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Getting Started

4

Install, Upgrade and Activate FluentCRM License
Transfer License from one Domain to another
Introduction to FluentCRM Dashboard
Migrating into FluentCRM from Other Platforms

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Global Settings

15

FluentCRM Global Settings
Business Settings
Email Settings
General Settings
Custom Contact Fields
Smart Links
Integration Settings
Double Opt-in Settings
Incoming Webhooks
Managers
REST API
Tools
Compliance
SMTP/Email & Bounce Handlers
Advanced Features Settings

FluentCRM Essentials

7

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

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Contacts

10

Contacts Dashboard
Company Module
Advanced Filter
Contact Overview
Integrated Contact Overview
Manage Contacts
General & Dynamic Segments
Import Contacts into FluentCRM
Import from Other Plugins & Integrations
Export Contacts from FluentCRM

Emails

11

Overview of Emails from FluentCRM
Compose Email in FluentCRM
Content Blocks in Email Editor
Conditional Sections in Email Editor
SmartCode in Email Editor
Email Templates
Email Campaigns
Campaign Summary & Actions
Recurring Campaign
Email Sequence
FluentCRM Visual Builder

Forms

3

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

crm automation (1)

Automations

21

Introduction to FluentCRM Automation
Automation Editor
Primary Automation Triggers
Birthday Automation Trigger
Ecommerce Triggers
Membership Triggers
LMS Triggers
Basics of Automation Actions
Primary Actions
WordPress Actions
Email Actions
Goals or BenchMark Actions
LMS Actions
Miscellaneous Actions
Primary Conditionals
Ecommerce Conditionals
LMS Conditionals
Membership Conditionals
Automation Reports
Manage Automation
Export-Import Automations

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Reports

5

CRM Advanced Reports
WooCommerce – Advanced Reports
EDD – Advanced Reports
LifterLMS – Advanced Reports
LearnDash – Advanced Reports

crm integration (1)

Plugins Integration & Automation

13

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

Migrating from Other Platforms

5

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

Bounce Handlers

7

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
Custom Automation Benchmark/Goal
Custom Automation Condition
Contact PHP API
Lists and Tags PHP API
Action Hooks
Useful Code Snippets
WP Cli Commands

Frequently Asked Questions

1

General Questions

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Change Log

1

Changelog

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