詩語，作者 wpfusion 文件 - 第 7 頁共 32 頁

Beaver Builder

#Overview
WP Fusion includes an integration with Beaver Builder to let you control visibility of modules based on a logged in user』s tags in your CRM. You can also personalize post grids in Beaver Builder based on a user』s access permissions.
#Module Visibility
To set this up, open the settings for any row or module, and click on the Advanced tab. Under the Visibility section, you will see two options in the dropdown: 「User Tags (any)」, and 「User Tags (not).」

In the select box, you can select any number of tags that are required to display that element.

User Tags (any): If tags are specified, the element will be hidden from logged out users, and will only be displayed for users who have at least one of the selected tags.
User Tags (not): The element will not be shown to users who have any of the specified tags.

The second method is useful for hiding content like popups and lead forms from subscribers or paying members.
If you select 「User Tags (not)」, an additional option will appear: Logged Out Behavior. This has two options:

Default (hidden): The element will not be shown to users who have any of the specified tags, and will not be shown to guests.
Display: The element will not be shown to users who have any of the specified tags, but will be shown to guests.

#Filter Queries
In the WP Fusion general settings there is a Filter Queries setting that lets you hide all posts on your site if a user doesn』t have the right access permissions to access that post.
This works with the Beaver Builder Posts module as well, but there may be situations where you need to leave that option turned off globally, but do want to enable query filtering on a single Beaver Builder posts list. For example to show a personalized list of courses or products that are available to that user.
To enable this on a single Posts module, set the Source to Custom Query, and at the bottom of the Content tab, set Filter Queries to Yes.

With this enabled any posts that the user doesn』t have the correct tags to access will be removed from the posts listing.
#Beaver Themer
With the Beaver Themer plugin installed, WP Fusion registers additional options in the conditional logic editor. These can be used to create display rules based on a user』s CRM tags that are more complex than the options available when using Beaver Builder alone.

From the conditions dropdown, select User』s CRM Tags and then you can select either contains or does not contain, and select a CRM tag.
The rules will be calculated when a page is displayed and the element will be hidden or shown based on the current user』s tags in your CRM.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Popup Maker

#Overview
WP Fusion integrates with Popup Maker to allow you to control the targeting of popups based on a logged in user』s tags. It also allows you to sync entries from popup subscription forms to your CRM of choice.
#Popup targeting
To configure, first create a popup and navigate to the Targeting tab.

Add a new condition, select User Tags from the dropdown, and specify one or more tags. The popup will now only be shown to logged in users who have at least one of the tags.
To invert the logic, click the icon. Now the popup will only be shown to logged in users who don』t have any of the tags.
#Subscription forms
By default WP Fusion will sync all entries from Popup Maker subscription forms to your connected CRM. To disable this uncheck the option for Add Contacts on the Integrations tab in the WP Fusion settings.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Ahoy

#Overview
WP Fusion integrates with Ahoy to allow you to control the targeting of messages based on a logged in user』s CRM tags.
You can use this to personalize messages based on a customer』s membership status, course progress, purchase history, or any other of the various tagging options that WP Fusion adds to WordPress plugins.

To configure, first create a message and navigate to the Conditions tab. Add a new condition, select User Tags from the dropdown, and specify one or more tags. The popup will now only be shown to logged in users who have at least one of the tags.
To invert the logic, click Is to change it to Is Not. Now the popup will only be shown to logged in users who don』t have any of the tags.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Divi

#Overview
WP Fusion lets you control the visibility of Divi modules based on a logged-in user』s CRM tags.
When editing a module, select the Advanced tab, and scroll down to the Visibility section.

You can enter a comma-separated list of tag names or tag IDs. If the user doesn』t have any of the specified tags, the module will be hidden.
#Advanced method
For more advanced control, install and activate the Content Visibility for Divi plugin. When editing any module, you』ll now see a new setting where you can put in rules regarding when that module should be displayed.

The setting accepts any PHP expression that evaluates to either 「true」 or 「false」. Using WP Fusion』s has_tag() function you can create very specific rules regarding when a module should be displayed.
For example:

Require the tag Active Subscriber to view the module:
wpf_has_tag( 'Active Subscriber' )
Require both the Active Subscriber and Gold Member tags to view the module:
wpf_has_tag( 'Active Subscriber' ) && wpf_has_tag( 'Gold Member' )
Require either the Active Subscriber or Gold Member tags:
wpf_has_tag( 'Active Subscriber' ) || wpf_has_tag( 'Gold Member' )
Only show the module if the user is logged in and does not have the tag Payment Failed:
! wpf_has_tag( 'Payment Failed' )

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Share Logins Pro

#Overview
Share Logins Pro by Codexpert allows you to sync WordPress users and profile updates directly between multiple connected sites, so users can use the same login information across all connected sites.
When WP Fusion detects Share Logins Pro is active, it will automatically register two custom meta keys for sync to other connected sites.

This ensures that a user』s cached contact ID and tags are synced automatically.
WP Fusion will also watch for whenever a user』s tags are modified and sync these changes automatically to any other sites you have connected with Share Logins Pro.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Ultimate Member

#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.
Screen Shot 2016-01-28 at 08.08.59
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.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Webhooks not being received by WP Fusion

There are some situations in which WP Fusion doesn』t receive webhooks properly. Here are some troubleshooting steps if you』re having difficulties receiving incoming webhooks:
#Use the built-in testing tool
WP Fusion now includes a built-in utility for testing your site』s ability to receive incoming webhooks.

Click the Test Webhooks button and a couple of seconds later you』ll see the response. If you get a green Success message you should be good to go.
Note: Because the testing tool sends a test webhook from this site (wpfusion.com), it』s possible for webhooks to appear to be working, but still be blocked when they』re sent from your CRM. Thus the testing tool is a good indication of whether or not your site can receive webhooks, but isn』t 100% reliable.
#Security Plugins
Security software running on your site or server can block incoming webhooks. This is the most common issue people have with webhooks. If the testing tool returns a 403 or Unauthorized message then this is likely the case.
First try temporarily disabling any security or anti-spam plugins to see if the webhooks begin working. If that fixes it, you』ll need to tweak your security settings to allow incoming POST data from your CRM』s IP address.
If you view the access logs in your security plugin, you should see the incoming webhook requests that are getting blocked, and this will show the IP address of the originating server. If you whitelist this IP address it will allow the webhooks to go through.
If that doesn』t work, it』s also possible that your hosting company is blocking the webhooks for security reasons. You can contact your host, or look at your host』s security logs, to see if any traffic is being blocked. If so, they should be able to create an exception for you by modifying their security rules.
#WordFence
We』ve observed some success by putting WordFence into 「Learning Mode」 while testing incoming webhooks. This trains WordFence to recognize the incoming web traffic as legitimate.
#iThemes Security
iThemes Security can block incoming webhooks for a variety of reasons. We』ve had success by disabling the Enable HackRepair.com』s ban list feature option in the iThemes settings.
#CleanTalk
The CleanTalk anti-spam plugin often interferes with webhooks being received by WP Fusion. Because CleanTalk uses a shared IP blacklist, it』s also possible for webhooks to work at first, but mysteriously stop working later. As a troubleshooting step it』s always best to start by disabling CleanTalk.
#Cloudflare
If you』re using Cloudflare, make sure that you create a firewall exception for incoming traffic from your CRM』s IP address. You can also create a firewall rule to bypass the firewall for all requests that contain wpf_action in the URL.
If you』re not sure if Cloudflare is blocking webhooks or not, you can also temporarily pause Cloudflare on a domain.
#SiteGround
If you』re hosting with SiteGround, SiteGround』s built in bot protection sometimes will begin blocking incoming webhooks by sending them to a captcha page. In that case webhook status will show as successful (200 status code) in your CRM since it does land on the captcha page, but because it can』t solve the captcha, the webhook never reaches your site.
It』s not possible to whitelist your CRM』s IP address with SiteGround』s bot protection service, the only solution is to request SiteGround support to completely disable bot protection on your account. To protect your site from bots we recommend Cloudflare, it rarely has a problem with webhooks.
#Known IP Addresses
These are the webhook IP addresses of some of the CRMs we support. If your site is blocking incoming webhooks, then a good start would be to whitelist their IP address.
This list is based on our own tests and there may be additional IP addresses that aren』t listed here. Some platforms add new IPs and/or change them over time, so we can』t provide any guarantees as to the accuracy of this list.
#ActiveCampaign
23.20.225.34
34.192.144.26
52.45.183.46
52.55.227.5
52.7.228.32
173.193.9.0/24
34.226.103.188
34.205.102.133
34.233.54.78
#AgileCRM
107.178.[200-255].[0-255]
#ConvertKit
18.218.244.8
#Drip
54.81.10.128
#Infusionsoft
208.76.24.[0-255]
34.145.76.18
#Intercom
4.231.68.152
34.197.76.213
35.171.78.91
35.169.138.21
52.70.27.159
52.44.63.161
#MailChimp
104.196.165.118
35.190.191.63
#MailerLite
35.246.139.232
#Ontraport
209.170.211.168
#Salesforce
13.110.6.8
#Sendinblue
185.107.232.169
#Zoho
31.186.243.98
#Logging
If webhooks are coming in but data is missing, you can see what data is being received by enabling WP Fusion』s activity logs.
Go to Settings >> WP Fusion >> Advanced, and checking the box 「Enable Logging」. Then try and send a webhook from your CRM to see what tags and data are being loaded.
An incoming webhook recorded in WP Fusion』s logs
#Double check your URLs
When you add the webhook URL to your site to your CRM, make sure the base URL matches your site』s home page exactly.

If your site is at https://mysite.com, then sending a webhook to http://mysite.com won』t work.
If your site is at https://www.mysite.com, then sending a webhook to https://mysite.com won』t work.

If you』re not sure you can visit the home page of your site and copy / paste the URL out of your browser into your CRM.
The base URL for webhooks
You can also copy the URL out of the Webhook Base URL field in the WP Fusion settings.
#Making sure the automation is working correctly
If you』re sending the webhook as part of a complex automation in your CRM, it might help to make sure the webhook is actually being sent in the first place. You can use a third party service for this, like https://webhook.site/.
This will give you a unique URL, like https://webhook.site/#/bd662d92-fb16-4431-ae79-f566943b0f9e, which you can paste into the URL field for the webhook in your CRM.
Send a contact through the automation or rule, and you should see a message appear on webhook.site showing the incoming data. If this works then you know the webhooks are being sent correctly.
If no message appears then your automation may have an issue that』s preventing the webhook from being sent.
#Manual testing
You can also test a webhook manually by visiting the webhook URL in your browser. This will be the same URL you used when setting up the webhook in your CRM, and you can select a contact ID to use for testing. For example
http://mysite.com/?wpf_action=update&access_key=ACCESSKEY&contact_id=CID
Replace ACCESSKEY with your access key from the settings, and CID with a contact ID you』d like to use to test. You should see a success message showing that the user was updated. If there were any errors, they』ll be reported there as well.
#The Async Method
If you』re sending many webhooks simultaneously (100+) it』s possible your web server is unable to process them in time and runs out of available resources. To prevent this, you can try WP Fusion』s (experimental) asynchronous method for processing webhooks.
To enable this, append &async=true to the end of your webhook URL. For example:
https://mysite.com/?wpf_action=update&access_key=ACCESSKEY&contact_id=CID&async=true
This will tell WP Fusion to put the incoming webhooks in a queue, and work through them over a period of time, taking into account your server』s available resources.
#The Async Endpoint
For even better webhook performance, you can bypass WordPress entirely by sending the webhooks to the api.php file in the WP Fusion plugin folder.
This may require changing the file permissions on your server and/or adjusting settings in security plugins. For example with Cloudways you need to enable 「Direct File Access」 on the application, otherwise you』ll get a 403 error trying to access the file.
The API endpoint can be found at /wp-content/plugins/wp-fusion/api.php, so your webhook URLs will need to be adjusted accordingly. For example
https://mysite.com/wp-content/plugins/wp-fusion/api.php?wpf_action=update&access_key=ACCESSKEY&contact_id=CID
Otherwise the syntax and URL parameter options are the same.
You should confirm that the file is executable by testing it first with a real contact ID. If it』s working, you』ll see a success message like this:

When the webhook is received it will be saved to the async import queue. WP Fusion then sets a cron job to check this queue for any pending actions.
You can set the cron interval at Settings » WP Fusion » Advanced » Cron Interval:

The cron job will check the async webhooks queue at the specified interval, and if any pending actions are found, they will be processed at that time.
For more information on the performance with using the async endpoint, check out this blog post.
#Using a third party webhook manager
There are sometimes cases where you just can』t get webhooks to work reliably— either your host has blocked your CRM』s IP address and can』t unblock it, or the volume of webhooks is causing site instability.
In that case, one potential workaround is to use a 3rd party integration tool to give you more control over your webhooks. For example Zapier, or Integromat.
#Setup in Integromat
Integromat has a free plan which allows for 1000 「Operations」 per month, so we』ll use that for this example.
To start, create an Integromat account, and add a new Scenario.

Add a new 「Module」 and select your CRM as the source. In this example we』ll use ActiveCampaign.

For the action, choose Watch Contacts, and select the criteria for when a contact should trigger the webhook.

Next, add a new HTTP module, and connect it to the ActiveCampaign module. Enter the URL to your site following the examples in the webhooks documentation for your CRM.

Under Query String, add a new parameter with Name: contact_id, and Value: ID. The ID should represent the ID of the contact that was just updated (the parameter name may vary depending on your connected CRM).
Now when the contact is created, updated or tagged (depending on your trigger criteria) in your connected CRM, Integromat will pass on the contact』s ID to WP Fusion, which will trigger the webhook action specified by the wpf_action= parameter in the webhook URL.
Because Integromat』s IP addresses are different than your CRM, this is one potential way of getting around firewalls or security rules. It』s also possible using Integromat to create more specific webhook criteria than are normally available with your CRM alone, which could be useful if your site is being slowed down by too many webhooks.
#Webhook performance
How fast WP Fusion processes webhooks will depend a lot on your server』s speed and available resources, as well as the responsiveness of your CRM』s API. The number of 「linked」 courses or memberships can also affect how fast the webhooks are processed.
Here』s an example of the different webhook methods and the time they took to complete on a WP Engine membership site connected to ActiveCampaign:

?wpf_action=add: 5.37 seconds (including generating a password and syncing it back to AC)
?wpf_action=update: 3.84 seconds
?wpf_action=update_tags: 3.06 seconds
?wpf_action=add&async=true: 2.06 seconds (including generating a password and syncing it back to AC)
/wp-content/wp-fusion/api.php?wpf_action=add 0.23 seconds (see this blog post)

If you have issues with webhooks not processing quickly, try using update_tags instead of update, or using the async method.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

Profile Builder Pro

#Overview
WP Fusion integrates with Profile Builder Pro to keep users in sync between your WordPress site and your CRM.
All new users who register via Profile Builder Pro will be instantly added to your CRM, with all data provided at registration. Profile updates are also synced.

Any custom fields you add to registration or profile forms will also be detected, and will be available for sync in the WP Fusion settings.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

GTranslate

#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.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

User Meta

#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
Screen Shot 2016-01-28 at 07.52.00
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.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes