Use CRM when you need a Pew Research contact list inside WordPress instead of Salesforce.
Open the contact list
In wp-admin, open CRM → All Contacts. The list is a DataViews table. Search by name. Filter by segment, organization, or gender.
Add a contact with Add New for the full editor, or Quick add on All Contacts for a short form. Quick add opens a modal. Email is required. Segments and organizations stay on the full editor.
The contact editor opens in Gutenberg. The post title stays at the top. A locked Contact information block in the canvas holds name, email, phone, job title, gender, and notes. The Emails and Share links panels stay in the document sidebar. Assign Segments and Organizations there too.
The Emails panel lists transactional messages sent to that person. Each message shows an activity level (not opened, opened, clicked, bounced, and similar), unique vs total opens and clicks, and the URLs the contact clicked. Completed is yes when they reached a share landing from that message. The Share links panel shows whether they opened a tracked redirect, and how many times.
Email must be unique. If a second contact uses the same address, WordPress rejects the save.
Segments
A segment is a named group of contacts. Create terms under CRM → Segments, then assign them on each contact. Use the Segment filter on All Contacts to browse one group.
Compose a transactional email
Select one or more contacts that have email addresses. Choose Compose email. WordPress opens a draft transactional email in Email Builder, already pointed at those addresses. Finish the message and send it from Email Builder.
This action is hidden when Email Builder is not active.
After send, Mandrill open and click events appear on the contact. Each message shows an activity level (not opened, opened, clicked, bounced, and similar), unique vs total opens and clicks, and the URLs the contact clicked. Completed is yes when they reached a share landing from that message.
Open the transactional email in Email Builder to see the same unique rates and click-throughs for the whole send. Use Refresh now to reread CRM events. Do not use a Mailchimp campaign report for these Mandrill sends.
Share links
Create a one-off redirect under CRM → Share links. Set a destination URL. Copy the public URL, which looks like https://alpha.pewresearch.org/pewresearch-org/?crmShare=<id>.
Give a contact the personal URL from their editor. That URL attributes hits to that person. Assign a segment on the share if it should appear only for that group. The contact editor shows hit count and last access.
Anonymous visits to the public URL still redirect. They do not attach to a contact unless the visitor is identified (personal URL, matching logged-in email, or a prior identified visit).
Import from CSV
Ask an engineer to run:
wp prc crm import /path/to/contacts.csv --source=salesforceThe file needs an email column. Matching emails update the existing contact.
Capture a contact from a form
In the block editor, insert a Form block and set its action to Create CRM Contact. Email is required. First name, last name, phone, job title, organization, and a message/notes field map automatically from common names and labels. Submitting the form creates a contact, or updates the person if that email already exists. Those contacts show form (or form plus the form id) as their source, so they stay distinct from Quick add.
You can also create contacts from Forms → Responses. Select inbox rows that include an email and choose Create CRM Contact. The same upsert runs from the stored fields. This action is hidden when CRM is not active, and it skips spam.