Support » Plugin: WordPress CRM Plugin - WP-CRM System » segmentation tool

  • hi there,
    I have a customer who need a website but they are trying to have a customer area where customers can set an appointment ( google calendar and later on send communications based on a segmentation criteria. The idea is to create a csv file of emails that can be downloaded based on a segmentation criteria. does this plugin do that???
    Thanks.
    Jaume

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  • Plugin Author Scott DeLuzio

    (@scottdeluzio)

    For this plugin to work as described, you would need some of the paid add-ons.

    To add appointments to a Google Calendar, you would need our Zapier add-on. Those appointments can be created as “projects” or “tasks” in the CRM through the Gravity Forms or Ninja Forms add-on.
    To create the customer are, you would use our Client Area add-on, and embed the scheduling form in the password protected area.

    To export customers, you would need the Import/Export Contacts add-on. While it doesn’t filter the contacts by the segmentation criteria, it can easily be filtered in a program like Microsoft Excel, or Google Sheets to filter out the relevant results.

    Please let me know if you have any other questions.

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