Buyers / Clients English WordPress Plugin

Listing User Assign for Listeo: Client Guide

Client guide for assigning listings to users in bulk, creating owner accounts, queueing emails, assigning packages, and handling unclaimed listings.

Listing User Assign for Listeo Version 1.1 18 min read Updated Jun 30, 2026

Purpose. Listing User Assign for Listeo helps administrators turn existing Listeo listings into owner-managed listings by creating or matching WordPress owner accounts, assigning packages, sending onboarding emails, sending SMS messages through Listeo SMS, and optionally requiring payment before ownership is finalized.

Who this guide is for

Use this guide if your directory already contains listings but the correct business owners are not connected yet. Typical cases include imported listings, scraped listings, agency-created listings, migrations, local business onboarding, and claim campaigns where owners must receive an account, package, and clear next step.

Email onboardingCreate or match users from listing email addresses and queue email notifications.

Phone + SMS onboardingCreate or match users from listing phone numbers and send SMS through the official Listeo SMS integration.

Package assignmentAssign default or selected Listeo packages immediately, or require payment first.

Owner cleanupFilter listings, edit missing contact data inline, and process selected listings in batches.

Requirements

WordPress with the Listeo theme installed and active.
Administrator access to WordPress.
WooCommerce and Listeo packages if you plan to assign packages.
Listings with usable _email or _phone metadata, depending on the selected user creation method.
Working SMTP/email delivery for email onboarding.
The official Listeo SMS/Twilio integration active and configured for phone + SMS onboarding.
A valid ListingPilot license for Pro email features, support, and licensed updates.

What changed in version 6.2.2

The current plugin version adds a second onboarding path: Via Phone + SMS. In this mode, the plugin reads the listing phone number, looks for an existing user with matching phone or billing_phone user meta, creates a new owner user when needed, stores the phone on the user, and sends an SMS through the official Listeo SMS class. Email queueing only applies to the email-based method.

Initial setup

Install and activate the plugin.
Open ListingPilot > User Assign.
Open Settings and choose the user creation method: Via Email or Via Phone + SMS.
Set how many listings should appear per page.
Select a default package, or leave it empty if operators should choose a package during each batch.
Choose the package assignment mode: Immediate assignment or Paid order before assignment.
If using email, enable email notifications and configure both the new-user and existing-user templates.
If using SMS, configure the SMS template and confirm Listeo SMS is active, enabled, and not in debug mode.
Run a small test batch before processing a large onboarding campaign.

User creation methods

Method	How it works	Best use
Via Email	Uses listing `_email`. Existing users are matched by email. New users receive an owner account with that email.	Best when business email data is reliable and you want email onboarding.
Via Phone + SMS	Uses listing `_phone`. Existing users are matched by `phone` or `billing_phone`. New users are created with owner role and phone user meta.	Best when your onboarding data is phone-first and Listeo SMS/Twilio is configured.

Important. Phone + SMS mode creates users from phone data, not email data. Make sure your phone numbers are unique and consistently formatted before running large batches.

Main assignment workflow

Go to User Assign.
Filter listings by category, package, verified status, contact data, administrator ownership, or search term.
Edit missing email or phone values inline when needed.
Choose a package in the action bar, or use the configured default package.
Select the listings to process.
Click Create Users or Create Users & Send Emails, depending on your settings.
Wait for the batch progress bar to finish.
Review the result summary: processed listings, created users, assigned packages, payment orders, queued emails, and sent SMS messages.

Filters and search

The management screen is designed for careful selection before bulk actions. You can filter by category, existing package, verified status, contact data, and administrator ownership. Search supports title, email, and phone matching. The default administrator filter excludes administrator-owned listings so normal customer onboarding is less likely to affect internal listings.

Filter	Purpose
Category	Limit work to one listing category.
Package	Find listings already connected to a specific Listeo user package.
Verified status	Separate verified and unverified listings.
Contact info	Find listings with or without email, phone, or either contact field.
Admin ownership	Exclude admin-owned listings, show all, or show only admin-owned listings.

Package assignment modes

The selected package comes from the batch action dropdown. If no package is selected, the plugin uses the default package from settings. If neither exists, users can still be created, but no package is assigned.

Mode	What happens
Immediate assignment	The plugin changes the listing author to the matched or newly created owner and assigns the package immediately.
Paid order before assignment	For paid non-subscription packages, the plugin creates a WooCommerce order and sends the payment link in the email/SMS placeholders. Listing ownership and package assignment are finalized after payment reaches processing or completed.
Paid subscription package	The plugin provides the official WooCommerce subscription checkout link and does not automatically assign ownership during the batch.

Email onboarding

Email notifications are queued, not sent all at once. The queue protects deliverability and reduces timeout risk. You can configure separate subjects and templates for new users and existing users. The logs screen shows queued, sent, failed, and cancelled emails, and lets you process the queue manually.

Email placeholders

Templates support operational placeholders such as {username}, {email}, {password_reset}, {package_name}, {listing_title}, {listing_url}, {package_limit}, {package_duration}, {package_count}, {payment_url}, {payment_button}, {order_id}, {payment_status}, {site_name}, {site_url}, {support_email}, {total_listings}, and {report_link}.

SMS onboarding

SMS mode uses the official Listeo SMS integration. The plugin will not send SMS if the Listeo SMS class is missing, SMS notifications are disabled, or Listeo SMS debug mode is enabled. The SMS result is included in the batch summary.

SMS placeholders

The SMS template supports {username}, {password}, {password_line}, {listing_title}, {listing_url}, {package_name}, {site_name}, {site_url}, {login_url}, {user_id}, {payment_url}, {order_id}, and {payment_status}.

Email logs and queue control

The queue table stores queued, sent, failed, and cancelled statuses.
WP-Cron processes emails using your configured batch size and batch interval.
The plugin also processes overdue queued emails when you load plugin admin pages.
The logs screen can manually process queued emails with Process Queue Now.
Queued emails can be cancelled before they are sent.

Unclaimed listing timeout

The plugin can check unclaimed listings daily. When enabled, unverified listings with an old enough assignment date can be moved to a configured status such as draft or pending review. Use this carefully and test the rule on staging before enabling it on a live marketplace.

Safe operating checklist

Back up the site before the first large assignment campaign.
Choose email mode only when listing emails are reliable.
Choose phone + SMS mode only when phone numbers are unique and Listeo SMS is fully configured.
Run a test batch with one or two listings.
Confirm new users have the owner role.
Confirm ownership changes only when your package mode expects it.
Confirm payment links are included when using paid-order mode.
Review email/SMS wording before sending real owner messages.

Troubleshooting

Problem	What to check
No user is created	Check the selected user creation method and confirm the listing has the required email or phone value.
SMS is not sent	Confirm the official Listeo SMS plugin is active, SMS notifications are enabled, Twilio is configured, and debug mode is off.
Email is queued but not sent	Check WP-Cron, SMTP settings, queue logs, batch interval, and the Process Queue Now button.
Ownership did not change	Check whether Package Assignment Mode is set to paid order before assignment or whether the selected package is a paid subscription package.
Package was not assigned	Confirm WooCommerce is active, the product is a Listeo package, and the assignment mode allows immediate assignment.
Payment order exists but listing is still not assigned	Confirm the WooCommerce order reached processing or completed status.

Support information to collect

When contacting support, include plugin version 6.2.2 or newer, WordPress URL, Listeo version, WooCommerce version, selected user creation method, package assignment mode, affected listing IDs, selected package ID, email queue status, SMS plugin status, and screenshots of the batch result.