Ultimate Member is a popular WordPress membership plugin that comes in a free core version and a number of premium extensions.

If you’re using Ultimate Member to grow a loyal community of engaged members, you’re probably looking to use Dynamics 365 Marketing to better connect with and organize those users.

With WP Fusion, you can connect Ultimate Member to Dynamics 365 Marketing so that you’re able to sync WordPress members with Dynamics 365 Marketing (and the custom fields that you’ve added with Ultimate Member).

You can also apply tags in Dynamics 365 Marketing based on the Ultimate Member registration form that a person used and link WordPress user roles with Dynamics 365 Marketing tags to automatically give members a certain role when you apply a tag in Dynamics 365 Marketing.

Using WP Fusion to set up your Ultimate Member — Dynamics 365 Marketing integration is easy. All you do is install WP Fusion on your WordPress site and then authorize your site with Dynamics 365 Marketing:

And that’s it! WP Fusion will start automatically syncing Ultimate Member users with Dynamics 365 Marketing and you can also set up other rules to apply tags and sync custom field information.

Sync Custom Fields With Your CRM

If you’re using Ultimate Member to create custom user profile fields, you can map those fields to fields in Dynamics 365 Marketing so that you’re able to sync information whenever a user registers or updates their profile:

Apply Tags After Registration

With Ultimate Member, you can create different registration forms for different situations. When you add WP Fusion into the mix, you can also apply a tag to users in Dynamics 365 Marketing based on the specific registration form that people use:

Link User Roles With Tags (or Deactivate Accounts)

WordPress user roles let you control what permissions a user has on your site.

With WP Fusion, you can link a user role to a tag in Dynamics 365 Marketing so that a member is automatically granted a new user role when you apply that tag in Dynamics 365 Marketing.

Essentially, this lets you control a user’s access and permissions on your WordPress site from Dynamics 365 Marketing:

If you remove the tag from the user, they’ll also lose that user role and be downgraded to the default Ultimate Member registration role.

You can also deactivate a user’s Ultimate Member account when you apply a tag in Dynamics 365 Marketing. For example, in a situation where a user’s payment failed. If you remove the deactivation tag, the user’s account will automatically be reactivated.

Control When to Sync Data

To help keep your data accurate and optimize performance, WP Fusion also lets you decide whether to:

• Update a user’s profile from information in Dynamics 365 Marketing any time that a user loads their profile in Ultimate Member.
• Wait to send data to Dynamics 365 Marketing until a user’s account is activated (either by admin approval or the user clicking an activation link in their welcome email).

With WP Fusion, you can create a deep Dynamics 365 Marketing — Ultimate Member integration to sync profile information, segment users, and even control access to your site.

Click below to learn more about why WP Fusion is the best solution to connect Ultimate Member to Dynamics 365 Marketing.