well as when courses and lessons are marked complete.
#Courses
WP Fusion settings when editing a LearnPress course
#Lessons
WP Fusion settings when editing a LearnPress lesson

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes