詩語，作者 wpfusion 文件 - 第 24 頁共 32 頁

Modern Events Calendar

#Overview
WP Fusion includes an integration with Modern Events Calendar to sync event attendees to your CRM and apply tags when bookings are created.
#Ticket Setup
When editing any ticket in Modern Events Calendar, you』ll see two options added by WP Fusion. Note that if you』ve just created a new ticket you』ll need to save the event before the settings appear.

The settings are:

Apply Tags: These tags will be applied in your CRM when someone purchases the ticket.
Add Attendees: By default WP Fusion will just sync the first attendee to your CRM at checkout. Check this box to create a contact record and apply the selected tags for every attendee.

#Syncing Event Details
WP Fusion adds a few pseudo-fields related to the event, which can be synced to the contact record of the event attendee in your CRM. These can be enabled at Settings » WP Fusion » Contact Fields.

When someone registers for an event, the enabled fields will be synced to the corresponding custom fields in your CRM.

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Intercom Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in Intercom.
For an overview of event tracking in Intercomin general, see this link.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in Intercom.
Tracked events will then show up in that contact』s Recent events timeline.
#How it looks
Events are displayed on the Recent events timeline on Intercom contact records.

Events can also be used as a Series』 Entry rule trigger.

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CRM Compatibility

#CRM Compatibility
WP Fusion works with most of the most popular CRMs and marketing automation tools available. WP Fusion』s options within WordPress are universal across all of our supported CRMs: you can control access to page content based on CRM tags, lists, or groups, and sync data to your CRM when users register or fill out forms.
Some options are limited by the features in the connected CRM. For example some platforms don』t have webhooks, so data can』t be sent back to WordPress automatically when records are modified in the CRM.
Other platforms don』t have an ecommerce component, and so they don』t work with WP Fusion』s Enhanced Ecommerce addon.
For details on our ratings and what each of the addons do, please see the description after the table.

CRMRatingWebhooksAdd New Tags in WordPressEnhanced EcommerceEvent Tracking

ActiveCampaignA+

AgileCRMB

AutonamiC

AutopilotC

BentoB

BirdSendB

CapsuleC

ConvertKitB

CopperC

CustomerlyC

DriftC

DripA+

EmercuryC

EngageBayC

FlexieC

FluentCRMB

GetResponseD

GistB

GroundhoggB

GrowmatikC

HighLevelB

HubSpotA+

Infusionsoft / KeapA

IntercomC

Jetpack CRMCn/a

KartraD

KlaviyoD

Klick-TippC

LoopifyC

MailChimpA

MailEngineC

MailerLiteB

MailjetC

MailPoetCn/a

MaropostC

MauticA

NationBuilderA

OntraportA

Platform.lyC

PulseTechCRMC

QuentnC

SalesflareC

SalesforceA

SendinblueA

SendFoxD

SendlaneC

TubularC

User.comC

WP ERPBn/a

ZohoB

#Table Legend

WP Fusion Core: The core WP Fusion plugin is included with all license levels. It includes all of our plugin integrations, and allows you to sync contact data and apply tags with your CRM.
Webhooks: These systems support sending data back to WP Fusion via webhooks, allowing you to automatically create new WordPress users and update their data via automations in the CRM.
Create New Tags in WordPress: These platforms don』t use internal IDs for tags, tags are just stored as a text name. This means that new tags can be created inside of WP Fusion, or can even be generated dynamically from WooCommerce order data or user metadata. However this also means that you can』t rename a tag without updating it across all of WP Fusion』s settings.
Ecommerce Addon: This plugin is available to Plus license holders and higher. It sends detailed ecommerce data to your CRM, including products purchased, prices, and quantities.
Event Tracking Addon: This plugin is available to Plus license holders and higher. It sends events or engagements to the timeline / activity feed component in supported CRMs.
Media Tools Addon: This plugin is available to Plus license holders and higher. It gives you tools for tracking engagement with media files on your site by applying tags. This addon works with all supported CRMs.
Logins Addon: This plugin is available to Plus license holders and higher. It gives you additional tools for managing the user login process by applying tags and performing redirects based on various conditions. This addon works with all supported CRMs.
Abandoned Cart Addon: This plugin is available to Plus license holders and higher. It allows you to track abandoned carts in WooCommerce and Easy Digital Downloads by applying tags in your CRM. This addon works with all supported CRMs.

#Ratings
The ratings system is entirely subjective and doesn』t necessarily reflect on the quality of the platform, but rather how well the integration with WordPress works via WP Fusion. Some platforms are missing features (like webhooks) that limit how data can be synced. Other platforms have unreliable APIs that may result in some data being lost.
#A+
ActiveCampaign and Drip both earn A+ ratings. Both integrations are in use on thousands of WP Fusion powered sites, are thoroughly tested, and we』ve found the Drip and ActiveCampaign APIs to be some of the most reliable.
Both Drip and ActiveCampaign support Enhanced Ecommerce as well as being able to send abandoned cart campaigns containing the full cart details from WooCommerce.
#A
These platforms are well tested and in use on many WP Fusion powered sites. Their APIs are very reliable, and they can send webhooks— allowing for a bidirectional sync between WordPress and the CRM. They are missing some of the more advanced ecommerce and cart recovery tools available with ActiveCampaign and Drip.
#B
These platforms are generally well tested, but may have some limitations— like the number of tags or segments you can create (Zoho), limited automation capabilities (Groundhogg), or unreliable API performance (ConvertKit).
In the case of Zoho and Sendinblue, both are quite strict about the formatting of data synced over the API, which can require extra time during setup to ensure your synced field values aren』t throwing API errors.
#C
These platforms are only tested for basic compatibility with WP Fusion and aren』t in use on many sites. They may have components that haven』t yet been tested fully (like webhooks, or support for syncing dates, multiselects, and other non-text field formats).
#D
These platforms have significant limitations in their APIs that will make WP Fusion harder to work with, and it will run more slowly as multiple API calls are needed when normally only one would be necessary. We do not recommend using any of these CRMs unless you are prepared for additional time spent troubleshooting errors.
#Known Limitations
#AgileCRM
AgileCRM doesn』t have an API method for listing the available custom fields in your account.
To get around this, WP Fusion queries the first 1000 contacts in the CRM, and builds up the list of available custom fields based on the fields found on those subscribers. For more information see Custom fields not loading with AgileCRM.
#Engagebay
EngageBay doesn』t allow subscribers to change their email addresses.
#GetResponse
GetResponse does not allow removing tags over the API
This means that settings like 「Remove tags if subscription is cancelled」 will not work with GetResponse.
Subscribers added to a list over the API can』t trigger autoresponders
This means you can』t automatically send emails to subscribers synced to GetResponse with WP Fusion.
#Gist
WP Fusion can not sync more than one WordPress site with Gist.
Gist requires all new User subscribers (as opposed to Leads) to be created with a user ID parameter as well as an email address.
Because WordPress hands out IDs to new users sequentially, this means that if you have more than one site, you will have different users who share the same ID. In Gist, this causes the records to get merged.
As an example:

[email protected] signs up on SiteA and gets WordPress user ID 3
This gets synced to Gist and creates a Gist subscriber with user ID 3
Then [email protected] signs up on SiteB and also gets WordPress user ID 3 (because they』re assigned sequentially)
When that is synced to Gist, Gist sees that there』s already a user with that ID, and overwrites [email protected]』s record

For this reason it』s not recommended to use WP Fusion with Gist on more than one website. A possible workaround is to instead use a multisite, since then the users are shared between sites and will only ever have one ID per person.
#Klaviyo
Klaviyo does not have an API method for getting the lists of a single subscriber. For more information see Slow performance with Klaviyo.
#MailerLite
MailerLite doesn』t allow subscribers to change their email addresses.
To get around this, WP Fusion has an option (on the Advanced settings tab) to Duplicate and Delete a user』s subscriber record if they change their email address.
When this is enabled, an email address change in WordPress will trigger WP Fusion to load the user』s subscriber record, delete the old subscriber, and then make a new subscriber with the updated email (including all custom fields and groups).
However, this will kick the subscriber out of any automations, and all site tracking and email engagement history will be lost.
#Sendinblue
Sendinblue doesn』t use an ID to identify subscribers, just their email address.
This can sometimes result in situations where updating your email address (for example via a WooCommerce checkout) causes you to lose all of your lists and access to content protected by WP Fusion.
#SendFox
SendFox doesn』t allow subscribers to change their email addresses.
#Zoho
Zoho severely limits the number of tags you can have. This makes working with WP Fusion difficult.
The total number of tags you can have in your account are:

10 on Standard
30 on Professional
50 on Enterprise

The maximum number of tags a single contact can have regardless of plan is 10.

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Drip Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in Drip.
For an overview of event tracking in Drip in general, see this link.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in Drip.
Tracked events will then show up in that contact』s All Activity timeline.
#How it looks
Events are displayed on the Recent Activities timeline on Drip contact records.

Events can also be used as a workflow trigger.

To filter the trigger by the event 「value」, you can use the 「data」 parameter in the filter, like so:

In this case the workflow will only run if Lesson 30 in Course A was completed.

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Simply Schedule Appointments

#Overview
WP Fusion includes an integration with Simply Schedule Appointments to sync appointment bookings to any one of 50+ supported CRMs and marketing automation platforms, and apply tags based on appointment status.
You can use this data to create segments in your marketing lists, or to trigger automations to follow up with customers before and after their appointment time.
#Syncing bookings and custom fields
WP Fusion makes several Simply Schedule fields available for sync from the Contact Fields tab in the WP Fusion settings.

For each, select a corresponding custom field in your connected CRM to enable it for sync.
When an appointment is booked (or an appointment status is changed) any enabled fields will be synced to the customer』s contact record in your CRM.
#Tagging customers
WP Fusion provides a few general settings for Simply Schedule Appointments. These can be found at Settings » WP Fusion » Integrations » Simply Schedule Appointments Integration.

The options are:

Sync Guests: This setting is enabled by default— anyone who makes an appointment booking via Simply Schedule Appointments will have a contact record created (or updated) in your CRM. You can disable Sync Guests if you only want to sync the appointment details for registered users.
Apply Tags – Bookings: These tags will be applied in your CRM when someone books an appointment.
Apply Tags – Rescheduled: These tags will be applied in your CRM when someone reschedules an appointment.
Apply Tags – Cancelled: These tags will be applied in your CRM when someone cancels an appointment.

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Mailchimp Event Tracking

#Overview
Using WP Fusion you can track events from supported plugins in Mailchimp.
For an overview of event tracking in Mailchimp in general, see this link.

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#How it works
When an event is tracked in a supported plugin, it will be recorded to the WP Fusion activity logs, and sent to the corresponding person』s contact record in Mailchimp.
Tracked events will then show up in that contact』s Activity Feed timeline.
#How it looks
Events are displayed on the Activity Feed timeline on Mailchimp contact records.

Events can also be used as trigger in your automations.

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Event Tracking Changelog

1.1.0 - 12/31/2021

Add User integration with Logged In trigger
Added current user merge tags to all triggers
Added global settings for Gravity Forms integration
Added {file:file} merge tag for EDD
Improved LearnDash progress tracking — no longer running on learndash_update_user_activity hook (was triggering duplicate events)
Improved - Moved LearnDash course settings to new WP Fusion settings tab
Removed quiz "score" in favor of "percentage" with LearnDash
Fixed fatal error adding new WooCommerce product
Fixed occasional empty duplicate events
Fixed EDD {file:name} merge tag not working
Fixed Downloaded Download trigger not showing in global settings

1.0.1 - 12/2/2021

Added user merge tags to single course and product settings
Added descriptions beneath each trigger in the global settings
Fixed previews not loading when editing a single product
Fixed settings not showing on LifterLMS courses
Fixed dropdown options getting added multiple times on global settings when changing trigger

1.0.0-beta1 - 11/30/2021

Initial release

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Tickera

#Overview
WP Fusion integrates with the Tickera event ticketing system to allow you to sync event attendees to your CRM of choice when they purchase a ticket.
You can also optionally apply CRM tags based on the ticket that was purchased, and apply tags when an attendee is checked in to an event.
#Adding contacts
By default WP Fusion will sync any event registrations to your CRM as contact records, with the name and email address provided at registration.
If a contact already exists with the same email address they will be updated.
#Syncing custom fields
WP Fusion makes a few Tickera custom fields available for sync with your CRM. These can be found on the Contact Fields tab in the WP Fusion settings.

When someone purchases a ticket, any enabled fields will be synced to the corresponding custom fields on their contact record in your CRM.
The available fields are:

Event Name: The name of the event the person registered for
Event Location: The name of the event location
Event Start Date and Time: The start date and time of the event
Event End Date and Time: The end date and time of the event
Ticket Name: The name of the ticket that was purchased
Event Time: The start time of the event
Ticket Checkin Availability From Date: The start date and time of the ticket checkin window
Ticket Checkin Availability To Date: The end date and time of the ticket checkin window

#Tagging contacts
WP Fusion adds a meta box to the bottom of any Ticket post type. Here you can specify tags to be applied in your CRM when someone registers for that event.

There are two settings:

The tags specified for Apply Tags will be applied in your CRM when someone purchases the ticket.
The tags specified for Apply Tags – Checked In will be applied to the ticket buyer when they are checked in to the event.

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Event Espresso

#Overview
WP Fusion integrates with Event Espresso to allow you to add contacts to your CRM of choice when they register for an event. You can also optionally apply tags based on the ticket used at registration.
#Syncing contact records
To sync new event registrations to your CRM, head to Settings » WP Fusion and scroll down to the Event Espresso section on the Contact Fields tab.

For each Event Espresso field you can select a corresponding field in your CRM in which to store the data.
WP Fusion will detect any custom questions on your registration forms, and these can be synced to custom fields in your CRM as well.
If there are multiple attendees entered on the same registration form, these will be added as separate contacts.
#Event Fields
In addition to the attendee fields, WP Fusion can sync several 「pseudo」 fields related to the event and venue to the attendee』s contact record in your CRM.
This data can then be used in your CRM to create segments of your event attendees, trigger automations, or be merged into followup emails.
Those fields are:

Event Name
Event Start Date
Event Start Time
Venue Name
Venue Address
Venue City
Venue State
Venue Country
Venue Postal Code

#Other fields
WP Fusion can sync the purchased ticket name to a custom field in your CRM, by enabling the Ticket Name field. This can be used to create segments of attendees based on the name of the purchased ticket.
By enabling the Registration Status field, WP Fusion will sync the attendee』s registration status to your CRM when the registration is created, and each time the registration status is updated. This can be used to trigger automations based on the status of someone』s registration, for example Wait List or Approved.
#Ticket Settings
WP Fusion includes a few options for applying CRM tags to your Event Espresso registrants and attendees. These can be accessed by clicking the Advanced Settings button (the gear icon) on any Event Espresso ticket.
#Multiple Attendees
By default WP Fusion will sync just the customer who purchased the ticket to your CRM. To sync each event attendee as a separate contact, enable the checkbox for Add Attendees.

Each event attendee will be synced to your CRM with the details provided for that attendee at checkout, and any tags specified on the ticket settings will be applied to the event attendees as well as the person who purchased the tickets.
#Registration tagging
The ticket settings panel also includes options for applying tags in your CRM based on the status of an event registration.

There are two settings:

Apply Tags – Pending: These tags will be applied to the attendee after they』ve submitted their details but before a payment has been made.
Apply Tags – Approved: These tags will be applied when a payment has been received or an attendee is manually approved.

#Event check-ins
WP Fusion can also detect when an attendee is checked in our checked out of an event in Event Espresso, and apply tags in your CRM. This setting is found on with the other WP Fusion settings when editing an event ticket.

When you manually mark an event attendee as checked-in or checked-out of an event, these tags will be applied to that attendee』s contact record in your CRM.
#General Settings
WP Fusion includes some general settings for Event Espresso. These can be found at Settings » WP Fusion » Integrations » Event Espresso.

For each registration status you can select tags to be applied in your CRM.
When a registration is created or a registration status changes, the specified tags will be applied to the registrant』s contact record in your CRM.
#Exporting Registrations
WP Fusion includes a batch exporter tool for Event Espresso registrations. This can be found under Settings » WP Fusion » Advanced.

Running the Event Espresso registrations operation will find any 「Approved」 Event Espresso registrations that have not yet been processed by WP Fusion, and sync them to your CRM as if they just happened. This will create / update contact records based on the provided registration data, and apply any tags you』ve configured for your events.
#(Advanced) Unlocking registrations for re-export
It may occasionally be necessary to export registrations to your CRM a second time, for example if you』ve modified the tags configured on your tickets.
By default WP Fusion will not process the same Event Espresso registration twice, to avoid sending duplicate data to your CRM, but there is a way to unlock those registrations for re-export by visiting a special URL in the admin.
To unlock registrations for re-export, go to the WP Fusion settings page and append &ee_reset_wpf_complete=true to the URL. For example:
https://mysite.com/wp-admin/options-general.php?page=wpf-settings&ee_reset_wpf_complete=true
You』ll see a message indicating that the wpf_complete meta key was removed from your registrations.

Then you can export the registrations again using the Event Espresso registrations option under Batch Tools.

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Event Tracking Overview

#Overview
The Event Tracking addon sends events from supported plugins to CRMs that have an 「events」 or 「activity」 component.
The currently supported platforms are:

ActiveCampaign
Bento
Drip
Gist
Groundhogg
HubSpot
Intercom
Mailchimp
Sendinblue

The Event Tracking addon currently supports the following plugins:

Easy Digital Downloads
EDD Software Licensing
Gravity Forms
LearnDash
LifterLMS
WooCommerce

Coming soon:

BuddyBossGamipress
Presto Player

#What are events?
WP Fusion can track user activity by applying tags in your CRM or marketing automation platform, for example based on a product purchase or course progress.
Tags can then be used to unlock content on your site, trigger automated enrollments, or to trigger automations or email sequences in your CRM.
Tags are a great way to check the state of a customer or member, for example:

「Active Subscription – Product A」
「Gold Member」
「Opted In」
「License Expired」

These tags all give you an overview of the state of the contact in your CRM.
#Using tags to track events
Tags are not great at tracking things that happen over time, or in a particular sequence.
For example using tags to track a student』s progress through a course can result in something like this:
Using tags to track progress or page views can clutter up your account.
The student gets a new tag every time they view or complete a lesson, but this results in a bunch of tags with no context as to when each event happened. You also lose the 「big picture」 information underneath all the activity-tracking tags.
#Using events to track events
Using events simplifies this greatly. Look at this example from ActiveCampaign.
WP Fusion tracks events in the Recent Activities list in ActiveCampaign, where you can see the full timeline of event activity.
The course progress shows up on the right side of the contact record, alongside purchase and automation activity.
For each event we can see when it happened. In cases where the events have values, like quiz attempts, we can see those as well (i.e. quiz scores).
Just like tags, events can also trigger automations. In this case we have an automation that』s triggered when a quiz is passed with a grade of 75% or higher.
Events can be used as automation triggers, optionally with event values
And events can be used as conditions in automations. This is especially powerful because you can perform logic on how many times the event has happened for that contact.
Events can be used in conditions in automations
#How to configure events
Events can be managed in two places:

On the individual post settings (for example a product, form, or course)
In the global settings, at Settings » Event Tracking

The global settings interface looks like this:
The Event Tracking global settings provide an overview of every post on your site that is configured to track events, as well as the option to track global events.
For each detected plugin integration, you will see a list of triggers, and their configured events.
If events have been configured on individual posts, they will also be listed under their respective trigger.
You can click Add Trigger to add a new trigger to the integration, and then select the trigger type from the dropdown. By clicking the merge tags button in the input field, you can select dynamic properties that will be merged into the event when it is triggered.
A preview beneath the event inputs will show you what the event will look like, using sample data.
#General settings
You can find the general settings for event tracking at Settings » WP Fusion » Addons.

There is currently one setting:

Log Events: By default all events are recorded to the activity logs. If you don』t want to record events to the logs, you can un-check this setting.

#Performance
The Event Tracking addon was designed with performance in mind. Any events that are generated during a page view are saved up, and are sent to your CRM in the footer of the page, after everything else has loaded.
In addition, Event Tracking API calls are sent 「non-blocking」, which means the API calls are sent to your CRM without waiting for a response. This means the API calls are sent basically instantly, and shouldn』t cause any noticeable impact on your site』s speed.
#Beta status
The Events Addon is still in beta status and the list of integrations is limited to:

WooCommerce

New order
Product purchase
Subscription status change

Easy Digital Downloads

New order
Software Licensing license activation
Software licensing add site
Subscription status change

LearnDash

Course progress
Quiz attempt

LifterLMS

Course progress
Quiz attempt

Additional integrations and triggers are planned for Q1 2022.

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