Platform.ly Official vs WP Fusion Lite – Marketing Automation and CRM Integration for WordPress

The Platform.ly WordPress plugin provides you with a quick and easy way to add your Platformly optin forms and landing pages to your WordPress site or blog, as well as track events and more. The plugin uses the Platformly server located at https://www.platform.ly To use the Platform.ly WordPress plugin, you must install it, activate it and enter an API key, which can be found inside the Platformly members area, in the ‘API Docs & Keys’ section. After creating optin forms or landing pages with our WYSIWYG builders, you can add them to your WordPress site or blog in just a few clicks thanks to our plugin. Once set up, we monitor every action that your visitors take and provide you with a nice time-segmented report inside your Platformly account. The plugin supports both optin forms and landing pages created in Platform.ly, as explained below: Pages Pages are full-width and full-height templates that can be displayed on a particular slug or at a particular event. After you create your page inside Platform.ly, you can go and set it up to show on your site or blog. If you want to modify it later, all you have to do is edit it inside Platform.ly and save your changes. The latest version will automatically show where you embedded it, which means you don’t need to update the code. We offer 3 types of pages: 1. Normal page – Just choose a slug name and we will show this page whenever a user visits that slug. 2. Homepage – If you select this option, it will replace your current homepage with the one of your choice, created in Platformly. 3. 404 page – Whenever a user visits a page that doesn’t exist on your site or blog, this page will be shown. Optins Optins are awesome for building up your email list. We offer 2 types of optins: 1. Normal – With normal optin forms, you can choose a template or start with a blank canvas and create a single-page optin, with some text content and fields to ask for an email address or other contact details. You can map any field you want from Platform.ly. 2. Segmented – With segmented optin forms, you can build a multiple-pages optin. This means you can set up as many screens as you want and lead users through them as they click on different options that you set up on every screen. This is a great way to categorize your leads as they come, by adding certain tags to them, adding them to certain segments and/or using certain custom fields. Inside the plugin, you will be able to choose how you want your optin form to be displayed. You can choose the location on the page (center, top-right, top-left, bottom-right, bottom-left), as well as the animation (pop, slide, fade) and when to show it. For example, you can show it after a certain amount of time (in seconds), after the user has scrolled to a certain percentage of the page or on exit (when the user moves his/her mouse to close the tab). What is even cooler with Platformly optin forms is that you can adjust exactly how you want them to look on both desktop and mobile. You can build a form for desktop, make it automatically adjust for mobile and then modify the mobile version. You can have different fields to show on desktop and mobile, as well as different options. This also applies to pages, if you want to change something, you can do it from your Platformly account and the changes will immediately mirror on the site or blog where you have added the form. Features: Intuitive builders Responsive designs Auto-updates as you modify forms and pages Ever growing library of templates you can choose from Complete report on your forms, pages, leads… Plenty of options available: choose when you want your forms or pages to show… For more information, please visit the Platform.ly blog.

WP Fusion Lite synchronizes your WordPress users with leading CRMs and marketing automation systems, keeps user profiles in sync with CRM contact records, and lets you protect site content based on CRM tags. Features Automatically create new contacts in your CRM when users register in WordPress Restrict access to site content using tags and lists in your CRM Synchronize any WordPress user data with custom fields in your CRM Apply tags when users register Import contacts from your CRM as new WordPress users and generate passwords for them Export WordPress users to your CRM as contact records Track visitor activity using your CRM’s tracking scripts (with supported CRMs) WP Fusion is a critical tool in our toolkit for our clients, and we VERY strongly encourage our clients to use WP Fusion if they have any kind of CRM. The software is top notch, and the support team is fast and friendly. Nothing but love for WP Fusion from my team here at House Trevethan. Allen Trevethan – House Trevethan Lite Version This is a free version of WP Fusion. WP Fusion Lite synchronizes your registered WordPress users with your connected CRM, including their name and email address. It does not apply tags based on purchases or course activity, sync form entries, sync customers, or detect any data generated by other plugins. For integration with WooCommerce, LearnDash, Gravity Forms, Elementor and over 100 other popular WordPress plugins, check out one of our paid licenses. Benefits ⚡ Replace Zapier, Integromat, and other integration tools. WP Fusion gives you a direct data sync between your site and your CRM, with no delays or limits. 🔒 Create easy to manage membership sites with drip-released content using timers and logic in your CRM. 💎 Personalize your site by displaying data from CRM contact records, and showing / hiding content based on a user’s CRM tags or lists. WP Fusion allows us to provide tailored customer experiences in WordPress that wow every time. Hundreds of plugins that used to be one size fits all, can now perform differently for each Ontraport contact. For example, a low scoring Ontraport contact can be presented with a winback customer journey in WordPress. This has allowed our clients to increase customer engagement and retention. It’s the only solution that should be considered for any WordPress integration. Josh Schleifer – Triple Canopy Docs and Tutorials 📦 Installation Guide 🔒 Controlling access to content with CRM tags 📝 Shortcodes 👀 Displaying CRM data in WordPress 🔥 Sync WordPress users with CRM contact records 🔑 Import users from your CRM and generate passwords 📤 Export users and metadata to your CRM 📈 Sync Google Analytics and other leadsource variables with your CRM 🏷️ Track user activity using tags 🔮 Auto login links WP Fusion builds a critical bridge between our WooCommerce powered ecommerce site and LifterLMS powered training site to our CRM ActiveCampaign. It was easy to set up. The technical support is above and beyond anything I’ve ever seen. What it does is clearly intelligently designed and well built. Chris Badgett – LifterLMS Supported CRMs and marketing automation platforms ActiveCampaign AgileCRM Autopilot Autonami Bento BirdSend Capsule Constant Contact ConvertKit Copper Customerly Customer.io Drift Drip EmailOctopus Emercury Encharge Engage EngageBay Flexie FluentCRM (same site or REST API) GetResponse Gist Groundhogg (same site or REST API) Growmatik HighLevel HubSpot Infusionsoft Intercom Jetpack CRM Kartra Kit Klaviyo Klick-Tipp Loopify MailChimp MailEngine MailerLite Mailjet MailPoet Maropost Mautic Microsoft Dynamics 365 MooSend NationBuilder Omnisend Ontraport Ortto Pipedrive Platform.ly PulseTechnologyCRM Quentn Salesflare Salesforce SendFox Sender.net SendinBlue Sendlane Tubular UserEngage WP ERP Zoho For more info on CRM compatibility, check out the compatibility table. WP Fusion is one of my secret weapons for getting WordPress to keep our member’s data synced with our CRM. This makes everything work so much better when you don’t have to worry about your members having issues logging into the member’s area. If you have or are considering having a membership website using WordPress this plugin is a must-have. It will save you hours of time and frustration. Greg Russell – SuccessTeam Marketing