General

The General screen covers two things: how dates read across the CRM, and how WordPress user accounts and contacts stay connected.

Open it from Settings → General.

Dates and times

Show dates as decides how every date in the CRM reads:

• Time since — “3 hours ago”, “last week”. This is the default.
• The date itself — the actual date and time.

Three example rows (A moment ago, Last week, Last year) show the result as you switch. The date format and the first day of the week come from WordPress. Change them with Date and time format in WordPress, which opens Settings → General in WordPress.

WordPress users

These settings decide what happens to a contact when the WordPress user account linked to it changes. Changes only go one way: WordPress changes the contact, but editing a contact in the CRM never changes the user account.

Setting	What it does
Create a contact when somebody registers	Off by default. On, every new WordPress account gets a contact.
Add to lists	Appears when the setting above is on. Puts new contacts on these lists.
Add tags	Appears when the setting above is on. Adds these tags to new contacts.
Keep names and email in step	Off by default. On, changes to a user’s name or email in their WordPress profile are copied to their contact.
Delete the contact when the user is deleted	Off by default. On, deleting a WordPress user also deletes their contact.

Registering is not subscribing

A contact created when someone registers is Transactional, not subscribed. Adding them to a list does not send them anything until they subscribe. Tags are only labels, so they don’t send anything either.

It runs for every account

Create a contact when somebody registers runs for every account the site creates — accounts an admin adds, WooCommerce customer accounts, and so on — not only people who sign up on your site.

Deleting a user deletes the contact for good

With Delete the contact when the user is deleted on, the contact’s timeline, custom field values and subscriptions are deleted too. You can’t undo this.

Tags by role

Give WordPress roles their own tags. The tags are added when somebody registers and again whenever their role changes. When the role changes, the old role’s tags come off and the new role’s tags go on. Tags you added by hand are left alone.

This only affects users who have a contact — for example, ones created by Create a contact when somebody registers.

1. Choose a role from Add a role.
2. In the row that appears, use Add a tag to pick up to six existing tags.
3. Use the × button (Remove this role) to stop tagging that role.

If no role has a tag yet, the section says No role carries a tag yet.

This works well with automations: for example, tag everyone with the customer role and start a welcome flow when that tag is added.

Saving

Click Save changes in the bar at the top to keep your changes, or Discard to undo them.