These videos will walk you through the process of downloading and installing WP Fusion, as well as provide an overview of the various settings pages and configuration options.
Advanced Settings This video provides an overview of the options found under the Advanced tab of the WP Fusion settings
General Settings – Part One This video explores WP Fusion's "General" settings tab, and covers the various options for handling user registrations, tagging new contacts, and assigning them to lists.
Installation and Initial Setup How to upload WP Fusion to your WordPress site, and configure the initial connection to your CRM
A more in depth look of some of the features and utilities available with WP Fusion.
Download and Installation An introduction for new customers on how to log into your account, and access your downloads and license key.
Importing CRM Contacts This video introduces you to WP Fusion's import tool, which lets you import CRM contacts as new WordPress users
Tracking User Activity Learn how to track activity and engagement by applying tags when users view content on your site
Shortcodes An introduction to WP Fusion's shortcodes for conditionally displaying content, or dynamically inserting user information into a page.
Mapping and Syncing Contact Fields This video introduces you to the Contact Fields tab in the WP Fusion settings, and explains how to connect WordPress fields so they sync to your CRM
Content Restriction – General Settings This video covers the various settings for content restriction on the "General" tab of the WP Fusion settings.
Lead Source Tracking This video explains what Lead Source Tracking is, why it's beneficial, and how to use it.
These videos will walk you through the process of integrating WP Fusion with CRMS and provide an overview of the configuration options.
Sync User Accounts This video covers how to sync user accounts from your WordPress site to your CRM.
Auto Login Links This video covers how to set up Auto Login Links, what this feature does, and what can be done with it.
Link Click Tracking This video covers what Link Click Tracking is and how to use it.
Ultimate Member This video looks at all the ways that WP Fusion integrates with the Ultimate Member plugin.