These videos will walk you through the process of downloading and installing WP Fusion, as well as provide an overview of the various settings pages and configuration options.
This video provides an overview of the options found under the Advanced tab of the WP Fusion settings
General Settings – Part One
This video explores WP Fusion's "General" settings tab, and covers the various options for handling user registrations, tagging new contacts, and assigning them to lists.
Installation and Initial Setup
How to upload WP Fusion to your WordPress site, and configure the initial connection to your CRM
Download and Installation
An introduction for new customers on how to log into your account, and access your downloads and license key.
A more in depth look of some of the features and utilities available with WP Fusion.
Importing CRM Contacts
This video introduces you to WP Fusion's import tool, which lets you import CRM contacts as new WordPress users
Tracking User Activity
Learn how to track activity and engagement by applying tags when users view content on your site
An introduction to WP Fusion's shortcodes for conditionally displaying content, or dynamically inserting user information into a page.
Mapping and Syncing Contact Fields
This video introduces you to the Contact Fields tab in the WP Fusion settings, and explains how to connect WordPress fields so they sync to your CRM
Content Restriction – General Settings
This video covers the various settings for content restriction on the "General" tab of the WP Fusion settings.
Link Click Tracking
This video covers what Link Click Tracking is and how to use it.
Lead Source Tracking
This video explains what Lead Source Tracking is, why it's beneficial, and how to use it.
Sync User Accounts
This video covers how to sync user accounts from your WordPress site to your CRM.
Auto Login Links
This video covers how to set up Auto Login Links, what this feature does, and what can be done with it.
These videos will walk you through the process of integrating WP Fusion with CRMS and provide an overview of the configuration options.
This video looks at all the ways that WP Fusion integrates with the Ultimate Member plugin.
Additional Training & Information
Showing how to use WPFusion with 3rd party plugins and CRMs.
How to Restrict Membership Content with Your CRM
With WPFusion you can restrict membership content based on a subscribers CRM tags. This can remove the need for complex membership plugins and simplify the entire process. In this video we create a basic setup using WooCommerce.
Segment Your Subscribers Using Gravity Forms
Collecting qualifying criteria is a great way to improve your marketing campaigns. The more specific you can be in your messaging the more likely you are to make a sale. With Gravity Forms and WPFusion you can do this in a snap!
How To Create An Abandoned Cart Workflow
Over 70% of online customers add products to their cart but fail to checkout. Following up with a reminder email can significantly increase the conversion rate.In this video, we create an abandoned cart workflow using WooCommerce, WPFusion and Active Campaign.
Apply Tags On Click & Conditionally Display Content
With WPFusion it is possible to apply tags when a user clicks on a link. This could be a button, download or any external link. In this video, we use these tools to create a simple upsell offer after a subscriber has become a basic member.