#Overview
WP Fusion integrates with TranslatePress 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 profile, the selected custom field will be updated in your CRM with their preferred language.
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#Overview
WP Fusion integrates with GTranslate 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 profile, the selected custom field will be updated in your CRM with their preferred language.
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#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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#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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#Overview
WP Fusion integrates with WishList Member to bring the power of your CRM to your WordPress membership platform.
When a user checks out on your WishList Member site, their contact details will automatically be added to your CRM of choice. WP Fusion also supports detecting and syncing any custom fields you add to WishList registration and profile forms.
#Settings
WP Fusion adds a settings page under the main WishList Member menu in the admin, where you can configure tags for each of your membership levels.
For each level, there are three options:
Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. This is the default behavior.
Link with Tag: 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 linkedwith the membership level. If this tag is applied to a user, for example via a webhook, 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.
Apply Tags – Cancelled: These tags will be applied in your CRM when the membership is cancelled for the user.
#Pay Per Post tagging
When editing any piece of content in the admin, WishList Member adds a metabox where you can configure Pay Per Post settings for that content.
With WP Fusion active, you』ll see an additional tab with the option Apply tags – Pay Per Post.
Any tags specified here will be applied to the member in your connected CRM when the content is purchased via Pay Per Post.
#Batch Operations
WP Fusion includes a batch processing tool to retroactively apply tags in your CRM based on each user』s current membership level in WishList Member. This is found at Settings » WP Fusion » Advanced » Batch Tools.
When you run the WishList membership statuses operation, WP Fusion will check the current membership level for each of your users and apply any tags configured for that membership level.
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#Overview
WP Fusion integrates with Users Insights to allow you to sync data collected by Users Insights to custom fields in your CRM, as well as search and filter users by CRM tags.
#Syncing custom fields
When Users Insights is active, an additional section will appear on the Contact Fields tab in the WP Fusion settings.
Here you can associate Users Insights data with fields in your CRM. When a user registers or updates their profile, any enabled fields will be synced to your CRM.
#Search and filter by tags
In the main Users Insights users table, WP Fusion adds a new smart filter for users』 tags in your CRM.
You can select tags includes or tags does not include along with a tag, to show only users who have (or don』t have) the selected tag.
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WP Fusion works along side Userpro allowing you to tag users on registration while keeping all fields between Userpro and your CRM in sync with each other.
You can also choose to have WP Fusion update all user data from your CRM before the user』s profile is displayed. To enable option go to Integrations >> Userpro Integration and check the box next to 「Pull」
WP Fusion also pulls in all Userpro meta data that is standard and custom and allows you to easily map each field with a drop down of fields from your CRM.
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#Overview
WP Fusion integrates with User Meta to sync new user registrations and profile updates to your CRM, with support for any number of custom fields.
#Syncing custom fields
Any custom fields created on User Meta forms will be displayed in the Contact Fields tab of the WP Fusion settings.
You can then map these fields to fields in your CRM, and the data will be synced whenever a user registers or profile is updated.
#Global settings
WP Fusion has one global setting for User Meta Pro, which can be found under Settings » WP Fusion » Integrations.
When Defer Until Activation is checked, no data will be sent to your CRM until after a new user has either verified their email address or been confirmed by an administrator.
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#Overview
We love Ultimate Member as a great (free) solution to create beautiful login and registration pages, as well as searchable member directories.
#Sync Custom Fields
WP Fusion will automatically detect any custom fields you』ve created through Ultimate Member and allow you to sync these fields to fields in your CRM when a user registers or a profile is updated.
Any fields you』ve added to registration or profile forms will show up under the Ultimate Member heading under the Contact Fields list in the WP Fusion settings.
#Tagging
WP Fusion adds a few options specific to Ultimate Member for tagging contact records in your CRM.
#Tag Users on Registration
You can specify tags to be applied per registration form when a user registers, allowing you to segment users by which registration form they used.
This setting will appear in the sidebar while editing any Ultimate Member registration form.
#User Roles
When configuring Ultimate Member user roles, WP Fusion allows you to 「link」 a user role to a tag. Once a role has been linked to a tag, users will automatically be granted this role when the tag is applied. If the tag is removed, the role will be removed.
This setting can be found in the sidebar when editing any Ultimate Member role.
To avoid leaving users with no role, if a linked tag is removed and the user has no other roles, WP Fusion will grant the user the Ultimate Member default registration role. This setting can be found under Ultimate Member » Settings » Appearance » Registration Form.
If the Profile Completeness addon is installed, you will also see a setting allowing you to specify tags to apply in your CRM when a user』s profile is completed.
#General Settings
WP Fusion has a few global settings for Ultimate Member. These can be found under Settings » WP Fusion » Integrations.
The settings are:
Pull: Enabling this setting will cause WP Fusion to connect to your CRM and load the user』s latest metadata any time their Ultimate Member profile is loaded. This will slow down the load time of the profile, so the preferred way to send data back to Ultimate Member from your CRM is by setting up a webhook.
Defer Until Activation: Enabling this setting will prevent WP Fusion from sending any data to your CRM (or applying any tags) to new users until their account has been activated. This can either be via the activation email sent by Ultimate Member, or a manual activation by an admin. This is a good way to get members to verify their email addresses before any data is sent to your CRM.
Deactivation Tag: This setting can be used (most commonly with membership sites) to automatically deactivate a member』s account when a tag is applied, for example in the case of a payment failure. When the tag is removed their account will be reactivated.
#A note on webhooks
Using webhooks from your CRM, it』s possible to automatically import CRM contacts as WordPress users.
By setting the &role= parameter in the webhook URL to an Ultimate Member role slug, you can automatically assign an Ultimate Member user role to the new user.
When used in conjunction with the Require Email Activation option on the Ultimate Member role, you can automatically send the new user an email with a link to activate their account.
To make this work properly, omit the &send_notification= parameter from your webhook URL.
For example:
https://mysite.com/?wpf_action=add&role=um_custom_role: New user will be imported with the role UM Custom Role, and the activation email will be sent from Ultimate Member. The default WordPress welcome email will not be sent.
https://mysite.com/?wpf_action=add&role=um_custom_role&send_notification=false: New user will be imported with the role UM Custom Role, and no emails will be sent at all.
https://mysite.com/?wpf_action=add&role=um_custom_role&send_notification=true: New user will be imported with the role UM Custom Role, and both the WordPress default new user welcome email and the Ultimate Member account activation email will be sent.
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#Overview
WP Fusion includes support for Toolset (CRED) user forms.
Any fields you』ve created on your user forms will show up under Settings » WP Fusion » Contact Fields. From here you can associate the Toolset fields with fields in your CRM.
When a user registers or updates their data via a Toolset form, any enabled fields will be synced automatically to your CRM.
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