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1 vote

Create a Buddypress group when a tag is added to a contact in crm

Use case – Customer purchases a group on buddypress/buddyboss

1. Customer registered as WP user – OK
2. Group created for Customer – ??
3. Customer assigned as Organizer of created group

Under Review Category: Plugin Integration Enhancements Dougal Edwards shared this idea Updated: July 17, 2023

4 thoughts on “Create a Buddypress group when a tag is added to a contact in crm”

  1. The difficulty with this is setting the group name.

    If you use Uncanny Groups, for example (https://www.uncannyowl.com/downloads/uncanny-learndash-groups/), then the customer picks the group name as part of checkout. When they check out, the group is created, and they are enrolled.

    We support this plugin as well https://wpfusion.com/documentation/learning-management/uncanny-learndash-groups/

    Using just a tag as a trigger, there’s no way to set the group name. We’d have to do something automatic… like a sequential number. I feel like it might be weird for the customer to get a message like “Welcome to Group 17!”

    Any thoughts on how to handle that?

    1. Hi Jack,

      Just circling back to this and looking at the links you provided, these are for Learndash, not buddypress/boss.

      Is this something you’re likely to look at? Just looking for a way to automate the group creation in BP/BB.

      I can send users to a form to specify the buddyboss group name, which I can store in the CRM.

      Cheers,

      1. I don’t think it’s a good fit for WP Fusion. I can’t find a way around the name issue. It’s the same problem with BB as LD.

        Using a form to collect the group name is a workaround… but then the name has to sync to the CRM, trigger an automation, apply a tag, and then you have to wait for the webhook to come back to trigger the group creation.

        This means the user could be left waiting for a minute or two after submitting the form before the new group is ready. It’s not a great UX.

        Is this already working with Uncanny Automator?

        That makes more sense to me since it can directly capture the name off the form and create the group. It can set other properties in addition to the name. And it would be instant.

        That looks like it’s already supported based on https://automatorplugin.com/connect/buddyboss-to-gravity-forms/ ?

  2. The manual process I have used inthe past is to use “firstname’s group”

    More recently, I’ve been trying to build the automation that asks them to name the Group on signing up, hold this in a customer field in CRM, then use this to populate the Group name.

    I’ve used Uncanny Automator to do this in the past.

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