Using WP Fusion and bbPress, you can restrict access to forums based on users’ tags in your CRM. If the user does not have access you can either display a restricted content message, or redirect the user to another page on your site.
When editing any individual forum, you can set access rules for that forum based on a logged-in user’s tags in your CRM.
For more information on the meta box, see the documentation on restricting access to content.
#Hiding Restricted Forums
If you’d like to hide restricted forums from the forums archive, you can turn on Query Filtering for the forums post type.
At Settings » WP Fusion » General » Content Restriction, set Filter Queries to Standard, and from the Post Types dropdown, select forum.
Now any forums that the user doesn’t have access to will be completely hidden from the forums archive, regardless of the visibility setting of the forum.
WP Fusion also has some global settings for bbPress, found at Settings » WP Fusion » Integrations » bbPress.
Here you can optionally restrict access to your forums archive page, or all forums on your site, using a CRM tag.
Note that you must specify a redirect URL for forum archive protection to work.
Using the Event Tracking addon, you can track bbPress (and BuddyPress / BuddyBoss) forum activity as events in supported CRMs. This lets you view user forum 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:
- New Topic: Triggered each time a single topic is created in any forum.
- New Reply: Triggered each time someone replies to a topic in any forum.
You can also configure event tracking on individual forums.
In this case the event tracking on the forum will take priority over any globally configured event tracking.
#How it looks
As people post topics and replies, any configured events will be synced to each user’s contact record in your CRM, in real time.
You can use events to get a better sense of each member’s engagement with your community, to trigger automations, or as conditions (i.e. “only run this automation if contact has triggered at least one New Topic event).