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

*Tutorial: How to Configure Amazon SES with FluentCRM

General Settings: #

Auto Sync User Data and Contact Data: This option lets you automatically synchronize your WordPress User data with FluentCRM. Enabling this option with update contact properties automatically when there is a change in any WordPress user meta values. Also, you can choose to delete the FluentCRM contact associated with the WordPress contact when it is deleted from WordPress.

User Signup Optin Settings: By enabling this option, you can automatically add your new WordPress user signups as subscribers 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 for the contacts.

WP User Role Based Tag Mapping: This option lets you add or remove tags to contacts whenever a user’s role changes in WordPress. For that, enable the option and choose which tags you want to add or remove when a user gets a new role in WordPress. Below, we’ve shown how to add tags when they get Administrator, Editor, or Author Role.

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 from the contacts.

WooCommerce Checkout Subscription Field: Now, you can add a subscription box to the WooCommerce checkout form. Whenever a user places an order from WooCommerce, they will be imported automatically as a subscriber in FluentCRM.

  • Checkout Label: Give a 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 customer.
  • Do not show Checkbox: Hide the checkbox for the customer if he is already added in the FluentCRM subscription list.
  • Double Opt-in: Enable double Opt-in email from 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: #

Smart Links 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 Smart Links 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.
  • Remove Tags when clicked(optional): With this, you can remove tags on click.
  • Remove Lists when clicked(): These lists will be removed 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.

Integration Settings: #

Using the deep integration settings for Woocommerce, Easy Digital Downloads, LifterLMS, and LearnDash, you can sync the data from these plugins into FluentCRM. While syncing the data, you can also assign certain List and Tag to the contacts.

deep integrations 1

Double Opt-in Email Settings Details: #

The double opt-in email feature of FluentCRM acts as an extra layer of confirmation to verify each email address is a verified user and FluentCRM can add the email address to your contact list. Contacts that are added via form submissions, automation funnels, or by selecting the WooCommmerce subscription checkbox will automatically receive a double opt-in email to confirm their subscription if this setting is enabled.

  • 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 on this page.

Double Optin Settings

*Note: If you’re using Fluent Forms, leave the Enable Double Opt-in Confirmation before Form Data Processing option(Form>Form Settings) unchecked to send the above double opt-in email template to your contacts. If you enable both Fluent Forms and FluentCRM double opt-in, your system will send the Fluent Forms double opt-in email template to your contacts.

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

CRM Access Roles: #

 You can assign CRM managers with specific roles and define what modules they can access. For example, You can give permission to your VA only to create email templates or give access to manage contacts. Or maybe give access only to run campaigns. This will be super handy for people who want to add more members in the managerial role in the FluentCRM but still give them restricted access.

Tools: #

You can check the REST API status 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 the Data Cleanup section.

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

Review the summary and click on the 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 have already installed and configured any of the 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.

34 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

    1. Hi Gian, no, you can’t add custom fields in the email body.

      Update: Seems like custom field mapping is a bit tricky. Generally, the contact field information is available when you press (/). But to include a custom field, you need to click on the three dots on the subject lines. Then you’ll find these shortcodes and you can include them in the emails.

      1. Hi Nazir,

        So this means if I set up custom data for my contacts, then I can’t include that data in the onboarding emails etc?

        I want to be able to provide them with some custom login info etc.

        1. Hi Ryan, Seems like custom field mapping is a bit tricky. Generally, the contact field information is available when you press (/). But to include a custom field, you need to click on the three dots on the subject lines. Then you’ll find these shortcodes and you can include them in the emails.

  4. Can I disable the double optin settings in fluentCRM? I’d really appreciate if this can be done just as with fluent forms pro.

    The reason: sometimes, allowing certain customers to sign up without confirmation email is great.

    Thanks.

    1. Hi Damilare,

      Yes, you can. When you create a form, leave the double opt-in unchecked. Or, you can later change from the integration settings in Fluent Forms.

      1. Hi there, regarding this item that Damilare raised, I am testing the free version of fluentCRM to check its automated functionality before purchasing. I also left the question below on WordPress Forums, waiting for clarification.

        Under the Automations Tab, is it possible to PREVENT the automatic triggering of a Custom Email in the Automations Funnel to a subscriber until ONLY AFTER they have confirmed their subscription following the initial email they receive.

        Unfortunately, at the moment, a Custom Email (welcome email that I created) in the Automations Funnel goes ahead and automatically sends the subscriber an email before the user has gone ahead and confirmed their subscription. So they end up getting two emails at the same time: 1. is the welcome email, and 2. is the Confirm your Subscription Email. Seems problematic to get the welcome email before they confirm their subscription.

        You response is greatly appreciated.

        1. I’m not sure why this happened. FluentCRM handles things in such a way that unless someone has a subscriber status(which they only get after confirming their subscription via double opt-in), they won’t receive an email. I recommend that you check this issue with our support team: https://wpmanageninja.com/support-tickets/

          1. Thank you. Rectified. You are correct that there is a field that needs to be set to “Pending” instead of “Subscribed” for each automation, i.e.: the first automation bubble. There was no clear documentation on this in your knowledge base. But your team clarified it over your support service. Thanks.

  5. I don’t see the Managers link in my settings. I see it is also not present in some of your screenshots, is this something I have to turn on somewhere?

    1. Hi Lori,
      Please do a hard reload. We’re still replacing the screenshots, so they aren’t present yet.

    1. Hi John, Just go to Fluent Forms from your left sidebar and delete the form with the same shortcode as FluentCRM.

    1. If you’re talking about inserting custom fields in your email body, you need to type ‘@’ and the slide will pop up with the dynamic tags. We don’t have a trigger to automate things based on custom fields yet. To send emails, add tags or remove them based on custom fields, you need to trigger an automation based on other triggers and use ‘conditionals’ to define your conditions. Hope it helps!

  6. in FLuentCRM
    Maximum Email Limit Per Second
    admin.php?page=fluentcrm-admin#/settings/email_settings

    I have this set to 3, but when I enabled a sequence with 200 emails on the list, it sent all 200 emails at once. I have FluentSMTP installed

    I emailed support and here is their response:
    “If you use wp_mail I mean the default malling system of WordPress then it will work but if you use any mail service then it will depend on the mail client settings”

    So now I am confused and no more responses from Support.

    So far this feature does not work and FluentCRM support is not clear

    The page I need help with: http://admin.php?page=fluentcrm-admin#/settings/email_settings

    1. Hi Dennis,

      I believe the answer is correct. Because if you have 200 contacts inside an email sequence with an immediate email, all 200 contacts will receive the email. Since you’ve set the limit to 3 emails per second, this will take nearly 2.07 minutes (if you’re using PHP mailer). Note that, FluentCRM’s email sending limit per second also depends on your email sending service’s settings. For example, if you’re using Amazon SES with 14 emails per second, then it won’t take more than a few seconds.

  7. On this page, it states that the unsubscribe smartcode is #crm.unsubscribe_url#

    I can’t get that to work. What I can get to work is ##crm.unsubscribe_url##

    So my unsubscribe link is Unsubscribe

    I would appreciate confirmation whether I am correct or not.

  8. Regarding my previous comment, what has been published is not what I wrote. The unsubscribe link is incorrect. It should be a href = “##crm.unsubscribe_url##” Unsubscribe /a – with of course the angle brackets added, which I guess are what caused the problem.

    1. Hi Bob,
      You’re correct. This happened probably because the doc was prepared before a few updates. We’ve fixed it now.

  9. Hi

    How can I customize/translate the crm.unsubscribe_url?
    All other messages can be customized, but the text on this url is only in English.

    1. Hi, The shortcode is auto-generated and currently this isn’t possible. I’ll ask our developers to make it translateble.

  10. Hi guys! I was wondering if it is possible to enable custom fields in the “Manage Subscription” option?
    At the moment only the default fields “email address”, “first name” and “last name” are visible.

    Thanks in advance.
    Regards,
    L.B.

    1. Hi, this isn’t possible at this moment. But I think it should be possible to allow users to manage custom fields in the email preference. So we’ve added this to feature suggestions. Thanks for the suggestion!

  11. How can I configure my unsubscribe page?
    all I see is this link, ##crm.unsubscribe_url##
    I don’t see where I can edit this page, or find if this link is actually working

    1. Hi Sunny, it’s not possible to configure the unsubscribe page at this time. However, you can check the unsubscribe page by sending an email to yourself.

      1. Nazir, if I have a contact on multiple lists (my newsletter, offers, etc.) how can they manage their subscription to each list? It should be possible for subscribers to opt-in and opt-out of lists as they wish. I can’t see how this can be done.

  12. AmazonSES setup went so smoose. It works for both FluentForms and FluentCrm and very cheap.
    I am taking my 1st steps at those solutions, and trully feel they are great. Will be leaving Mailchimp (10years) this month.

Leave a Reply

Your email address will not be published.