#Overview
WP Fusion integrates with FacetWP to allow you to filter the results returned in templates using WP Fusion』s access rules. This lets you create personalized FacetWP results templates based on a user』s CRM tags.
To enable, head to the FacetWP settings and click on the WP Fusion tab, then switch on the toggle for Exclude restricted items.
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#Overview
WP Remote Users Sync is a free plugin that allows you to synchronize WordPress users, user passwords, and login sessions securely between sites.
It is currently our recommended solution for synchronizing WordPress user accounts.
Using WP Fusion with WP Remote Users sync, your users』 CRM contact IDs and tags are synced directly between any configured sites. In many cases this can reduce the number of webhooks you need to configure in your CRM.
#Setup
WP Fusion automatically configures itself for WP Remote Users sync, and there』s no extra setup required to have users』 contact IDs and CRM tags synced automatically between your connected sites.
In the screenshot above, 「Site B」 at https://test.verygoodplugins.com is configured to connect to 「Site A」 at https://dev.local.
It』s configured to both accept and send actions for Login, Logout, Create, and Update.
#Behavior
When a new user registers on Site A, or their profile is updated, WP Remote Users Sync will sync their profile data directly to Site B.
When that happens, the WP Fusion logs on Site A will show the user』s CRM tags being synced to Site B as well. The 「Source」 column will say wp-remote-users-sync.
Meanwhile on Site B, when the Site A data is loaded by WP Remote Users Sync, WP Fusion will record a message in the logs indicating the tags that were loaded:
#Why use WP Remote Users Sync
If all this sounds complicated, don』t worry, it should all happen automatically without any extra configuration. As long as WP Remote Users Sync is communicating properly between your sites, WP Fusion will as well.
The benefit of using WP Remote Users Sync is that it removes a lot of the friction that comes from having the customer experience split across two websites.
Without WPRUS:
WooCommerce purchase on Site A applies a tag in your CRM via WP Fusion
The tag triggers an automation which sends a webhook to Site B
The webhook creates a new user, loads their tags, and generates a password
A welcome email is sent from the CRM with a link to log in to Site B
This takes around 5 minutes and there』s a lot of opportunity for a webhook to fail or an email to land in spam.
With WP Remote Users Sync and WP Fusion:
WooCommerce purchase on Site A applies a tag in your CRM via WP Fusion
Simultaneously, WPRUS has created the new user on Site B and set the correct login cookies
The customer clicks a link on the Order Received page and is taken to Site B, without having to log in
The tags applied by WooCommerce in step one are already available, so the customer can immediately access their purchased content
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#Overview
WP Fusion integrates with If Menu to allow you to use tags or lists from your connected CRM as conditions for menu item visibility.
When editing any menu item with If Menu, you can select from three WP Fusion conditions:
Required Tags (any): The menu item only be shown if the user is logged in and has at least one of the specified tags
Required Tags (all): The menu item will only be shown if the user is logged in and has all of the specified tags
Required Tags (not):The menu item will be shown if the user is logged in and has none of the specified tags, or if the user is not logged in.
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#Overview
WP Fusion integrates with Advanced Ads to allow you to control the display of ads on your site based on a logged-in user』s tags.
#Setup
When editing any ad, scroll down to the Visitor Conditions meta box. To add a new WP Fusion condition, select WP Fusion from the Choose a Condition dropdown.
There are two options:
User is logged in and has at least one of the tags: The content will only be shown to logged in users who have at least one of the tags specified in the tags select box.
User is logged in and has none of the tags: The content will only be shown to logged in users who do not have any of the tags specified in the tags select box.
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#Overview
WP Fusion integrates with If-So Dynamic Content to allow you to use tags or lists from your connected CRM as conditions in triggers.
When editing any If-So condition, select CRM Tags (any) from the Select A Condition dropdown.
You can then select one or more CRM tags in the Select Tag(s) box, and add your content.
The content will then only be displayed to users who are logged in and have at least one of the specified tags.
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#Overview
WP Fusion can detect user fields created with Advanced Custom Fields Pro and sync field data to your CRM of choice when a user profile is updated.
The sync of data is bi-directional, so WP Fusion can also load data from your CRM into fields created with Advanced Custom Fields.
#Setup in Advanced Custom Fields
To create user fields in Advanced Custom Fields, navigate to Custom Fields » Field Groups » Add New. Add your fields, and make sure that the location rules are set to display the fields on User Form.
Your ACF custom fields must be set to display on the User Form to be synced with WP Fusion.
After saving your field group, you should now see your fields when editing any WordPress user in the admin.
#Setup in WP Fusion
Head to Settings » WP Fusion » Contact Fields, and scroll down to the Advanced Custom Fields header:
For each ACF user field, you』ll see the field name and field key in your database. In the right column you can select a corresponding field in your CRM from the dropdown.
When the user』s profile is updated, WP Fusion will sync the field value from WordPress to the selected custom field in your CRM.
For more information on syncing contact fields, see this page.
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#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.
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#Overview
WP Fusion integrates with AffiliateWP to add affiliates to your CRM when they register on your site or update their affiliate profiles.
You can also tag customers when they make a purchase via an affiliate link.
#Syncing affiliate meta fields
In addition to the normal signup fields, you』ll also see several new AffiliateWP-specific fields added to the Contact Fields tab in the WP Fusion settings.
These fields are related to the affiliate, and will be synced when an affiliate registers or updates their profile.
#Syncing referrer meta fields
WP Fusion also supports synchronizing details about an affiliate to a customer』s contact record when they make a purchase using an affiliate link.
You can use these fields to personalize the marketing sent to a customer based on the affiliate who referred them.
At the moment syncing referrer meta fields is supported for referrals recorded via:
WooCommerce purchase
Gravity Forms submission
Ultimate Member signup
#Applying tags to affiliates
You can also specify tags to be applied when new affiliates register on your site. This can be found under the Integrations tab in the WP Fusion settings.
The available options are:
Apply Tags – Affiliate Registration: These tags will be applied when someone registers to be an affiliate, regardless of their approval status.
Apply Tags – Affiliate Approval: If you』re requiring manual approval of affiliates you can also specify additional tags to be applied when an affiliate has been approved.
Apply Tags – Affiliate Rejected: These tags will be applied if a pending affiliate is rejected.
Apply Tags – Customers: This option will appear if WooCommerce is active and lets you specify tags to be applied to customers that make a purchase via an affiliate link (for example a tag like 「Referred by Affiliate」).
#Applying tags to WooCommerce customers
You can specify tags to be applied to WooCommerce customers when they make a purchase after following a referral URL. This is configured from the Integrations tab in the WP Fusion settings (above).
While editing any affiliate you can also specify tags to be applied to the WooCommerce customer if they purchase from that specific affiliate』s referral.
#Export options
WP Fusion includes an export / batch processing tool for AffiliateWP affiliates. Head to Settings » WP Fusion » Advanced and select the AffiliateWP Affiliates option from the Batch Operations list:
Then click Create Background Task to start the process.
Each of your affiliates will be updated in your connected CRM with any enabled custom fields. They will also be tagged with any tags you』ve selected to be applied to affiliates.
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#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.
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#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.
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