It is an essential feature of any platform that imports and works with data. FluentCRM also provides easy and customizable export options to Export Contacts along with their data from the dashboard. This feature is only available in the Pro Version. To Export All Contacts please go to the FluentCRM Dashboard ➜ All Contacts and then click on…
Purchase History (WooCommerce) This tab is activated when the WooCommerce plugin is installed & activated on the website. WooCommerce Purchase History This section contains the Order ID, Date of purchase, Status of the order, Total value, Item Count for the Order, and an Actions Column containing the Order Details view. Customer Summary This section records…
There are 5 types of Contact Status in FluentCRM. The status will be changed automatically based on the audience’s response, also you can change them manually. Subscribed: Someone who has opted in from your lead sources and also confirmed the double opt-in email you sent. This can also be set manually on importing new contacts…
FluentCRM provides an excellent dashboard that represents all the necessary summaries of the activities. Total contacts, Email Campaigns sent from FluentCRM, All the emails generated and sent from FluentCRM, Tags, Email Templates, and many more on the front page or the dashboard. That’s a quick overview of the FluentCRM dashboard that lets you see the…
FluentCRM is a Customer Relationship Management and Email Marketing & Automation tool that manages customer contacts, and markets through email and also runs automation based on conditions & activities. In this documentation, we will see and learn how FluentCRM organizes contact data and some actions that are possible from the contact details page. Individual Contact…
FluentCRM provides an excellent Contacts Dashboard that represents all the necessary summaries of the activities. This article will guide you through the process of Adding a new contact manually and Managing contacts in bulk in detail. Adding New Contacts To learn how to add a new contact manually, follow the steps with the screenshots below –…
Contacts Dashboard FluentCRM provides an excellent contacts dashboard that represents all the necessary summaries of the activities. Total Contacts Paginated, Filter by Tags & Lists & Status, Advanced Filter with numerous data, Searchbox, Import & Export of the contacts, Bulk Actions on Contact Selection, and many more on the front page or the Contacts Dashboard….
Prerequisites Efficient management leads to better economic production which helps in turn to increase the welfare of the Business. Managers alongside the Administrators are responsible to manage the FluentCRM dashboard. In this tutorial, we will learn about Fluent CRM Managers and their permissions. FluentCRM managers are WordPress users that will get permissions defined by the Administrator…
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