SureCart

#Overview

WP Fusion includes an integration with SureCart to sync your customers with contact records in any one of 50+ CRMs and marketing automation tools.

You can also apply tags (or lists) to your customers based on product purchases.

#Setup

When editing any SureCart product, and then press Add New Integration to add a new integration.

From the dropdown, select either Apply Tags or Remove Tags.

Select the tag (or list, group, segment, etc.) you’d like to apply or remove.

Finally (optionally), select the payment plan and product variant this tag should apply to. You can set different tags for different plan / variation combinations by adding a new Integration for each one.

That’s it! When a customer checks out on your SureCart store, a contact record will be created in your CRM, and the selected tags will be applied or removed.

#Refunds and subscription cancellations

If a product purchase is later revoked (either due to refund, or subscription cancelation) any tags applied at checkout will automatically be removed.

Any tags removed at checkout will not be automatically re-applied.

For additional triggers, such as applying a tag when a subscription is cancelled, you can use SureTriggers in combination with WP Fusion’s Apply Tags action.

#Enhanced Ecommerce

WP Fusion’s Enhanced Ecommerce addon (available to Plus and Professional license holders) can sync SureCart orders to supported CRMs and email marketing platforms.

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.

#Products

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.

If you do not manually associate your products, WP Fusion will automatically create a new product in your CRM at checkout based on the product name in SureCart.

#Refunds

If an order is refunded in SureCart, it will automatically be marked as refunded in your CRM.

#Supported platforms

#Syncing historical orders

WP Fusion’s Enhanced Ecommerce addon has the ability to export your historical SureCart orders to your CRM. To start an export, head to Settings » WP Fusion » Advanced and select the SureCart orders (Ecommerce addon) operation from the Batch Operations menu.

You can optionally check Skip already processed orders to ignore any orders that have already been processed by WP Fusion.

Click Create Background Task to start the operation. A progress bar will appear at the top of the screen showing you how many orders are remaining to be processed.

For more information see the exporting data documentation.