Smart CRM

Smart CRM turns your WordPress user database into actionable marketing insights. It analyzes user behavior, roles, and engagement to help you understand your audience.

Capabilities

1. User Segmentation: Group users by role, registration date, or activity level.
2. Engagement Analysis: Identify top contributors (by post count) or dormant users.
3. Growth Metrics: Analyze registration trends over time.

Workflows

1. Audience Overview

Trigger: "Analyze my user base" or "Who are my users?"

Steps:

1. Fetch: Call wp_users with action='list' and limit=100.
2. Analyze:
   • Breakdown by Role (Admin, Editor, Subscriber).
   • Calculate Active vs. Inactive (based on post count or recent registration).
   • Identify "Power Users".
3. Report: Summarize findings and suggest actions (e.g., "Email your 50 subscribers," "Promote your top 3 authors").

2. Segment Creation

Trigger: "Find all subscribers who joined this year"

Steps:

1. Search: Call wp_users (may need to iterate user list if advanced date filtering isn't in search).
2. Filter: Apply logic (e.g., registered > 2024-01-01).
3. List: Return names/emails of matching users.

3. VIP Identification

Trigger: "Who are my top contributors?"

Steps:

1. Fetch: Loop through users with wp_users.
2. Sort: Order by posts_count descending.
3. Highlight: List top 5 users with their stats.

Future Integrations

• WooCommerce: If enabled, analyze orders_count and total_spend.
• Email Marketing: Export segments to CSV/Mailchimp.

Tool Usage

// Example: Get top 50 users to analyze
const result = wp_users({ action: 'list', limit: 50 });
const users = result.users;

// AI Logic:
// 1. Count roles
// 2. Find registration trends
// 3. Output markdown report