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11 votes

Additional tag options for SureCart

Expand options to set/remove tags by product price, product variations, subscriptions, payment plans, etc. This would allow us to better track purchases and refunds in our CRM.

Also: detect custom fields added to SureCart checkout forms and make them available for mapping and syncing.

Also: Update the name detection so it properly uses the customer first/last name instead of generating the name based on the display name.

Completed Category: Plugin Integration Enhancements Diane Heller shared this idea Updated: August 15, 2024

13 thoughts on “Additional tag options for SureCart”

  1. At the moment SureCart’s API only supports triggering “integrations” when a product is purchased or refunded.

    We can’t target variations, subscription statuses, payment plans, etc.

    But if SureCart adds support for that we’ll be all over it πŸ™‚

  2. Jack, thanks for the reply. I brought this to the attention of Adam over at SureCart and he said they will get you what you need!

    Also, I just realized with SureCart purchases the tag is applied and associated with the email but the other info on the checkout page is not carried over such as name and address. Hopefully, you can add the checkout fields as well.

    1. Thanks Diane, that would be great!

      I’ve taken a quick look and we were able to fix the issue of the name not syncing. That change will go out in next week’s update.

      For the addressβ€” what we should really do is detect any fields added to the checkout form (including custom fields) and make them available for sync. I’ve updated this request to include that as well.

  3. Jack, I hope SureCart got you what you need to improve the tagging. I was also wondering if there might be a way to somehow bring in the cost of the product purchases over to Ontraport contact record. It would be amazing if we could track SureCart customer purchase data over time in Ontraport. ie: specific customer spent $XX. Do you know if this might be possible?

  4. Just an update on this as it was a bit of a broad request:

    1. SureCart has added support for triggering integrations (including WP Fusion) based on payment plans and product variants: https://wpfusion.com/documentation/ecommerce/surecart/#setup

    2. We added support for address fields and custom checkout fields with SureCart in WP Fusion v3.43.0 (March 2024)

    3. We added support for syncing rich ecommerce data (product purchases, LTVs, etc) in Enhanced Ecommerce v1.25.0: https://wpfusion.com/documentation/ecommerce/surecart/#enhanced-ecommerce

    4. When a product is refunded or subscription is cancelled, the tags applied at purchase will be removed (as long as the access to the purchased product is “revoked”, which is the default behavior).

    I will mark this completed for now in case anyone requires additional triggers. Any triggers added to SureCart’s integration framework are available to WP Fusion automatically… so we need to ask them to add them, but there are more events you’d like to track let us know and we can pass it on to the SureCart team.

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