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MasterStudy

Using WP Fusion and MasterStudy LMS, you can restrict access to your courses and other content based on a user’s tags in your CRM or email marketing platform, as well as apply tags based on student progress, and auto-enroll students into courses based on changes in tags. Access Control For more information on controlling access to MasterStudy courses and lessons based on CRM tags, see

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Bunny Stream Integration

WP Fusion’s Media Tools addon includes an integration with Bunny Stream, which allows you to apply tags in your CRM or email marketing platform when: A video is played A video is completed One or more video timecodes are reached Setup Since Bunny doesn’t have a WordPress plugin or visual UI, the player is configured by adding data attributes to the iFrame element containing the

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Add “Change Log” link to WP Plugin list

This is a convenience request… I’m noticing that some ‘pro’ plugins are now putting links to their change logs in the Plugins action area. Here is an example from Beaver Builder: https://share.zight.com/7KunNpKO I understand that pro plugins can’t have the link to the change log in the normal area because they are not in the WP repository. But providing a link to the change log

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sync updated gravityform entry fields to customer.io

I use WP-Fusion feed in Gravity Forms to send contacts to Customer.io and then for the sales team, they have an account to login to the website and can update Lead Status entry field using GravityView plugin. So my question is when the Sales team updates lead status, how do I sync this change to customer.io tag so i can make a segment?

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FV Player Integration

WP Fusion’s Media Tools addon includes an integration with FV Player, which allows you to apply tags in your CRM or email marketing platform when: A video is played A video is completed One or more video timecodes are reached Setup First create a new FV Player video and copy the video shortcode. Then paste the shortcode into the post or page where you’d like

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Two CRM’s in preparation for switch over

Business use case: Would love to turn on and sync with a 2nd CRM (ie: PUSH ONLY). We are considering a move from EngageBay to FluentCRM. We’d love to turn on FluentCRM as push only synchronization. create / update to FluentCRM for records – so that: we can run both at the same time. This would prepare us for the switch going forward. Workarounds: I

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find users that have no CRM record and fix them

Business Use case: Sometimes CRM API’s don’t work properly, they time-out, experience outages, have problems, cause errors, etc… When this happens, the records make it in to WordPress properly, but don’t always make it (get created or updated) in the CRM. Would love to have an Admin Utilities Tab with a number of functions that takes care of this by scheduling these tasks in the

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“Order is created” and “Order is updated” triggers for ActiveCampaign

Add an integration with the new GraphQL API (https://developers.activecampaign.com/reference/about-the-graphql-api) to trigger the Order Created and Order Updated triggers based on order status changes in WordPress. From ActiveCampaign: “Is there no way to update an order status using the REST API?” No, not if you want to be able to utilize custom order statuses and be able to utilize the Order Created and Order Updated triggers.

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Pass More WooCommerce Customer Info

Would love to be able to pass more customer info to the CRMs such as customer total order value, number of orders placed, AOV. The data should already exist given it lives in the new Customer History section on each order.

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Add attachments API support to Zoho

The Zoho API supports linking attachments to contact records (https://www.zoho.com/crm/developer/docs/api/v2/upload-attachment.html). Add a CRM field to the Zoho integration that, when mapped, uploads the file to Zoho as an attachment.

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Klaviyo marketing consent

With Klaviyo, subscribers can be added to lists with either implicit or explicit marketing consent. You will only be able to send marketing emails to subscribers who have given their explicit consent to receive email marketing. Understanding explicit vs. implicit consent Implicit consent Implicit consent is when someone gives you their contact information (e.g., email address, phone number, etc.) but does not explicitly say they

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LatePoint

WP Fusion includes an integration with LatePoint to sync appointment bookings to any one of 50+ supported CRMs and marketing automation platforms, and apply tags based on booked services. You can use this data to create segments in your marketing lists, or to trigger automations to follow up with customers before and after their appointment time. Syncing bookings and custom fields WP Fusion makes several

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Academy LMS integration

Academy LMS (https://wordpress.org/plugins/academy/) has been growing steadily since October 2018 and is now my go-to LMS having moved away from LearnDash. Please could you add this LMS, it's a great product. https://academylms.net/

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Amelia

WP Fusion includes an integration with Amelia to sync appointment bookings to any one of 50+ supported CRMs and marketing automation platforms, and apply tags based on booked services. You can use this data to create segments in your marketing lists or to trigger automations to follow up with customers before and after their appointment time. Syncing bookings and custom fields WP Fusion makes several

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Automate the tag update and removal for MemberPress subaccounts

Subaccounts’ tags need to be managed just like corporate accounts (with the MemberPress corporate accounts addon). When a corporate account quits, the cancel tag is applied, and others are removed. This does NOT happen with subaccounts, which makes zero sense! We realized all subaccounts continued to get member communication because their tags were not updated like the corporate accounts.

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