诗语，作者 wpfusion 文档 - 第 28 页共 32 页

Ecommerce Tracking Overview

#Overview
WP Fusion already connects your ecommerce platform to your CRM, allowing you to create contacts and apply tags when products are purchased, but only contact data is transferred, not the transaction details for each purchase.
Our Ecommerce Addon, available to Plus and Professional license holders, builds on this functionality by letting you create separate order records in your CRMs ecommerce platform, including products purchased, coupons and discounts used, shipping, and taxes.
#How it Works
Using this addon you can keep track of ecommerce data in your CRM alongside each contact record, allowing for greater flexibility in creating campaigns and automations, as well as using your CRMs reporting tools to monitor your sales performance.
When a customer checks out, WP Fusion will create an order record and send it to your CRM. If your CRM supports products WP Fusion will also create new product records and add them to the order.
This addon currently works with ActiveCampaign, AgileCRM, Drip, HubSpot, Infusionsoft, NationBuilder, Ontraport, and Zoho, but we』re planning to expand on this as our list of CRM integrations grow.
#Supported Plugins

#WooCommerce
The Ecommerce Addon will send enhanced ecommerce data for all orders, including support for products, variations, quantities, discounts, shipping, and taxes.
In CRMs that have Products as separate entities from Orders, you can associate your WooCommerce products with CRM products by selecting them from the product dropdowns.

Variable products can be associated within the individual variations.

#Easy Digital Downloads
The Ecommerce Addon will send enhanced ecommerce data for all orders, including support for downloads, download price IDs, discounts, and taxes.
In CRMs that have Products as separate entities from Orders, you can associate your EDD products with CRM products by selecting them from the product dropdown.

#LifterLMS
The Ecommerce Addon will send enhanced ecommerce data for all purchases of access plans, including support for discounts.
In CRMs that have Products as separate entities from Orders, you can associate your LifterLMS access plans with CRM products by selecting them from the product dropdown while editing the access plan.

#MemberPress
The Ecommerce Addon will send enhanced ecommerce data for all purchases of memberships, including recurring subscription payments.
In CRMs that have Products as separate entities from Orders, you can associate your MemberPress membership products with CRM products by selecting them from the product dropdown while editing the membership level.

#Event Espresso
The Ecommerce Addon will send enhanced ecommerce data for all purchases of tickets in Event Espresso.
In CRMs that have Products as separate entities from Orders, you can associate your Event Espresso tickets with CRM products by selecting them from the product dropdown while editing the ticket.

#Give
The Ecommerce Addon will send enhanced ecommerce data for all donations made in Give.
In CRMs that have Products as separate entities from Orders, you can associate your Give donation levels with CRM products by selecting them from the product dropdown while editing the donation level.

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RestroPress

#Overview
WP Fusion integrates with the RestroPress food ordering plugin to sync customers with any one of 40+ supported CRMs and marketing automation platforms, and apply tags based on the products purchased.
#Syncing customers
By default, when a customer checks out in RestroPress, they will be synced to your connected CRM with their name and email address.
You can configure the field mapping between additional RestroPress customer fields and custom fields in your CRM in WP Fusion』s Contact Fields settings.

In addition to the phone and address fields, there are several 「pseudo」 fields that can be used to sync details about a customer』s most recent order with your CRM:

Order Date: The date of the customer』s most recent order
Order ID: The ID of the customer』s most recent order.
Order Total: The total amount of the customer』s most recent order.
Order Notes: The delivery notes from the customer』s most recent order.
Order Discount Value: The total discount value of the customer』s most recent order (if applicable).

#Product settings
When editing any RestroPress food item, you can click on the WP Fusion settings panel to access WP Fusion』s product options.

Any tags specified in the Apply Tags settings will be applied to the customer』s contact record in your CRM when this food item is purchased.
#General settings
WP Fusion includes one global setting for RestroPress, at Settings » WP Fusion » Integrations » RestroPress.

Any tags specified in the Apply Tags to Customers setting will be applied to all RestroPress customers after their purchase is complete.
#Syncing historical orders
If you already have an existing RestroPress store, you can use WP Fusion to sync all historical orders to your CRM.
First configure your products with any tags you』d like to be applied when purchased. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「RestroPress Orders」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your orders, adding / updating contacts as necessary in your CRM, and tagging them based on the products purchased. A status bar will appear at the top of the page indicating the progress.
After each order 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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Changelog

1.2.2 - 7/28/2020

Fixed crash if activated for WP Fusion Lite
404 will now get the theme's 404 template (thanks @Erik)
Made .htaccess warning dismissible

1.2.1 - 4/28/2020

Fixed updater

1.2 - 4/27/2020

Improved support for NGINX servers

1.1.2 - 1/23/2020

Fixed crash if WP Fusion wasn't active

1.1.1 - 12/27/2019

Fixed rewrite rules not being set on first install
Admin style fixes

1.1 - 10/14/2019

Added option to redirect when a restricted file is accessed
Improved editing settings via single attachment page

1.0.1 - 9/12/2019

Moved data storage
Requests with wp-admin referrer will bypass .htaccess rule
Cosmetic improvements

1.0 - 8/30/2019

Initial release

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WP Ultimo

#Overview
WP Fusion integrates with WP Ultimo to add customers to your CRM of choice when they purchase a plan. You can also apply tags in your CRM based on the plan purchased and sync site details to custom fields.
#Tagging

When editing any plan in WP Ultimo, you can click on the WP Fusion tab to configure tags that should be applied in your CRM when that plan is purchased.
#Syncing custom fields

At Settings » WP Fusion » Contact Fields » WP Ultimo, there are two custom fields that can be synced to your CRM when someone creates a new site via WP Ultimo.

Site Title: This is the title for the new site that the customer entered in the setup wizard
Site URL: This is the URL for the new site (the 「blogname」) that the customer entered in the setup wizard. For example if their website is at https://mycoolsite.example.com, the Site URL would be synced as 「mycoolsite」

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Easy Digital Downloads

#Overview
WP Fusion integrates Easy Digital Downloads (as well as EDD Software Licensing and EDD Recurring Payments) with any one of over 40 supported CRMs and marketing automation platforms.
#Syncing customer data and custom fields
When customers check out with Easy Digital Downloads, WP Fusion will automatically save their customer data to your CRM as a contact record, with their name and email address (enabled by default).

You can enable additional fields for sync from the Contact Fields tab in the WP Fusion settings, such as billing address, customer ID, and last order date.
#Tagging customers
When editing any Download product, the WP Fusion meta box will contain options for applying tags in your CRM when a download is purchased or refunded.
These tags can then unlock content on your site or trigger followup email sequences and other automations from your CRM.

If you have EDD Recurring Payments active, you』ll see additional options for applying tags based on subscription status.
If you have the Abandoned Cart addon active, you』ll also see an option to select tags that should be applied when a cart with this download in it is abandoned.
#Variable pricing
You can also configure tags to be applied at purchase (or after a refund) for pricing variations.

If variable pricing is enabled, you can click 「Show Advanced Settings」 on any price to configure the WP Fusion settings for that variation. These tags will be applied in addition to the global Apply Tags tags for the download.
#Email Optins
WP Fusion includes an option to add an email optin checkbox to the Easy Digital Downloads checkout. This can be enabled by checking the box for Email Optin at Settings » WP Fusion » Integrations » Easy Digital Downloads.

You can customize the message that』s displayed, as well as the tags that are applied when the checkbox is checked.
As an alternative to applying tags, you can also sync the value of the optin checkbox to a custom field in your CRM, by enabling the edd_email_optin field for sync at Settings » WP Fusion » Contact Fields » Easy Digital Downloads.
When enabled the optin checkbox will be displayed at the bottom of the Personal Details section of the EDD checkout.

#Discounts
WP Fusion adds several settings to the Edit Discount screen with Easy Digital Downloads.

The options are:

Required Tags: If specified, the user must be logged in and have at least one of the selected tags to use the discount.
Auto-apply Tags: If the user has any one of these tags, this discount will automatically be applied to the cart (see below).
Discount Label: Used with the Auto-apply Tags setting, this gives you the option to hide the discount code on the checkout in favor of a custom label (see below).
Apply Tags: These tags will be applied in your CRM when this discount is used.

#Auto-applied Discounts
WP Fusion has the ability to automatically apply a discount to a customer』s EDD cart based on their tags in your CRM. This can be used to offer discounts to existing customers or members, or with abandoned cart recovery campaigns.
The discount will be applied if the customer has at least one of the required tags and:

is logged in to your site
or, is in an auto login session
or, has visited a WP Fusion cart recovery URL

By default, Easy Digital Downloads shows the discount code in use on the cart and checkout screens. Since the discount has been automatically applied, you may want to hide the discount code.
The Discount Label setting can be used to customize how the auto-applied discount appears on the checkout page.
Text entered into the Discount Label setting will replace the discount code on the cart and checkout pages.
#Refunds
When an order is refunded in Easy Digital Downloads, the original tags applied at purchase will be removed, including the tags from price variations. You have the option to apply additional tags when an order is refunded.
#Payment meta
WP Fusion adds a meta box to the sidebar of each EDD payment showing some additional data related to the sync with your CRM.

If the Enhanced Ecommerce addon is active, you』ll also see a status indication for whether or not an invoice was synced to your CRM, and the invoice ID.
To re-sync a single payment to your CRM, press the Process WP Fusion actions again button.
#Event Tracking
Using the Event Tracking addon, you can track Easy Digital Downloads product purchases as events in supported CRMs.
Events can be configured in two places. On an individual product, on the WP Fusion metabox:
Event tracking can be configured on the WP Fusion metabox when editing any Easy Downloads product.
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 Easy Download Digitals are:

Purchased Download: Triggered each time a single download is purchased.
Downloaded Download: Triggered whenever a file from this download is downloaded.

#Syncing historical orders
If you already have an existing EDD store, you can use WP Fusion to sync all historical orders to your CRM.
First configure your products with any tags you』d like to be applied when purchased. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「Easy Digital Downloads orders」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your orders, adding / updating contacts as necessary, and tagging them based on the products purchased. A status bar will appear at the top of the page indicating the progress.
After each order 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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WooCommerce Smart Coupons

WP Fusion works with WooCommerce Smart Coupons to allow you to sync automatically generated coupon codes to a customer』s contact record in your CRM.

When WooCommerce Smart Coupons is active, an additional field will appear in the Contact Fields list, under the WooCommerce section. To enable coupon syncing, simply select a corresponding field in your CRM, and check the box to turn it on.

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HubSpot Overview

#Overview
WP Fusion』s Enhanced Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Deals to your HubSpot account for sales made in:

WooCommerce
Easy Digital Downloads
Event Espresso
LifterLMS
MemberPress
Give
and Restrict Content Pro

#Getting Started
Once you install the addon, Deals will automatically be added to Hubspot when someone makes a purchase on your site.
The deal title will be name of the order in WooCommerce (or other supported ecommerce plugin), and the deal value will be set to the total amount of the sale.
The default stage for new deals is Sales Pipeline » Closed Won, but you can change this via the Enhanced Ecommerce tab in the WP Fusion settings.

If you』ve just added a new pipeline or stage, click Resynchronize Available Lists and Fields on the Setup tab to load the latest values.
#Products
Optionally you can have WP Fusion sync products from WooCommerce (or any other supported ecommerce plugin) to HubSpot, and add those products as line items on deals.
When 「Sync Products」 is enabled, products are automatically synced from WordPress to HubSpot at checkout
When you』ve enabled Sync Products, products will automatically be created in HubSpot as people check out in WordPress.
You can also manually associate WooCommerce and other products with HubSpot product IDs. For more info see the Enhanced Ecommerce Overview documentation.
#How it Works
When a customer checks out on your site, WP Fusion will create a new deal in Hubspot with the order label, date, and invoice total. This sale data will be associated with the contact record who made the purchase.
#How it Looks
#WooCommerce
The deal is added to HubSpot and associated with the contact record of the customer
A note is added to the deal containing the products purchased (if 「Add Note」 is selected)
#Event Espresso
The Event Espresso transaction is synced to HubSpot as a deal, including the contact who made the registration, and a line item (in the right sidebar) indicating the ticket purchased.
#Video – Enhanced Ecommerce – Hubspot

#WooCommerce order statuses
If you』re using WooCommerce you can also associate WooCommerce order statuses with deal stages in HubSpot. This setting appears under the Addons tab in the WP Fusion settings.
WP Fusion's WooCommerce + HubSpot order status sync settings Map WooCommerce order statuses to HubSpot pipelines with WP Fusion.
When the order status is updated in WooCommerce, the deal stage will be updated in HubSpot.

Warning: It is recommended not to sync Pending payment orders with HubSpot. When this is enabled, WP Fusion needs to create a contact record and a deal in HubSpot as soon as the pending order is created in WooCommerce, and then update it less than a second later when the payment is processed.
This slows down your checkout with many duplicate API calls and in most cases isn』t necessary. A more performant method of tracking incomplete payments is to use Abandoned Cart Tracking.

Note: By default, running a WooCommerce Orders (Ecommerce addon) export operation from the Advanced settings tab will only export 「paid」 orders (Processing or Completed). However, if you have enabled additional order statuses for sync to a HubSpot pipeline, then running the export will process those additional statuses as well.
This can be used to export refunded or cancelled orders to HubSpot in addition to the paid orders.

#Custom Deal Fields
At the moment WP Fusion doesn』t have a visual interface for associating WordPress data with custom deal fields in HubSpot.
However you can still make this work using the wpf_ecommerce_hubspot_add_deal filter.
First go into the Properties editor in HubSpot and find the internal name for your property.

In this case we』re going to update the Custom Deal Text Field field, which has an internal name of custom_deal_text_field, and update it with the edit link to a WooCommerce order.
function my_custom_deal_properties( $deal, $order_id ) {

/* $deal is structured like:

$deal = array(
'associations' => array(
'associatedVids' => array( 123 ), // associated contact IDs
),
'properties' => array(
array(
'name' => 'dealname',
'value' => 'WooCommerce Order #123', // title
),
array(
'name' => 'pipeline',
'value' => 'default',
),
array(
'name' => 'dealstage',
'value' => 'closedwon',
),
array(
'name' => 'closedate',
'value' => 1614617984000, // closed date - microseconds since the epoch
),
array(
'name' => 'amount',
'value' => 122, // total deal amount
),
),
); */

$deal['properties'][] = array(
'name' => 'custom_deal_text_field', // This sets a custom property
'value' => admin_url( 'post.php?post=' . $order_id . '&action=edit' ),
);

return $deal;

}

add_filter( 'wpf_ecommerce_hubspot_add_deal', 'my_custom_deal_properties', 10, 2 );
And here in HubSpot you can see that when WP Fusion creates the deal, the custom properties are automatically populated:

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Upsell Plugin

#Overview
WP Fusion includes an integration with Upsell Plugin to sync your customers with any one of 40+ CRMs and marketing automation tools.
You can also apply tags in your CRM based on product purchases, coupon usage, and subscription status changes.
#Syncing customer data and custom fields
By default, all new customers who purchase via Upsell will be synced to contact records in your CRM, including their name and email address.
You can enable additional Upsell fields for sync on the Contact Fields tab in the WP Fusion settings.

In addition to the billing and shipping fields, WP Fusion also allows you to sync several pseudo fields relating to a customer』s subscription. These are:

Subscription ID: The ID of the customer』s subscription.
Subscription Product Name: The name of the product the customer is subscribed to.
Subscription Start Date: The start date of the subscription.
Subscription End Date: The end date of the subscription.
Next Payment Date: The date of the next scheduled subscription payment.

#Tagging customers
When editing any Upsell product, you can click on the WP Fusion settings tab to configure the integration with your CRM.

The two default settings are:

Apply tags when purchased: These tags will be applied in your CRM when someone purchases the product.
Apply tags when refunded: These tags will be applied if the purchase is refunded. The tags specified in the Apply tags when purchased setting will be automatically removed in the case of a refund.

If your product is a subscription product, you will see several additional settings:

Apply tags – Subscription active: These tags will be applied when someone purchases the subscription product, as well as when a subscription status changes to Active.
Remove tags: By checking Remove tags you can remove the tags applied at purchase when a subscription is cancelled, put on hold or expires. This is useful for revoking access to protected content when a subscription is cancelled.
Apply tags – Subscription cancelled: These tags will be applied as soon as the subscription is cancelled. They will be removed if the subscription is later reactivated.
Apply tags – Subscription payment failed: These tags will be applied when a subscription status changes to failed. They will be removed if the subscription is later reactivated.
Apply tags – Subscription expired: These tags will be applied when a subscription status changes to expired. They will be removed if the subscription is later reactivated.

#Subscription status changes
WP Fusion will apply and remove tags depending on changes in a user』s subscription status. That logic works like:

If an active subscription is either put on hold, cancelled, or expires, and Remove Tags is checked the tags applied with the original purchase will be removed. The original tags will not be removed if a subscription is in the Pending Cancel status.
If a subscription is in any status other than Active (cancelled, on-hold, etc.) and the status becomes Active again, the tags for all the other statuses will be removed. The tags applied with the original purchase will be re-applied if the user doesn』t already have those tags.
If a subscription changes between any two statuses that aren』t Active, the tags will be applied for the new status, but no tags will be removed.

#Coupons
When editing any coupon, you have the option to select tags in your CRM to be applied if the coupon is used.

#General settings
WP Fusion has one general setting for Upsell, at Settings » WP Fusion » Integrations.

Any tags specified in the Apply Tags to Customers setting will be applied to all Upsell customers at the time of checkout.
#Batch operations
WP Fusion includes three batch operations for Upsell, these can be found under Settings » WP Fusion » Advanced » Batch Operations.
These can be used to apply tags and update custom fields in your CRM in bulk for existing customers and subscribers.

The options are:

Upsell Orders: Finds Upsell orders that have not been processed by WP Fusion, and adds/updates contacts while applying tags based on the products purchased.
Upsell Subscriptions statuses: Updates user tags for all subscriptions based on current subscription status. Does not sync any custom fields.
Upsell Subscriptions meta: Syncs the subscription product name, start date, status, and next renewal dates for all subscriptions. Does not modify any tags.

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Downloads Overview

#Overview
The WP Fusion Downloads Addon (available for Plus and Professional license holders) allows you to protect files in your site』s media library using a user』s CRM tags.
This addon can be used to prevent your images, PDFs, and other downloadable files from being shared or accessed by unauthorized users.
For more complex requirements involving selling digital files we still recommend either WooCommerce or Easy Digital Downloads.
Note: As of June 2020 this addon is being placed in indefinite Beta status. It works on many sites, but because it requires modifying file permissions on your server we can』t guarantee compatibility with all hosts.
For a more robust file protection plugin, check out our integration with Download Monitor.
Note: The Downloads Addon does not work on WordPress Multisite.
#Setup
When adding any media item to a page using the Media Library, you』ll see a panel where you can configure content protection for the media file.

If you toggle the switch for Protect this file the media item will be moved to a protected folder inside of your /wp-content/uploads/ directory. By default the file will only be accessible to logged-in users.
You can also optionally specify one or more tags that are required to access the file.
#Usage
Media files can either be embedded into a page (as an image, PDF, or audio file), or delivered via a download link. When a user attempts to access the file WP Fusion will first checked their login status and CRM tags before delivering the file.
#Redirects
By default a 404 error will be given if someone tries to directly access a restricted file and doesn』t have access.

To override this and redirect the person to another page you can specify a redirect from the Addons tab in the WP Fusion settings.

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WPPizza

#Overview
WP Fusion integrates with WPPizza for adding new customers to your CRM and tagging them based on products purchased.
When a customer places an order via WPPizza they will be added to your selected CRM as a contact.
#Syncing customer fields
WP Fusion will automatically detect your WPPizza order form fields, and they will be listed under Settings » WP Fusion » Contact Fields.

For each order form field you can select a corresponding field in your CRM. When a customer places an order the enabled fields will be synced.
#Tagging
You can optionally tag your customers based on items they order.

The Apply Tags setting can be found in the WPPizza meta box while editing any menu item.

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