WP Fusion works with Restrict Content Pro to add customers to your CRM when they purchase a subscription.
You can also apply tags in your CRM based on the level of subscription purchased, and automatically grant membership levels to users by linking membership levels with a tag.
There are two options:
- Apply Tags: When the customer purchases a membership, these tags will be applied in your CRM. This is the default behavior.
- Link with Tag: Most sites won’t require this, but it is available as an option for those that need it. This setting allows you to select a tag that becomes linked with the membership level. If this tag is applied to a user, for example via a webhook, they will be automatically enrolled in the membership. Likewise if this tag is removed, they will be removed from the membership. This lets you automate individual users’ membership levels using sequences in your CRM in conjunction with webhooks / HTTP Posts.
Additional status tagging
WP Fusion also supports applying tags based on specific statuses of memberships. This is in addition to the more general Apply Tags setting, and can be used to trigger emails from your CRM based on changes in a member’s status.
Syncing meta fields
WP Fusion makes several meta fields related to Restrict Content Pro memberships available for syncing with your CRM.
You can find these fields and enable them for sync from the Contact Fields tab in the WP Fusion settings.
Exporting member data
WP Fusion includes an export utility that can export historical member data to your CRM (for example from before you installed WP Fusion).
This can be found under the Batch Operations heading on the Advanced tab of the WP Fusion settings.
When you run this operation all members will be tagged based on the tag settings for their current membership level. Any custom fields related to their membership and membership status will also be synced to your CRM.