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EDD Software Licensing

  • Last updated on August 6, 2022

#Overview

WP Fusion integrates with the Easy Digital Downloads Software Licensing addon to synchronize customer license data to your CRM or marketing automation system.

With WP Fusion you can

  • Track license statuses in your CRM
  • Track license expiration dates in your CRM
  • Apply tags to customers when licenses expire

#Field Syncing

Under Settings » WP Fusion » Contact Fields you will find a new section for EDD Software Licensing.

A screenshot of the EDD Software Licensing settings, now enhanced with WP Fusion CRM integration. It shows two options: License Status with type text and License Expiration with type date. Both options are checked, featuring editable text fields on the right.

Here you can enable any license fields for sync. The available fields are:

  • License ID
  • License Key
  • License Status
  • License Expiration
  • License Renewal URL

When these values are updated for a license the data will be sent to the customer’s contact record in your CRM.

#Tagging

When editing any download there is an additional option to specify tags for License Expiration.

The settings panel for WP Fusion Download offers seamless CRM integration options. It includes tagging features in ActiveCampaign like Download Purchased, Refund Tags, and License Expired, allowing you to select or add tags for each action efficiently.

When a license expires these tags will be applied to the customer. If the license is later reactivated, the tags will be removed.

#Event Tracking

Using the Event Tracking addon, you can track Easy Digital Downloads Software Licensing statuses and data as events in supported CRMs.

Events can be configured in two places. On an individual product, on the WP Fusion metabox:

A screenshot of a WP Fusion Event Tracking settings page, detailing various events like Purchased, Downloaded, License Activated, and more. Each event has specific parameters and values for seamless WP Fusion CRM integration.
Event tracking can be configured on the WP Fusion metabox when editing any Easy Downloads product.

Or in the Event Tracking global settings:

Screenshot of the WP Fusion Event Tracking settings page, highlighting CRM integration options. It displays a list of triggers and actions like License Activated, with configurable details such as name, status, and license. A dropdown menu is open for editing one of the actions.
Event tracking can also be configured globally at Settings » Event Tracking.

The available triggers for event tracking with EDD Software Licensing are:

  • License Activated: Triggered whenever a license key is activated on a site.
  • License Deactivated: Triggered whenever a license key is deactivated on a site.
  • Installed Update: Triggered when a plugin update is downloaded onto the remote site.

#Syncing Historical Data

Under the Batch Operations header under Settings » WP Fusion » Advanced there is an option to process historical licenses for your customers.

Screenshot of a Batch Operations interface showcasing WP Fusion CRM integration features, including options for resyncing, exporting, and pulling data related to contact IDs, tags, users, and Easy Digital Downloads. A tooltip clarifies syncing EDD Software Licensing statuses.

Running this process will go through all licenses and sync their status and expiration date to your CRM. If tags have been specified for license expiration these will also be applied at this time.

 

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