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Remove Tags when purchased (Woocommerce Integration: Product WP Fusion Setting)

Remove CRM Tags when Woocommerce product is purchased.

Use Case:
We use CRM Tags to tag "interest" for product from prospects (tagged when they visit specific pages, clicking links in emails, etc.) and retarget them through Facebook ads (with Custom Audiences) and dedicated mails sequences. When the product is purchased, we want to remove CRM tags marking interest for the product (replaced with CRM tags indicating the product has been bought) to ensure we stop advertising this specific product to the user.

A workaround is to setup automation directly in the CRM (when Purchase tag is added, remove Interest Tag), yet I believe it would be "clearer" and easier to maintain if done in the Woocommerce product settings directly.

Thanks.

Declined Category: Plugin Integration Enhancements Guy Langlois shared this idea

2 thoughts on “Remove Tags when purchased (Woocommerce Integration: Product WP Fusion Setting)”

  1. Hi Guy,

    Yes this would be better done in the CRM.

    I hear what you’re saying…. but we also need to keep consistency and simplicity in mind. It’s a tricky balance.

    For example we’ve had the same thing requested for Gravity Forms, “Remove tags when this form is submitted”. If we add that there, we need to add it to every other form plugin. And if we add it for WooCommerce we need to add it to every other ecommerce and membership plugin.

    Plus things could start to get really confusing when we get into the territory of “Remove tags when subscription status changes to Hold”.

    It’s potentially adding hundreds of new settings inputs for a pretty niche scenario.

    You have a few options:

    1. Using our Abandoned Cart addon, those abandoned cart tags can be set up at the product level and will be removed after the product is purchased.

    2. You could use the wpf_woocommerce_apply_tags_checkout filter to create your own tag removal logic: https://wpfusion.com/documentation/filters/wpf_woocommerce_apply_tags_checkout/

    or 3. Do it in an automation in the CRM. To me that makes the most sense since your Custom Audiences are being updated by automations anyway so it’s reasonable that the logic to remove someone from an Audience would happen there as well.

  2. Hi Jack,

    Thank you for your detailed answer. I am guessing I will do this directly in the CRM as you suggested.

    Thanks again for the long answer. It is really appreciated.

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