詩語，作者 wpfusion 文檔 - 第 27 頁共 32 頁

Salesforce Sandbox Accounts

It』s possible to connect WP Fusion to a Salesforce sandbox account for testing purposes. To do so you』ll need to add a filter to your theme』s functions.php file to override the authentication URL:
function salesforce_auth_url( $url ) {

return 'https://test.salesforce.com/services/oauth2/token';

}

add_filter( 'wpf_salesforce_auth_url', 'salesforce_auth_url' );
Then enter the credentials for your sandbox user into the main WP Fusion setup tab, and click Test Connection to establish a connection to Salesforce.
For more information about user credentials with Salesforce sandboxes please see https://help.salesforce.com/articleView?id=data_sandbox_create.htm&type=5.

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WP Crowdfunding

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

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

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Zoho Overview

#Overview
WP Fusion』s Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Deals to your Zoho account account, for sales made in:

WooCommerce
Easy Digital Downloads
Event Espresso
LifterLMS
MemberPress
Give
and Restrict Content Pro

#Getting Started
Once you install the addon, Deals will automatically be added to Zoho when someone makes a purchase on your site. The default stage for new deals is Closed (Won), but you can change this via the Addons tab in the WP Fusion settings.

If you』ve just added a new stage, click Resynchronize on the Setup tab to load the latest options into the dropdown.
Because Zoho requires all deals to have a corresponding Account, you will also need to select an account from the Addons tab before deals can be created.
#How it Works
When a customer checks out on your site, WP Fusion will create a new deal in Zoho with the order label, date, and order total. This sale data will be associated with the contact record who made the purchase.
#How it Looks
WooCommerce orders shown in the Deals list in Zoho
The deal is created with the total order value and associated with the contact who made the purchase
The order details are added to the deal description field
#Products
If you have access to products in Zoho CRM, you』ll have the option to associate your WooCommerce products with existing Zoho products.

To refresh the available options in the product dropdowns, click the Refresh Available Tags and Fields button from the main WP Fusion settings page.
If you do not select a product, a new one will be created automatically in Zoho the first time a customer checks out with that product.

Each time a customer purchases the product, it will be associated with the new deal in Zoho.
#Video – Enhanced Ecommerce – Zoho

#WooCommerce Order Statuses
If you』re using WooCommerce you can also associate each WooCommerce order status with a deal stage in Zoho. This setting appears under the Addons tab in the WP Fusion settings.

When the order status is updated in WooCommerce, the deal stage will be updated in Zoho.

Warning: It is recommended not to sync Pending payment orders with Zoho. When this is enabled, WP Fusion needs to create a contact record and a deal in Zoho as soon as the pending order is created in WooCommerce, and then update it less than a second later when the payment is processed.
This slows down your checkout with many duplicate API calls and in most cases isn』t necessary. A more performant method of tracking incomplete payments is to use Abandoned Cart Tracking.

Note: By default, running a WooCommerce Orders (Ecommerce addon) export operation from the Advanced settings tab will only export 「paid」 orders (Processing or Completed). However, if you have enabled additional order statuses for sync to a Zoho pipeline, then running the export will process those additional statuses as well.
This can be used to export refunded or cancelled orders to Zoho in addition to the paid orders.

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WooCommerce Payment Plans

#Overview
WP Fusion integrates with WooCommerce Payment Plans plugin allow you to tag customers in your CRM or marketing automation platform when a product has been purchased using a payment plan, as well as when the payment plan has been fully paid.
This functionality is addition to WP Fusion』s WooCommerce and WooCommerce Subscriptions integrations.
#Product setup
When editing any WooCommerce product, the payment plan settings will appear on the WP Fusion settings panel, underneath the Payment Plans heading.

Because WooCommerce Payment Plans uses WooCommerce Subscriptions for processing the payments, the settings here are tied to changes in subscription status.

The tags specified for Partially Paid will be applied when a new active subscription (aka payment plan) is created for the product.
The tags specified for Fully Paid will be applied when the subscription status is set to expired, which happens automatically once all payments have been made for the payment plan.

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Drip Overview

#Overview
WP Fusion』s Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data to your Drip account for sales made in:

WooCommerce
Easy Digital Downloads
Event Espresso
LifterLMS
MemberPress
Give
and Restrict Content Pro

#Getting Started
Install and activate the Ecommerce Addon, and then navigate to the Enhanced Ecommerce tab of the WP Fusion settings.

Check the box next to Orders to enable sending order data to Drip.
You can also optionally send a conversion event to Drip at checkout, in addition to the order data. For more info on conversions, see this article. Generally this isn』t necessary unless you need to track conversions for integrations with legacy third-party services.
If you』re using a WooCommerce extension which attaches additional metadata to orders (i.e. WooCommerce Product Addons) and you wish to see this data in Drip, check the box for Sync Attributes.
#API Version
Drip has two APIs for order data, and they display data differently and have different features. WP Fusion uses the Shopper Activity API by default as this is the newer API, but you may want to use the Orders API for compatibility with legacy third-party integrations.
Shopper Activity API

Adds the raw order data to the subscriber』s activity log (see below)
Product purchase data can be used in segments
Order details can be sent in emails
Revenue metrics can be viewed in reports
Updates lifetime value

Orders API:

Adds the order details to a table on the subscriber』s activity log (see below)
Can trigger Placed an order events in workflows and rules
Updates lifetime value

#How it Works
When a customer checks out on your site, WP Fusion will create a new transaction in Drip with the products purchased, the quantities, and total sale value. This sale data will be tied to the contact record who made the purchase. The contact』s Lifetime Value will also be updated.
#How it Looks
Orders are shown in the subscriber』s orders feed
Order details are stored including products purchased, images, taxes, discounts, and shipping
Lifetime values are updated automatically
#Video – Enhanced Ecommerce – Drip

#Order status changes
With WooCommerce, when an order status is updated, WP Fusion will automatically sync the status to Drip.

When an order is marked Processing, the status in Drip will be updated to Placed
When an order is marked Completed, the status in Drip will be updated to Fulfilled
When an order is marked Cancelled, the status in Drip will be updated to Cancelled
When an order is Refunded, the status in Drip will be updated to Cancelled and the order total will be set to 0

A cancelled order in WooCommerce is updated in Drip
Note that the status shown in the Drip Orders list doesn』t fully indicate the status of the order:

Both Placed and Fulfilled orders appear exactly the same, with a green badge and the total amount paid.
Refunded orders show a green badge but a $0.00 total order amount.
Cancelled orders show a red 「Cancelled」 badge.

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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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Slow performance with Klaviyo

#Overview
While WP Fusion does support Klaviyo, we don』t recommend using Klaviyo because their API is not optimized for the ways in which WP Fusion interacts with your List data.
Because of this, creating more than ~5 total lists in your Klaviyo account will result in a noticeable slowdown on your site.
Since much of WP Fusion』s functionality is achieved by segmenting contacts into Lists based on WordPress user or customer behavior (purchases, course activity, etc.), this negates a lot of the benefits of using WP Fusion.
#More details
With most CRMs WP Fusion uses 「tags」 to assign contact records into segments. Klaviyo doesn』t have tags, and doesn』t make their contact 「Segments」 available over the API, so the only way WP Fusion can segment people is using 「Lists」.
For WP Fusion to personalize the experience in WordPress based on a user』s lists, it must first load all the lists for a contact from Klaviyo. Klaviyo does not have an API method for retrieving a contact』s lists, instead we need to query each list individually to see if the contact is on that list.
That means the more lists you have in your account, the slower this process is, since each API call takes about 1.5 seconds to process. For example:

If you have two total lists in Klaviyo, this will add ~3 seconds to a user registration or checkout
If you have 10 total lists in Klaviyo, this will add ~15 seconds to a user registration or checkout
If you have 20 total lists in Klaviyo, your user registrations or checkouts will take ~30 seconds, and will begin to time out

If you』re not committed to Klaviyo, we recommend ActiveCampaign.

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WP Simple Pay

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

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

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

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

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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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WooCommerce Shipment Tracking

#Overview
In addition to supporting WooCommerce, WP Fusion also includes an integration with the WooCommerce Shipment Tracking extension.
Using this integration you can automatically sync shipment tracking links from WooCommerce to custom fields on contact records in your connected CRM.
Then you can send automated emails to customers containing their order details and shipment tracking information.
#Setup
Setup is simple, head to Settings » WP Fusion » Contact Fields » WooCommerce, and enable the Shipment Tracking Link field for sync by selecting a corresponding custom field in your CRM.
When a shipment tracking link is generated for an order, WP Fusion will automatically sync the link to the selected custom field on the customer』s contact record in your CRM.

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