WP Fusion can also update custom fields on contact records in your CRM with details from their active subscriptions, such as product name, subscription start date, and renewal date.
For more information about the options available with WooCommerce in general, see the WooCommerce documentation.
WP Fusion adds a new settings panel to all WooCommerce products where you can configure tags to be applied at purchase and based on subscription status:
The tags specified in the Apply tags when purchased setting will be applied when someone purchases the subscription product, as well as when a subscription status changes to Active.
By checking Remove tags you can remove the tags applied at purchase when a subscription is cancelled, put on hold, expires, or is switched. This is useful for revoking access to protected content when a subscription is cancelled.
You can also apply additional tags based on a change in the subscription state, allowing you to trigger followup sequences in your CRM when customers’ subscriptions are cancelled, put on hold, or expire.
The Apply tags when purchased setting on product variations mirrors the behavior of the Apply tags when purchased setting on the main WP Fusion tab:
- Any tags specified in that setting will be applied when the product is purchased, as well as when a subscription status changes to active.
- If Remove tags is enabled on the main settings tab, then the subscription variation tags will also be removed when the subscription is cancelled, put on hold, expires, or is switched.
#Subscription status changes
WP Fusion will apply and remove tags depending on changes in a user’s subscription status. That logic works like:
- If a subscription is put on hold as part of an automatic renewal, and the renewal payment is successful, WP Fusion will not modify any tags.
- If an active subscription is either put on hold, cancelled, or expires, and Remove Tags is checked the tags applied with the original purchase will be removed. The original tags will not be removed if a subscription is in the Pending Cancel status.
- If a subscription is cancelled by the user and still has time left on it, the Pending Cancel tags will be applied. When the term of the subscription is over and the subscription status changes to Cancelled, the Cancelled tags will be applied. If Remove Tags is checked, then the original tags applied at purchase will be removed at this time (once the subscription is fully cancelled).
- If a subscription is in any status other than Active (cancelled, on-hold, etc.) and the status becomes Active again, the tags for all the other statuses will be removed. The tags applied with the original purchase will be re-applied if the user doesn’t already have those tags.
- If a subscription changes between any two statuses that aren’t Active, the tags will be applied for the new status, but no tags will be removed.
#Syncing subscription fields
WP Fusion also lets you sync certain details about a customer’s active subscription to custom fields on their contact record.
This can be configured globally (i.e. a single set of fields for all products) at Settings » WP Fusion » Contact Fields.
This can also be configured on individual subscription products, for example if your customers have multiple concurrent subscriptions and you need to track the details in different custom fields.
Those settings are visible on the WP Fusion tab when editing any subscription product.
The available fields are:
- Subscription ID: The ID of the subscription
- Subscription Status: The status of the subscription (‘pending’, ‘active’, ‘on-hold’, ‘expired’, ‘cancelled’, or ‘pending-cancel’)
- Subscription Product Name: The name of the product the customer has subscribed to (in cases of multiple products it will be the first product on the order)
- Subscription Start Date: The date the subscription started
- Subscription End Date: The date the subscription will end
- Next Payment Date: The date of the next scheduled renewal payment (will be updated with each successful renewal)
Any enabled fields will be synced to your CRM when a subscription is created, or a subscription status changes.
When editing any WooCommerce subscription in the admin, you will see a meta box indicating that subscription’s status with WP Fusion.
The meta box will show whether or not the subscription’s parent order was processed by WP Fusion, and if so, include a link to view the customer’s contact record in your CRM.
You can click the Process WP Fusion actions again button to manually trigger WP Fusion to process the subscription. This will sync any enabled subscription fields to your CRM, as well as apply any tags you’ve configured based on the current subscription status.
Using the Event Tracking addon, you can track subscription activity as events in supported CRMs. This lets you view customer activity in real time in your CRM’s activity feed.
Events can be configured in the global Event Tracking settings page, at Settings » Event Tracking.
The available triggers are:
- Renewal Payment Received: Triggered each time a renewal payment is received.
- Subscription Status Changed: Triggered each time a subscription status changes.
You can also configure event tracking on individual subscription products. These settings are found at the bottom of the WP Fusion settings panel when editing any subscription product.
WP Fusion includes two batch operations for WooCommerce Subscriptions, these can be found under Settings » WP Fusion » Advanced » Batch Operations.
These can be used to apply tags and update custom fields in your CRM in bulk for existing subscribers.
There are two options:
- WooCommerce Subscriptions statuses: This operation applies tags in your CRM for every subscriber based on the tags configured for your subscription products, and the customer’s current subscription status. It does not sync any fields.
- WooCommerce Subscriptions meta: Syncs the subscription product name, start date, status, and next renewal dates for all subscriptions. Does not modify any tags.
WP Fusion’s WooCommerce integration is very developer friendly. If you open the integration file in
/wp-fusion/includes/integrations/class-woocommerce-subscriptions.php you’ll find several actions and filters that allow you to modify what data is synced with your CRM (and when).
WP Fusion includes the following action hooks for WooCommerce Subscriptions:
WP Fusion includes the following filter hooks for WooCommerce Subscriptions: