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.

The CRMs supported by Enhanced Ecommerce are listed below. Click on each to learn more about the capabilities of the integration.

#Pipelines

With CRMs that support sales pipelines, WP Fusion can automatically move deals through pipelines based on order status changes in WooCommerce.

A dashboard seamlessly integrated with WP Fusion CRM displays a sales pipeline featuring columns like To Contact, Needs Follow-up, Closed Won, and Closed Lost. Entries detail payment info, amounts, close dates, and activity status. A search bar at the top shows the query give.
Visualize GiveWP donations in HubSpot, and automatically follow up with donors using pipeline automation.

The CRMs that support sales pipelines are:

#Products

With CRMs that support products, WP Fusion can automatically create product records in the CRM based on products in your ecommerce plugin, and associate products and line items with orders.

Screenshot of an enhanced ecommerce sales dashboard displaying a table of products. It lists three products with their prices, date created, quantity purchased, and revenue. Options to edit, view actions, and add a new product are above the table in this NationBuilder platform.
Using Enhanced Ecommerce with Ontraport allows you to track sales performance of individual products in your CRM.

The CRMs that support products are:

#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.

The screenshot showcases a product data settings page for a Simple product, featuring seamless WP Fusion CRM integration. The Product section includes options to apply tags when purchased, refunded, or upon transaction failure. An x rock ticket purchased tag is applied when bought.

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.

Screenshot of WP Fusion CRM integration in the Download Settings. The Apply Tags field shows Sample Event RSVP, while the Refund Tags remains empty. The Ontraport Product field displays Test Download.

#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.

A screen interface displays settings for access expiration and plan availability. Options include Lifetime Access and Anyone. Sale pricing is Not on sale. Fields for tags and an Ontraport product titled Test access plan are available, with WP Fusion CRM integration enhancing functionality.

#Gravity Forms

The Ecommerce Addon can send enhanced ecommerce data to your CRM for any Gravity Forms payment form that already has a WP Fusion feed configured on it. The available options depend on your connected CRM. For more information, see the Gravity Forms documentation.

gravity forms enhanced ecommerce

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

Screenshot of a system log displaying plugin actions in WordPress, featuring WP Fusion CRM integration. It includes messages about updating and error handling with order details for an eCommerce purchase, including product options, quantity, and URLs.

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.

A screenshot of a membership options interface displays tabs: Registration, Permissions, Price Box, Advanced, and WP Fusion. Under WP Fusions section for CRM integration, there are Apply Tags - Payment Failed with a dropdown and Infusionsoft Product set to Daily Membership.

#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.

Screenshot of a webpage interface featuring WP Fusion CRM integration and Ontraport settings. It includes fields for Pending, Approved, and Ontraport Product with dropdown selections, plus instructions for tag application when registering for an event.

#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.

A form titled Donation Level: Silver Donor features fields for amounts set at $10.00, text labeled as Silver Donor, and a default setting. With WP Fusion CRM integration, it includes a tag for Silver Donation and an Ontraport product labeled Donate Now – Silver Donor.

#SureCart

With SureCart, the Ecommerce Addon will automatically send enhanced ecommerce data for all orders, including support for products, product variants, quantities, discounts, shipping, taxes, and recurring payments.

In CRMs that have Products as separate entities from Orders, you can associate your SureCart products with CRM products by selecting them in the Integrations settings of each SureCart product.

surecart-enhanced-ecom-select-product
WP Fusion’s Enhanced Ecommerce integration allows you to link SureCart products with products in your CRM, in this case Ontraport.

For more information, see the SureCart documentation.

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 membership products with CRM products by selecting them from the product dropdown while editing the membership level.

screenshot of a form titled level specific field mapping displaying dropdown menus for mapping crm fields like membership level, status, start and expiration dates, subscription price, payment date, and hubspot product for ecommerce tracking.

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