Connect FluentCRM to WordPress Multisite - Step-by-Step Guide

Table

Installation and Activation
1. 1. Install and activate the FluentCRM plugin on your WordPress Multisite network
Enable Multisite Integration
Manage FluentCRM on Multisite Network
1. 9. FluentCRM is now connected to your WordPress Multisite network
2. 10. You can manage and access FluentCRM from the network admin dashboard
Connect FluentCRM to Individual Sites
Syncing Changes and Updates
1. 19. Any changes or updates made in FluentCRM on the individual site will be synced with the Multisite network
2. 20. Similarly, any changes or updates made in FluentCRM on the Multisite network will be synced with the individual site
Seamless Integration and Management

Installation and Activation

To connect FluentCRM to your WordPress Multisite network, you need to first install and activate the FluentCRM plugin. Here's how:

1. Install and activate the FluentCRM plugin on your WordPress Multisite network

To install FluentCRM, log in to your WordPress Multisite network admin dashboard and navigate to the "Plugins" section. Search for "FluentCRM" and click on the "Install Now" button next to the FluentCRM plugin. Once the installation is complete, click on the "Activate" button to activate the plugin.

Enable Multisite Integration

After installing and activating the FluentCRM plugin, you need to enable the Multisite integration. Here's how:

2. Go to the network admin dashboard of your WordPress Multisite

To access the network admin dashboard, log in to your WordPress Multisite network and click on the "My Sites" dropdown menu at the top of the page. Select "Network Admin" from the dropdown menu.

3. Navigate to the "Plugins" section and search for the "FluentCRM Multisite" plugin

In the network admin dashboard, navigate to the "Plugins" section by clicking on "Plugins" in the left-hand menu. Search for "FluentCRM Multisite" and click on the "Install Now" button next to the plugin. Once the installation is complete, click on the "Activate" button to activate the plugin.

4. Install and activate the FluentCRM Multisite plugin

After activating the FluentCRM Multisite plugin, you will see a new menu item called "FluentCRM" in the network admin dashboard.

5. Go to the network admin dashboard and navigate to the "FluentCRM" menu

Click on the "FluentCRM" menu item in the network admin dashboard to access the FluentCRM settings.

6. Click on the "Settings" option

In the FluentCRM settings page, you will see various options for configuring the plugin.

7. In the settings page, enable the "Multisite" option

Scroll down to the "Multisite" section in the settings page and check the box next to "Enable Multisite Integration". This will enable FluentCRM to connect to your WordPress Multisite network.

8. Save the settings

Click on the "Save Changes" button at the bottom of the settings page to save your changes.

Manage FluentCRM on Multisite Network

After enabling the Multisite integration, FluentCRM is now connected to your WordPress Multisite network. Here's how you can manage and access FluentCRM:

9. FluentCRM is now connected to your WordPress Multisite network

You can now access FluentCRM from the network admin dashboard. Click on the "FluentCRM" menu item to manage and configure FluentCRM for your Multisite network.

10. You can manage and access FluentCRM from the network admin dashboard

From the FluentCRM menu in the network admin dashboard, you can create and manage email campaigns, track customer interactions, and perform various other CRM-related tasks.

Connect FluentCRM to Individual Sites

In addition to managing FluentCRM from the network admin dashboard, you can also connect FluentCRM to individual sites within your WordPress Multisite network. Here's how:

11. To connect FluentCRM to individual sites within the Multisite network, go to the respective site's admin dashboard

Log in to the admin dashboard of the site you want to connect FluentCRM to. You can access the admin dashboard by clicking on the "My Sites" dropdown menu at the top of the page and selecting the desired site.

12. Install and activate the FluentCRM plugin on the individual site

In the admin dashboard of the individual site, navigate to the "Plugins" section and search for "FluentCRM". Install and activate the FluentCRM plugin on the individual site, just like you did for the Multisite network.

13. Go to the site's admin dashboard and navigate to the "FluentCRM" menu

After activating the FluentCRM plugin on the individual site, you will see a new menu item called "FluentCRM" in the admin dashboard.

14. Click on the "Settings" option

Click on the "FluentCRM" menu item in the admin dashboard to access the FluentCRM settings for the individual site.

15. In the settings page, enable the "Connect to Multisite" option

In the FluentCRM settings page for the individual site, scroll down to the "Multisite" section and check the box next to "Connect to Multisite". This will connect FluentCRM on the individual site to the Multisite network.

16. Save the settings

Click on the "Save Changes" button at the bottom of the settings page to save your changes.

17. FluentCRM is now connected to the individual site within the Multisite network

After saving the settings, FluentCRM is now connected to the individual site within your WordPress Multisite network.

18. You can manage and access FluentCRM from the individual site's admin dashboard

From the FluentCRM menu in the admin dashboard of the individual site, you can manage and configure FluentCRM specifically for that site.

Syncing Changes and Updates

When FluentCRM is connected to both the Multisite network and individual sites, any changes or updates made in FluentCRM will be synced between them. Here's how it works:

19. Any changes or updates made in FluentCRM on the individual site will be synced with the Multisite network

If you make any changes or updates to your email campaigns, customer data, or any other aspect of FluentCRM on the individual site, those changes will be automatically synced with the Multisite network. This ensures that all sites within the network have the most up-to-date information.

20. Similarly, any changes or updates made in FluentCRM on the Multisite network will be synced with the individual site

If you make any changes or updates to FluentCRM on the Multisite network, such as creating a new email campaign or updating customer data, those changes will be synced with the individual site. This ensures that the individual site has the latest information from the Multisite network.

Seamless Integration and Management

By connecting FluentCRM to your WordPress Multisite network, you can seamlessly integrate and manage FluentCRM across all sites within the network. This allows you to have a centralized CRM system while still maintaining the flexibility and independence of individual sites within the Multisite network.

With FluentCRM, you can effectively manage your email marketing campaigns, track customer interactions, and improve your overall CRM strategy. Whether you're running a small business or managing a large network of websites, FluentCRM and WordPress Multisite integration provide a powerful solution for your CRM needs.