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Getting Started

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Install, Upgrade and Activate FluentCRM License
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crm settings (1)

Global Settings

16

FluentCRM Global Settings
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FluentCRM Essentials

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Cron Job: Basics & Checklist
Cron Job: Replace with a Server-side Cron Job (cPanel)
Cron Job: FluentCRM Cron With Cloudways
Cron Job: FluentCRM Cron with Cron-job.org
Cron Job: FluentCRM Cron with EasyCron
Email Delivery of FluentCRM
Troubleshoot: Guidelines on WordPress Error

crm contact (1)

Contacts

11

Contacts Dashboard
Advanced Filter
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Export Contacts from FluentCRM

Emails

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Overview of Emails from FluentCRM
Compose Email in FluentCRM
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SmartCode In Editor of Email Templates
Email Templates
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Forms

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Opt-in Forms (Fluent Forms) Basic Configuration
Fluent Forms Advanced Configuration
Capturing Leads Remotely from Fluent Forms

crm automation (1)

Automations

22

Labels for Automations
WooCommerce Automation Actions
Introduction to FluentCRM Automation
Creating Automation and Its Editor
Primary Automation Triggers
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crm reports (1)

Reports

6

CRM Advanced Reports
WooCommerce – Advanced Reports
EDD – Advanced Reports
LifterLMS – Advanced Reports
LearnDash – Advanced Reports
Abandoned Cart Report

crm integration (1)

Plugins Integration & Automation

17

Fluent Forms integration with FluentCRM
Elementor Integration with FluentCRM
WooCommerce Automation with FluentCRM
Easy Digital Downloads Integration with FluentCRM
Learndash Integration with FluentCRM
LifterLMS Integration with FluentCRM
TutorLMS Integration with FluentCRM
LearnPress integration with FluentCRM
MemberPress integration with FluentCRM
BuddyBoss integration with FluentCRM
Webhook Integration
Zapier Integration with FluentCRM
SureCart Automation With FluentCRM
Oxygen Builder Integration With FluentCRM
Fluent Booking Integration with FluentCRM
Paid Memberships Pro Integration with FluentCRM
Restrict Content Pro Integration with FluentCRM

Migrating from Other Platforms

5

Migrating into FluentCRM from MailChimp
Migrating into FluentCRM from Convertkit
Migrating into FluentCRM from MailerLite
Migrating into FluentCRM from Drip
Migrating into FluentCRM from ActiveCampaign

Bounce Handlers

9

Bounce Handling with SMTP2GO
Bounce Handling with Postal Server
Bounce Handling with Amazon SES
Bounce Handling with Mailgun
Bounce Handling with SendGrid
Bounce Handling with Pepipost
Bounce Handling with Elastic Email
Bounce Handling with PostMark
Bounce Handling with Sparkpost

Miscellaneous

3

FluentCRM Contacts Status
Merge Codes / Smart Codes usage
Cloudflare or Security Plugin Compatibility

Developer Documentation

10

Form Field Code Structure
Custom Automation Trigger
Custom Automation Action
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Contact PHP API
Lists and Tags PHP API
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Frequently Asked Questions

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General Questions

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Change Log

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Changelog

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Bounce Handlers

Bounce Handlers

Bounce Handling with SMTP2GO
Bounce Handling with Postal Server
Bounce Handling with Amazon SES
Bounce Handling with Mailgun
Bounce Handling with SendGrid
Bounce Handling with Pepipost
Bounce Handling with Elastic Email
Bounce Handling with PostMark
Bounce Handling with Sparkpost

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