Install and use the WordPress Utilities extension to import your WordPress users into Jetpack CRM by using
By default, Jetpack CRM does not create WordPress users on your website. This is because WordPress users come with privileges. Depending on your default user role your WordPress users will be able to:
- Log in to WP Admin.
- Publish comments (contribute).
- Edit posts (editor, or above).
- Manage site’s settings and other users’ permissions (Administrator).
WordPress users also have their data stored in wp_usermeta in key value pairs, which makes any sort of data work difficult (sort by filter, etc).
With Jetpack CRM we didn’t feel the need to have WordPress users for each contact (it’s extra data after-all) but you may want to have your existing WordPress user table in your CRM. This could be your case if you have a site where people can register and then purchase; in such cases, you’re likely to have a number of leads in your CRM as users, who you want to market to.
Import WordPress users into Jetpack CRM as contacts
To import users and capture new website sign-ups to your CRM, you’ll need the WordPress Utilities extension. This automatically adds any new WP user to your Jetpack CRM install. Once installed, you can check the following pages to setup and use the extension:
Capturing new users from external sites
If you want to also capture sign-ups to external websites, you can use the API Connector to do this.
This is a different extension that lets you funnel contacts to your CRM from as many websites as you like. This extension works better if you’re running a network of sites but want a central CRM to sell to them from.