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Getting Started With FluentCRM

Getting Started With FluentCRM

4

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

Global Settings

Global Settings

14

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

Contacts

9

Contacts Dashboard
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

9

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
Email Sequence

Forms

3

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

Automations

20

Introduction to FluentCRM Automation
Automation Editor
Primary Automation Triggers
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

Reports

5

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

Plugins Integration & Automation

Plugins Integration & Automation

12

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

Migrating from Other Platforms

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

Bounce Handlers

6

Bounce Handling with Amazon SES
Bounce Handling with Mailgun
Bounce Handling with SendGrid
Bounce Handling with Pepipost
Bounce Handling with PostMark
Bounce Handling with Sparkpost

Miscellaneous

4

FluentCRM Contacts Status
Merge Codes / Smart Codes usage
Sending Emails and Email Deliverability
Replace WordPress Cron with a Real Cron Job

Developer Documentation

Developer Documentation

6

Form Field Code Structure
Contact PHP API
Lists and Tags PHP API
Action Hooks
Useful Code Snippets
WP Cli Commands

Frequently Asked Questions

Frequently Asked Questions

1

General Questions

Change Log

1

Change Log

Home
Docs
Contacts

Contacts

Contacts Dashboard
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

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