Integrations Panel

PersonalizeWP v3.1 introduces a powerful new Integrations panel that extends personalisation capabilities beyond WordPress core functionality. This feature allows you to show or hide content based on a visitor's status within other installed plugins, creating sophisticated targeting rules that leverage your existing plugin ecosystem.

Overview

The Integrations panel provides a unified interface for connecting PersonalizeWP with third-party plugins. Instead of relying solely on WordPress user roles or custom fields, you can now personalise content based on membership status, subscription plans, course progress, or any other data managed by supported plugins.

This integration system works by checking a visitor's status within the connected plugin in real-time, ensuring that personalised content remains accurate and up-to-date with their current standing.

How Integrations Work

When you select an integration from the Integrations panel, PersonalizeWP communicates directly with the chosen plugin's data structure to verify the visitor's status. This process happens seamlessly in the background, with no additional configuration required on the integrated plugin's side.

The integration system uses WordPress's existing user authentication, meaning visitors must be logged in for integration-based personalisation rules to function. For anonymous visitors, integration rules will not trigger, and content will display according to your fallback settings.

Available Integrations

PersonalizeWP ships with support for two major WooCommerce extensions:

WooCommerce Memberships: Target content based on membership plan status, allowing you to create member-exclusive experiences and tiered content access.

WooCommerce Subscriptions: Personalise content based on active subscription status, enabling subscriber-specific messaging and renewal campaigns.

Additional integrations are planned for future releases, expanding the ecosystem to include learning management systems, event management plugins, and other popular WordPress extensions.

Setting Up Integrations

Prerequisites

Before using the Integrations panel, ensure:

• PersonalizeWP Pro is installed and activated
• The target plugin (WooCommerce Memberships or WooCommerce Subscriptions) is installed and activated
• You have configured membership plans or subscription products within the target plugin
• Your visitors have user accounts and are logged in when viewing personalised content

Accessing the Integrations Panel

The Integrations panel appears in the PersonalizeWP Block Editor sidebar when editing any block. It's positioned above the Outcome panel and becomes available automatically when supported plugins are detected on your site.

[Screenshot: Integrations panel location in sidebar]

Basic Configuration

1. Select Integration Type: Choose from the dropdown menu of available integrations. Only plugins that are installed and activated on your site will appear in this list.
2. Choose Target Plans: After selecting an integration, a multi-select field appears allowing you to choose specific membership plans, subscription products, or other relevant options from the connected plugin.
3. Set Action: Use the standard Show/Hide toggle to determine whether content should be displayed to visitors who match your integration criteria.

Advanced Configuration Options

Multiple Plan Selection: You can select multiple membership plans or subscription types within a single integration rule. Visitors who hold any of the selected plans will match the criteria.

Integration Priority: When using integrations, other PersonalizeWP controls (such as Rules and Lead Scores) are automatically disabled to prevent conflicts. The integration takes priority in determining content visibility.

Fallback Behaviour: Content with integration rules will only display to logged-in users who match the specified criteria. For all other visitors (including anonymous users), the content will be hidden by default.

Troubleshooting

Integration Not Appearing

If an expected integration doesn't appear in the dropdown:

• Verify the target plugin is activated
• Check that you have created at least one membership plan or subscription product
• Confirm PersonalizeWP Pro is properly licensed and activated

Content Not Displaying

If integration-based content isn't showing for qualifying users:

• Verify the user is logged in
• Check that the user holds the correct membership/subscription
• Review the integration settings to ensure the correct plans are selected
• Confirm the Show/Hide action is set correctly

Multiple Plan Issues

When selecting multiple plans within an integration:

• Remember that visitors need only one of the selected plans to qualify
• Use separate blocks with different integration rules if you need AND logic between plans
• Test with user accounts that hold different combinations of selected plans

The Integrations panel represents a significant advancement in PersonalizeWP's targeting capabilities, enabling sophisticated personalisation strategies that work seamlessly with your existing plugin ecosystem. By leveraging visitor data from established plugins, you can create more relevant, targeted experiences that drive engagement and conversions.