Is there live paid for support?
Hello! I've been going back and forth via email with the support team for over two months. I still have no solve for my issue and it is holding up the launch of my business. Is there any paid for help where I can actually trouble shoot live with an expert?
Not that I know, but it's worth asking. What is the issue you need to solve?
I have purchased Fluent Community, Fluent Forms Pro, and Paymattic. Here is a recap of my objectives and challenges:
Objectives:
- Create a registration form (via Fluent Forms) where a user name and password is required to enter the private Fluent Community.
- Upon entering the Fluent community, the user decides which space(s) to pay for and join. There's about private space 200 options.
- Upon successful payment (via Paymattic/Square integration), the user has access to the communities they paid for. It would be ideal if the communities they paid for would be linked to their user name and password they used during the registration process (via fluent forms pro). Note, I'm not able to use a Stripe integration because of their restrictions.
Challenge:
-
When a user pays for a space via Paymattic/Square integration, it does not
- Redirect the user back to the Fluent Community upon payment
- Therefore, users have to log back in.
- When they log back in, they do not have access to the space they paid for.
- How can I link the Fluent Forms Registration User Name and Password so that the User does not need to create multiple user names and passwords for every space they want to join? This should be a seamless experience for the user.
I'd greatly appreciate any help! Thank you in advance.
Patricia Montagno I would offer to help, but I'm already under water with my new fluent inspired plugin startup, and someone else in the community already started the process of contracting me for help on their site.
Are you using fcrm? you probably need that to handle the logic of adding to spaces. I am not familiar with paymatic at all, but would almost certainly make the move to fluent cart. the built in licensing system may be invaluable for handling what clients have access to.
Jeff No worries at all. I was told by the support staff that Fluent CRM cannot control things like booting someone out of a community if they cancel a subscription, so I haven't gone in that direction. Not sure if that was accurate information or not. Right now I'm just using the custom lock screen in fluent community to have folks sign up for spaces. The custom lock screen then goes to the Paymattic form where they can sign up and pay.
I will look into switching from Paymattic to Fluent Cart instead. Perhaps that could solve my problem. I specifically asked that question to the support team but they never answered. Again, they don't handle questions from a portfolio viewpoint which is frustrating. Thank you for the tips!
Patricia Montagno I don't think that is true. fcrm can boot after cancellation, afaik.
Jeff Hmm that's good to know. Perhaps that is a better solve. I would then need to figure out how to integrate with Paymattic so that I can still use Square to collect subscription payments, or perhaps Fluent Cart will do this more seamlessly since I'm constrained to use Square instead of Stripe.
I can relate to that. Also held up my business over a month, waiting for support to tell me about an undocumented hook to solve a simple problem.
Jeff I'm sorry Jeff. It's been incredibly frustrating. They are missing an overall portfolio architect to have someone troubleshoot across all of their offerings. In my experience, they are taking a siloed approach instead of a holistic approach. I've gotten more help from this community than from their actual support team. I'm now searching the internet for paid consultants or tutors who can help me. Very frustrating.
Patricia Montagno the portfolio architect should also help their separate businesses dedicated to each product model that Shahjahan Jewel has been so proud of, makes sure the products actually work together much better at a core level, making sure each product is designed to do exactly that, instead of treating ecosystem integration as an afterthought. That's just the way I would do it.
Jeff agreed. Shahjahan Jewel would you be able to help me understand which tools would solve what I'm trying to accomplish?
OK, I'm betting we can figure this out here. Maybe not in one message, but it seems like things are achievable.
I'm using Fluent Forms on my paid community. When someone pays with Fluent Forms, I think you can create their WordPress user account.
The thing you didn't mention is FluentCRM. This tool can also create a WordPress user account. It's a matter of when you want to create the account in your workflow.
FluentCRM is where the automation engine lives. You can integrate it with Fluent Forms and FluentCommunity to add tags to your users. and tags can initiate automation.
If you don't use FluentCRM, you may need to rely on a service or plugin (Flowmattic, Ottokit, etc.) to handle the automation tasks.
From what I've heard, the payment engine in Paymattic is the same as in Fluent Forms. You could collect payment at registration. Perhaps even add the various groups as elements in the form so they can pay for it all at once, but you may still want to have a paid service when they discover a group after entry into the community.
Fluent Forms also integrates with Square, so it sounds like you don't need both plugins.
I use tags in FluentCRM to grant access to various spaces or courses, using the Access Management feature in FluentCommunity.
How does this sound so far?
I didn't user Fluent CRM because I was told that once someone cancels their subscription, there's not way to restrict their access to the community. So I didn't think that was a viable option.
In Fluent Forms you can include subscription payment but only with Stripe. Stripe is not an option for me because my community is geared toward single people and they said any form of "dating" is on their restricted list. I tried to appeal to no avail. So I have no choice but to you Square and Square subscription payments are not supported on Fluent Forms (which is why I purchased Paymattic).
Do you know if Fluent CRM as automation linked to subscription payments so that if someone cancels a subscription, they then lose access to the community?
If not, it sounds like Fluent Cart may be my only option.
Thank You!
Patricia Montagno Are you using the free version of Fluent Forms? I think Stripe is available in the free version, but the others require the Pro version.
As for canceling their subscription, it depends which kind of subscription you mean - the email list or the recurring fee to access your community. Just because someone unsubscribes from your email list doesn't mean they aren't in FluentCRM anymore. It just changes that status to "unsubscribed" and they don't get bulk emails anymore.
I'm using Fluent Forms Pro version. It unfortunately doesn't support Square subscriptions. For Fluent CRM, I'm less concerned about the email piece and more concerned about making sure they don't have access to a private space if they cancelled their membership.
Patricia Montagno Fluent Forms Pro says it supports Square on the integrations page for payments.
https://fluentforms.com/integration/?618840033=338
I use Stripe and haven't tried Square, so no first hand experience. In any case. it sounds like you have it working with Paymattic.
FluentCRM Pro has more support for triggers and actions than the free version. Here's a list of triggers:
- Joined in a Space: Automation starts when a user joins a specific space.
- Left from a Space: Automation starts when a user leaves a specific space.
- Enrolled in a Course: Automation starts when a user enrolls in a specific course.
- Unenrolled from a Course: Automation starts when a user is unenrolled from a specific course.
- User Level (Leaderboard) Upgraded: Automation starts when a user achieves a new level in the community leaderboard.
Here are the Actions:
- Add to Space: Adds the user to a selected space.
- Remove from Space: Removes the user from a selected space.
- Add to Course: Enrolls the user in a selected course.
- Remove from Course: Unenrolls the user from a selected course.
- Add Badge to Profile: Assigns a specific badge to the user's community profile.
- Remove Badge from Profile: Removes a specific badge from the user's community profile.
Using FluentCart is probably a better integration with Square. Then you can get triggers like when a subscription gets canceled or expired. With FluentCRM, you can remove them from spaces, courses, and remove tags.
William Beem Thank you! Fluent Forms Pro supports square payments but not recurring payments. For the Fluent CRM actions you listed above, do you know if that integrates with square so that when someone cancels a subscription, they are automatically removed - or does this need to be done manually?
I'm definitely going to look into Fluent Cart as well. I very much appreciate your taking the time to help me. Thank you so much.
Patricia Montagno You might check to see how FluentAffliate would handle recurring transactions… in tandem with FluentCart.
Patricia Montagno I think you could handle this with Paymattic, fCRM, and Community something like this:
- User provides details, selects spaces, and starts subscription payment via Paymattic form
- Paymattic -> WP Core integration runs to create user account when subscription starts
- Payattic -> fCRM integration runs to assign relevant tags (e.g space access tags for all spaces paid for) using Dynamic Tag Selection
- Paymattic -> fCRM integration removes space access tags when subscription is cancelled or refunded
I think this would work fine for what you've described, but it might be quite clunky if you want users to be able to adjust their subscriptions (add / remove access to specific spaces).
Fluent Cart would be better in terms of allowing users to manage subscriptions to spaces, but the UX of getting started would probably be worse - having to set up a subscription for each specific space, as opposed to a list of checkboxes like you could do with Paymattic.
So ultimately it would be a choice between better onboarding UX with Paymattic, or better management of subscriptions in the long term with Fluent Cart.
If you're looking for freelance help with this stuff, feel free to shoot me a message 🙏
Check out David Risley at https://blogmarketingacademy.com. Very approachable, straightforward, tech-savvy guy. Runs a Concierge service if you want ongoing assistance, or one-off assignments. He's also a strong advocate and user of the Fluent ecosystem.
Jason Morrell thank you so much!