FluentCRM - Customer Relationship Management

What FluentCRM Does

FluentCRM is a comprehensive customer relationship management (CRM) system built for your website. It helps you manage contacts, create email marketing campaigns, track customer interactions, and automate your marketing workflows—all from within your site's admin dashboard.

Accessing FluentCRM

After installation and activation, you can access FluentCRM through your website's admin dashboard:

1. Log into your admin panel
2. Look for "FluentCRM" in the left sidebar menu
3. Click on "FluentCRM" to open the main

   FluentCRM - Customer Relationship Management

   What FluentCRM Does

   FluentCRM is a comprehensive customer relationship management (CRM) system built specifically for WordPress. It helps you manage contacts, create email marketing campaigns, track customer interactions, and automate your marketing workflows—all from within your WordPress dashboard.

   Accessing FluentCRM

   After installation and activation, you can access FluentCRM through your WordPress admin dashboard:

   1. Log into your WordPress admin panel
   2. Look for "FluentCRM" in the left sidebar menu
   3. Click on "FluentCRM" to open the main dashboard

   Getting Started with FluentCRM

   Setting Up Your First Contact List

   1. Navigate to FluentCRM → Contacts → Lists
   2. Click the "Add New List" button
   3. Enter a name for your list (e.g., "Newsletter Subscribers")
   4. Add a description (optional but recommended)
   5. Click "Create List"

   Adding Contacts

   You can add contacts in several ways:

   Manual Addition:

   1. Go to FluentCRM → Contacts
   2. Click "Add New Contact"
   3. Fill in the contact details (name, email, phone, etc.)
   4. Assign them to appropriate lists and tags
   5. Click "Save Contact"

   Import from CSV:

   1. Navigate to FluentCRM → Contacts → Import
   2. Upload your CSV file
   3. Map the CSV columns to FluentCRM fields
   4. Select which list to import contacts to
   5. Click "Import Contacts"

   Creating Email Campaigns

   Building Your First Campaign

   1. Go to FluentCRM → Campaigns
   2. Click "Create Campaign"
   3. Choose your campaign type:
      • Regular Campaign: Send immediately or schedule
      • Sequence Campaign: Automated email series
   4. Select your target audience (lists, tags, or segments)
   5. Design your email using the drag-and-drop editor
   6. Preview and test your email
   7. Schedule or send your campaign

   Using the Email Builder

   FluentCRM includes a visual email builder:

   • Drag elements from the left panel (text, images, buttons)
   • Click on elements to edit content and styling
   • Use merge tags like {{contact.first_name}} for personalization
   • Preview your email on desktop and mobile devices

   Automation and Workflows

   Creating Your First Automation

   1. Navigate to FluentCRM → Automations
   2. Click "Create Automation"
   3. Choose a trigger (e.g., "Contact Added to List")
   4. Add actions (send email, add tag, wait, etc.)
   5. Configure conditions and timing
   6. Activate your automation

   Common Automation Examples

   • Welcome Series: Trigger when contact subscribes → Wait 1 day → Send welcome email
   • Re-engagement: Trigger when contact inactive for 30 days → Send re-engagement email
   • Lead Nurturing: Multiple emails sent over time based on contact behavior

   Managing Contact Segments

   Creating Smart Segments

   1. Go to FluentCRM → Contacts → Segments
   2. Click "Create Segment"
   3. Set conditions (e.g., contacts who opened emails in last 30 days)
   4. Name your segment
   5. Save the segment

   Tracking and Analytics

   Viewing Campaign Performance

   1. Navigate to FluentCRM → Campaigns
   2. Click on any sent campaign
   3. Review metrics:
      • Open rate
      • Click-through rate
      • Unsubscribe rate
      • Bounce rate

   Contact Activity Tracking

   View individual contact activity:

   1. Go to FluentCRM → Contacts
   2. Click on any contact name
   3. Review the "Activity" tab to see:
      • Emails opened and clicked
      • Form submissions
      • Tag and list changes
      • Purchase history (if integrated)

   Integration with Forms

   Connecting Contact Forms

   FluentCRM integrates with popular form plugins:

   1. Create or edit a form in your form plugin
   2. Look for FluentCRM integration settings
   3. Map form fields to FluentCRM contact fields
   4. Choose which lists/tags to apply to new contacts
   5. Save your form settings

   Common Issues and Tips

   Email Delivery Issues

   • Problem: Emails going to spam
   • Solution: Configure SMTP settings or use FluentSMTP plugin
   • Tip: Always include an unsubscribe link and use authentic sender information

   Low Open Rates

   • Use compelling subject lines
   • Segment your audience for relevant content
   • Test different send times
   • Clean your lists regularly to remove inactive contacts

   Managing Unsubscribes

   • FluentCRM automatically handles unsubscribe requests
   • Unsubscribed contacts remain in your database but won't receive emails
   • You can view unsubscribed contacts in the Contacts section

   Performance Tips

   • Use segments instead of large lists for better targeting
   • Clean your contact database regularly
   • Test emails before sending to large lists
   • Monitor your sender reputation through campaign analytics

   Best Practices

   • Permission-based marketing: Only email contacts who have opted in
   • Regular cleaning: Remove bounced and inactive contacts
   • Personalization: Use merge tags to personalize emails
   • Testing: A/B test subject lines and content
   • Compliance: Follow GDPR and CAN-SPAM regulations
   • Backup: Regularly export your contact data