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Logins Overview

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.

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Ninja Forms

Ninja Forms

#Overview
WP Fusion integrates with Ninja Forms to save form submissions to your CRM or marketing automation system. Using WP Fusion you can add and update contacts when forms are submitted, and also apply tags.
#Setup
After creating a form, navigate to the Emails & Actions section and click the blue plus icon to add a new action.

Select WP Fusion from the list, and click on the gear icon to open the WP Fusion configuration panel.

At the top you will see a setting for Apply Tags. Here you can enter a comma-separated list of tags to apply in your CRM when the form is submitted. You can use either tag labels or tag IDs.
Below you will see a field mapping interface. Click Add New to add a new field mapping. In the left column you』ll be able to select a field from your Ninja Form, and in the right column you』ll be able to select a corresponding field in your connected CRM.
Note: For guest (not logged-in) form entries to sync, you must have at least an email address field on the form and configured for sync.
#Syncing historical entries
If you already have existing Ninja Forms entries from before you installed WP Fusion, you can use a batch processing tool to export all of those entries to your CRM.
First configure your form feeds. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「Ninja Forms entries」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your historical entries, processing each according to the WP Fusion actions set up on the corresponding form. A status bar will appear at the top of the page indicating the progress.
After each entry 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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WP Courseware

WP Courseware

#Overview
WP Fusion integrates with WP Courseware to let you automatically enroll students in courses and track student progress using tags.
You can find the settings for WP Fusion under WP Courseware » WP Fusion in your WordPress admin.
WP Fusion』s integration with WP Courseware, available as a settings page under the WP Courseware header in the WordPress admin menu
#General Settings
From the settings page, you』ll see each of your courses and modules displayed in a table. For courses, there are three options:

Linked Tag: This allows you to choose one tag that is 「linked」 with the course. When the tag is applied, the user will automatically be enrolled in the course. When the tag is removed, the user will be removed from the course.
Apply Tags – Enrolled: These tags are applied when a user is enrolled in a course. These will not be applied if you have a course set to auto-enroll all users.
Apply Tags – Completed: These tags are applied when a course is marked complete.

In addition, for each of your modules, you can specify a tag or tags to be applied when the module is marked complete.
#Unit Settings
Settings for individual units can be configured via the normal WP Fusion meta box at the side of any unit.

In addition to the normal settings for controlling access and setting redirects, there is an option to apply tags when the unit has been marked complete.

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Contact Form 7

Contact Form 7

#Overview
Using WP Fusion, you can send entries from Contact Form 7 to any one of 42+ supported CRMs and marketing automation tools.
#Setup
Navigate to your contact forms by going to Contact » Contact Forms in your WordPress admin. Click edit under the contact form you want to set up a CRM connection for.

First add any fields to your form that you want to sync with your CRM, and then save the form. Then click on the WP Fusion tab to configure the field mapping between each form field and custom fields in your CRM.
You can also apply tags to contacts when the form is submitted.
When the form is submitted a new contact record will be created in your CRM containing all of the fields you』ve enabled for sync. If an existing contact is found (by email address), then the existing contact will be updated (no duplicate contact will be created).

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How to Connect Mailchimp to WordPress

How to Connect Mailchimp to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Mailchimp account.
To get started install and activate the plugin, then navigate to settings » WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Gist』.
To enable the connection to Mailchimp we need to locate your API Key.
This can be found by logging into your Mailchimp account and navigating to Account » Extras » API Keys.

Copy the API Key and paste it into the appropriate field in WP Fusion.

Then, click on 『Connect』.
WP Fusion will now establish a direct connection to your Mailchimp account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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MemberPress

MemberPress

#Overview
WP Fusion provides a bi-drectional integration between MemberPress and any one of 50+ supported CRMs and marketing automation systems.
When a user checks out on your MemberPress site, their contact details will automatically be added to your CRM of choice, including support for custom fields.
WP Fusion also supports applying tags in your CRM based on each member』s membership level and subscription status.
As well, WP Fusion can automatically import users from contact records in your CRM and auto-assign membership levels based on tags.
#Tagging
When configuring a membership level, you can click on the WP Fusion tab to configure any tags you』d like applied when the membership is purchased and when subscription and transaction statuses change.

There are quite a few settings here (twelve in total):

Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. These tags will also be re-applied when an expired membership becomes active again, or if a renewal payment is received and the user no longer has the tags.
Remove Tags: When this setting is checked, the tags applied at registration will be removed when a membership expires or is changed to a different level. The tags applied at registration will be re-applied if the membership is resumed.
Link With Tag: See below
Apply Tags – Subscription Cancelled: These tags will be applied immediately when a subscription is cancelled by an admin or a user (even if there is time left in the subscription). They will be removed if the membership is resumed.
Apply Tags – Subscription Paused: These tags will be applied when a subscription is paused. They will be removed when the subscription is reactivated.
Apply Tags – Upgraded: These tags will be applied when a member upgrades to this membership level.
Apply Tags – Downgraded: These tags will be applied when a member downgrades to this membership level.
Apply Tags – Subscription Payment Failed: These tags will be applied when a payment fails as part of a recurring transaction. They will be removed if a successful payment is made later.
Apply Tags – Trial: These tags will be applied when someone signs up for a subscription with a trial period.
Apply Tags – Subscription Converted: These tags will be applied when a trial converts to a full subscription (i.e. when a transaction is recorded on the subscription after the trial has ended).
Apply Tags – Transaction Refunded: These tags will be applied when a transaction is refunded.
Apply Tags – Transaction Expired: These tags will be applied when a transaction expires, including when a cancelled subscription reaches the end of its billing cycle. They will be removed if the membership is resumed.

#Link with Tag / Membership Auto-enrollment
Most sites won』t require this, but it is available as an option for those that need it. This setting allows you to select a tag that becomes linked with the membership level.
If this tag is applied to a user they will be automatically enrolled in the membership. Likewise if this tag is removed, they will be removed from the membership.
This lets you automate individual users』 membership levels using sequences in your CRM in conjunction with webhooks / HTTP Posts.
When WP Fusion detects that the linked tag has been applied, a free transaction will be created in MemberPress in order to grant access to the membership. When the linked tag is removed the original transaction will be deleted.
#A note on membership level changes
With most of WP Fusion』s membership plugin integrations (like Paid Memberships Pro or WooCommerce Memberships), WP Fusion watches for a membership level change for a user, and applies the specified tags at that time.
MemberPress is a bit different in that by default, it supports multiple memberships. That means that a user isn』t 「at」 one membership level. Instead, when they try to access something, MemberPress looks at their history of transactions and subscriptions and determines in real time whether the member has the necessary permissions.
This gives you a lot more flexibility than a 「traditional」 membership plugin, but it can make WP Fusion hard to work with because tag changes aren』t necessary tied to membership level changes.
As an example, let』s say a member is a Premium Member, and their access expires so they revert to a Free Member. In this case, the Apply Tags – Transaction Expired tags will be applied for the Premium Member level, but no tags from the Free Member level will be applied.
That』s because the customer didn』t actually make a purchase, register, or start a new subscription on the Free Member membership— it』s just the level they have when no other level is taking priority.
With that in mind, it』s helpful to understand exactly when WP Fusion can apply tags and sync member data:

When a member signs up for a new account at a membership level
When a subscription status changes (to/from active, cancelled, and suspended)
When a recurring transaction fails
When a transaction expires (usually when a subscription isn』t renewed and the access period ends)
When a transaction is made to upgrade a subscription
When a transaction is made to downgrade a subscription

#Corporate Accounts
WP Fusion also supports the Corporate Accounts addon for MemberPress. When this addon is detected a new setting will appear at the bottom of the WP Fusion settings when editing any membership level.

Here you can specify tags to be applied to members who are added as sub-accounts to the corporate account.
#Coupons
WP Fusion also allows to to apply tags to the new contact when a specific coupon is used at checkout.

You』ll see the new settings box when editing any MemberPress coupon.
#Additional MemberPress fields
With MemberPress installed, you』ll see additional fields under the MemberPress section in the Contact Fields list in the WP Fusion settings.

Here you will see all of the standard MemberPress registration fields, as well as any custom registration fields or profile fields. Each field can be synced to your CRM by selecting a corresponding custom field in the dropdown in the right column.
In addition to the standard fields, WP Fusion can sync several pseudo-fields relevant to a member』s membership level. Those are:

Membership Level Name: The name of the current membership level (if users have multiple memberships this will be the name of the most recent membership).
Registration Date: The date of the member』s most recent subscription or transaction.
Expiration Date: If the member』s membership expires, the expiration date will be synced at registration.
Trial Duration (days): If a subscription is purchased with a free trial, the number of days in the trial will be synced.
Payment Method: The name of the payment method used for the member』s most recent transaction.
Coupon Used: If the member signed up with a coupon, the name of the coupon will be synced.

By syncing this data to your CRM you can trigger email sequences to follow up with a member as their expiration date is approaching, or create rewards for members who have been with you for a long time.
#Batch Operations
WP Fusion includes a few MemberPress-specific batch operations, these can be found on the Advanced tab in the WP Fusion settings.

These are useful for syncing member data to your CRM from before you installed WP Fusion, or to retroactively tag all your members based on the current tag configuration.
The available options are:

MemberPress subscription data: Syncs the registration date, expiration date, and membership level name for all existing MemberPress subscriptions. Does not modify tags or create new contact records.
MemberPress transaction data: Syncs the registration date, expiration date, payment method, and membership level name for all existing MemberPress transactions. Does not modify tags or create new contact records.
MemberPress memberships statuses: Updates the tags for all members based on their current membership status. Does not create contact records.

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How to Connect Salesflare to WordPress

How to Connect Salesflare to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesflare account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Salesflare』.
To enable the connection we need to locate the API key.
This can be found by logging into your SalesFlare account and navigating to Settings -> API Keys
Then click on the 『Plus』 icon in the bottom right and give your API key a name.

Next, copy the key and paste it into the appropriate field in WP Fusion.
Then click on 『Connect』

WP Fusion will now establish a direct connection to your SalesFlare account and import your tags and custom fields.
To finalize the process click on 『Save Changes』

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How to Connect MailerLite to WordPress

How to Connect MailerLite to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your MailerLite account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『MailerLite』.
To enable the connection to MailerLite we need to locate your API key.
This can be found by logging into your MailerLite account and clicking on the profile icon in the top right hand corner.
Then choose 『Integrations』

Next to 『Developer API』 click on 『Use』


Copy the API key and paste into the appropraite field in WP Fusion.

Then, click on 『Connect』.
WP Fusion will now establish a direct connection to your MailerLite account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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s2Member

s2Member

WP Fusion integrates with the s2Member membership platform to keep customers in sync between your membership site and your CRM. All new users who register via s2Member or purchase a membership will be instantly added to your CRM, with all data provided at registration (including support for custom fields).
Future updates to a user』s profile will also automatically be synced, based on the fields configured in the WP Fusion Contact Fields settings.
s2member-custom-fields
 
WP Fusion also lets you associate s2Member membership levels with tags in your CRM. When a user purchases or signs up for a membership level, the corresponding tags will automatically be applied. You can use these tags to trigger follow up sequences and other automations in your CRM.
s2member-config
Tag configurations for membership levels can be accessed under the Integrations tab of the WP Fusion settings page.
 

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How to Connect Salesforce to WordPress

How to Connect Salesforce to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesforce account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Salesforce 』.
To enable the connection we need to authorize with Salesforce and generate access keys for your website.
1. Click 『Authorize with Salesforce』:

2. Login to your WP Fusion account:

3. Allow WP Fusion (OAuth):

WP Fusion will now establish a direct connection to your Salesforce account and import your tags and custom fields.

To finalize the process click on 『Save Changes』.

4. Important: Complete the app installation in Salesforce.
WP Fusion is now connected to Salesforce, but the access will expire when your refresh token expires.
To prevent the refresh token from expiring, go to Salesforce and navigate to Setup » Connected Apps OAuth Usage and click Install next to WP Fusion.

#Refresh Token Policy
By default WP Fusion is installed with an indefinite refresh token.
However, we have seen some Salesforce apps with different security policies that cause the WP Fusion app to get installed with a temporary refresh token.
That means that when the refresh token expires, you』ll need to click the Reauthorize With Salesforce link again.
To fix this, head to Settings » Connected Apps » WP Fusion and make sure the Refresh Token Policy is set to Refresh token is valid until revoked.

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