Contact Overview

FluentCRM is a Customer Relationship Management and Email Marketing & Automation tool that manages customer contacts, and markets through email and also runs automation based on conditions & activities. In this documentation, we will see and learn how FluentCRM organizes contact data and some actions that are possible from the contact details page.

Individual Contact Overview #

crm contact overview

At a glance #

This section contains a quick overview of the contact and available details are:

  1. Profile Image: Profile Images come from Gravatar. If no images are available for the user with the email address then a default placeholder image will be shown.
  2. Contact Type: 2 types of contacts are Customer and Lead. Contacts that come from e-commerce sources are the type of Customers and Leads are those that come from other sources like form submissions.
  3. Subscription Status: There are 5 types of contact subscriptions and more details are in FluentCRM Contact Status.
  4. Activity: This field shows you when the contact was added in the FluentCRM and the last activity of email opened or clicked.
  5. Email Stats: This section contains the number of emails sent to the contact, the ratio of the unique email opens out of the total emails sent in percentage, and the unique email clicks out of the total emails sent in percentage.

Lists & Tags #

This section contains details regarding the Lists and Tags that are assigned to the contact. You can also add or remove the contact from a single or multiple Lists & Tags by clicking on the + (Plus) icon. Additionally, you can also remove the assigned List or Lists & Tag or Tags by clicking on the x (Cross) icon as well.

Customer Summary #

This section is dependent on Woocommercea and provides a quick summary of the commerce values. The available fields are:

  • Customer Since: The starting date when the customer was added to Woocommerce through the order or purchase.
  • Last Order: The last date when the customer purchased something.
  • Order Count (paid): The number of Orders. Besides, it will also show a growth rate in percentage comparing between last 30 days.
  • Lifetime Value: The total value of Orders in the default currency. Besides, it will also show a growth rate in percentage comparing between last 30 days.
  • AOV: The average Value of Orders in the default currency. Besides, it will also show a growth rate in percentage comparing between last 30 days.

Information Groups #

This section contains information groups as tabs. Plugins and integrations like Woocommerce, LearnDash LMS, etc. will add more tabs regarding their information. Default tabs are:

  1. Overview: Contains basic contact information, address details, and customer profile data. More details are available in Overview Section.
  2. Emails: Information regarding emails sent from Email campaigns, Sequences, and Automation. Detailed in Emails Section.
  3. Form Submissions: Form Submissions especially Fluent Forms data are present here. Detailed in Forms Section.
  4. Notes & Activities: Additional miscellaneous information is detailed in Notes & Activities.

Basic Information #

This section contains the very basic information of contact and the available fields are:

  1. Prefix: Mr, Mrs, and Ms depending on the person’s designation.
  2. First Name: First Name of the contact.
  3. Last Name: Last Name of the contact.
  4. Email Address: Email Address of the contact. This is false the minimum required field to add a contact in the FleuntCRM.
  5. Phone/ Mobile: Phone or Mobile Number that may contain or not contain the country code depending on how you added the information.
  6. Date of Birth: Date of Birth in YYY-MM-DD format.

Address Information #

This section contains the address information of the contact and the available fields are:

  1. Address Line 1: The primary address field and also the minimum or default field to store the address information of the contact.
  2. Address Line 2: Alternative field to store additional address information.
  3. City: City of the contact.
  4. State: State of the contact.
  5. Zip Code: Postal Code information of the contact.
  6. Country: Country of the contact.

Custom Profile Data #

This section contains the additional custom information of the contact and the available fields are dependent on the available custom fields added to FluentCRM as guided in the Custom Fields Settings.

Emails #

This section contains emails from different campaigns and automation, contact added to Email Sequences, and automation.

crm contact overview emails

Sending a Test Email #

If you want to send a test email to the contact you can do so by Clicking on the Send Email button located at the top right corner in the Emails overview tab. Once you click on the button a modal will appear asking you to input the Subject Line, Email Pre-Header, and a Block Editor to customize the email content and Send Email button to send the Test Email.

crm contact overview emails manual email

Emails from different campaigns and automation #

This section contains emails from different campaigns and automation. You will see the Subject Lines, Date of the emails sent, Status, and a Preview column where you will be able to view the email content along with links in the email & resend the email again as the below screenshot.

crm contact overview emails preview sent email

Email Sequences #

This section contains emails from email sequences. You will see the Sequence Name, Started at, Next Email, Status, and a Delete Button to delete the contact from the sequence as the below screenshot.

crm emails sequences
Manually Add contacts to an Email Sequence #

You can also manually add the contact to an email sequence by clicking on the Add Sequence button and then selecting the target Email Sequence from the dropdown as the below screenshot.

crm contact overview emails add sequence

Automations #

This section contains emails from all automation that the contact was added to. You will see the Automation Name, Started at, Next Step, Status, and a Delete Button to delete the contact from the automation.

Manually Add contacts to an Automation #

You can also manually add the contact to automation by clicking on the Add Automation button and then selecting the target Automation from the dropdown as the below screenshot.

crm contact overview emails add automation

Form Submissions #

crm contact overview form submission

Notes & Activities #

crm contact overview notes

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crm contact overview notes types

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