FluentCRM Support - Find Help and Documentation

Getting Started

When it comes to using FluentCRM, getting started is a breeze. This section will guide you through the installation and activation process.

Installation

To install FluentCRM, follow these simple steps:

1. Log in to your WordPress dashboard.
2. Go to the "Plugins" section and click on "Add New".
3. In the search bar, type "FluentCRM".
4. Click on the "Install Now" button next to the FluentCRM plugin.
5. Once the installation is complete, click on the "Activate" button.

Activation

After installing FluentCRM, you need to activate it to start using its features. Here's how:

1. Go to the "Plugins" section in your WordPress dashboard.
2. Locate the FluentCRM plugin and click on the "Activate" button.
3. Once activated, you will see a new menu item called "FluentCRM" in your WordPress dashboard.

Features

FluentCRM offers a wide range of features to help you streamline your email marketing, CRM, and automation processes. Let's take a closer look at each of these features.

Email Marketing

With FluentCRM, you can create and send professional email campaigns to engage with your subscribers. Some key features of the email marketing module include:

• Drag-and-drop email builder
• Segmentation and tagging
• Automated email sequences
• Personalization options
• Advanced analytics and reporting

CRM

FluentCRM's CRM module allows you to manage your contacts effectively and track their interactions with your business. Key CRM features include:

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• Contact management
• Lead scoring
• Deal management
• Activity tracking
• Custom fields and tags

Automation

Automation is a powerful feature of FluentCRM that helps you save time and effort by automating repetitive tasks. Some automation features include:

• Visual automation builder
• Trigger-based automation
• Conditional logic
• Event tracking
• Integration with popular tools

Integrations

FluentCRM seamlessly integrates with various platforms and plugins to enhance its functionality. Here are some notable integrations:

WordPress

As a WordPress plugin, FluentCRM integrates smoothly with your WordPress website. It can capture leads from your website forms and sync them with your CRM.

WooCommerce

If you run an online store using WooCommerce, FluentCRM can help you manage your customer data and send targeted email campaigns based on their purchase history.

LearnDash

For those using LearnDash to create and sell online courses, FluentCRM integration allows you to track your students' progress and send them personalized emails based on their course activity.

Troubleshooting

Encountering issues while using FluentCRM? Don't worry, we've got you covered. This section addresses common issues, error messages, and frequently asked questions.

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Common Issues

If you come across any common issues while using FluentCRM, refer to our documentation or reach out to our support team for assistance.

Error Messages

FluentCRM provides detailed error messages to help you troubleshoot any issues you may encounter. These error messages often contain helpful information to identify and resolve the problem.

FAQs

Our Frequently Asked Questions (FAQs) section covers a wide range of topics related to FluentCRM. Browse through the FAQs to find answers to common queries and troubleshooting tips.

Contact Support

If you need further assistance with FluentCRM, our support team is here to help. Choose from the following support options:

Submit a Ticket

If you have a specific issue or question, you can submit a support ticket through our website. Our support team will respond to your query as soon as possible.

Live Chat

For real-time assistance, you can use our live chat feature. Our support agents are available to chat with you and provide immediate help and guidance.

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Community Forum

Join our community forum to connect with other FluentCRM users, share your experiences, and seek advice. Our forum is a great place to learn from others and get involved in discussions.

With FluentCRM support, you can rest assured that any issues or questions you have will be addressed promptly and efficiently. Our goal is to ensure that you have a smooth and successful experience with FluentCRM.

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