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BuddyBoss + WooCommerce + ActiveCampaign

Some recipes and ideas for using WP Fusion with a BuddyBoss (or BuddyPress) site, with WooCommerce, and ActiveCampaign.

Keep in mind, with WP Fusion it’s easy to mix and match components:

#Create a free membership sign up form

Using any of our supported form plugins (or an embedded ActiveCampaign form), create a signup form for your free membership.

When the form is submitted, WP Fusion creates a new WordPress user and their login details are sent from ActiveCampaign.

A flowchart illustrates the process: Lead Form Submission leads to Create Contact, followed by Apply Tag Free Member. Next, it uses WP Fusion CRM integration to Add User on mysite, then Generate Password, Sync to CRM, and concludes with sending the email, Your login information...

#Enroll the free member in a BuddyBoss profile type, and unlock a forum

Give the free member a taste of your community by using the Free Member tag to auto-assign a profile type, and unlock a discussion form, then send a welcome email from ActiveCampaign.

A flowchart illustrating the seamless WP Fusion CRM integration: 1. Tag applied Free Member with a tag icon. 2. Set profile type Free Member with a person icon. 3. Unlock forum General Discussion with a key icon. 4. Send email 5 tips and tricks for... with an envelope icon.

#Encourage profile completion

The Free Member profile type has a few custom fields to collect more information about the member. Encourage the member to complete their profile with a reminder email.

Flowchart illustrating a marketing sequence with WP Fusion CRM integration: Tag Free Member is applied, followed by a 3-day wait. If the Profile complete tag exists, a Special Offer email is sent; otherwise, an email urging Complete your profile is dispatched.

Use WP Fusion’s profile completeness tagging to track whether or not a member has completed their BuddyBoss profile.

#Unlock a special offer for free members

Use WP Fusion’s auto-applied coupons with WooCommerce to unlock a special offer to upgrade to a paid membership.

Flowchart outlining a 3-step WP Fusion CRM integration process: 1) After 3 days, unlock the Free Member Offer coupon. 2) Send an email titled A special offer for you! using CRM features. 3) After 2 days, automatically disable the Free Member Offer coupon.

You can make the discount time limited by using an automation that removes the linked coupon tag after a delay.

#Automatically expire the free membership

Because the free membership was granted using tags in ActiveCampaign, it’s easy to create an automation that removes those tags after a period of time.

Flowchart for membership conversion using WP Fusion CRM integration: After 7 days, if the Paid Member tag exists, it triggers Free Member Converted. If not, it removes the Free Member tag and sends an email titled Sorry to see you go.

#Reach out to inactive members

If you have content that’s being updated over time, you might want to encourage people to come back to your site if they haven’t logged in for a while. WP Fusion’s Logins Addon allows you to apply a tag in your CRM when someone hasn’t logged in to your site for a certain period of time.

A flowchart illustrating a process: Integrate with WP Fusion CRM, apply No Login 30 Days tag, send Wed love to have you back! email, wait 3 days, check tag status. If it remains, apply Inactive tag; if not, exit the process.

#Other ideas

Some other ideas that might be possible depending on the other plugins you have installed and the capabilities of your marketing automation tool.

#Update a Facebook custom audience

ActiveCampaign, Brevo, Ontraport, Drip, and other marketing automation tools support updating Facebook custom audiences within automations.

Automatically add your leads and free members to a custom audience, and remove them if they convert to paying members.

#Start an SMS campaign

Research shows that SMS open rates are as high as 98%, compared to just 20% of all emails. Collect your members’ phone numbers via their BuddyBoss profiles, and sync the data into your CRM with WP Fusion.

Then use campaigns and automations to send SMS messages to your members— remind them of upcoming events, announce new content, or wish them a happy birthday.