FluentCRM Overview and Quick Start


FluentCRM is a powerful tool designed to simplify and enhance your customer relationship management (CRM) efforts. It enables you to manage and automate various aspects of your customer interactions directly from your dashboard. Whether you run an online store, a membership site, a blog, or any other type of website, FluentCRM can help you streamline your communication with leads, customers, and subscribers. Its user-friendly interface and robust features allow you to efficiently nurture leads, send targeted email campaigns, track user activities, and gain valuable insights to improve your marketing strategies.

Why Use FluentCRM:

  • Seamless Integration: FluentCRM seamlessly integrates with WordPress Plugins, making managing all your customer data and marketing campaigns from one central location easy.
  • Automation Made Easy: Automate your email campaigns, follow-ups, and lead nurturing, saving time and effort while improving engagement and conversions.
  • Advanced Segmentation: Create custom tags and segments to send highly targeted and personalized messages to specific groups of users.
  • Comprehensive Reporting: Gain valuable insights into the performance of your campaigns and customer interactions through detailed analytics and reporting.
  • GDPR Compliance: FluentCRM ensures data protection and provides options for compliance with GDPR regulations.

Suggestions for Application:

  • E-commerce Stores: Utilize FluentCRM to set up abandoned cart email sequences, product launch announcements, and personalized offers based on customer behavior.
  • Membership Sites: Segment your members and automate onboarding emails, drip content, and renewal reminders to enhance the membership experience.
  • Blogs and Content Websites: Implement lead generation forms to capture visitor information and use FluentCRM to nurture them with targeted content and offers.
  • Online Courses: Send emails to engage, encourage, and notify students as they progress through the course.
  • Event Management: Send event reminders, updates, and follow-ups to attendees, keeping them engaged and informed.

Quick Start Instructions:

Step 1: Access FluentCRM 

  1. Log in to your WordPress dashboard.
  2. Go to “FluentCRM.”

Step 2: Initial Setup and Configuration

  1. You’ll find “FluentCRM” in your dashboard. Click on it.
  2. Setup and configure your general settings, including email settings, default sender information, and GDPR compliance options.
  3. Configure any additional settings based on your specific needs and business requirements.

Step 3: Creating and Managing Contact Lists

One of the most indispensable tools in FluentCRM is Lists. This feature empowers you to optimize your marketing strategies, engage with your audience effectively, and boost your business to new heights.

  1. Go to “FluentCRM” > “Lists.”
  2. Click “Add New List.”
  3. Give your list a name, “Title.”
  4. Slug will auto-populate.
  5.  Give your list an Internal Subtitle or description.
  6. Save the list.

Step 4: Adding Contacts to Lists

  1. Go to “FluentCRM” > “Contacts.”
  2. Click “Add New.”
  3. Enter the contact’s details, and assign them to one or more lists.
  4. Save the contact.

Step 5: Creating Email Templates

Email Templates in FluentCRM offer many benefits, from saving time and consistent branding look and feel to enhancing personalization and engagement. 

  1. Navigate to Email Templates
  2. Click “Add New Email Template.”
  3. Choose “Regular Template Type.”
  4.  Give Your Template a Name
  5. Design Your Template
  6. Configure Email Settings
  7. Save Your Email Template

Step 6: Creating Email Campaigns

Email campaigns empower you to connect, engage, and convert.

  1. Go to “FluentCRM” > “Campaigns.”
  2. Click “Add New.”
  3. Choose the type of campaign (campaign, email sequences, or recurring campaigns).
  4. Set up the campaign details, including the sender, subject, and email content.
  5. Utilize the dynamic tags to personalize your emails.
  6. Choose the target list or segment for the campaign.
  7. Review and send/schedule the campaign.

Step 7: Automating Emails

Automations enable you to set up predefined workflows that execute actions automatically. 

  1. Go to “FluentCRM” > “Automations.”
  2. Click “Add New.”
  3. Name your automation and set the triggering event (e.g., new subscriber, tag added).
  4. Add the desired actions and delays to create the sequence of emails.
  5. Save and activate the automation.

Step 8: Tracking and Analytics

  1. Go to “FluentCRM” > “Reports.”
  2. View reports such as email open rates, click-through rates, and user activity.
  3. Use the insights to refine your marketing strategies.

Step 9: Extending Functionality with Tags

Tags connect to other LaunchKit tools to integrate the user experience into streamlined access, navigation, and use.

  1. Go to “FluentCRM” > “Tags.”
  2. On the “Tags” page, click “Add New.”
  3. A Tag creation form will appear.
  4. Fill in Tag details, Title, and Internal Subtitle (optional)
  5. The Slug will auto-populate after adding the Title.
  6. Click “Create.”

Congratulations! You have a comprehensive overview of Fluent CRM to begin optimizing your website’s customer relationship management and marketing efforts.