Sometimes you will want to have MBR CRM installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce.
There is an indefinite number of ways to segregate your technology, but the question becomes,?”How do I make sure they?talk?to each other?”
In this tutorial, I will walk you through the process on how to connect MBRCRM on two different sites through Webhooks.
Requirements for this tutorial…
For this tutorial you will need the following:
- The?Advanced Features extension. Available in all premium plans.
- Two WordPress sites with MBR CRM installed and Advanced Features active on both sites.
Let’s assume that one of your sites is reserved for Marketing and one site is reserved for an LMS like LifterLMS.
When someone signs up for your LMS site you want to inform the Marketing site that they have done so, that way you can avoid sending them emails that ask them to sign up because they’ve done so!
You can follow this tutorial for other setups no using an LMS. For example eCommerce and other heavy plugins. We are simply using an LMS site as an example.
Throughout this tutorial, we are going to refer to the marketing site as MRKT and the LMS site as LMS for simplicity.
2. Setup Your MRKT Site
Let’s walk through the steps to set up your MRKT site.
1) Create a new funnel.
You will need to create a new funnel called “New Student from LMS” or something to let you know that this funnel is connected to your LMS site. Use the Start from Scratch template.
2) Add relevant steps
You will need to delete any existing steps in the funnel and add two new steps.
Add the Webhook Listener benchmark as your starting step.
You do not need to do any configuration of this step yet.
Next, add an Apply Tag step and add the tag “Student” tag, or any relevant tag to mark the person as having come from your LMS site.
If you have properly configured your funnel, it should look like this.
You can add additional steps, although they are not required.
3. Setup your LMS site.
Now we need to configure the LMS site portion.
1) Create a new funnel.
Create a new funnel using the Start from Scratch template. Call it “New Student” or something similar. If you already have a funnel that starts when you get a new registrant, you can skip to the next step.
2) Add relevant steps.
In this funnel, the only relevant step is a Webhook action step.
You will, of course, need to start the funnel somehow. For the purposes of illustration, I’m going to use a Tag Applied benchmark.
Your funnel show looks something like this.
3) Configure the Webhook action.
We now need to configure the Webhook action on our LMS site.
First, copy the URL from the Webhook Listener in the?MKTG site.
And paste it in the Webhook Target URL setting on your LMS site.
Next, set the Content-Type to JSON.
Last, we need to choose which data to send. For this example, we will only need First, Last and Email
You do not need to add anything to the Headers section. After everything is configured it should look like this.
4. Configure the Webhook Listener on the MKTG site.
The final step is to configure the Webhook Listener benchmark we created earlier. on the MKTG site earlier.
Make sure both funnels are set to Active before continuing.
To do this, you need to send a Test Request from the Webhook action on the LMS site.
While hovering over the URL setting, you will see a button to send a test request. Click it!
This will send a test request from the LMS site to the MKTG site.
Once you’ve done this, go back to the MKTG site and you should see that the information in the Last Request area has updated.
At this point, you can map the information to the appropriate fields in MBR CRM. Do this by clicking the Map Fields button.
You can now map first, last, and email to the correct fields.
5. Test it out!
You can now run yourself through your registration process on the LMS site and you should see that after a minute or two, you will be added/updated in the MKTG site with the tag Student applied.
This is an easy and effective way to have to installations of MBR CRM communicate to make sure your email marketing stays relevant for all your customers.