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ProfilePress

#Overview
WP Fusion integrates with ProfilePress to keep members in sync between your membership site and your CRM.
All new users who register via ProfilePress 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 ProfilePress user profiles (using the Extended Profiles Add-on) will also be detected and will be available for sync in the WP Fusion settings.
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#Settings
In addition, WP Fusion lets you tag and track users based on what registration form they use upon signing up. You can find the settings for WP Fusion under WP ProfilePress >> WP Fusion in your WordPress admin.

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From the settings page, you』ll see each of your Registration Forms displayed in a table and the option to apply tags to each specific form.

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UserPro

WP Fusion works along side Userpro allowing you to tag users on registration while keeping all fields between Userpro and your CRM in sync with each other.
You can also choose to have WP Fusion update all user data from your CRM before the user』s profile is displayed. To enable option go to Integrations >> Userpro Integration and check the box next to 「Pull」

WP Fusion also pulls in all Userpro meta data that is standard and custom and allows you to easily map each field with a drop down of fields from your CRM.

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Restrict Content Pro

#Overview
WP Fusion works with Restrict Content Pro to add customers to your CRM when they purchase a subscription. You can sync data collected on your registration form to custom fields in your CRM, and apply tags based on membership level and subscription status.
#Membership Tagging
You can apply tags in your CRM based on the RCP membership level purchased, and automatically grant membership levels to users by linking membership levels with a CRM tag.

There are three options:

Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. This is the default behavior.
Remove Tags: When this box is checked, the tags applied at checkout will be removed when a membership expires.
Link with Tag: Most sites won』t require this, but it is available as an option for those that need it. This setting allows you to select a tag that becomes linked with the membership level. If this tag is applied to a user, for example via a webhook, they will be automatically enrolled in the membership. Likewise if this tag is removed, they will be removed from the membership. This lets you automate individual users』 membership levels using sequences in your CRM in conjunction with webhooks / HTTP Posts.

#Additional status tagging
WP Fusion also supports applying tags based on specific statuses of memberships. This is in addition to the more general Apply Tags setting, and can be used to trigger emails from your CRM based on changes in a member』s status.

The status tags will generally not be removed, unless a member』s status changes back to Active. For example:

If a customer has a failed renewal payment, and then cancels their membership, they will be tagged with both Payment Failed and Membership Cancelled
If a customer has a failed renewal payment, but then has a successful payment and their status comes back to Active again, the Payment Failed tag will be removed, and they will only be tagged as Membership Active
If a customer cancels their membership but then resumes it again, the Membership Cancelled tag will be removed, and they will only be tagged as Membership Active

#Syncing meta fields
WP Fusion makes several meta fields related to Restrict Content Pro memberships available for syncing with your CRM.

You can find these fields and enable them for sync from the Contact Fields tab in the WP Fusion settings.
#Groups
Using the Restrict Content Pro Group Accounts add-on unlocks additional options for tagging your group members in your CRM.

When a member is added to a group, they will be automatically synced to a contact record in your CRM.
When editing a group, there are two options for tagging group members:

Apply Tags: When a user is enrolled in the group, these tags will be applied in your CRM. This is the default behavior.
Link with Tag: Most sites won』t require this, but it is available as an option for those that need it. This setting allows you to select a tag that becomes linked with the group enrollment. If this tag is applied to a user, for example via a webhook, they will be automatically enrolled in the group. Likewise if this tag is removed, they will be removed from the membership. This lets you automate individual users』 group enrollments using sequences in your CRM in conjunction with webhooks / HTTP Posts.

#Exporting member data
WP Fusion includes an export utility that can export historical member data to your CRM (for example from before you installed WP Fusion).

This can be found under the Batch Operations heading on the Advanced tab of the WP Fusion settings.
When you run the Restrict Content Pro members operation all members will be tagged based on the tag settings for their current membership level. Any custom fields related to their membership and membership status will also be synced to your CRM.
#Groups
If the Group Accounts addon is active, you will also see a Restrict Content Pro group memberships batch operation. Running this operation will apply the configured tags to every user based on their current group enrollments.

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Users Insights

#Overview
WP Fusion integrates with Users Insights to allow you to sync data collected by Users Insights to custom fields in your CRM, as well as search and filter users by CRM tags.
#Syncing custom fields
When Users Insights is active, an additional section will appear on the Contact Fields tab in the WP Fusion settings.

Here you can associate Users Insights data with fields in your CRM. When a user registers or updates their profile, any enabled fields will be synced to your CRM.
#Search and filter by tags
In the main Users Insights users table, WP Fusion adds a new smart filter for users』 tags in your CRM.

You can select tags includes or tags does not include along with a tag, to show only users who have (or don』t have) the selected tag.

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Simple Membership

WP Fusion integrates with the Simple Membership membership platform to keep members in sync between your membership site and your CRM. All new users who register via Simple Membership or purchase a membership will be instantly added to your CRM, with all data provided at registration.

For each membership level, you can also specify tags to be applied to the user at registration. You can use these tags to trigger additional automations like welcome emails, follow up sequences, and much more.
 

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WishList Member

#Overview
WP Fusion integrates with WishList Member to bring the power of your CRM to your WordPress membership platform.
When a user checks out on your WishList Member site, their contact details will automatically be added to your CRM of choice. WP Fusion also supports detecting and syncing any custom fields you add to WishList registration  and profile forms.
#Settings
WP Fusion adds a settings page under the main WishList Member menu in the admin, where you can configure tags for each of your membership levels.

For each level, there are three options:

Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. This is the default behavior.
Link with Tag: Most sites won』t require this, but it is available as an option for those that need it. This setting allows you to select a tag that becomes linkedwith the membership level. If this tag is applied to a user, for example via a webhook, they will be automatically enrolled in the membership. Likewise if this tag is removed, they will be removed from the membership. This lets you automate individual users』 membership levels using sequences in your CRM in conjunction with webhooks / HTTP Posts.
Apply Tags – Cancelled: These tags will be applied in your CRM when the membership is cancelled for the user.

#Pay Per Post tagging
When editing any piece of content in the admin, WishList Member adds a metabox where you can configure Pay Per Post settings for that content.

With WP Fusion active, you』ll see an additional tab with the option Apply tags – Pay Per Post.
Any tags specified here will be applied to the member in your connected CRM when the content is purchased via Pay Per Post.
#Batch Operations
WP Fusion includes a batch processing tool to retroactively apply tags in your CRM based on each user』s current membership level in WishList Member. This is found at Settings » WP Fusion » Advanced » Batch Tools.

When you run the WishList membership statuses operation, WP Fusion will check the current membership level for each of your users and apply any tags configured for that membership level.

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Teams for WooCommerce Memberships

#Overview
In addition to supporting WooCommerce Memberships, WP Fusion also includes support for the Teams for WooCommerce Memberships extension.
#Tagging
When this extension is active, an additional Team Membership section will appear on the WP Fusion panel when editing your team membership products.

There are two options:

Apply tags to team members: These tags will be applied in your CRM when a user is added to a team and accepts the invite
Remove tags: If this option is checked the original tags will be removed when members are removed from the team

#Syncing team membership fields
WP Fusion adds a few 「pseudo」 fields for sync with Teams for WooCommerce Memberships. These are found at Settings » WP Fusion » Contact Fields » WooCommerce Memberships.

Those fields are:

Memberships for Team Role: This will contain the role of the member on the team (for example 「member」 or 「owner」), and will be synced when a user joins a team or when their team role is changed.
Memberships for Teams Team Name: This value will be synced whenever a user joins a team, and will contain the name of that team. This can be used to create segments in your CRM based on individual team memberships.

#Syncing historical data
WP Fusion includes a batch export tool for Teams for WooCommerce Memberships that that can retroactively sync team information to your CRM from before you installed WP Fusion.
This can be found at Settings » WP Fusion » Advanced » Batch Operations.
Select the WooCommerce Memberships for Teams team meta option and click the Create Background Task button to start the export.
For each member who is part of a team, WP Fusion will sync the team name and that member』s role in the team to the corresponding custom fields in your CRM.

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