wpfusion 文档

MemberMouse

#Overview
WP Fusion integrates with the MemberMouse membership platform to keep customers in sync between your membership site and your CRM.
All new users who register via MemberMouse or purchase a product will be instantly added to your CRM, with all data provided at registration (including support for custom fields).
Note: As of 2020 our MemberMouse integration is deprecated. We will still provide support for it but we will not be adding any new features. We recommend selecting a more modern membership plugin.
#Tagging

WP Fusion also lets you associate MemberMouse products with tags in your CRM. Above you can see a screenshot where two membership levels have been associated with corresponding tags in the CRM (in this case, Ontraport).
When a user purchases a product, the corresponding tags will automatically be applied. You can use these tags to trigger follow up sequences and other automations in your CRM.
Note that the tags will only be applied when a payment is received, so it doesn』t work with free trials or free memberships. As a workaround, you could redirect free / trial members to a page which is set to apply a tag when it』s viewed.
#Automated Enrollment
WP Fusion also supports automatically granting a membership level when a tag is applied in your CRM. Unfortunately, due to limitations with the MemberMouse platform, this only works for free membership levels.

Select a tag in the Link with Tag box, and when this tag is applied, a member will be created and granted the membership level. When the tag is removed, the membership will be paused.

#Was this helpful?

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

Yes

BuddyPress

#Overview
WP Fusion automatically syncs your BuddyPress 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.
WP Fusion also supports the BuddyBoss Platform with the same features. For information on WP Fusion』s integration with BuddyBoss-specific functionality, see the BuddyBoss documentation.
#Syncing custom fields
Any custom fields created with the BuddyPress XProfile fields editor will show up under the Contact Fields tab in the WP Fusion settings, and you can map them to any field in your CRM. Once selected, any updates to the user』s profile will automatically be synced.

#Groups
#Groups auto enrollment

WP Fusion includes support for BuddyPress Groups. You can specify a tag to be 「linked」 to this group. When the user is added to the group, the tag will be applied. When the user is removed from the group, the tag will be removed.
Likewise, applying this tag to a user in your CRM or from another integration will automatically add the user to the group. Removing the tag in your CRM (or if the user doesn』t have the tag) will remove the user from the group.
Note: If a user removes themself from a group, this will also remove the linked tag (to prevent them from being immediately re-enrolled). For this reason it』s recommended to use a unique tag for groups auto-enrollment, so that the member doesn』t lose access to other content if they leave the group.
#Group organizer auto-assignment
In addition to auto-enrolling group members, WP Fusion also has the ability to auto-assign group organizers based on a user』s tags in your CRM.
When the tag specified in the Link with Tag – Group Organizer setting is applied to a contact in your CRM, the user will be added to the group and promoted to organizer.
When the tag is removed, the user will be demoted from organizer to a regular member.
As well, setting a user as organizer of the group will automatically apply the linked tag in your CRM, and removing a user from the organizer role will also automatically remove the linked tag.
#Group types
WP Fusion includes an option to apply tags when users are added to a group of a certain group type. This setting is found when editing any group type.

#Profiles
#Profile tab visibility
Using the BuddyPress User Profile Tabs Creator plugin you can add custom profile tabs to your BuddyPress or BuddyBoss user profiles.

WP Fusion includes an integration to allow you to customize profile tab visibility based on a member』s tags in your CRM.
To enable this, select one or more tags from the Required tags (any) input in the WP Fusion – Profile Tab meta box in the sidebar when editing any profile tab.
Once enabled, the user must have at least one of the specified tags to be able to see the profile tab. If they do not have any of the tags, the profile tab will be hidden.
#Activity Feeds
BuddyPress has an option to display an activity feed of content on your site, such as forum activity, new courses / lessons published, and group activity.

It』s important to keep in mind that content that』s protected by WP Fusion can still add an entry to the activity feed. For example a new lesson in a restricted course could still show up in a user』s feed.
You can prevent this by enabling the Filter Queries setting, which will cause WP Fusion to personalize the activity feed based on the current user』s tags.
However, keep in mind that this requires significant extra resources in order to check the access rules for every item in the activity feed.
If you』re concerned about performance, it would be better to leave Filter Queries off, and consider limiting the kinds of items that can appear in the activity feed in the BuddyPress settings, or protecting the Activity page itself.
#General settings
Under Settings » WP Fusion » Integrations » BuddyPress you』ll find the global settings for the BuddyPress integration.

The options are

Defer Until Activation: By default WP Fusion will sync new users to your connected CRM when they register an account on your site. When Defer Until Activation is checked, WP Fusion will not send any data to your CRM until new users are approved (either by an administrator or via email activation).
Apply Tags – Profile Complete: If you』re using the BuddyBoss profile completion widget, you can specify tags here to be applied in your CRM when a user』s profile reaches 100% complete.

#Batch operations
WP Fusion includes two batch processing tool for BuddyPress and BuddyBoss, under Settings » WP Fusion » Advanced » Batch Operations.
These are helpful when you』re setting up WP Fusion on an existing membership site and need to export current Group and Profile Type information to your CRM.

The two available operations are:

BuddyPress groups statuses: For each user on your site WP Fusion will apply tags based on the user』s current group (and group type) memberships, using the settings you』ve configured on each group. This does not trigger any automated group enrollments or un-enrollments.
BuddyBoss profile type statuses: For each user on your site WP Fusion will apply tags based on the user』s current profile type assignments, using the settings you』ve configured on each profile type. This does not trigger any automated group enrollments or un-enrollments.

#Updating roles
You can set or update a user』s BuddyPress role via a webhook from your CRM. WP Fusion requires the BuddyPress internal role value to be passed for the ?role= parameter in your webhook. Below are the values for the default BuddyPress roles

Participant: bbp_participant
Moderator: bbp_moderator
Blocked: bbp_blocked
Spectator: bbp_spectator
Keymaster: bbp_keymaster

#Was this helpful?

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

Yes

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.

#Was this helpful?

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

Yes

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.

#Was this helpful?

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

Yes

Usage Guide

#Classic editor
To set up tracking for media content on your site, first click 「Add Media」 in the WordPress post editor and upload the audio or video file to your site. After the upload is finished, click 「Insert Into Post」 to add the player to your post.
Note: At this time WP Fusion』s Media Tools addon only works properly when using the Classic Editor, not the Gutenberg editor.
You can also add embedded media by going to the Insert from URL tab and including a link to a video hosted elsewhere.
After the media is inserted, you』ll see a preview in the post editor. Click once on the preview and click the pencil icon to open up the media details window.
editor1
In the media details window, you』ll see the WP Fusion Media Tracking box appear below the video, with several settings:

Apply tags when media started: These tags will be applied to the user as soon as they click the 「Play」 button.
Apply tags when media completed: These tags will be applied to the user once the media file completes playing.
Apply tags at timecode (timecode): Enter a timecode at which additional tags (configured in the next field) should be applied. Timecode can either be in seconds (like 「45」), or in delineated time notation (like 「1:45」, for 1 minute 45 seconds).
Apply tags at timecode (tags): These tags will be applied when the timecode specified in the field above is reached.

Any of these fields can be left blank to disable that specific trigger.
editor2
#Multiple timecodes
For those with more advanced tracking needs, you can track multiple timecodes by editing the shortcode directly. Switch over to the Text tab in the editor, and you』ll see the embed code for your media, something like:
https://www.youtube.com/watch?v=1234567
Multiple timecodes can be added in the format wpf_timecode_2="mm:ss" wpf_tags_timecode_2="123,456" where the tags for the second property are a comma separated list of tag IDs to be applied (Infusionsoft and Ontraport) or tag names for other CRMs.
For example, to apply tags at 1:20, 1:40, and 2:40, your shortcode would look something like the following:
]https://www.youtube.com/watch?v=1234567
#Spotlightr (formerly vooPlayer)
WP Fusion doesn』t support vooPlayer』s 「vooPlayer Shortcode」 popup, but you can still configure media tracking by editing the shortcode it generates. After insering a video, you』ll see a shortcode like:
[vooplayer type="video" id="OTU3MzM="]
You can configure tags to be applied by editing the shortcode attributes. The parameters are:

wpf_tags_start: Comma separated list of tags to apply when the video begins to play
wpf_timecode: A timecode at which to apply specific tags
wpf_tags_timecode: The tags to apply at the timecode specified with wpf_timecode
wpf_tags_complete: The tags to apply when the video is finished

For example:
[vooplayer type="video" id="OTU3MzM=" wpf_tags_start="VooStart" wpf_tags_complete="VooComplete" wpf_timecode="1:20" wpf_tags_timecode="Voo120"]
#(Advanced) iFrame tracking
It』s preferable to use an embed shortcode (or the Elementor or Presto Player integrations) with the Media Tools addon, since this allows WP Fusion to detect which videos (and which types of videos) are being tracked, and thus the required tracking scripts are only loaded on those specific pages.
But there are some cases where you may want to set up WP Fusion』s media tracking directly on an embed code.
To do that, first enable the setting Load Scripts Everywhere at Settings » WP Fusion » Addons, and then select which players you will be using.

This will enqueue WP Fusion』s tracking script, as well as the video player APIs for any selected players, on every page of your site.
Then, you can add data attributes directly to the of any of the supported players to enable tracking on that player.
For example:

The parameters are:

id: (required) Every iFrame must have a unique ID to be tracked correctly
data-player_type: (required) The type of player, either youtube, vimeo, or wistia
data-wpf_tags_start: Comma separated list of tags to apply when the video begins to play
data-wpf_timecode: A timecode at which to apply specific tags
data-wpf_tags_timecode: The tags to apply at the timecode specified with wpf_timecode
data-wpf_tags_complete: The tags to apply when the video is finished

You can also use multiple timecodes, following the example documented above.

#Was this helpful?

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

Yes

Presto Player Integration

#Overview
WP Fusion』s Media Tools addon includes an integration with Presto Player, which allows you to apply tags in your CRM when:

A video is played
A video is completed
One or more video timecodes are reached

#Setup
First create your Presto Player video, and the from the Media Hub page, copy the shortcode.

Then paste the shortcode into the post or page where you』d like your video displayed.
#Shortcode parameters
WP Fusion』s media engagement tracking with Presto Player is handled via shortcode attributes added to the [presto_player] shortcode.
Each parameter can accept any number of tags (comma-separated), and you can use tag names or tag IDs interchangeably.
The shortcode parameters are:

wpf_tags_start: These tags will be applied when the video is first played
wpf_timecode: This is a specific timecode at which you』d like to apply tags, either in seconds, or mm:ss
wpf_tags_timecode: These tags will be applied at the timecode specified by wpf_timecode
wpf_tags_complete: These tags will be applied when the video is complete (when play percentage is greater than 95%)

For example:
[presto_player id=8912 wpf_tags_start="Video A Play, Media Engagement" wpf_timecode="1:30" wpf_tags_timecode="Watched Half - Video A" wpf_tags_complete="Video A Complete"]
That shortcode would apply the tags Video A Play and Media Engagement when the video is first played, Watched Half – Video A after 90 seconds, and then Video A Complete once the progress had reached 95%.
#Multiple Timecodes
Multiple timecodes can be added in the format wpf_timecode_2="mm:ss" wpf_tags_timecode_2="123,456" where the tags for the second property are a comma separated list of tags to be applied.
For example, to apply tags at 1:20, 1:40, and 2:40, your shortcode would look something like the following:
[presto_player id=8912 wpf_timecode="1:20" wpf_tags_timecode="Min Twenty" wpf_timecode_2="1:40" wpf_tags_timecode_2="Min Forty" wpf_timecode_3="2:40" wpf_tags_timecode_3="Two Mins Forty"]

#Was this helpful?

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

Yes

Overview

#Overview
WP Fusion』s Media Tools addon allows you to track engagement with embedded videos and audio on your site by applying tags in your CRM based on different types of user interaction— like video started, completed, and timecode(s) reached.
By using tag triggers in combination with WP Fusion』s content restriction features you can restrict access to pages your site until users have completed watching a video or a percentage of a video.
editor-vimeo
Using this addon with a learning management system such as LifterLMS or LearnDash adds a new level of control to your LMS, letting you unlock courses or lessons only after students have completed watching a video or listening to an audio file.
Note: The Media Tools Add-on supports videos embedded with the standard WordPress media player, Vimeo, YouTube, Wistia, Spotlightr and Presto Player.

#Was this helpful?

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

Yes

Elementor Integration

#Overview
The Media Tools addon also has an integration with Elementor to allow configuring the settings inside the Video widget.
These settings appear in the WP Fusion Media Tools panel, and are the same as the options when using the Classic Editor.

Apply tags when media started: These tags will be applied to the user as soon as they click the 「Play」 button.
Apply tags when media completed: These tags will be applied to the user once the media file completes playing.
Timecodes: Here you can specify multiple timecodes, and for each set tags to be applied when the video progress has passed the timecode.

#Was this helpful?

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

Yes

Logins Overview

#Overview
The Logins addon for WP Fusion gives you tools for tracking user logins on your site, and performing actions if users meet certain criteria. You can apply tags when a user first logs in, when a user hasn』t logged in for a certain period of time, and perform login redirects based on a user』s tags.
These features give you a better sense of how your users are interacting with your site, and more options for increasing engagement and retaining members and customers.
#General settings
The Logins Addon adds a new Logins tab to the main WP Fusion settings where you will find several options.

#First Login / Stale Accounts
There are four options here for tracking first logins and ongoing engagement with your site:

Apply Tags – First Login: These tags will be applied to a user when they log into your site for the first time. This works for all users who log in for the first time after you』ve installed the Logins Addon. WP Fusion won』t apply these tags to existing users.
Apply Tags – Stale Accounts: WP Fusion can track how long it』s been since a user last logged in, and apply tags if they』ve been gone for longer than the specified period. If they log in again after the specified time has passed, the selected tags will be removed.
Number of Days: This is the number of days before an account will be considered 「stale」.
Apply Tags – Recovered Accounts: These tags will be applied if someone logs in to an account that was considered 「stale」. If the account becomes stale again, these tags will be removed.

Note: If you』re using stale account tracking, it』s best to set the Login Count Method to Once a day on site visit.
By default WordPress will keep a user logged in for two weeks, so even if someone is visiting the site every day, they might only 「log in」 once every two weeks, which could cause their account to get tagged as stale if you』re only counting logins as When a user actually logs in

#Login Count Method
The Logins Addon includes two options for how to qualify a login:

Once a day on site visit: (Default) This will update the user』s last login date and login count once a day when they visit your site.
When a user actually logs in: This will update the user』s last login date and login count when they actually submit a login form with a username and password and log in to your site.

While When a user actually logs in is a more accurate measure of how often people are logging in to your site, it will update less frequently as WordPress sets a cookie for logged in users for two weeks, meaning they may visit the site multiple times during that period even though they only 「logged in」 once.
#Login Redirect Rules
Here you can specify redirects on login based on a user』s tags.

Rules are prioritized from the top down.
#Login Count Rules

Here you can specify rules based on the number of times someone has logged in.

On / Every: Choose 「On the Nth login」 to have the rule run just once when the number of logins has been reached. Choose 「Every N logins」 to run the rule each time the number has been reached.
Required tags: You can make the rule only run if the user has the specified tags.
Page: This is the page the user will be redirected to on login.
Apply tags: You can specify any tags to be applied to the user when the condition has been met.
Login Count Method: Here you can specify how logins should be counted: either when a login form has been submitted, or once a day on site visit.

#Syncing meta fields
The Logins Addon also adds a new section to the field mapping list under the Contact Fields tab in the WP Fusion settings.

Here you can specify custom fields in your CRM to store the Last Login and Login Count fields. These values will be updated in your CRM each time someone logs in.

#Was this helpful?

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

Yes

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.

#Was this helpful?

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

Yes