Users Insights

#Overview

WP Fusion integrates with Users Insights to allow you to sync data collected by Users Insights to custom fields in your CRM, as well as search and filter users by CRM tags.

#Syncing custom fields

When Users Insights is active, an additional section will appear on the Contact Fields tab in the WP Fusion settings.

Screenshot of a user insights table integrated with WP Fusion CRM. The table boasts six rows, each highlighting fields like Custom Text, Custom Date, Gender, Birth Date, and Address. Columns outline field type, format (text or date), and input value. Rows are elegantly highlighted in green.
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This section will list any custom fields you have created with Users Insights. When a user registers or updates their profile, any enabled fields will be synced to your CRM.

#Search and filter by tags

In the main Users Insights users table, WP Fusion adds a new smart filter for users’ tags in your CRM.

A user interface showcases a seamless WP Fusion CRM integration, detailing two users: jgarutro and info@verygoodplugins.com. Features include username, email, bento tags like Totally new tag, registration dates of December 29, 2014, and September 8, 2020, plus country details.

You can select tags includes or tags does not include along with a tag, to show only users who have (or don’t have) the selected tag.

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