FluentCRM

FluentCRM is one of the most talked-about email marketing plugins for WordPress.

If you manage email lists, sell courses, or run a WooCommerce storefront, FluentCRM stands out as a simple yet robust solution—right inside your WordPress admin.

How to Get the Best Deal on FluentCRM

InfluenceWP has an exclusive FluentCRM deal.

First Impressions: Exploring FluentCRM from the Ground Up

Our journey started the same way any new user would begin — with FluentCRM’s homepage. The website is modern and clear, putting everything within easy reach.

Right away we noticed a strong community feel — there are links to follow FluentCRM on social networks, join their user community, or check out their affiliate program. For people who value ongoing support and a sense of connection, this is promising.

Curious about documentation, we explored deeper. The documentation is thorough, with screenshots and instructions available for pretty much any scenario.

The free vs. pro comparison stands out. FluentCRM’s free version already packs a lot, but the Pro upgrade brings a whole spread of advanced tools.

Website Features at a Glance:

• 360° contact overview for rich profiles
• Creative email builder
• Campaign and broadcast manager
• Marketing automation funnel builder
• Smart list segmentation
• Email sequences
• Automated reporting and analytics

Integrations

• Integrates with 40+ popular WordPress plugins and services
• Notable integrations: WooCommerce, LearnDash, MemberPress, Fluent Forms, and more
• Email platform imports: Mailchimp, ConvertKit, Drip, MailerLite, ActiveCampaign
• Note: The site mentions different integration counts (sometimes 35, 40, or 60+), which could use some consistency

Company Overview FluentCRM is built by WP Manage Ninja, a company with a track record for solid WordPress products — including Fluent Forms, FluentCommunity, FluentBoards, FluentBooking, FluentSupport, and more! Having a team already deep into the WordPress ecosystem usually means better updates and support.

Step-by-Step: Installing and Setting Up FluentCRM

Setting up FluentCRM takes only a few minutes, even for first-timers. Here’s the basic process, stripped down and easy to follow:

1. Install FluentCRM Free: Grab it free from your WordPress dashboard plugins page.
2. Install FluentCRM Pro: Purchase and install the Pro add-on if you need advanced functionality. You need both plugins activated for Pro features.
3. Run the Onboarding Wizard: The wizard walks you through:
   • Entering your business details (use real info, since this appears in emails for compliance).
   • Creating your first contact list. For example, call it “Course Students.”
   • Adding sample tags (e.g., “Completed CSS Course,” “HTML Course”).
   • Setting up segmentation for targeted messaging.
4. Form Integration Suggestion: A prompt is shown to install Fluent Forms (if not present), making it easy to collect leads. The plugin works well even if you skip this step.
5. Import Your Contacts:
   • Import from CSV files, WordPress users, or major platforms like Mailchimp, ConvertKit, MailerLite, Drip, and ActiveCampaign.
   • Map your fields, review your data, and complete the import.
6. (Optional) Share Usage Stats: Opt in or out of sharing anonymous plugin usage data to help with improvements.
7. (Optional) Newsletter Sign-up: Decide if you want product updates sent to your inbox.

Best practice: Use precise business info from the start — your branding and deliverability depend on it. Segment contacts early for easier targeting later.

All the Settings: FluentCRM’s Customization and Configuration Options

FluentCRM is packed with granular settings that put you in control — whether you’re a beginner or advanced user.

Business and Email Settings

• Sender Info: Set your “from” name and email, custom reply-to, and signature/footer with dynamic smart codes (e.g., site name, site URL, unsubscribe link).
• Email Send Limits: Limit emails per second to fit with your SMTP/email provider rules.
• Personalization: Insert names or other details with smart codes for dynamic emails.
• Footer Design: Use merge tags for auto-filled info (e.g., company address, unsubscribe links).

Tip: Personalization increases open rates — add smart codes for a tailored feel.

Subscription and Compliance

• Unsubscribe Management: Choose if subscribers can manage their own list membership via a shortcode-powered preference page.
• Double Opt-In: Highly recommended — customize the opt-in confirmation design using templates, including smart codes for the recipient’s personalized info.
• Auto Contact Creation: Enable contact sync when someone registers, comments, or is a WooCommerce customer.
• User Role Mapping: Automatically tag or add users to lists based on their WordPress role (subscriber, customer, editor, etc.).
• GDPR Support: Options like anonymizing IP addresses and syncing data removals keep things compliant.

Custom Data and Smart Links

• Custom Fields: Add text, numbers, select boxes, checkboxes, dates, and even radio fields (for things like “Favorite Color”).
• Smart Links: Tag or segment contacts when they click specific links in your emails. Automatically apply or remove tags/lists, or log them into your site if they have an account.
• Advanced Segmentation: Combine lists and tags to build laser-focused audiences.

SMTP and Bounce Settings

• Email Sending: FluentCRM recommends the FluentSMTP plugin (free) for reliable delivery, which supports major providers like Amazon SES, Mailgun, SendGrid, and custom SMTP.
• Bounce Management: Set up bounce handling to keep your list clean and maintain high deliverability. Don’t ignore bounced emails — some providers penalize for it.

Always monitor bounce rates closely and use proper SMTP services designed for bulk email.

Other Power Settings

• Company Module: Track companies, fetch company logos, add social details, and assign contacts to companies — ideal for B2B.
• AI Email Building: Enable or disable built-in AI tools for copy or image creation in the visual builder.
• Multi-threading Email Sends: Send larger volumes faster (according to server/host limits).
• System Logging: Activate logs when troubleshooting or working with FluentCRM support.
• Compliance: Set up policies for data privacy, one-click unsubscribe, and more.

Contact, Company, Lists, and Tag Management Made Simple

FluentCRM’s contact manager rivals most standalone CRMs for features.

Adding Contacts:

• Name, email, phone, birth date, address
• Assign lists (course students, leads, partners)
• Tag with interests or completed actions (purchased product, attended webinar)
• Add custom fields for unique tracking

Company Module Features:
Great for teams or B2B environments.

• Create companies and attach contacts
• Fetch company logos automatically from a given URL
• Add social media, size, and other company details

Managing Lists and Tags:

• Build lists (e.g., course students, newsletter, paid customers)
• Use tags for more granular tracking (e.g., “CSS Graduate,” “VIP Member”)

Definitions:

• Lists: Collections for broad segmentation (students, newsletter)
• Tags: Labels for specific actions, interests, or stages (completed course, abandoned cart)
• Company Module: Adds organizational hierarchy for contacts belonging to particular businesses

Creating Beautiful and Personalized Email Campaigns

Building a campaign is straightforward yet powerful.

1. Create New Campaign: Give your campaign a name and brief description.
2. Choose Your Editor: Options include:
   • Visual Builder (drag-and-drop, with block and row layouts)
   • Classic Editor
   • Plain Text
   • Raw HTML
   • AI-powered headings and images (note, built-in AI image generation can be limited.)
3. Design Your Content:
   • Add and style blocks: headings, text, images, buttons (with custom text and color schemes)
   • Insert dynamic smart codes for true personalization (e.g., first name, last product purchased)
   • Use display conditions to show or hide content blocks based on tags or lists
4. Subject and Preheader Setup:
   • Write your subject line (enable A/B testing if needed)
   • Fill in the preheader — this is the preview text most inboxes display
   • Optionally set a dedicated “from” name or email for this campaign
   • Add UTM tracking for Google Analytics
5. Recipient Selection:
   • Pick which lists or tags you want to email (e.g., only send to “CSS Course” tag)
   • Exclude specific groups for refined targeting
   • Use advanced filters (like birthday months or WooCommerce purchase history)
6. Send or Schedule:
   • Send immediately or schedule for later
   • Choose a specific date/time window if needed
7. Templates and Reuse:
   • Save designs as templates for future use
   • Built-in templates are limited (two are included), but you can create and import your own

Tip: Test every campaign by sending it to your own inbox to check formatting and compatibility across devices. Personalization and well-written preheaders can boost open and click rates.

Powerful Forms and Marketing Automation

Fluent Forms Integration

• Enable Fluent Forms from directly within FluentCRM
• Create opt-in forms that auto-assign new contacts to lists or tags
• Choose whether to require double opt-in for compliance and deliverability

Automation Builder

This is where FluentCRM shows its true strength. Automations, also called “funnels,” allow for multi-step sequences based on user actions.

Automation Templates Include:

• Inactive customer re-engagement
• WooCommerce purchase follow-ups (post-purchase, feedback, abandoned cart)
• Product recommendation series
• Birthday discount messages
• Start-from-scratch custom automations

Example:
When a WooCommerce order is marked complete for a certain product:

• Subscribe the contact to a “Course Students” list
• Immediately send a welcome email (customizable with smart codes and blocks)

Automation Features:

• Mix of triggers (order, sign-up, tag applied, form filled)
• Multi-step sequences: apply lists/tags, send emails, redirect, or perform conditional logic
• Emails designed within the native WordPress block editor
• Use dynamic data for personalization in every step

Automations can be as simple or as intricate as you need — perfect for course creators, e-commerce stores, and simple newsletters alike.

Dashboard, Reporting, Add-ons, and Advanced Features

Campaign Archives:
Showcase your past campaigns on your site using a simple shortcode — great for transparency or recurring updates.

Event Tracking:
Track clicks, page views, and more to understand engagement at a glance.

Reports:
Dig into performance metrics, whether it’s email opens, clickthroughs, or WooCommerce revenue. Reporting covers both CRM and integration data for a comprehensive view.

Add-ons & Integrations:

• Company management module
• Campaign archive module
• Event tracking
• Fluent Forms, Fluent SMTP, Fluent Support, and Fluent Connect
• REST API and Webhook support for developers who need deeper customization or integration with external tools

Data & Compliance Tools

• Clean up logs and email history automatically after a set period
• One-click anonymization of IPs for privacy compliance
• Keep WordPress and FluentCRM contacts in sync for deletions

Documentation is available for all advanced features, with plenty of help for non-developers and developers alike.

Why FluentCRM is a Top Choice for WordPress Email Marketing

FluentCRM stands out because it combines marketing automation, deep segmentation, and clean design — without ever leaving your WordPress backend.

Key Takeaways:

• Complete email marketing and automation suite inside WordPress
• Deep integration with WooCommerce and popular form plugins
• Rich segmentation using lists, tags, and custom fields
• Friendly drag-and-drop builder, AI-powered content, and mail merge features
• Detailed reporting and compliance settings for peace of mind

Whether you run a store, sell courses, or need automated newsletters, FluentCRM covers the bases in an approachable, no-nonsense way.

Final Thoughts

FluentCRM brings real marketing power directly into your WordPress dashboard. With strong segmentation, an easy visual builder, and the flexibility of automations, it’s a great pick for anyone who wants to own their audience and grow through email.

The platform is constantly evolving. If you want a modern, all-in-one CRM and marketing solution that plays well with other WordPress tools, FluentCRM is a smart bet.

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