FluentCRM Frontend: How to Create a Dashboard

Table

Installation and Setup
Customizing the Frontend Dashboard
Using the Frontend Dashboard
Additional Features
Building a Professional Web App
1. Using WP Frontend Admin and Fluent CRM

Installation and Setup

Install the WP Frontend Admin plugin

To create a frontend dashboard for FluentCRM, you will need to install the WP Frontend Admin plugin. This plugin allows you to easily convert the backend admin pages into frontend pages that can be accessed by your users.

Create a new page for the Fluent CRM dashboard

Once you have installed the WP Frontend Admin plugin, you can create a new page specifically for the Fluent CRM dashboard. Go to your WordPress dashboard and navigate to Pages > Add New.

Add the shortcode [vg_display_admin_page page_url="admin.php?page=fluentcrm-admin#/"] to the page content

In the content editor of the new page, add the shortcode [vg_display_admin_page page_url="admin.php?page=fluentcrm-admin#/"]. This shortcode tells the WP Frontend Admin plugin to display the admin page with the URL "admin.php?page=fluentcrm-admin#/" on the frontend.

Preview the changes

Before saving and publishing the page, it's a good idea to preview the changes. Click on the "Preview" button to see how the Fluent CRM dashboard will look on the frontend.

Set up the basic information for the dashboard page

To make the frontend dashboard more user-friendly, you can set up some basic information for the page. This includes the page title, URL slug, page template, and adding the page to the menu.

Customizing the Frontend Dashboard

Hide unnecessary elements from the frontend page

By default, the Fluent CRM frontend dashboard may display some elements that you may not want to show to your users. These elements include the Fluent CRM logo, the "Get Pro" button, documentation links, and Pro settings. You can easily hide these elements by using the WP Frontend Admin plugin's settings.

Edit any texts on the frontend dashboard

If you want to customize the texts on the frontend dashboard, you can do so by using the WP Frontend Admin plugin. Simply navigate to the "Texts" tab in the plugin settings and edit the desired texts.

Toggle the "Hide notices added by other plugins or themes" checkbox

To provide a clean and distraction-free experience for your users, you can toggle the "Hide notices added by other plugins or themes" checkbox in the WP Frontend Admin plugin settings. This will prevent any notices or messages from other plugins or themes from appearing on the frontend dashboard.

Using the Frontend Dashboard

Manage contacts

With the Fluent CRM frontend dashboard, you can easily manage your contacts. This includes viewing, adding, importing, and exporting contacts. You can also search for specific contacts and perform bulk actions such as deleting or updating multiple contacts at once.

Create and send emails

The frontend dashboard allows you to create and send emails to your contacts. You can use the built-in email editor to design beautiful emails and choose from a variety of email templates. Once your email is ready, you can select the recipients and send the email directly from the frontend dashboard.

Manage email sequences

Email sequences are a powerful feature of Fluent CRM, and you can manage them directly from the frontend dashboard. You can create new sequences, edit existing ones, and schedule when each email in the sequence should be sent. You can also track the performance of your sequences and make adjustments as needed.

Manage forms and automations

The frontend dashboard allows you to manage your forms and automations. You can create new forms, copy form shortcodes to embed them on your website, and edit existing forms. You can also set up automations to trigger specific actions based on user behavior, such as sending a follow-up email after a form submission.

Additional Features

View a quick overview of contacts, campaigns, email templates, etc

The frontend dashboard provides a quick overview of your contacts, campaigns, email templates, and other important metrics. This allows you to get a snapshot of your marketing efforts and make data-driven decisions.

Access email sequences and templates

In addition to managing email sequences, you can also access and edit your email templates directly from the frontend dashboard. This makes it easy to create consistent and professional-looking emails for your marketing campaigns.

Create new forms, copy form shortcodes, and edit forms

The frontend dashboard allows you to create new forms, copy form shortcodes to embed them on your website, and edit existing forms. This gives you full control over the design and functionality of your forms without having to switch to the backend admin area.

Manage Fluent CRM settings

You can manage all the settings of Fluent CRM directly from the frontend dashboard. This includes business settings, email settings, general settings, and more. You can easily customize Fluent CRM to fit your specific needs without having to navigate to the backend admin area.

Hide certain settings that are only available in the pro version of the plugin

If you are using the pro version of Fluent CRM, you can choose to hide certain settings that are only available in the pro version. This ensures that your users only see the settings that are relevant to them and avoids any confusion.

Building a Professional Web App

Using WP Frontend Admin and Fluent CRM

By combining the power of WP Frontend Admin and Fluent CRM, you can create a professional web app that allows your users to manage their contacts, send emails, create automations, and more, all from a user-friendly frontend dashboard. This not only enhances the user experience but also saves you time and effort by eliminating the need to switch between the frontend and backend admin areas.