FluentCRM 101

Your Journey Begins Here

New to FluentCRM? This guide walks you through setting up, managing, and growing with FluentCRM. Let’s get started!

Add or Import Your Contacts

Once you’ve installed FluentCRM, it’s time to add or import the contacts. Depending on where your contacts are currently stored, there are multiple ways to do this:

You can manually create & add any contact by inserting information like name, email, etc., and segment them using lists or tags.

If you have a contact spreadsheet, you can upload it using a CSV file.

You can convert WordPress users into contacts. Select the user roles, apply tags or lists, and complete the process in a few steps.

If you use plugins like WooCommerce, MemberPress, or LearnDash, you can sync contacts directly from those platforms.

If you’re switching from another CRM like Mailchimp, ActiveCampaign, or ConvertKit, you can import your existing contacts into FluentCRM.

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Segment Your Contacts

Now it’s time to segment your contacts to make sure the right people receive the right message. FluentCRM lets you organize contacts using General Segments (Lists & Tags) and Dynamic Segments.

Lists group contacts into broad categories
Tags add more details like interests or behaviors
Dynamic Segments auto-update based on real-time

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Capture Quality Leads

When it comes to lead capturing, FluentCRM gives you full flexibility & control. Here are the best ways to collect leads effortlessly:

You can collect leads by creating a sign-up form with Fluent Forms or other form plugins. Contacts will be automatically added to FluentCRM after form submission.

If you sell products or courses online, contacts are automatically added to FluentCRM when they take an action (e.g., product purchase in WooCommerce, course enrollment in Learndash, joined group in FluentCommunity, etc.)

FluentCRM’s automation will allow you to qualify high-value leads. Just set your automation conditions and let FluentCRM do the rest.

When someone registers as a subscriber, customer, or member, you can automatically sync your WordPress users as leads in FluentCRM.

Configure Our Free SMTP for Email Delivery

You don’t want your emails to end up in spam, and we care about that. That’s why we built a free SMTP plugin. FluentSMTP helps ensure reliable email delivery. Integrate it with FluentCRM and connect with email services like Amazon SES, Mailgun, SendGrid, and more!

Create & Send Your Emails

Got your contacts ready? Awesome! Now it’s time to send your first email with FluentCRM. You’ve got a few easy options to choose from. Here’s a quick breakdown to help you out:

These are one-time emails you send to your audience. Great for sharing updates, promotions, or newsletters.

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Set it once and let it run! These are automated emails that go out on a set schedule. It’s ideal for weekly tips, monthly updates, or regular promotions.

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A series of pre-written emails is sent automatically based on triggers (like when someone joins a list or completes a form). Great for onboarding, nurturing leads, or course delivery.

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Connect FluentCRM with 3rd Party Tools

FluentCRM integrates with 40+ tools, including WooCommerce, LearnDash, MemberPress, Zapier, and more. By connecting FluentCRM with your favorite tools, you can automate workflows, sync data, and get more done in less time. Let’s check some popular integrations:

This integration allows you to automate emails based on purchases, track customer behavior, and target specific segments to increase sales.

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Similar to WooCommerce, this integration syncs purchase data from EDD, which will enable you to automate email sequences for customers based on their buying activity and preferences.

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If you’re running an e-learning platform, this integration helps you sync student data, track course progress, and send personalized emails.

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Automate Your Email Marketing

One of FluentCRM’s most powerful features is automation. Instead of manually sending emails, you can create workflows that run on autopilot.

Use the Automation Builder to set triggers, conditions, and actions. For example, you can send a welcome email when someone joins your list or an abandoned cart reminder for WooCommerce customers.

If you’re not sure where to start, FluentCRM offers pre-built automation templates for common use cases.

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Track Performance and Optimize Your Campaigns

Understanding your email performance is key to improving results. FluentCRM provides detailed analytics on open rates, click rates, conversions, and more. Use these insights to tweak your subject lines, refine your email content, and improve your targeting.

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Miscellaneous

FluentCRM allows you to customize your contact data by adding Custom Contact Fields. This feature helps you gather specific information essential for your business.

Smart Links will let you redirect users to a specific URL while automatically applying tags and lists to track their engagement. You can use these links in emails, on your website, or anywhere else to segment contacts and automate actions.

The email footer settings allow you to include details like your business address and subscription options. You can add smartcodes to automatically insert dynamic information. Users can also update their subscription preferences.

The Double Opt-in will make sure only real people join your list. If turned on, new subscribers get a confirmation email when they sign up through forms, automation, or WooCommerce.