Give

Overview

WP Fusion integrates the Give donation plugin to add donors to your CRM and tag them based on their donation level.

General Settings

With WP Fusion active, a new pane will appear when editing the settings for any donation form.

Here you can specify whether or not contacts should be added to your CRM after they make a donation. You can also specify any tags to apply.

Donation Level Settings

From the Donation Options tab you can create multiple donation levels. Here you can also tag contacts by level, allowing you to segment donors by their donation amount in your CRM.

Custom Fields

If you’re using the Form Field Manager addon for Give, you can add custom fields to your donation forms, and WP Fusion supports syncing these fields to custom fields in your CRM.

Any custom fields you’ve added to your donation forms will show up under the Give header at Settings » WP Fusion » Contact Fields. From here you can choose a corresponding custom field in your CRM to store the collected data.