The Contacts (CRM) module is the core component of the wpSaleGen plugin, providing a robust interface for managing contact profiles. All other modules in the plugin integrate seamlessly with the Contacts module to ensure smooth functionality and data consistency.
Short Overview
Create and manage contact profiles with custom fields, and tags.
- Fields – manage unlimited contact fields of various types with dozens of options and settings.
- Tags – add and manage contact tags.
- Generate contacts directly from your WordPress users.
- Import and export contacts easily via CSV.
Contacts (CRM) Module Interface
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Contacts List
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Contact Tags List
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Edit Contact Interface
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Edit Contact Tag(s) Interface
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Edit Contact Group(s) Interface
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Edit Other Contact Options
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Generate Contacts From WordPress Users
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Import Contacts From CSV File
Contacts Fields Module Interface
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Contacts Fields List
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Edit Contact Field
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Edit Contact Field Options
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Contact Field Types List
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Edit Select, Checkbox, Radiobuttons Options
Overview
The Contacts module includes three powerful submodules designed to enhance contact management:
- Fields
Create an unlimited number of custom fields for your contacts. Choose from various field types (text, email, password, hidden, radiobutton, checkbox, and more) with dozens of customizable settings tailored to each type. Learn more in the Fields section.
- Tags
Assign an unlimited number of tags to your contacts with many-to-many relationships for flexible categorization. Learn more in the Tags section.
Contact List Features
The contact list view offers advanced filtering capabilities, allowing you to filter contacts by:
- Custom fields
- Tags
- Creation and modification dates
- Verification status
- Linked WordPress user
Contact Profile Details
In the contact profile, you can:
- View and edit all custom fields, including default fields provided by the plugin.
- Assign the contact to existing tags.
- Access the Form Submits tab to view all form submissions associated with the contact.
You can manually populate a contact profile or link a WordPress user to an existing contact for streamlined management.
Import and Export Contacts
The Contacts module supports flexible import and export options to manage your contact data efficiently:
- Import Options:
- Generate Contacts from WordPress Users: Automatically create contacts based on WordPress users with customizable conditional logic.
- Import via File: Import contacts along with their custom fields and tags using a contact import file.
- Export Options:Export all or selected contacts to a CSV file, including comprehensive data such as custom fields, tags (with IDs and names), user status, and more.
Additional
You can use internal API methods on your website. This can be very useful for automation processes.
Summary
The Contacts module empowers you to manage and customize contact profiles with precision, offering robust tools for field creation, grouping, tagging, filtering, and data import/export. This module serves as the foundation for all contact-related operations in the wpSaleGen plugin, ensuring a seamless and detailed contact management experience.
