This video walks through how user fields work in Memberium X, how they relate to your CRM, and how to set them up for displaying and storing user data on your site.
What Are User Fields?
User fields work similarly to user tags — they are created locally on your WordPress install and can optionally be mapped to a remote field in your CRM (HighLevel is used as the example in this video). When mapped, the field syncs both ways: updates on your site reflect in the CRM, and updates in the CRM reflect back on your site. If a field is not mapped to a remote field, no syncing occurs in either direction.
Finding Your Fields
Under Membership > Fields, you’ll see a list of your existing local fields along with their mapped remote fields. Clicking the remote field column for any field will display all available fields from your CRM that you can map it to.
Creating a New Field
To create a new field, enter a name and select a field type. The currently supported field types are:
- Text
- Date
- Number
A newly created field is local-only by default. It will not sync with your CRM until you map it to a remote field.
Mapping a Local Field to a Remote Field
To connect a local field to your CRM, click into the remote field column for that field. A list of all available fields from your CRM will appear, and you can select the one you want to link it to. Once mapped, changes will sync in both directions between your site and the CRM.
How Fields Are Used
User fields work in conjunction with Memberium X shortcodes, which allow you to display or collect user-specific information on your site. For example, if your CRM is storing a value in a custom field and you want to display it to the logged-in user on a page, you would first create and map the corresponding local field here, then reference it via shortcode. The same applies if you want to allow users to update their own field values on the site.
The Key Principle
Just like with tags, you always work with local fields in Memberium X — not directly with CRM fields. The local-to-remote mapping is what handles the sync behind the scenes. Make sure the field exists and is mapped before trying to display or update its value on your site.
