Ahoy

Ahoy

#Overview
WP Fusion integrates with Ahoy to allow you to control the targeting of messages based on a logged in user』s CRM tags.
You can use this to personalize messages based on a customer』s membership status, course progress, purchase history, or any other of the various tagging options that WP Fusion adds to WordPress plugins.

To configure, first create a message and navigate to the Conditions tab. Add a new condition, select User Tags from the dropdown, and specify one or more tags. The popup will now only be shown to logged in users who have at least one of the tags.
To invert the logic, click Is to change it to Is Not. Now the popup will only be shown to logged in users who don』t have any of the tags.

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AffiliateWP

AffiliateWP

#Overview
WP Fusion integrates with AffiliateWP to add affiliates to your CRM when they register on your site or update their affiliate profiles.
You can also tag customers when they make a purchase via an affiliate link.
#Syncing affiliate meta fields
In addition to the normal signup fields, you』ll also see several new AffiliateWP-specific fields added to the Contact Fields tab in the WP Fusion settings.

These fields are related to the affiliate, and will be synced when an affiliate registers or updates their profile.
#Syncing referrer meta fields
WP Fusion also supports synchronizing details about an affiliate to a customer』s contact record when they make a purchase using an affiliate link.

You can use these fields to personalize the marketing sent to a customer based on the affiliate who referred them.
At the moment syncing referrer meta fields is supported for referrals recorded via:

WooCommerce purchase
Gravity Forms submission
Ultimate Member signup

#Applying tags to affiliates
You can also specify tags to be applied when new affiliates register on your site. This can be found under the Integrations tab in the WP Fusion settings.

The available options are:

Apply Tags – Affiliate Registration: These tags will be applied when someone registers to be an affiliate, regardless of their approval status.
Apply Tags – Affiliate Approval: If you』re requiring manual approval of affiliates you can also specify additional tags to be applied when an affiliate has been approved.
Apply Tags – Affiliate Rejected: These tags will be applied if a pending affiliate is rejected.
Apply Tags – Customers: This option will appear if WooCommerce is active and lets you specify tags to be applied to customers that make a purchase via an affiliate link (for example a tag like 「Referred by Affiliate」).

#Applying tags to WooCommerce customers
You can specify tags to be applied to WooCommerce customers when they make a purchase after following a referral URL. This is configured from the Integrations tab in the WP Fusion settings (above).
While editing any affiliate you can also specify tags to be applied to the WooCommerce customer if they purchase from that specific affiliate』s referral.

#Export options
WP Fusion includes an export / batch processing tool for AffiliateWP affiliates. Head to Settings » WP Fusion » Advanced and select the AffiliateWP Affiliates option from the Batch Operations list:

Then click Create Background Task to start the process.
Each of your affiliates will be updated in your connected CRM with any enabled custom fields. They will also be tagged with any tags you』ve selected to be applied to affiliates.

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Advanced Custom Fields

Advanced Custom Fields

#Overview
WP Fusion can detect user fields created with Advanced Custom Fields Pro and sync field data to your CRM of choice when a user profile is updated.
The sync of data is bi-directional, so WP Fusion can also load data from your CRM into fields created with Advanced Custom Fields.
#Setup in Advanced Custom Fields
To create user fields in Advanced Custom Fields, navigate to Custom Fields » Field Groups » Add New. Add your fields, and make sure that the location rules are set to display the fields on User Form.
Your ACF custom fields must be set to display on the User Form to be synced with WP Fusion.
After saving your field group, you should now see your fields when editing any WordPress user in the admin.

#Setup in WP Fusion
Head to Settings » WP Fusion » Contact Fields, and scroll down to the Advanced Custom Fields header:

For each ACF user field, you』ll see the field name and field key in your database. In the right column you can select a corresponding field in your CRM from the dropdown.
When the user』s profile is updated, WP Fusion will sync the field value from WordPress to the selected custom field in your CRM.
For more information on syncing contact fields, see this page.

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Advanced Ads

Advanced Ads

#Overview
WP Fusion integrates with Advanced Ads to allow you to control the display of ads on your site based on a logged-in user』s tags.
#Setup
When editing any ad, scroll down to the Visitor Conditions meta box. To add a new WP Fusion condition, select WP Fusion from the Choose a Condition dropdown.

There are two options:

User is logged in and has at least one of the tags: The content will only be shown to logged in users who have at least one of the tags specified in the tags select box.
User is logged in and has none of the tags: The content will only be shown to logged in users who do not have any of the tags specified in the tags select box.

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WooCommerce Troubleshooting

WooCommerce Troubleshooting

WP Fusion』s integration with WooCommerce is quite complex, and while it』s generally very reliable occasionally things can go wrong, especially with more complex configurations— for example combinations of subscriptions, deposits, variations, attributes, and auto-login sessions.
This guide will walk you through some troubleshooting steps to help solve the most common WooCommerce issues.
#Use a test user
When testing WooCommerce checkouts, it』s best to use a test customer in either an incognito browser window, or logged in to your site as a non-admin user.
If a user is logged in, WP Fusion will sync the checkout data and apply any tags to the contact record of the user who made the purchase— regardless of the email entered on the checkout form. This is to help prevent creating duplicate contact records and fragmented data in your CRM.
Some people test their checkout while logged in as an administrator and then don』t see a new contact record created or any tags applied for the customer. This is because the tags are being applied to their own contact record in the CRM.
#Turn on logging
If you haven』t already, enable WP Fusion』s activity logs from the Advanced settings menu:

The logs will show any API calls that are being made by WP Fusion, including any field updates, tags being removed or applied, and automated course and membership enrollments.
Here』s a typical WooCommerce order recorded in the WP Fusion logs:

If you』re using the Enhanced Ecommerce addon you』ll also see additional data related to the ecommerce data:

If there are any errors these will also be marked in the logs in orange:

If you can include the error details with your support ticket it will help us to diagnose the issue more quickly.
#Check order notes
Even if you don』t have logging turned on, WP Fusion will still record some information to the order notes for each WooCommerce order.
These can be viewed in the sidebar when editing any single order:

Any API errors will also be added to the order as notes.
#Process order actions again
If for some reason an order didn』t get sent to your CRM, or you』d like to process an order again with logging turned on, you can manually process an order again by choosing Process WP Fusion actions again from the Order Actions menu:

#Disable asynchronous checkout
WP Fusion includes an option for WooCommerce called Asynchronous Checkout, which is enabled by default. When this setting is enabled WP Fusion processes all API calls in the background, which speeds up the checkout process.

While this works fine on 95% of sites, it can sometimes be blocked by security plugins or firewall rules. If your customers are checking out but no data is being sent to your CRM then turning off this setting is a good diagnostic step.
If turning off Asynchronous Checkout fixes the checkout process then it』s quite likely the background process is being blocked.

If you』re using WordFence: Putting the WordFence firewall into 「learning mode」 temporarily has been known to fix the issue
You can also contact support for additional assistance

#Default settings
When you first install WP Fusion the settings are initialized with some default options. These defaults are sufficient for the majority of sites and don』t need to be changed.
Some things we』ve seen changed that have caused problems are:
#Create Contacts

If you un-check the setting for Create Contacts then WP Fusion will not create contact records in your CRM when someone makes a purchase in WooCommerce. It will only apply tags to existing contacts. It is recommended to leave this setting on.
#Limit user roles

WP Fusion includes a setting to limit contact record creation to certain user roles. In the screenshot above the 「Subscriber」 role has been specified. This will not work with WooCommerce, since WooCommerce creates users with the role Customer.
It is recommended to leave this setting blank so contact records are created for all new users.

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Webhooks not being received by WP Fusion

Webhooks not being received by WP Fusion

There are some situations in which WP Fusion doesn』t receive webhooks properly. Here are some troubleshooting steps if you』re having difficulties receiving incoming webhooks:
#Use the built-in testing tool
WP Fusion now includes a built-in utility for testing your site』s ability to receive incoming webhooks.

Click the Test Webhooks button and a couple of seconds later you』ll see the response. If you get a green Success message you should be good to go.
Note: Because the testing tool sends a test webhook from this site (wpfusion.com), it』s possible for webhooks to appear to be working, but still be blocked when they』re sent from your CRM. Thus the testing tool is a good indication of whether or not your site can receive webhooks, but isn』t 100% reliable.
#Security Plugins
Security software running on your site or server can block incoming webhooks. This is the most common issue people have with webhooks. If the testing tool returns a 403 or Unauthorized message then this is likely the case.
First try temporarily disabling any security or anti-spam plugins to see if the webhooks begin working. If that fixes it, you』ll need to tweak your security settings to allow incoming POST data from your CRM』s IP address.
If you view the access logs in your security plugin, you should see the incoming webhook requests that are getting blocked, and this will show the IP address of the originating server. If you whitelist this IP address it will allow the webhooks to go through.
If that doesn』t work, it』s also possible that your hosting company is blocking the webhooks for security reasons. You can contact your host, or look at your host』s security logs, to see if any traffic is being blocked. If so, they should be able to create an exception for you by modifying their security rules.
#WordFence
We』ve observed some success by putting WordFence into 「Learning Mode」 while testing incoming webhooks. This trains WordFence to recognize the incoming web traffic as legitimate.
#iThemes Security
iThemes Security can block incoming webhooks for a variety of reasons. We』ve had success by disabling the Enable HackRepair.com』s ban list feature option in the iThemes settings.
#CleanTalk
The CleanTalk anti-spam plugin often interferes with webhooks being received by WP Fusion. Because CleanTalk uses a shared IP blacklist, it』s also possible for webhooks to work at first, but mysteriously stop working later. As a troubleshooting step it』s always best to start by disabling CleanTalk.
#Cloudflare
If you』re using Cloudflare, make sure that you create a firewall exception for incoming traffic from your CRM』s IP address. You can also create a firewall rule to bypass the firewall for all requests that contain wpf_action in the URL.
If you』re not sure if Cloudflare is blocking webhooks or not, you can also temporarily pause Cloudflare on a domain.
#SiteGround
If you』re hosting with SiteGround, SiteGround』s built in bot protection sometimes will begin blocking incoming webhooks by sending them to a captcha page. In that case webhook status will show as successful (200 status code) in your CRM since it does land on the captcha page, but because it can』t solve the captcha, the webhook never reaches your site.
It』s not possible to whitelist your CRM』s IP address with SiteGround』s bot protection service, the only solution is to request SiteGround support to completely disable bot protection on your account. To protect your site from bots we recommend Cloudflare, it rarely has a problem with webhooks.
#Known IP Addresses
These are the webhook IP addresses of some of the CRMs we support. If your site is blocking incoming webhooks, then a good start would be to whitelist their IP address.
This list is based on our own tests and there may be additional IP addresses that aren』t listed here. Some platforms add new IPs and/or change them over time, so we can』t provide any guarantees as to the accuracy of this list.
#ActiveCampaign
23.20.225.34
34.192.144.26
52.45.183.46
52.55.227.5
52.7.228.32
173.193.9.0/24
34.226.103.188
34.205.102.133
34.233.54.78
#AgileCRM
107.178.[200-255].[0-255]
#ConvertKit
18.218.244.8
#Drip
54.81.10.128
#Infusionsoft
208.76.24.[0-255]
34.145.76.18
#Intercom
4.231.68.152
34.197.76.213
35.171.78.91
35.169.138.21
52.70.27.159
52.44.63.161
#MailChimp
104.196.165.118
35.190.191.63
#MailerLite
35.246.139.232
#Ontraport
209.170.211.168
#Salesforce
13.110.6.8
#Sendinblue
185.107.232.169
#Zoho
31.186.243.98
#Logging
If webhooks are coming in but data is missing, you can see what data is being received by enabling WP Fusion』s activity logs.
Go to Settings >> WP Fusion >> Advanced, and checking the box 「Enable Logging」. Then try and send a webhook from your CRM to see what tags and data are being loaded.
An incoming webhook recorded in WP Fusion』s logs
#Double check your URLs
When you add the webhook URL to your site to your CRM, make sure the base URL matches your site』s home page exactly.

If your site is at https://mysite.com, then sending a webhook to http://mysite.com won』t work.
If your site is at https://www.mysite.com, then sending a webhook to https://mysite.com won』t work.

If you』re not sure you can visit the home page of your site and copy / paste the URL out of your browser into your CRM.
The base URL for webhooks
You can also copy the URL out of the Webhook Base URL field in the WP Fusion settings.
#Making sure the automation is working correctly
If you』re sending the webhook as part of a complex automation in your CRM, it might help to make sure the webhook is actually being sent in the first place. You can use a third party service for this, like https://webhook.site/.
This will give you a unique URL, like https://webhook.site/#/bd662d92-fb16-4431-ae79-f566943b0f9e, which you can paste into the URL field for the webhook in your CRM.
Send a contact through the automation or rule, and you should see a message appear on webhook.site showing the incoming data. If this works then you know the webhooks are being sent correctly.
If no message appears then your automation may have an issue that』s preventing the webhook from being sent.
#Manual testing
You can also test a webhook manually by visiting the webhook URL in your browser. This will be the same URL you used when setting up the webhook in your CRM, and you can select a contact ID to use for testing. For example
http://mysite.com/?wpf_action=update&access_key=ACCESSKEY&contact_id=CID
Replace ACCESSKEY with your access key from the settings, and CID with a contact ID you』d like to use to test. You should see a success message showing that the user was updated. If there were any errors, they』ll be reported there as well.
#The Async Method
If you』re sending many webhooks simultaneously (100+) it』s possible your web server is unable to process them in time and runs out of available resources. To prevent this, you can try WP Fusion』s (experimental) asynchronous method for processing webhooks.
To enable this, append &async=true to the end of your webhook URL. For example:
https://mysite.com/?wpf_action=update&access_key=ACCESSKEY&contact_id=CID&async=true
This will tell WP Fusion to put the incoming webhooks in a queue, and work through them over a period of time, taking into account your server』s available resources.
#The Async Endpoint
For even better webhook performance, you can bypass WordPress entirely by sending the webhooks to the api.php file in the WP Fusion plugin folder.
This may require changing the file permissions on your server and/or adjusting settings in security plugins. For example with Cloudways you need to enable 「Direct File Access」 on the application, otherwise you』ll get a 403 error trying to access the file.
The API endpoint can be found at /wp-content/plugins/wp-fusion/api.php, so your webhook URLs will need to be adjusted accordingly. For example
https://mysite.com/wp-content/plugins/wp-fusion/api.php?wpf_action=update&access_key=ACCESSKEY&contact_id=CID
Otherwise the syntax and URL parameter options are the same.
You should confirm that the file is executable by testing it first with a real contact ID. If it』s working, you』ll see a success message like this:

When the webhook is received it will be saved to the async import queue. WP Fusion then sets a cron job to check this queue for any pending actions.
You can set the cron interval at Settings » WP Fusion » Advanced » Cron Interval:

The cron job will check the async webhooks queue at the specified interval, and if any pending actions are found, they will be processed at that time.
For more information on the performance with using the async endpoint, check out this blog post.
#Using a third party webhook manager
There are sometimes cases where you just can』t get webhooks to work reliably— either your host has blocked your CRM』s IP address and can』t unblock it, or the volume of webhooks is causing site instability.
In that case, one potential workaround is to use a 3rd party integration tool to give you more control over your webhooks. For example Zapier, or Integromat.
#Setup in Integromat
Integromat has a free plan which allows for 1000 「Operations」 per month, so we』ll use that for this example.
To start, create an Integromat account, and add a new Scenario.

Add a new 「Module」 and select your CRM as the source. In this example we』ll use ActiveCampaign.

For the action, choose Watch Contacts, and select the criteria for when a contact should trigger the webhook.

Next, add a new HTTP module, and connect it to the ActiveCampaign module. Enter the URL to your site following the examples in the webhooks documentation for your CRM.

Under Query String, add a new parameter with Name: contact_id, and Value: ID. The ID should represent the ID of the contact that was just updated (the parameter name may vary depending on your connected CRM).
Now when the contact is created, updated or tagged (depending on your trigger criteria) in your connected CRM, Integromat will pass on the contact』s ID to WP Fusion, which will trigger the webhook action specified by the wpf_action= parameter in the webhook URL.
Because Integromat』s IP addresses are different than your CRM, this is one potential way of getting around firewalls or security rules. It』s also possible using Integromat to create more specific webhook criteria than are normally available with your CRM alone, which could be useful if your site is being slowed down by too many webhooks.
#Webhook performance
How fast WP Fusion processes webhooks will depend a lot on your server』s speed and available resources, as well as the responsiveness of your CRM』s API. The number of 「linked」 courses or memberships can also affect how fast the webhooks are processed.
Here』s an example of the different webhook methods and the time they took to complete on a WP Engine membership site connected to ActiveCampaign:

?wpf_action=add: 5.37 seconds (including generating a password and syncing it back to AC)
?wpf_action=update: 3.84 seconds
?wpf_action=update_tags: 3.06 seconds
?wpf_action=add&async=true: 2.06 seconds (including generating a password and syncing it back to AC)
/wp-content/wp-fusion/api.php?wpf_action=add 0.23 seconds (see this blog post)

If you have issues with webhooks not processing quickly, try using update_tags instead of update, or using the async method.

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Settings Page Not Saving Fully

Settings Page Not Saving Fully

There are occasionally reported issues of the WP Fusion settings page not saving fully, especially the options under the Addons, Integrations, and Advanced tab.
This is related to PHP』s max_input_vars setting, which controls how many options on a single page can be saved at one time. If you have a lot of integrations running, or a lot of custom fields configured, the number of options on the Contact Fields tab can exceed this number.
The default max_input_vars for many hosts is 1,000 inputs. The recommended setting for WordPress sites is 5,000 inputs. You can contact your host and ask for this number to be increased, and then the settings will save fully.

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Batch Export Not Detecting All Users

Batch Export Not Detecting All Users

Under Settings >> WP Fusion >> Advanced, you』ll find a few batch operation tools that allow you to perform a variety of operations on all users on your site (the options available will depend on the supported plugins you have active).
The Export users operation will create new contacts in your CRM from your WordPress users. This works by checking for any WordPress users who don』t currently have a CRM contact ID stored locally.
In most situations, this tool won』t give you any issues. However, if you』ve removed contacts from your CRM, WP Fusion may still think that a contact exists, and won』t include them in the export.
#Resolution
To fix this, first run a Resync tags batch operation. This will check every WordPress user to make sure their contact ID is still valid. If the contact has been deleted, WP Fusion will remove the locally stored contact ID.

Then you can run the Export users operation again and all users will be properly exported as new contacts to your CRM.

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WPML

WPML

#Overview
WP Fusion integrates with WPML to sync a user』s language preference to your CRM.

From the Contact Fields tab in the WP Fusion settings, you can enable the language_code and language_name fields for sync. When a user registers or updates their language preference, these fields will be updated in your CRM.

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Weglot

Weglot

#Overview
WP Fusion integrates with Weglot to sync a user』s language preference to your CRM.

From the Contact Fields tab in the WP Fusion settings, you can enable the language_code field for sync. When a user registers or updates their language preference, the selected custom field will be updated in your CRM.

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