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.

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: 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.

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.

*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.

• 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.

• 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”

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.

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.

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.

*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.

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.

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.

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 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.

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.