標籤： ecommerce

WooFunnels

#Overview
WP Fusion includes an integration with WooFunnels to sync your optins and 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 optin form that was submitted, as well as acceptance or rejection of an upsell.
Because WooFunnels uses WooCommerce for checkout, all of WP Fusion』s WooCommerce features work automatically with WooFunnels.
You can also use WP Fusion』s Abandoned Cart addon to track and recover carts abandoned from WooFunnels checkout pages.
#Custom Checkout Fields
Any custom fields you』ve added to your WooFunnels checkout pages can be mapped to custom fields in your CRM via the Contact Fields tab on the WP Fusion settings page.

The fields will appear beneath the rest of the WooCommerce fields, under the WooFunnels header.
When a customer makes a purchase, any enabled fields will be synced to their corresponding custom fields in your CRM.
#Optins
To enable the integration, click the WP Fusion tab under the Actions menu on your WooFunnels optin, and select Yes for Enable Integration.

When the optin form is filled out, a contact record will be added to your connected CRM. You can also optionally apply tags to the contact.
#Upsells
When configuring your WooFunnels upsells, you have the option to apply tags in your connected CRM when an upsell is accepted or rejected.

These two settings can be found beneath each Offer item when editing any Upsell step in your funnel.
#General Settings
WP Fusion has one general setting for WooFunnels, at Settings » WP Fusion » Integrations.

When you enable Run on Primary Order Accepted, WP Fusion will kick in and send data to your CRM when the WooCommerce order status becomes Primary 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 WooFunnels, if you have an upsell, the order status is set to a custom 「Primary 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 Primary Order Accepted for 5 minutes until it automatically converts to Completed.
This could result in WP Fusion not sending any data to your CRM for 5 minutes while WooFunnels waits for a response to the upsell. Enabling Run on Primary 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 Primary 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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EDD Recurring Payments

#Overview
If you』re using the EDD Recurring Payments extension, WP Fusion provides additional options for applying tags based on changes in a user』s subscription status.
You can then use these tags to trigger automation sequences in your CRM to remind users to update their credit card information, offer discounts on subscription renewals, or anything else you like.
This functionality is in addition to the main Easy Digital Downloads integration.
#Product setup
WP Fusion adds a new settings metabox to all Easy Digital Downloads products where you can configure tags to be applied at purchase and based on subscription status.

The tags specified in the Apply Tags setting will be applied when someone purchases the subscription product, as well as when a subscription status changes to Active.
By checking Remove Tags you can remove the tags applied at purchase when a subscription is cancelled, completed, or expired. This is useful for revoking access to protected content when a subscription is cancelled.
You can also apply additional tags based on a change in the subscription status, allowing you to trigger followup sequences in your CRM when customers』 subscriptions are cancelled, put on hold, or expire.
If you allow free trials, the tags specified in Subscription in Trial will be applied when a new trial is created, in addition to the Apply Tags tags. If the subscription later converts to a paid subscription (the status changes from trialling to active) the tags specified in Trial Converted will be applied.
#Tags for price variations
For more granular control, WP Fusion also lets you apply tags when a subscription status changes for a specific price variation. See the screenshot below for an example.

#Subscription status changes
WP Fusion will apply and remove tags depending on changes in a user』s subscription status. That logic works like:

If an active subscription is either set to Completed, Failing, Cancelled, or Expired, and Remove Tags is checked, the tags applied with the original purchase will be removed. This includes the tags applied for the price ID (if applicable).
If a subscription is in any non-active status (Completed, Failing, Expired, Cancelled etc.) and the status becomes Active again, the tags for all the other statuses will be removed. The tags applied with the original purchase will be re-applied if the user doesn』t already have those tags.
If a subscription changes between any two statuses that aren』t Active, the tags will be applied for the new status, but no tags will be removed.

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WooCommerce All Products for Subscriptions

#Overview
When using the All Products for WooCommerce Subscriptions extension, WP Fusion adds an additional section to the settings panel while editing your products.

Any tags specified under Apply tags when subscribed will be applied in addition to the main purchase tags only when the product is purchased as a subscription.
As well, the normal WP Fusion tagging options for subscription statuses will be visible beneath this. Any settings configured there will also only apply if the product is purchased as a subscription.

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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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EDD Software Licensing

#Overview
WP Fusion integrates with the Easy Digital Downloads Software Licensing addon to synchronize customer license data to your CRM or marketing automation system.
With WP Fusion you can

Track license statuses in your CRM
Track license expiration dates in your CRM
Apply tags to customers when licenses expire

#Field Syncing
Under Settings » WP Fusion » Contact Fields you will find a new section for EDD Software Licensing.

Here you can enable the License Status and License Expiration fields for sync. When these values are updated for a license the data will be sent to the customer』s contact record in your CRM.
#Tagging
When editing any download there is an additional option to specify tags for License Expiration.

When a license expires these tags will be applied to the customer.
#Event Tracking
Using the Event Tracking addon, you can track Easy Digital Downloads Software Licensing statuses and data as events in supported CRMs.
Events can be configured in two places. On an individual product, on the WP Fusion metabox:
Event tracking can be configured on the WP Fusion metabox when editing any Easy Downloads product.
Or in the Event Tracking global settings:
Event tracking can also be configured globally at Settings » Event Tracking.
The available triggers for event tracking with EDD Software Licensing are:

License Activated: Triggered whenever a license key is activated on a site.
License Deactivated: Triggered whenever a license key is deactivated on a site.
Installed Update: Triggered when a plugin update is downloaded onto the remote site.

#Syncing Historical Data
Under the Batch Operations header under Settings » WP Fusion » Advanced there is an option to process historical licenses for your customers.

Running this process will go through all licenses and sync their status and expiration date to your CRM. If tags have been specified for license expiration these will also be applied at this time.
 

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WooCommerce Deposits

WP Fusion works with WooCommerce Deposits to allow you to tag customers when a deposit has been paid, in addition to our other WooCommerce functionality.

When WooCommerce Deposits is active, an additional tag select box will appear in the WP Fusion tab while editing the product. You can specify any additional tags here that you』d like to be applied when an order with a deposit has been completely paid.

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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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Gifting for WooCommerce Subscriptions

#Overview
In addition to supporting WooCommerce Subscriptions, WP Fusion also includes support for the Gifting for WooCommerce Subscriptions extension. With this integration you can apply tags in your CRM to the recipient of a gifted WooCommerce subscription.
#Tagging
When this extension is active, additional options will appear on the WP Fusion tab when editing your subscription products.

These settings are:

Apply tags to recipient: Any tags specified here will be applied just to the recipient of the gifted subscription.
Remove tags: If selected, the Apply tags to recipient tags applied at purchase will be removed when the subscription is cancelled, put on hold, expired, or is switched.
Remove tags from customer: You can check this box to remove any tags specified in Apply tags to recipient from the customer who made the original purchase. This is useful if you』re using tags to grant access to content and only want the gift recipient to get access.

For more information on how WP Fusion handles subscription statuses see the WooCommerce Subscriptions documentation.
#Usage
This integration is a complicated by the fact that a WooCommerce checkout with a gifted subscription creates two users on your site:

The customer who purchased the subscription, and who is responsible for managing the billing
The gift recipient, who receives access to the purchased product

As such, two contact records will be created in your CRM, and both of them will be tagged.
#The customer
These tags are applied to the customer who made the purchase
The tags configured at the top of the settings are applied to the customer who made the purchase. If there is a payment failure on the subscription, the original customer would be tagged Payment Failed, and you could use that to send an email like 「Your gifted subscription had a payment failure」.
#The gift recipient
These are the only tags that are applied to the gift recipient
After checkout, the gift recipient will only be tagged with the tags specified in the Apply tags to recipient setting. The gift recipient will not be tagged based on changes in the subscription status, since they aren』t responsible for billing.
If you are granting access to content using a tag, you can check Remove tags from customer, this will remove any tags that were applied to the gift recipient from the customer who made the purchase.
In our screenshots above, that means the customer who made the purchase would be tagged Subscription Purchased at checkout, and then this tag would be removed because the subscription was purchased as a gift. The gift recipient would then be tagged Gift Recipient and Subscription Purchased.
You can use this to ensure that only the gift recipient gets access to the purchased content, protected in this example by the Subscription Purchased tag.

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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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WP Ultimo

#Overview
WP Fusion integrates with WP Ultimo to add customers to your CRM of choice when they purchase a plan. You can also apply tags in your CRM based on the plan purchased and sync site details to custom fields.
#Tagging

When editing any plan in WP Ultimo, you can click on the WP Fusion tab to configure tags that should be applied in your CRM when that plan is purchased.
#Syncing custom fields

At Settings » WP Fusion » Contact Fields » WP Ultimo, there are two custom fields that can be synced to your CRM when someone creates a new site via WP Ultimo.

Site Title: This is the title for the new site that the customer entered in the setup wizard
Site URL: This is the URL for the new site (the 「blogname」) that the customer entered in the setup wizard. For example if their website is at https://mycoolsite.example.com, the Site URL would be synced as 「mycoolsite」

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