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
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
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
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
Forms 3 Opt-in Forms (Fluent Forms) Basic Configuration Fluent Forms Advanced Configuration Capturing Leads Remotely from Fluent Forms
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
Reports 5 CRM Advanced Reports WooCommerce – Advanced Reports EDD – Advanced Reports LifterLMS – Advanced Reports LearnDash – Advanced Reports
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
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