标签： membership

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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WooCommerce Memberships

#Overview
Using WP Fusion with WooCommerce Memberships, you can apply tags in your CRM based on the status of a user』s membership, as well as automate membership level enrollments by applying a tag in your CRM.
Note: If you』re using WooCommerce Memberships in conjunction with WooCommerce Subscriptions, and you』ve already configured tags for the subscription product, then there is no need to specify additional tags on the membership plan, and it may result in unexpected behavior.
#Settings
To configure the settings, navigate to WooCommerce » Memberships » Membership Plans, click Edit on any membership plan, and select the WP Fusion settings panel.

#Automated Enrollment
You can automate enrollments in a membership level by specifying a 「linked tag」 in the Link with tag box.
If this tag is applied to a user, they will automatically be enrolled in the membership. Likewise, if this tag is removed, their membership status will be paused.
When a user is given this membership level, either via a WooCommerce purchase or manual assignment, the selected tag will also be applied.
Note: This is only necessary if you are selling membership access via an outside system (like ThriveCart) and wish to automatically set and pause membership levels. If you』re selling access via WooCommerce it』s preferable to configure any tags to be applied via the WooCommerce product.
#Active Memberships
Any tags specified in the Apply tags setting will be applied to the user when a new membership is created, or a membership status is changed to active (either a status of Active, Free Trial, or Complimentary).

Optionally you can check the box for Remove tags to automatically remove those tags when a membership is paused, expires, or is fully cancelled.
#Additional Statuses
Here you can configure additional tags to be applied based on specific membership statuses. For more details on the meanings of the statuses see this documentation from WooCommerce.
If a user was tagged as either Cancelled, Expired, or Paused, and their membership is reactivated, the tags for the previous status will be removed.
#Syncing Membership Fields
WP Fusion also supports syncing a member』s expiration date and current membership status to a custom fields in your CRM.
To set this up go to Settings » WP Fusion » Contact Fields and enable the fields under the WooCommerce Memberships header for sync.

When a membership is purchased, manually edited, or the membership status changes the enabled fields will be synced.
#Batch Operations
WP Fusion includes two batch processing tool for WooCommerce memberships, under Settings » WP Fusion » Advanced » Batch Operations.
These can be used to sync data to your CRM from before you installed WP Fusion, or to bulk-update tags after you』ve changed the WP Fusion settings on your membership plans.

The two operations are:

WooCommerce Memberships statuses: For each user membership, WP Fusion apply tags in your CRM based on the membership plan and status, using the settings configured on the membership. This does not create any contact records or sync any fields.
WooCommerce Memberships meta: For each user membership, WP Fusion will sync the membership status and expiration date (if applicable) to the selected custom fields in your CRM. This does not create any contact records, or apply any tags.

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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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WP-Members

#Overview
WP Fusion includes an integration with the WP-Members membership plugin, allowing you to sync user registrations and profile updates to your CRM.
#Syncing custom fields
Any fields you』ve created on your registration or profile forms will show up under Settings » WP Fusion » Contact Fields, under the WP-Members section header. From here you can associate the WP-Members fields with custom fields in your CRM.

When a user registers or updates their profile via WP-Members, their data will be synced automatically to your CRM.
#Defer until activation
WP-Members allows you to require admin approval for all new users on your site. In some cases you may want to not send any data to your CRM until a new member is approved by an admin.
To enable this go to Settings » WP Fusion » Integrations, and under the WP-Members Integration header, check the box for Defer Until Activation.
When this is enabled no data will be sent your CRM until the new user has been approved by an administrator.

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PeepSo

#Overview
WP Fusion integrates with PeepSo to keep members in sync between your membership site and your CRM.
All new users who register via PeepSo 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 PeepSo user profiles (using the Extended Profiles Add-on) will also be detected and will be available for sync in the WP Fusion settings.
#Groups
WP Fusion also integrates with the Groups addon for PeepSo. You can access the Groups settings by clicking WP Fusion in the main PeepSo menu.

For each of your groups, you can select a tag to be 「linked」 with that group. When the tag is applied, the user will be added to the group. When the tag is removed, the user will be removed from the group.

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PilotPress

#Overview
PilotPress is a membership plugin created by Ontraport, it lets you build a membership site in WordPress, and you can create a portal where customers can manage their Ontraport orders.
PilotPress also allows you to host a partner center in WordPress, where partners can view their earnings and update their personal information.
The PilotPress partner center page in WordPress
WP Fusion is tested with PilotPress and the two plugins can be used together, but it』s recommended not to use PilotPress if you can avoid it.
#Difficulties with PilotPress
The main problem with PilotPress is that it authenticates user logins against the members portal in Ontraport, not WordPress.
This introduces several complications:

Someone can log into WordPress, but not be logged in to PilotPress. They may have to log in a second time to access their customer portal or partner center.
PilotPress can only understand user logins via /wp-login.php or a page with the [login_page] shortcode on it. If someone logs in via WooCommerce or another membership plugin, PilotPress will not recognize them.
PilotPress needs to connect to Ontraport to authenticate logins, meaning if Ontraport is slow or the API is offline your users won』t be able to log in.
Because passwords are stored in Ontraport, your users may end up with two different passwords, one for WordPress and one for PilotPress. This creates some complicated scenarios with passwords that need to be planned for:

If someone resets their password via WooCommerce or another plugin, and tries to log in via a PilotPress login form, their login will fail.
If someone resets their password via PilotPress and tries to log in via WooCommerce or another plugin, their login will fail.
If people have been logging in via PilotPress and you deactivate the PilotPress plugin, WordPress will revert to handling logins. Because their WordPress password is different than their PilotPress password, users may need to reset their passwords before they can log in again.

A user who logs into WordPress via another plugin may needs to log in again with their Ontraport credentials to access the PilotPress Customer Center
#Using WP Fusion with PilotPress
There are a few strategies for using PilotPress depending on the complexity of your site.
#Very simple website
If you have a very simple website, i.e. no ecommerce plugins and no membership plugins, you can let PilotPress manage all user accounts. In this scenario you need to make sure that the only page you』re using for login is either the standard /wp-login.php, or a page with PilotPress』 [login_page] shortcode on it.
Anything that customizes the login process (i.e. LoginPress) will likely interfere with PilotPress. Likewise anything that affects login security (i.e. iThemes Security or WordFence), may prevent password resets from working.
In this scenario all logins are handled by PilotPress and passwords are checked against the members center in Ontraport. To reset a user』s password, you need to reset it in Ontraport via the members center, or the user must click the Forgot Password link on the PilotPress login form.

Password resets in the WordPress admin or via a WordPress reset password link will not work.
Once the user is logged in they will be able to access their PilotPress Customer Center or Partner Center.
WP Fusion will still recognize a user who has logged in via PilotPress and can unlock content using Ontraport tags and apply tags normally as if it were a real WordPress login.
#More complex websites
If you』re selling anything on your website via WooCommerce or another ecommerce plugin, delivering courses using an LMS, or running a membership plugin (i.e. BuddyPress) you will probably want to bypass PilotPress』 login process.
The reason is that a user may have one password for PilotPress and another for WordPress. So if they』ve reset their password via the PilotPress [login_page] shortcode and then come back later to make a purchase in WooCommerce, that password won』t allow them to log in to WooCommerce.
They will then reset their password for WooCommerce and the rest of WordPress, but later be unable to log into PilotPress until they reset their password yet another time.
The first question is, do you need PilotPress at all?
If you』re not using the PilotPress customer center or partner center, then the best solution is to deactivate PilotPress and let WordPress handle logins.
#If you do need PilotPress for some features
If you need PilotPress for some features, first you need to establish control over where people are logging in to avoid passwords getting out of sync.
For example if you』re running a WooCommerce store, you can remove the PilotPress login page and block access to /wp-login.php so people can only log in via WooCommerce』s My Account page.
Then if you need PilotPress in order to let your partners access their partner center and see their earnings, you can send your partners directly to the Affiliate Center page on your site, which includes its own PilotPress login form. This reduces the chances of regular users using the wrong login form.
To simplify things further, one solution is to have a separate contact record in Ontraport for each partner with a unique email address (separate from their normal user account on your site).
Then you can tell your partners that to access their portal they can go directly to the Affiliate Center page on your site and log in with the username and password you generated for them in Ontraport. This way your partners have two accounts: one for your affiliate area and one for the rest of your site, and will hopefully reduce confusion about which account to use on which login form.

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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.

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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.

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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

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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.

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