FluentCRM Global Settings

The FluentCRM Global Settings panel within the WordPress admin area is where you can set a variety of global options. To navigate to the global settings panel, click on “FluentCRM” in your WordPress admin sidebar, and choose “Global Settings”. If you do not have a FluentCRM panel in the sidebar of the dashboard, then you will need to install FluentCRM first and make sure it has been activated.

Business Settings: #

Setup your “Business Name”, “Full Business Address” and “Logo”. This Business Name, Address & Logo will be used in Emails, Unsubscribe Pages, and public front interfaces.

FluentCRM Global Settings

Email Settings: #

In this section you can edit different types of default settings. After adding or altering information, click Save to confirm the changes to that specific field.

From Name & From Email Setting FluentCRM

From Name: When you send marketing emails to your subscribers, the “From Name” (also known as the email Sender name) tells the recipients who sent them the email. It is very important and a determining factor for the email you will send that whether your email will be opened, or get ignored by the recipients. Often it is the company name, or perhaps the product name or service name people have signed up to learn about.

From Email Address: This is the email address the user will see when they open the email. There are a number of things to follow when choosing the “From Email” address. Always avoid using free webmail addresses, also avoid the no-reply address. Use a valid email address that also matches your SMTP email address or this will cause an email delivery issue.

FluentCRM Global Email Settings
An example email to show you how the From Name & From Email will show in inbox.

Maximum Email Limit Per Second: Set the maximum number of emails that you can send in a second. You should set this limit based on your email service provider.

Email Footer Text: The footer section usually contains information about the sender unsubscribe link or forward the email. You should provide your business address {{crm.business_address}} and manage the subscription/unsubscribe URL for the best user experience.

Smartcode in Footer: {{crm.business_name}}, {{crm.business_address}}, ##crm.manage_subscription_url##, #crm.unsubscribe_url# will be replaced with dynamic values. It is recommended to keep the texts as default aligned. Your provided email design template will align the texts.

FluentCRM Email Footer Text

General Settings: #

User Signup Optin Settings: Automatically add your new user signups as subscriber in FluentCRM. Whenever a user signed up to your website they will be imported automatically as a subscriber in FluentCRM.

General Settings - User Signup
  • Assign List: Assign the contacts to your particular contact List.
  • Assign Tags: Assign the contacts to your particular contact Tags.
  • Double Opt-in: Enable double Opt-in email form the contacts.

Comment Form Subscription Settings: Automatically add your site commenter as subscriber in FluentCRM by adding a checkbox after the comment box.

General Settings - Add in comment box
  • Checkbox Label: Give your label for the checkbox.
  • Assign List: Assign the contacts to your particular contact List.
  • Assign Tags: Assign the contacts to your particular contact Tags.
  • Auto Checked: Enable the checkbox automatically for the commenter.
  • Do not show Checkbox: Hide the checkbox for the commenter if he is already added in the FluentCRM contact list.
  • Double Opt-in: Enable double Opt-in email form the contacts.

Custom Contact Fields: #

When you need additional fields to gather information for your business, you can create new custom fields. In your FluentCRM dashboard, click on the settings in the top right of the main navigation bar. Now from the left sidebar menu, navigate to Custom Contact Fields and click on the “Add Field”

FluentCRM Custom Contact Fields

A popup form will appear, At first enter the field type. You can choose from various field types listed. After choosing the field type, give the field a Label. Based on the field section you might need to enter some more info. For example, if you select the type as “Radio Choice” you will also need to enter the options.

Add New Custom Field FluentCRM

Smart Links #

SmartLinks allow you to tag and segment your subscribers when they click a link in an email, on your site or anywhere!

Click on the Start Using SmartLinks button and it will trigger a popup.

  • Link Title: Your link title so you do not forget it.
  • Target Full URL: Insert a valid URL that this link will direct to.
  • Apply Tags when clicked: These tags will be applied to contact whenever this link is clicked.
  • Apply Lists when clicked (optional): These Lists will be applied to a contact whenever this link is clicked.
  • Note (Optional): Feel free to add a note regarding this URL.

Now click on the Create Smart Link button and it will show a link. Now use that smart url and when a user click a link in an email, on your site or anywhere, your selected tags and lists will be applied.

Double Opt-in Email Settings Details: #

You can use the Double opt feature of FluentCRM as an extra confirmation step to verify each email address added to your FluentCRM Audience. Contacts which is added via a Fluent Form submission or via the FluentCRM Webhook will automatically receive a double opt-in email to confirm their subscription.

  • Email Subject: Give an appropriate subject for the email.
  • Email Body: Write the email body for the double opt-in email. There will be a default one. You can customize it as you want. Use the SmartCode from the dropdown to create a customized one. But using the SmartCode #activate_link# for a playing link or {{crm.activate_button|Confirm Subscription}} for a button to click for the subscription is mandatory because it contains the activation URL.


Design Template: Select the email Design Template for this double-optin email. You can choose from four different options.

After Confirmation Message: Select the confirmation message for the user. When they will click on the subscription confirmation button they will land into this page.

Double Optin Settings

WebHook Settings: #

Receive data from any third party service with the help of FluentCRM incoming webhook without writing code or running servers. From the global settings select WebHook Settings from the left sidebar and click on Create Webhook.

FluentCRM Incoming Webhook Settings

A pop up will appear and you will need to provide the required details. Give the Hook a name at first, Choose lists and tags for the user who will subscribe through the webhook, and finally give a subscription status to the user. Mostly you want to give the Subscribed status.

FluentCRM Webhook Settings

When you are done with the required information click on the Create button. You will be provided a webhook URL which will listen to any incoming request. You will also get the required keys for all available fields to map with.

Please use the Request Format as POST, you can use the JSON format from the next update.

FluentCRM Webhook

Tools #

You can check the REST API stastus from the tools. It also has the reset option of the FluentCRM data. Go to tools and delete the CRM data if and only if you know what you are doing.

FluentCRM reset data with tools

In some cases, you might not want to delete all of your contacts, maybe you just want to reset the logs. You can do it inside Data Cleanup sections.

Select Logs you want to delete, give the amount in days, click on Preview Log Summary button.

Review the summary and click on Yes button only if you know what you are doing.

SMTP/Email Service Settings #

FluentCRM use wp_mail() function to broadcast all the emails. So if you already install and configure any of SMTP plugins then FluentCRM will work great with that.

If you use amazon SES for sending your WordPress emails. You can set up it here. Check the documentation on AmazonSES Bounce Handler.

4 Comments

  1. I am leaving this message everywhere, in FB, in support, here. Need a solution ASAP, please.

    I was doing some experiments with my database and now I need to reset all data. I tried going to General settings>>Tools, but a message says that there is an error, because the development mode is not activated, and if I want to change this condition, could go to wp-config to define fluentcrm_is_dev_features. Could you help me with this, please.

    Here you don´t write anything about this message, and I can not delete data. Please do something to solve this. I now you are so busy but I bought the license and I am so busy, too. Thanks a lot

  2. I wish you made a video to compliment this post. It would have made it easier to configure these email settings. It has been over a week since I bought this plugin and I’m still unable to configure the SMTP and other relevant settings. There’s hardly any YouTube video explaining the process. Screenshots and arrow pointers are simply not enough.

  3. Hi,
    FluentCRM is a very good CRM, thanks for your work.
    On our Worpress-site we want to give access to the newsletter- and adress-administration to a redakteur-role (i.e.: not only the site-admin should have access to FluentCRM)… how can we manage this? If there is no way to do so by now, what about an ‘give-access-to-role’-table in the admin-area at the general settings?
    Thanks a lot!
    best regards from germany, ramos

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