wpfusion 文件

Fluent Forms

#Overview
WP Fusion integrates with Fluent Forms to sync form submissions to any one of 50+ supported CRMs and marketing automation platforms.
When a Fluent Forms form is filled out a contact record will be created (or updated) in your CRM, with support for any number of custom fields. You can also apply tags to contacts in your CRM based on the form that was submitted, including support for conditional logic.
#Setup
First navigate to Fluent Forms » Modules in the WordPress admin and enable the WP Fusion module:

After creating your form, go to the form settings and open the Marketing & CRM Integrations tab. Click Add New Integration, and choose 「WP Fusion Integration」 from the dropdown:

For each field on your form, you can select a corresponding contact field in your CRM to save the data.

You can also optionally specify tags to be applied to the contact when they fill out the form:

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Elementor Forms

#Overview
Using WP Fusion with the Forms element in Elementor Pro allows you to send form submissions to any one of of 40+ supported CRMs and marketing automation platforms.
#Setup
After creating a form, open the Actions After Submit pane and select WP Fusion from the dropdown of available actions.

A new panel will appear where you can specify any tags that should be applied in your CRM when the form is submitted, as well as set up field mapping between fields on your form and fields in your CRM.

#Return After Login
It』s possible to require an email optin via an Elementor form in order to access protected content on your site.
To set this up, first go into the post you』d like to protect, and in the WP Fusion meta box, enable Users must be logged in to view this content. You can optionally specify some required tags. For the Redirect if access is denied, select the page with your Elementor form from the dropdown.
Then in the main WP Fusion settings, enable the option for Form Auto Login. This will start a tracking session whenever your Elementor form is submitted.
Finally, enable the setting for Return After Login.
Now, when a visitor tries to access the protected content, they will be redirected to the page with your Elementor optin form on it. When the form is submitted, a contact record will be created in your connected CRM, and any specified tags will be applied.
This will start an auto-login session, which unlocks any content protected by WP Fusion. Finally, the Return After Login feature will redirect the lead back to the post or page they』d previously tried to access.

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Convert Pro

#Overview
WP Fusion extends Convert Pro to allow you to target call-to-actions based on a logged-in user』s tags in your CRM.
#Setup
After designing your CTA, navigate to Configure » Target, and expand the WP Fusion section.

Once you』ve turned on the targeting rule you』ll be able to select a tag in your CRM from the dropdown.

The default logic is 「Show only to users who have this tag」. With this selected, the CTA will only be displayed when a user is logged in and has the selected tag.
If you set the logic to 「Hide from users who have the tag」 the CTA will be shown only to guests and registered users who do not have the specified tag.

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Contact Form 7

#Overview
Using WP Fusion, you can send entries from Contact Form 7 to any one of 42+ supported CRMs and marketing automation tools.
#Setup
Navigate to your contact forms by going to Contact » Contact Forms in your WordPress admin. Click edit under the contact form you want to set up a CRM connection for.

First add any fields to your form that you want to sync with your CRM, and then save the form. Then click on the WP Fusion tab to configure the field mapping between each form field and custom fields in your CRM.
You can also apply tags to contacts when the form is submitted.
When the form is submitted a new contact record will be created in your CRM containing all of the fields you』ve enabled for sync. If an existing contact is found (by email address), then the existing contact will be updated (no duplicate contact will be created).

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Caldera Forms

#Overview
WP Fusion integrates with Caldera Forms to add contacts to your CRM when they submit a form on your site. You can also tag contacts based on the form that was submitted.
#Setup
After creating your form, go to the form Processors tab, and click Add Processor.

From the list select WP Fusion, and a settings panel will display.

At the top you can enter a comma-separated list of any tags you』d like to be applied when the form is submitted.
Beneath this is a list of all the available fields in your CRM. For each field you can associate a field from your form by clicking on the box in the right column.

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WP Event Manager

#Overview
WP Fusion integrates with WP Event Manager to allow you to add event attendees as contacts to your CRM of choice when they register for an event. You can also optionally apply CRM tags based on the event the person registered for.
WP Fusion』s integration is designed to work with the Registrations Addon for WP Event Manager.
#Adding contacts
By default WP Fusion will sync any event registrations to your CRM as contacts, with the name and email address provided at registration. If a contact already exists with the same email address they will be updated.
#Custom registration fields
If you』ve created custom registration fields, these will appear under the WP Event Manager section in the Contact Fields tab of the WP Fusion settings.

For each custom field you can specify a corresponding custom field in your CRM where the data should be synced.
#Syncing event fields
WP Fusion also makes available some fields related to the event for syncing to your CRM. These can also be found in the Contact Fields list in the WP Fusion settings.

If any of these fields are enabled then WP Fusion will load the values from the event in WordPress and sync it along with the registration data to your CRM. You can then merge the values into emails, or use them in automations (for example to send a reminder a day before an event).
#Tagging contacts
WP Fusion adds a meta box to the bottom of any Event post type. Here you can specify tags to be applied in your CRM when someone registers for that event.

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The Events Calendar / Event Tickets

#Overview
WP Fusion integrates with The Events Calendar and Event Tickets by Modern Tribe, letting you add contacts to your CRM of choice and apply tags when attendees register for events or purchase tickets.
You can also track event attendance by syncing check-in data for attendees to a custom field on their contact record in your CRM.
#Event Tickets

When adding a new ticket to an event, you』ll see a new option to select tags to apply. When the guest makes an RSVP to your event, their contact information be sent to your CRM, and any tags specified here will be applied.
Note: WP Fusion』s ticket settings do not appear on tickets added as blocks in the Gutenberg editor. To manage WP Fusion』s settings for tickets you can add tickets to an event via Events » Add New, or install the Classic Editor plugin.
#Moving Tickets
With Event Tickets, attendees can be moved from one event to another. If this happens, the tags from the original event will be removed, and the tags for the new event will be applied. Any enabled event or venue fields will also be synced to the CRM with the values for the new ticket.
#Syncing event details
WP Fusion also lets you sync the event date, time, and location to the contact record, so this data can be merged into emails. See below for an example.

If you』re using The Events Calendar Pro, you have the option to create custom fields for your events. Any custom fields you』ve created for events will also show up on the Contact Fields list in the WP Fusion settings, and they will be synced when an attendee RSVPs for an event or purchases a ticket.
#Event Tickets Plus
Event Tickets Plus allows for even more flexibility with creating events. You can sell tickets to events using Easy Digital Downloads or WooCommerce, and collect additional information about attendees during the registration process by adding custom fields to the ticket settings.

Any custom fields added to an event will show up under the Contact Fields section in the WP Fusion settings page. You can then map these to fields in your CRM and record relevant attendee information.

#Multiple Attendees
If you』ve added a custom email field to your Event Tickets Plus ticket form, WP Fusion can sync each event attendee to a separate contact record in your CRM, and the tags specified in the Apply tags setting will be applied to each contact.

To enable this feature check the box for Add attendees when editing any RSVP or WooCommerce ticket.
As long as there is a valid email address entered for each attendee they will be synced to your CRM as separate contact records, and the tags specified in the Apply tags setting on the ticket will be applied to each attendee.
#Event Check-ins
Event Tickets Plus allows you to check-in attendees to an event, either via the WordPress admin or using the Event Tickets Plus QR scanning app. To track event attendance you can enable the event_checkin field for sync.

When this is enabled the selected custom field in your CRM will be updated when an attendee is checked in to an event.
#Video
Watch this video from WPLaunchify about connecting Ontraport to Event Tickets / WooCommerce with WP Fusion.

#Exporting Attendees
WP Fusion includes a batch export tool for Event Tickets that can retroactively sync event attendees to your CRM from before you installed WP Fusion.
This can be found at Settings » WP Fusion » Advanced » Batch Operations.
Select the Event Ticket attendees option and click the Create Background Task button to start the export.
Any event attendees that have not yet been processed by WP Fusion will be synced to your CRM, including any enabled fields. Any tags configured on the corresponding events will also be applied.

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Salon Booking

#Overview
WP Fusion integrates with Salon Booking to add customers to your CRM of choice when they make a reservation, and apply tags based on the services booked.
#Customer Data
With WP Fusion active all new customers will have their name and email address synced to your CRM when they make a new booking.

You can also optionally sync their address and phone number to custom fields by enabling these fields for sync under the Salon Booking header in the WP Fusion settings.
#Applying Tags
When editing any Salon Booking service you』ll see a meta box where you can specify tags to be applied in your CRM when a booking is made for that service.

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s2Member

WP Fusion integrates with the s2Member membership platform to keep customers in sync between your membership site and your CRM. All new users who register via s2Member or purchase a membership will be instantly added to your CRM, with all data provided at registration (including support for custom fields).
Future updates to a user』s profile will also automatically be synced, based on the fields configured in the WP Fusion Contact Fields settings.
s2member-custom-fields

WP Fusion also lets you associate s2Member membership levels with tags in your CRM. When a user purchases or signs up for a membership level, the corresponding tags will automatically be applied. You can use these tags to trigger follow up sequences and other automations in your CRM.
s2member-config
Tag configurations for membership levels can be accessed under the Integrations tab of the WP Fusion settings page.

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MemberPress

#Overview
WP Fusion provides a bi-drectional integration between MemberPress and any one of 50+ supported CRMs and marketing automation systems.
When a user checks out on your MemberPress site, their contact details will automatically be added to your CRM of choice, including support for custom fields.
WP Fusion also supports applying tags in your CRM based on each member』s membership level and subscription status.
As well, WP Fusion can automatically import users from contact records in your CRM and auto-assign membership levels based on tags.
#Tagging
When configuring a membership level, you can click on the WP Fusion tab to configure any tags you』d like applied when the membership is purchased and when subscription and transaction statuses change.

There are quite a few settings here (twelve in total):

Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. These tags will also be re-applied when an expired membership becomes active again, or if a renewal payment is received and the user no longer has the tags.
Remove Tags: When this setting is checked, the tags applied at registration will be removed when a membership expires or is changed to a different level. The tags applied at registration will be re-applied if the membership is resumed.
Link With Tag: See below
Apply Tags – Subscription Cancelled: These tags will be applied immediately when a subscription is cancelled by an admin or a user (even if there is time left in the subscription). They will be removed if the membership is resumed.
Apply Tags – Subscription Paused: These tags will be applied when a subscription is paused. They will be removed when the subscription is reactivated.
Apply Tags – Upgraded: These tags will be applied when a member upgrades to this membership level.
Apply Tags – Downgraded: These tags will be applied when a member downgrades to this membership level.
Apply Tags – Subscription Payment Failed: These tags will be applied when a payment fails as part of a recurring transaction. They will be removed if a successful payment is made later.
Apply Tags – Trial: These tags will be applied when someone signs up for a subscription with a trial period.
Apply Tags – Subscription Converted: These tags will be applied when a trial converts to a full subscription (i.e. when a transaction is recorded on the subscription after the trial has ended).
Apply Tags – Transaction Refunded: These tags will be applied when a transaction is refunded.
Apply Tags – Transaction Expired: These tags will be applied when a transaction expires, including when a cancelled subscription reaches the end of its billing cycle. They will be removed if the membership is resumed.

#Link with Tag / Membership Auto-enrollment
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 linked with the membership level.
If this tag is applied to a user 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.
When WP Fusion detects that the linked tag has been applied, a free transaction will be created in MemberPress in order to grant access to the membership. When the linked tag is removed the original transaction will be deleted.
#A note on membership level changes
With most of WP Fusion』s membership plugin integrations (like Paid Memberships Pro or WooCommerce Memberships), WP Fusion watches for a membership level change for a user, and applies the specified tags at that time.
MemberPress is a bit different in that by default, it supports multiple memberships. That means that a user isn』t 「at」 one membership level. Instead, when they try to access something, MemberPress looks at their history of transactions and subscriptions and determines in real time whether the member has the necessary permissions.
This gives you a lot more flexibility than a 「traditional」 membership plugin, but it can make WP Fusion hard to work with because tag changes aren』t necessary tied to membership level changes.
As an example, let』s say a member is a Premium Member, and their access expires so they revert to a Free Member. In this case, the Apply Tags – Transaction Expired tags will be applied for the Premium Member level, but no tags from the Free Member level will be applied.
That』s because the customer didn』t actually make a purchase, register, or start a new subscription on the Free Member membership— it』s just the level they have when no other level is taking priority.
With that in mind, it』s helpful to understand exactly when WP Fusion can apply tags and sync member data:

When a member signs up for a new account at a membership level
When a subscription status changes (to/from active, cancelled, and suspended)
When a recurring transaction fails
When a transaction expires (usually when a subscription isn』t renewed and the access period ends)
When a transaction is made to upgrade a subscription
When a transaction is made to downgrade a subscription

#Corporate Accounts
WP Fusion also supports the Corporate Accounts addon for MemberPress. When this addon is detected a new setting will appear at the bottom of the WP Fusion settings when editing any membership level.

Here you can specify tags to be applied to members who are added as sub-accounts to the corporate account.
#Coupons
WP Fusion also allows to to apply tags to the new contact when a specific coupon is used at checkout.

You』ll see the new settings box when editing any MemberPress coupon.
#Additional MemberPress fields
With MemberPress installed, you』ll see additional fields under the MemberPress section in the Contact Fields list in the WP Fusion settings.

Here you will see all of the standard MemberPress registration fields, as well as any custom registration fields or profile fields. Each field can be synced to your CRM by selecting a corresponding custom field in the dropdown in the right column.
In addition to the standard fields, WP Fusion can sync several pseudo-fields relevant to a member』s membership level. Those are:

Membership Level Name: The name of the current membership level (if users have multiple memberships this will be the name of the most recent membership).
Registration Date: The date of the member』s most recent subscription or transaction.
Expiration Date: If the member』s membership expires, the expiration date will be synced at registration.
Trial Duration (days): If a subscription is purchased with a free trial, the number of days in the trial will be synced.
Payment Method: The name of the payment method used for the member』s most recent transaction.
Coupon Used: If the member signed up with a coupon, the name of the coupon will be synced.

By syncing this data to your CRM you can trigger email sequences to follow up with a member as their expiration date is approaching, or create rewards for members who have been with you for a long time.
#Batch Operations
WP Fusion includes a few MemberPress-specific batch operations, these can be found on the Advanced tab in the WP Fusion settings.

These are useful for syncing member data to your CRM from before you installed WP Fusion, or to retroactively tag all your members based on the current tag configuration.
The available options are:

MemberPress subscription data: Syncs the registration date, expiration date, and membership level name for all existing MemberPress subscriptions. Does not modify tags or create new contact records.
MemberPress transaction data: Syncs the registration date, expiration date, payment method, and membership level name for all existing MemberPress transactions. Does not modify tags or create new contact records.
MemberPress memberships statuses: Updates the tags for all members based on their current membership status. Does not create contact records.

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