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LaunchFlows

#Overview
WP Fusion includes an integration with LaunchFlows for applying tags to customers in your CRM based on Sales Funnel choices viewed, clicked, or purchased
Because LaunchFlows uses WooCommerce for checkout, all of WP Fusion』s WooCommerce features work seamlessly with LaunchFlows.
You can also use WP Fusion』s Abandoned Cart addon to track and recover abandoned carts in LaunchFlows.
#Upsells
WP Fusion allows you to apply tags in your CRM when an upsell is either accepted or rejected by a customer.
These settings can be found in the LaunchFlows Upsell Widget while editing any offer.

#Custom Fields
LaunchFlows uses the free Checkout Field Editor plugin for managing custom checkout fields. WP Fusion will detect any custom checkout fields with that plugin, and they will will appear under the WooCommerce header in Settings » WP Fusion » Contact Fields.
#Apply Tags When Viewing
WP Fusion will automatically apply tags whenever a logged-in visitor views a specific Section or Column containing the LaunchFlows Apply Tags Widget versus an entire page or post.
This is most useful with a LaunchFlows Dynamic Backup Offer, where the primary offer product is replaced if it has already been purchased or is already in the cart.
In the example below, LaunchFlows will display either the Upsell product or the Upsell Backup product, but not both. WP Fusion will then apply the tag for whichever product was actually viewed.

#Remove Tags
Similarly, WP Fusion will automatically remove tags whenever a logged-in visitor views a Section or Column containing the LaunchFlows Remove Tags Widget versus an entire page or post.
#Debug Mode
LaunchFlows provides a convenient way to verify which tags will be applied or removed by WP Fusion. Slide the Debug Mode switch of either Widget to 「on」 and a convenient notice will be displayed on the front end of your site.

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GiveWP

#Overview
WP Fusion integrates with the GiveWP donation plugin to sync donors with any one of 40+ supported CRMs and marketing automation platforms, and apply tags and/or lists based on their donation level and subscription status.
#Donation Form Settings
With WP Fusion active, a new pane will appear when editing the settings for any donation form.

Here you can specify whether or not contacts should be added to your CRM after they make a donation. You can also specify any tags to apply.
#Donation Level Settings

From the Donation Options tab you can create multiple donation levels. Here you can also tag contacts by level, allowing you to segment donors by their donation amount in your CRM.
#Syncing donors
You can configure the field mapping between your Give donor fields and custom fields in your CRM in WP Fusion』s Contact Fields settings.

For each field in Give, you can select a corresponding field in your CRM. When a donation is made, the enabled fields will be synced to your CRM.
In addition to the standard Give fields, you』ll also see two 「pseudo」 fields:

Donations Count: This will be updated each time a donation is made, and will be a number indicating how many donations have been given by the donor.
Total Donated: This will be updated each time a donation is made, and will be a number indicating the total amount ever donated by the donor.

#Custom Fields
If you』re using the Form Field Manager addon for Give, you can add custom fields to your donation forms, and WP Fusion supports syncing these fields to custom fields in your CRM.

Any custom fields you』ve added to your donation forms will show up under the Give header at Settings » WP Fusion » Contact Fields. From here you can choose a corresponding custom field in your CRM to store the collected data.
#Gift Aid
If you』re using the Gift Aid addon for Give, you can sync the Gift Aid address provided by the donor to custom fields in your CRM.

These Gift Aid fields will appear beneath the main GiveWP fields in the Contact Fields list when the Gift Aid plugin is active.
#Video – GiveWP General Settings and Donation Level Settings

#Email Optins
WP Fusion includes an option to add an email optin checkbox to your GiveWP donation forms.
This can be enabled by checking the box for Email Optin at Settings » WP Fusion » Integrations » GiveWP.

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 give_email_optin field for sync at Settings » WP Fusion » Contact Fields » GiveWP.
When enabled the optin checkbox will be displayed at the bottom of the GiveWP donation form.

#Recurring Donations
If you have the Recurring Donations addon for Give active, two additional settings will appear on the WP Fusion panel.

Those options are:

Apply Tags – Recurring: These tags will be applied in your CRM in addition to the 「Apply Tags」 tags, when a donor makes a recurring donation.
Apply Tags – Cancelled: These tags will be applied in your CRM when a recurring donation is cancelled, either by an admin, the user, or the gateway.
Apply Tags – Failed:  These tags will be applied in your CRM when a recurring donation payment fails.

#Video – GiveWP Recurring Donations

#Funds & Designations
WP Fusion also supports the Funds & Designations extension, allowing you to apply tags in your CRM when a donation is made to a specific fund.

The settings for this are found at Settings » WP Fusion » Integrations » Give Funds.
In addition to applying tags, you can also sync a donor』s selected fund to a custom field in your CRM. This can be turned on by enabling the Selected Fund field for sync from the Contact Fields settings.
#Video – GiveWP Custom Fields

#Batch Operations
WP Fusion provides two batch operations for GiveWP data, to allow you to sync historical donor and payment data to your CRM. These can be found under Settings » WP Fusion » Advanced » Batch Operations in the WP Admin.

The two options are:

Give donations: This operation goes through all of your Give donations (payments) in order from oldest to newest. For each payment it will create or update the donor』s contact record in your CRM, and apply any tags configured for that donation form. If the donation is a recurring donation, tags will be applied based on the donor』s current subscription status.
Give donors: This operation goes through all of your Give donors, and for each it will create or update the donor』s contact record in your CRM. If you』ve enabled the Total Donated or Donations Count fields for sync, these will also be updated. This operation does not modify any tags.

#Enhanced Ecommerce
If you』re using WP Fusion』s Enhanced Ecommerce addon, you』ll also see a third option:

Give donations (Ecommerce addon): This operation looks for Give payments that have already been processed by the core WP Fusion (contact records were created and tags were applied), but that haven』t yet been processed by the Enhanced Ecommerce addon.You would only need to run this operation if you』d already been using WP Fusion with Give for some time, and you』ve just installed the Enhanced Ecommerce addon and now need to sync the ecommerce data to your CRM as well.

 

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Gifting for WooCommerce Subscriptions

#Overview
In addition to supporting WooCommerce Subscriptions, WP Fusion also includes support for the Gifting for WooCommerce Subscriptions extension. With this integration you can apply tags in your CRM to the recipient of a gifted WooCommerce subscription.
#Tagging
When this extension is active, additional options will appear on the WP Fusion tab when editing your subscription products.

These settings are:

Apply tags to recipient: Any tags specified here will be applied just to the recipient of the gifted subscription.
Remove tags: If selected, the Apply tags to recipient tags applied at purchase will be removed when the subscription is cancelled, put on hold, expired, or is switched.
Remove tags from customer: You can check this box to remove any tags specified in Apply tags to recipient from the customer who made the original purchase. This is useful if you』re using tags to grant access to content and only want the gift recipient to get access.

For more information on how WP Fusion handles subscription statuses see the WooCommerce Subscriptions documentation.
#Usage
This integration is a complicated by the fact that a WooCommerce checkout with a gifted subscription creates two users on your site:

The customer who purchased the subscription, and who is responsible for managing the billing
The gift recipient, who receives access to the purchased product

As such, two contact records will be created in your CRM, and both of them will be tagged.
#The customer
These tags are applied to the customer who made the purchase
The tags configured at the top of the settings are applied to the customer who made the purchase. If there is a payment failure on the subscription, the original customer would be tagged Payment Failed, and you could use that to send an email like 「Your gifted subscription had a payment failure」.
#The gift recipient
These are the only tags that are applied to the gift recipient
After checkout, the gift recipient will only be tagged with the tags specified in the Apply tags to recipient setting. The gift recipient will not be tagged based on changes in the subscription status, since they aren』t responsible for billing.
If you are granting access to content using a tag, you can check Remove tags from customer, this will remove any tags that were applied to the gift recipient from the customer who made the purchase.
In our screenshots above, that means the customer who made the purchase would be tagged Subscription Purchased at checkout, and then this tag would be removed because the subscription was purchased as a gift. The gift recipient would then be tagged Gift Recipient and Subscription Purchased.
You can use this to ensure that only the gift recipient gets access to the purchased content, protected in this example by the Subscription Purchased tag.

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EDD Software Licensing

#Overview
WP Fusion integrates with the Easy Digital Downloads Software Licensing addon to synchronize customer license data to your CRM or marketing automation system.
With WP Fusion you can

Track license statuses in your CRM
Track license expiration dates in your CRM
Apply tags to customers when licenses expire

#Field Syncing
Under Settings » WP Fusion » Contact Fields you will find a new section for EDD Software Licensing.

Here you can enable the License Status and License Expiration fields for sync. When these values are updated for a license the data will be sent to the customer』s contact record in your CRM.
#Tagging
When editing any download there is an additional option to specify tags for License Expiration.

When a license expires these tags will be applied to the customer.
#Event Tracking
Using the Event Tracking addon, you can track Easy Digital Downloads Software Licensing statuses and data 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 EDD Software Licensing are:

License Activated: Triggered whenever a license key is activated on a site.
License Deactivated: Triggered whenever a license key is deactivated on a site.
Installed Update: Triggered when a plugin update is downloaded onto the remote site.

#Syncing Historical Data
Under the Batch Operations header under Settings » WP Fusion » Advanced there is an option to process historical licenses for your customers.

Running this process will go through all licenses and sync their status and expiration date to your CRM. If tags have been specified for license expiration these will also be applied at this time.
 

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EDD Recurring Payments

#Overview
If you』re using the EDD Recurring Payments extension, WP Fusion provides additional options for applying tags based on changes in a user』s subscription status.
You can then use these tags to trigger automation sequences in your CRM to remind users to update their credit card information, offer discounts on subscription renewals, or anything else you like.
This functionality is in addition to the main Easy Digital Downloads integration.
#Product setup
WP Fusion adds a new settings metabox to all Easy Digital Downloads products where you can configure tags to be applied at purchase and based on subscription status.

The tags specified in the Apply Tags setting will be applied when someone purchases the subscription product, as well as when a subscription status changes to Active.
By checking Remove Tags you can remove the tags applied at purchase when a subscription is cancelled, completed, or expired. This is useful for revoking access to protected content when a subscription is cancelled.
You can also apply additional tags based on a change in the subscription status, allowing you to trigger followup sequences in your CRM when customers』 subscriptions are cancelled, put on hold, or expire.
If you allow free trials, the tags specified in Subscription in Trial will be applied when a new trial is created, in addition to the Apply Tags tags. If the subscription later converts to a paid subscription (the status changes from trialling to active) the tags specified in Trial Converted will be applied.
#Tags for price variations
For more granular control, WP Fusion also lets you apply tags when a subscription status changes for a specific price variation. See the screenshot below for an example.

#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 set to Completed, Failing, Cancelled, or Expired, and Remove Tags is checked, the tags applied with the original purchase will be removed. This includes the tags applied for the price ID (if applicable).
If a subscription is in any non-active status (Completed, Failing, Expired, Cancelled 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.

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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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CartFlows

#Overview
WP Fusion integrates with CartFlows for syncing your customers with any one of 50+ supported CRMs and marketing automation platforms, as well as applying tags based on product purchases, and responses to upsell offers.
Because CartFlows uses WooCommerce for checkout, all of WP Fusion』s WooCommerce features work automatically with CartFlows.
You can also use WP Fusion』s Abandoned Cart addon to track and recover abandoned carts in CartFlows.
#Upsells
WP Fusion allows you to apply tags in your CRM when an upsell is either accepted or rejected by a customer.
The WP Fusion settings appear on each step』s Settings panel in the new CartFlows UI
These settings can be found on the WP Fusion tab while editing any offer.
#Custom Fields
WP Fusion will automatically detect any custom fields added to the CartFlows checkout. These will appear under the WooCommerce header in Settings » WP Fusion » Contact Fields. You can enable any CartFlows custom field for sync to a custom field in your CRM.
#General Settings
WP Fusion has one global setting for CartFlows, found at Settings » WP Fusion » Integrations » CartFlows.

When you enable Run on Main Order Accepted, WP Fusion will kick in and send data to your CRM when the WooCommerce order status becomes Main 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 CartFlows, if you have an upsell, the order status is set to a custom 「Main 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 Main Order Accepted for 15 minutes until it automatically converts to Completed.
This could result in WP Fusion not sending any data to your CRM for 15 minutes while CartFlows waits for a response to the upsell. Enabling Run on Main 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 Main 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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