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    Marker CRM documentation

    Guides for running your contacts, emails and automations in WordPress, and the reference for building on Marker CRM.

    Documentation

    Run your CRM inside WordPress

    Guides for your contacts, emails and automations, and the reference for building on Marker CRM.

    Get started Developer docs

    Get started in three steps

    1. 1Install and set up sendingActivate the plugin, then choose the name and address your emails come from.
    2. 2Bring in your contactsImport a CSV, or let sign-ups and forms add people as they arrive.
    3. 3Send or automateSend a campaign to a list, or start an automation from a recipe.

    Explore the guides

    For developers

    Build on Marker CRM

    Add-ons are ordinary WordPress plugins. Register your own automation triggers and actions, merge tags and segment fields, and they appear in the builder like the ones that ship.

    acme-rewards.php
    add_action('marker_crm/loaded', function () {
        add_filter('marker_crm/automation_actions', function ($actions) {
            $actions['acme_grant_points'] = [
                'label'  => __('Grant reward points', 'acme'),
                'group'  => __('Rewards', 'acme'),
                'fields' => [[
                    'key'      => 'points',
                    'label'    => __('Points', 'acme'),
                    'type'     => 'number',
                    'required' => true,
                ]],
                'run'    => 'acme_grant_points',
            ];
    

            return $actions;
        });
    });