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FluentCRM helps you with data protection and other compliance issues by offering specific settings to add to your Privacy Policy. This article will guide you through the process of using the Compliance settings option in Fluent CRM. Compliance Settings To learn how to use Compliance settings, follow the steps along with a screenshot below – …

REST API & Cron Job Status The WordPress REST API provides REST endpoints (URLs) representing the posts, pages, taxonomies, and other built-in WordPress data types. Your application can send JSON data to these endpoints to query, modify and create content on your site. FluentCRM uses WordPress REST API to process data; it is very important that…

Adding New REST API Key A REST API (also known as RESTful API) is an application programming interface (API or web API) that conforms to the constraints of REST architectural style and allows for interaction with RESTful web services. FluentCRM provides REST API to manage various kinds of tasks and access FluentCRM data as well….

Configuration As we use various platforms, services, or even plugins inside our WordPress website we may need to process data from outside of the FluentCRM and also run Email Campaigns or Automation we may need to capture data from those external services or sources. Receive data from any third-party or external services with the feature…

Email Subject & Body 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…

Adding Custom Contact Field When you need additional fields to gather information for your business, you can create new Custom Fields. From your FluentCRM dashboard, click on the Settings in the top right corner of the main navigation bar. Now from the left sidebar menu, navigate to Custom Contact Fields and click on the “Add…

Auto Sync User Data and Contact Data The option Enable Sync between WP User Data and Fluent CRM Contact Data lets you Automatically sync your FluentCRM and WordPress users along with supported data bi-directionally. Below is an example screenshot of the WordPress users list that will be synced by this option. Also, you can choose…

Using the deep integration settings for Woocommerce, Easy Digital Downloads, LifterLMS, and LearnDash, you can sync the data from these plugins into FluentCRM. While syncing the data, you can also assign certain List and Tag to the contacts. The relevant Product/Plugin Specific Integration Settings are documented below: Ecommerce: Woocommerce Easy Digital Downloads Learning Management Systems:…

As an Email Marketing Application, It is necessary to have business details and a logo of the business company that is used in emails, prints, and communications in FluentCRM. Setup your “Business Name“, “Business Full Address” and “Logo“. This Business Name, Address & Logo will be used in Emails, Unsubscribe Pages, and some other places….