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crm start (1)

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

16
  • FluentCRM Global Settings
  • Business Settings
  • Email Settings
  • General Settings
  • Custom Contact Fields
  • Smart Links
  • Integration Settings
  • Abandoned Cart Settings
  • Double Opt-in Settings
  • Incoming Webhooks
  • Managers
  • REST API
  • Tools
  • Compliance
  • SMTP/Email & Bounce Handlers
  • Advanced Features Settings
essentials

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
crm contact (1)

Contacts

11
  • Contacts Dashboard
  • Advanced Filter
  • Contact Overview
  • Contact Statuses
  • Integrated Contact Overview
  • Add and Manage All Contacts
  • General & Dynamic Segments
  • Import Contacts into FluentCRM
  • Company Module 
  • Import from Other Plugins & Integrations
  • Export Contacts from FluentCRM
crm email (1)

Emails

12
  • Labels for Email Campaigns
  • Overview of Emails from FluentCRM
  • Compose Email in FluentCRM
  • Content Blocks in Email Editor
  • Conditional Sections in Email Editor
  • SmartCode In Editor of Email Templates
  • Email Templates
  • Email Campaigns
  • Campaign Summary & Actions
  • Recurring Campaign
  • Email Sequence
  • FluentCRM Visual Builder 
crm forms (1)

Forms

3
  • 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
  • Ecommerce Triggers
  • WooCommerce Subscription Triggers
  • Membership Triggers
  • Abandon Cart Automation 
  • LMS Triggers
  • Primary Actions
  • WordPress Actions
  • Email Actions
  • Goals or BenchMark Actions
  • LMS Actions
  • Miscellaneous Actions
  • Primary Conditionals
  • Ecommerce Conditionals
  • LMS Conditionals
  • Membership Conditionals
  • Automation Reports
  • Export-Import Automations
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Event Tracking

4
  • Event Tracking Automation
  • Event Tracking with Action Hooks
  • Event Tracking With Rest API
  • Event Tracking Record
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
migrate

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
crm bounce

Bounce Handlers

10
  • Bounce Handling with Brevo
  • 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
crm misc (1)

Miscellaneous

4
  • Auto-Fill Fluent Forms Fields with FluentCRM Data
  • FluentCRM Contacts Status
  • Merge Codes / Smart Codes usage
  • Cloudflare or Security Plugin Compatibility
crm dev (1)

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
crm faq (1)

Frequently Asked Questions

1
  • General Questions
crm changelogs (1)

Change Log

1
  • Changelog
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Emails

  • Labels for Email Campaigns
  • Overview of Emails from FluentCRM
  • Compose Email in FluentCRM
  • Content Blocks in Email Editor
  • Conditional Sections in Email Editor
  • SmartCode In Editor of Email Templates
  • Email Templates
  • Email Campaigns
  • Campaign Summary & Actions
  • Recurring Campaign
  • Email Sequence
  • FluentCRM Visual Builder 
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FluentCRM is a marketing automation plugin for WordPress. Our vision is to make email marketing affordable for small businesses

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