Manage Contacts

As in the Contacts Dashboard introduction, we got familiar with the Add Contact, Import, and Export buttons. In this documentation, we will be using these options to Add a New Contact Manually, Importing Bulk Contacts, Exporting Contacts, and Manage Contacts and apply actions in Bulk or to a specific contact.

crm contacts options

Add New Contact #

To add a new contact please click on the Add Contact on the top right corner of the dashboard. This will provide a modal to add your new contact and a few contact fields for storing information about the contact.

contacts fluentcrm 11

The available information fields are grouped and discussed below:

  1. Basic Info: Prefix, First Name, Last Name, Email, Phone, Date of Birth.
  2. Address Info: Address Line 1, Address Line 2, City, State, Postal Code, Country.
  3. Custom Profile Data: Fields of this section are dependent on the admin settings as the available configured Custom Contact Fields.
  4. Identifiers: This is a very important section to add this contact to a single or multiple Lists and tags and also select the contact subscription status.

Once you are done providing and selecting the information click on the Create Contact button to finish adding the new contact.

Bulk Management #

FluentCRM also provides an easy way to apply various actions against single or multiple contacts upon selection.

contacts fluentcrm 1 3

The available actions are:

  1. Add to Tags: Attach a Tag or multiple Tags to the contact or contacts.
  2. Add to Lists: Assign a List or multiple Lists to the contact or contacts.
  3. Remove From Tags: Remove the contact or contacts from a Tag or multiple Tags.
  4. Remove From Lists: Remove the contact or contacts from a List or multiple Lists.
  5. Change Contact Status: Change the contact subscription status for the contact.
  6. Add to Email Sequence: Add the contact or multiple contacts to an Email Sequence.
  7. Add to Automation Funnel: Add the contact or multiple contacts to an Automation Funnel.
  8. Delete Contact: You can also delete a single contact or multiple contacts based on your selection.
  9. Send Double Opt-in Confirmation: Once you select single or multiple contacts, you can send a Double Opt-in Confirmation Email to the pending status contacts.


Latest comments (23)

Avatar for Ryan

Has any progress been made on merging two contacts, some customers will order with an additional email address and it creates an additional contact. Would be nice to merge together with purchase and campaign history from both. Thanks,

Avatar for Helmar Rudolph
Helmar Rudolph

Is there a way to post-process a field (in my case DOB), and populate a custom field? I would like to do a date calculation on the DOB and enter the resulting value into the custom field for further processing. Code snippet?

Avatar for Pierre Bossetti
Pierre Bossetti

Hello an option delete “inactive contacts” or “unreachable contacts” will be awesome (for example delete people that didn’t opened a mail since 4 campaigns or unbounced contacts from more than 2 campaigns).
MailerLite does this an it is very useful to clean easily our list.

Thank you for your answer !

Avatar for Cathy Mitchell
Cathy Mitchell

Can we merge clients? We have fluentcrm, fluentsupport and fluent forms (with EDD), if a customer uses a different email address, it creates a new user in fluentcrm when they purchase something – and there is no way to combine -that I can see?

Avatar for David Parrott
David Parrott

This could be done easily – other platforms do it.
My suggestion would be to allow us to choose a contact that needs to be merged with another contact (the master), and then add the email address of the first contact as an alias on the master contact. All existing tickets are then linked to the the master, and new tickets from the alias emails are assigned to the master as well. Responses could be sent to the original email (alias) or to the master email, although that would be nice-to-have rather than essential.

Avatar for Ricardo

Has this been done? Merging records easily is an essential feature of a good CRM. Look at Keap as an example. Although I prefer Fluent CRM, Keap does allow for merging of records easily.

Avatar for Nazir Himel
Nazir Himel

Hi Ricardo, I understand that merging records is a nice feature to keep things organized however, implementing this at this stage of the plugins requires a complete refactoring of the plugin as all the contacts are connected with an email and if we decide to alter, we’ll have to assign contacts to a name. Don’t you think so? But yes, there can be other ways of implementing this and we’re looking at those. If you have a good idea, please share using our feature request form.

Avatar for Jim

Why not just delete the ID of the email we DO NOT want, but merge differences together.


Email 1 (bad) has tags: “Free 1”, “Free 2”

Email 2 (one we want) has tags: “Customer”, “Course 1”..

We would merge Email 1 into Email 2.. delete Email 1 ID profile after merge.

Email2 would then have tags: “Free 1”, “Free 2”, “Customer”, “Course 1”.

This really is an essential feature of a good CRM. But has to be done right.

We are not asking that each email is the same.

What happens is some users do this:

[email protected]

But then purchase with:

[email protected]

What happens is we now have two contacts. We’d still send marketing emails to [email protected].. but they should have tag “Customer” now.

If we notice this, we can merge Email 1 into Email 2. This will keep the history of the whole users customer journey with us, and ensure we are not sending marketing emails to prospects unintended for customers.

Hope that makes sense.

Avatar for Graham

This seems impractical. In reality, people do have multiple email addresses. Are you suggesting the Fluent deals with this by having multiple records for the same person. That way lies madness, surely. On the main question: if I can’t merge two records, how do I manage deduplication?