Ecommerce Tracking Overview

#Overview

WP Fusion already connects your ecommerce platform to your CRM, allowing you to create contacts and apply tags when products are purchased, but only contact data is transferred, not the transaction details for each purchase.

Our Ecommerce Addon, available to Plus and Professional license holders, builds on this functionality by letting you create separate order records in your CRM’s ecommerce platform, including products purchased, coupons and discounts used, shipping, and taxes.

#How it Works

Using this addon you can keep track of ecommerce data in your CRM alongside each contact record, allowing for greater flexibility in creating campaigns and automations, as well as using your CRM’s reporting tools to monitor your sales performance.

When a customer checks out, WP Fusion will create an order record and send it to your CRM. If your CRM supports products WP Fusion will also create new product records and add them to the order.

This addon currently works with ActiveCampaign, AgileCRM, Brevo, Drip, HighLevel, HubSpot, Infusionsoft, NationBuilder, Ontraport, Salesforce, and Zoho, but we’re planning to expand on this as our list of CRM integrations grows.

#Supported Plugins

#WooCommerce

The Ecommerce Addon will send enhanced ecommerce data for all orders, including support for products, variations, quantities, discounts, shipping, and taxes.

In CRMs that have Products as separate entities from Orders, you can associate your WooCommerce products with CRM products by selecting them from the product dropdowns.

Variable products can be associated within the individual variations.

#Easy Digital Downloads

The Ecommerce Addon will send enhanced ecommerce data for all orders, including support for downloads, download price IDs, discounts, and taxes.

In CRMs that have Products as separate entities from Orders, you can associate your EDD products with CRM products by selecting them from the product dropdown.

#LifterLMS

The Ecommerce Addon will send enhanced ecommerce data for all purchases of access plans, including support for discounts.

In CRMs that have Products as separate entities from Orders, you can associate your LifterLMS access plans with CRM products by selecting them from the product dropdown while editing the access plan.

#Gravity Forms

The Ecommerce Addon will send enhanced ecommerce data to your CRM for any Gravity Forms payment form that already has a WP Fusion feed configured on it. At the moment there are no configurable options.

The integration supports products, shipping, discounts, and product options (i.e. addons).

The activity logs will show the data being synced as well as any errors.

#MemberPress

The Ecommerce Addon will send enhanced ecommerce data for all purchases of memberships, including recurring subscription payments.

In CRMs that have Products as separate entities from Orders, you can associate your MemberPress membership products with CRM products by selecting them from the product dropdown while editing the membership level.

#Event Espresso

The Ecommerce Addon will send enhanced ecommerce data for all purchases of tickets in Event Espresso.

In CRMs that have Products as separate entities from Orders, you can associate your Event Espresso tickets with CRM products by selecting them from the product dropdown while editing the ticket.

#Give

The Ecommerce Addon will send enhanced ecommerce data for all donations made in Give.

In CRMs that have Products as separate entities from Orders, you can associate your Give donation levels with CRM products by selecting them from the product dropdown while editing the donation level.

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