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.
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.
The available information fields are grouped and discussed below:
- Basic Info: Prefix, First Name, Last Name, Email, Phone, Date of Birth.
- Address Info: Address Line 1, Address Line 2, City, State, Postal Code, Country.
- Custom Profile Data: Fields of this section are dependent on the admin settings as the available configured Custom Contact Fields.
- 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.
The available actions are:
- Add to Tags: Attach a Tag or multiple Tags to the contact or contacts.
- Add to Lists: Assign a List or multiple Lists to the contact or contacts.
- Remove From Tags: Remove the contact or contacts from a Tag or multiple Tags.
- Remove From Lists: Remove the contact or contacts from a List or multiple Lists.
- Change Contact Status: Change the contact subscription status for the contact.
- Add to Email Sequence: Add the contact or multiple contacts to an Email Sequence.
- Add to Automation Funnel: Add the contact or multiple contacts to an Automation Funnel.
- Delete Contact: You can also delete a single contact or multiple contacts based on your selection.
- 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.
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IS a Contact a WordPress user?
Not necessarily. A contact can join your email list from various sources.
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?
My dropdown has only the first six options. So, I can’t delete a contact.
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 !
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?
Hi Cathy, Unfortunately, Email is the unique key for every contact. So a contact can’t have multiple email addresses.
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.
Thanks for the idea David. We’ll look into it and see if there’s a way to do it.
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?
Sometimes a customer will mis-spell their email address and end up with 2 FluentCRM records!
Hi
I need all of my users to Add a New Contact – how can I set the permissions to achieve this ?
Your advice will be much appreciated.
I want to completely start over with my contacts. So I selected all and deleted. NOPE. They did not leave the CRM.
Hi Carla, you can only select 600 contacts at once. Did you select all of the contacts?
That is a design fault. You should be able to nuke contacts in one fell swoop. This option should be available. Please consider.
I need this option as well.
Hi there,
I’m hoping you have an integration with Mast Study LMS coming out soon. Please advise.
If you are integrating, can you provide a timeline.
Much appreciated,