#Overview
WP Fusion integrates Easy Digital Downloads (as well as EDD Software Licensing and EDD Recurring Payments) with any one of over 40 supported CRMs and marketing automation platforms.
#Syncing customer data and custom fields
When customers check out with Easy Digital Downloads, WP Fusion will automatically save their customer data to your CRM as a contact record, with their name and email address (enabled by default).
You can enable additional fields for sync from the Contact Fields tab in the WP Fusion settings, such as billing address, customer ID, and last order date.
#Custom fields
If you’re using the EDD Checkout Field Manager extension, any custom fields you’ve added to your checkout or profile forms will appear underneath the default EDD fields in the Contact Fields list.
You can enable any desired fields, and they will be synced to your CRM when a customer checks out or updates their profile.
#Tagging customers
When editing any Download product, the WP Fusion meta box will contain options for applying tags in your CRM when a download is purchased or refunded.
These tags can then unlock content on your site or trigger followup email sequences and other automations from your CRM.
If you have EDD Recurring Payments active, you’ll see additional options for applying tags based on subscription status.
If you have the Abandoned Cart addon active, you’ll also see an option to select tags that should be applied when a cart with this download in it is abandoned.
#Variable pricing
You can also configure tags to be applied at purchase (or after a refund) for pricing variations.
If variable pricing is enabled, you can click “Show Advanced Settings” on any price to configure the WP Fusion settings for that variation. These tags will be applied in addition to the global Apply Tags tags for the download.
#Email Optins
WP Fusion includes an option to add an email optin checkbox to the Easy Digital Downloads checkout. This can be enabled by checking the box for Email Optin at Settings » WP Fusion » Integrations » Easy Digital Downloads.
You can customize the message that’s displayed, as well as the tags that are applied when the checkbox is checked.
As an alternative to applying tags, you can also sync the value of the optin checkbox to a custom field in your CRM, by enabling the edd_email_optin field for sync at Settings » WP Fusion » Contact Fields » Easy Digital Downloads.
When enabled the optin checkbox will be displayed at the bottom of the Personal Details section of the EDD checkout.
If the optin checkbox is checked, it will sync a true value to your CRM (works best with checkboxes or email consent fields, but can be used in text fields as well).
If the opt-in checkbox is unchecked, it will be saved to the order record, but nothing will be synced. This is to avoid unsubscribing people who had previously opted in to marketing.
#Discounts
WP Fusion adds several settings to the Edit Discount screen with Easy Digital Downloads.
The options are:
- Required Tags: If specified, the user must be logged in and have at least one of the selected tags to use the discount.
- Auto-apply Tags: If the user has any one of these tags, this discount will automatically be applied to the cart (see below).
- Discount Label: Used with the Auto-apply Tags setting, this gives you the option to hide the discount code on the checkout in favor of a custom label (see below).
- Apply Tags: These tags will be applied in your CRM when this discount is used.
#Auto-applied Discounts
WP Fusion has the ability to automatically apply a discount to a customer’s EDD cart based on their tags in your CRM. This can be used to offer discounts to existing customers or members, or with abandoned cart recovery campaigns.
The discount will be applied if the customer has at least one of the required tags and:
- is logged in to your site
- or, is in an auto login session
- or, has visited a WP Fusion cart recovery URL
By default, Easy Digital Downloads shows the discount code in use on the cart and checkout screens. Since the discount has been automatically applied, you may want to hide the discount code.
Text entered into the Discount Label setting will replace the discount code on the cart and checkout pages.
#Refunds
When an order is refunded in Easy Digital Downloads, the original tags applied at purchase will be removed, including the tags from price variations. You have the option to apply additional tags when an order is refunded.
#Payment meta
WP Fusion adds a meta box to the sidebar of each EDD payment showing some additional data related to the sync with your CRM.
If the Enhanced Ecommerce addon is active, you’ll also see a status indication for whether or not an invoice was synced to your CRM, and the invoice ID.
To re-sync a single payment to your CRM, press the Process WP Fusion actions again button.
#Event Tracking
Using the Event Tracking addon, you can track Easy Digital Downloads product purchases as events in supported CRMs.
The Event Tracking Addon also supports EDD Software Licensing and EDD Recurring Payments. For more information, see the EDD Software Licensing documentation and EDD Recurring Payments documentation.
Events can be configured in two places. On an individual product, on the WP Fusion metabox:
Or in the Event Tracking global settings:
The available triggers for event tracking with Easy Download Digitals are:
- Purchased Download: Triggered each time a single download is purchased.
- Downloaded Download: Triggered whenever a file from this download is downloaded.
#Syncing historical orders
If you already have an existing EDD store, you can use WP Fusion to sync all historical orders to your CRM.
First configure your products with any tags you’d like to be applied when purchased. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.
Select “Easy Digital Downloads orders” from the list of options, and click Create Background Task.
WP Fusion will go through all of your orders, adding / updating contacts as necessary, and tagging them based on the products purchased. A status bar will appear at the top of the page indicating the progress.
After each order is processed it will be locked by WP Fusion so it can’t be exported again, to prevent duplicate data from going to your CRM.
