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MemberDash

#Overview

WP Fusion includes an integration with MemberDash that allows you to apply tags in any one of 50+ CRMs and marketing automation systems based on membership levels, and automatically grant membership levels by applying tags in your CRM.

#Membership settings

When accessing a MemberDash Membership, click on the WP Fusion settings tab to configure any tags you’d like applied when a member is added to the membership.

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There are two settings. Apply Tags lets you select one or more tags that will be applied in your CRM when a user is added to the membership.

Link with Tag lets you select a tag that becomes “linked” with the membership:

  • When a user is added to the membership, the linked tag will be applied
  • When a user is removed from the membership, the linked tag will be removed
  • When the tag is applied to a user, they will be added to the membership
  • When the tag is removed from the user (or if the user doesn’t have the tag), they will be removed from the membership

#Batch Operations

WP Fusion also includes a Batch Operation that applies tags to your members based on your configured WP Fusion membership settings. Batch Operations are in the Advanced tab under Settings » WP Fusion.

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