Event Tracking Changelog

Event Tracking Changelog

1.1.0 - 12/31/2021

Add User integration with Logged In trigger
Added current user merge tags to all triggers
Added global settings for Gravity Forms integration
Added {file:file} merge tag for EDD
Improved LearnDash progress tracking — no longer running on learndash_update_user_activity hook (was triggering duplicate events)
Improved - Moved LearnDash course settings to new WP Fusion settings tab
Removed quiz "score" in favor of "percentage" with LearnDash
Fixed fatal error adding new WooCommerce product
Fixed occasional empty duplicate events
Fixed EDD {file:name} merge tag not working
Fixed Downloaded Download trigger not showing in global settings

1.0.1 - 12/2/2021

Added user merge tags to single course and product settings
Added descriptions beneath each trigger in the global settings
Fixed previews not loading when editing a single product
Fixed settings not showing on LifterLMS courses
Fixed dropdown options getting added multiple times on global settings when changing trigger

1.0.0-beta1 - 11/30/2021

Initial release

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Drip Event Tracking

Drip Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in Drip.
For an overview of event tracking in Drip in general, see this link.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in Drip.
Tracked events will then show up in that contact』s All Activity timeline.
#How it looks
Events are displayed on the Recent Activities timeline on Drip contact records.

Events can also be used as a workflow trigger.

To filter the trigger by the event 「value」, you can use the 「data」 parameter in the filter, like so:

In this case the workflow will only run if Lesson 30 in Course A was completed.

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Bento Event Tracking

Bento Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in Bento.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in Bento.
Tracked events will then show up in that contact』s Events timeline.
#How it looks
Events are displayed on the Events timeline on Bento contact records.

Events can also be used as workflow triggers.

 

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ActiveCampaign Event Tracking

ActiveCampaign Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in ActiveCampaign.
For an overview of event tracking in ActiveCampaign in general, see this link.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#Setup
To use event tracking in ActiveCampaign, it must first be enabled in your account.
Enable event tracking in ActiveCampaignEvent tracking in ActiveCampaign must be enabled before it can be used.
Head to Settings » Tracking, and click the toggle next to Event Tracking to enable it.
#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in ActiveCampaign.
Tracked events will then show up in that contact』s Activity timeline, on the right side of their contact record.

Heads up: ActiveCampaign only accepts alphanumeric characters, spaces, dashes, and underscores in event names. Any other special characters will be removed automatically by WP Fusion.
As an example:

Purchase – Membership = Good ✅
Purchase: Membership (Gold) = Will be changed to Purchase Membership Gold

#How it looks
Events are displayed on the Recent Activities timeline on the right side of the contact record.
ActiveCampaign event trackingEvents tracked by WP Fusion show up in the Activity timeline to the right of the contact record. In this case, we see two Gravity Form submissions.
Event Tracking Course ProgressIn this example we can see course progress from a LearnDash course being tracked via events.
Events can also trigger automations. In this case we have an automation that』s triggered when a quiz is passed with a grade of 75% or higher.
Events can be used as automation triggers, optionally with event values
And events can be used as conditions in automations. This is especially powerful because you can perform logic on how many times the event has happened for that contact.
Events can be used in conditions in automations

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YITH WooCommerce Multi Vendor

YITH WooCommerce Multi Vendor

#Overview
WP Fusion includes an integration with the YITH WooCommerce Multi Vendor plugin for syncing vendor information between your WordPress site and connected CRM or marketing automation tool.
#Syncing Vendor Information
When a vendor registers a new account on your site, WP Fusion will automatically create a contact record in your CRM.
You can sync additional vendor information with custom fields in your CRM by enabling the fields for sync at Settings » WP Fusion » Contact Fields » YITH Vendors.

Any enabled fields will be synced when a vendor registers, or is approved. For more information, see the documentation on Syncing Contact Fields.
#Global Settings
At Settings » WP Fusion » Integrations » YITH Vendors Integration, there are two global options for YITH Vendors.

The two options are:

Defer Until Activation: With this option checked, no data will be sent to your CRM until a vendor』s application has been approved by an admin.
Apply Tags: The tags specified here will be applied in your CRM when a vendor』s application is approved.

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WPPizza

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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WP Ultimo

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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WP Simple Pay

WP Simple Pay

#Overview
WP Fusion includes an integration with WP Simple Pay to sync your customers to contact records in any one of 40+ CRMs and marketing automation tools.
You can also apply tags in your CRM based on the order form used, and changes in subscription status (with WP Simple Pay Pro).
#Setup
To enable the integration, click the WP Fusion tab on any of your Simple Pay order forms, and check the Enable box.

Anyone who makes a purchase with the form will be added to your selected CRM with their name and email address. You can also optionally specify tags to be applied to the new contact record.
#Subscriptions
If you』re selling subscriptions with WP Simple Pay Pro, you have a few options to apply tags based on subscription status.

Apply Tags – Payment Failed: These tags will be applied in your CRM when a recurring payment fails. They will be removed automatically if a subsequent recurring payment succeeds.
Apply Tags – Subscription Cancelled: These tags will be applied in your CRM when a subscription』s status in Stripe is changed to Cancelled. If you have Stripe or WP Simple Pay set to Cancel at end of billing period then the tags won』t be applied until the end of the billing period.
Remove Tags: If this box is checked then the tags specified in the Apply Tags setting will be removed when a subscription is cancelled. This can be used to revoke access to a course, membership, or other content protected by WP Fusion.

Note that for tagging to work correctly with the Subscription Cancelled status, your Stripe account must be configured to send the customer.subscription.deleted webhook. For more information on webhooks with WP Simple Pay, see this doc.

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WP Crowdfunding

WP Crowdfunding

#Overview
WP Fusion includes an integration with the WP Crowdfunding plugin to allow syncing additional customer data to your CRM when someone makes a crowdfunding pledge via WooCommerce.

When WP Crowdfunding is active, an additional section will appear on the Contact Fields list in the WP Fusion settings where you can associate Crowdfunding-specific fields with custom fields in your CRM.
When a customer checks out the selected order meta data will be synced to the contact record for the customer in your CRM.

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WooFunnels

WooFunnels

#Overview
WP Fusion includes an integration with WooFunnels to sync your optins and customers to contact records in any one of 40+ CRMs and marketing automation tools.
You can also apply tags in your CRM based on the optin form that was submitted, as well as acceptance or rejection of an upsell.
Because WooFunnels uses WooCommerce for checkout, all of WP Fusion』s WooCommerce features work automatically with WooFunnels.
You can also use WP Fusion』s Abandoned Cart addon to track and recover carts abandoned from WooFunnels checkout pages.
#Custom Checkout Fields
Any custom fields you』ve added to your WooFunnels checkout pages can be mapped to custom fields in your CRM via the Contact Fields tab on the WP Fusion settings page.

The fields will appear beneath the rest of the WooCommerce fields, under the WooFunnels header.
When a customer makes a purchase, any enabled fields will be synced to their corresponding custom fields in your CRM.
#Optins
To enable the integration, click the WP Fusion tab under the Actions menu on your WooFunnels optin, and select Yes for Enable Integration.

When the optin form is filled out, a contact record will be added to your connected CRM. You can also optionally apply tags to the contact.
#Upsells
When configuring your WooFunnels upsells, you have the option to apply tags in your connected CRM when an upsell is accepted or rejected.

These two settings can be found beneath each Offer item when editing any Upsell step in your funnel.
#General Settings
WP Fusion has one general setting for WooFunnels, at Settings » WP Fusion » Integrations.

When you enable Run on Primary Order Accepted, WP Fusion will kick in and send data to your CRM when the WooCommerce order status becomes Primary Order Accepted instead of waiting for the Completed status.
To figure out whether or not you need this enabled, some context:

By default WP Fusion doesn』t send any data to your CRM until an order status is Processing or Completed in WooCommerce.
With WooFunnels, if you have an upsell, the order status is set to a custom 「Primary Order Accepted」 status while the upsell is shown to the customer.
If the customer either accepts or rejects the upsell, the order status is set to Completed, and WP Fusion will run.
However, if the customer leaves the upsell page, the order status stays as Primary Order Accepted for 5 minutes until it automatically converts to Completed.
This could result in WP Fusion not sending any data to your CRM for 5 minutes while WooFunnels waits for a response to the upsell. Enabling Run on Primary Order Accepted helps make sure that the data is sent to your CRM regardless of whether or not the customer responds to the upsell.

If you need to enable Run on Primary Order Accepted, we recommend running a test checkout to make sure it works properly with your setup.
Due to trying to sync the order details and the upsell details in two stages, it may result in tags being applied twice, which (depending on your CRM) could trigger duplicate emails.

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