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Looking for someone who can help me navigate the Fluent Universe!

Alright Fluent family - it’s me again, your local neighbourhood noob 🥳

I could really do with some help setting up my Fluent community with Fluent Forms/Fluent CRM for new member signups, and I would be happy to pay someone to walk me through this for an hour or so.

My community is free, but I require a sign-up with a proper email address/contact details (to get my nurture on, obvs!). Here’s how I envision that process working:

  1. User signs up for free access to my community via a simple Fluent Form on a WordPress page (this form has already been created here > powerplayerclub.com/join )
  2. The user submits the form and is emailed a double opt-in link to click and verify their email address. (Once verified, all details submitted in the Fluent form used to create a contact and are mapped accordingly on Fluent CRM. The contact is also added to the list, with a tag to segment them as a free member.)
  3. The new member is then emailed confirmation of their login details (username/password) and a link to the login page so they can dive straight in.
  4. The member clicks through to the login page and enters their email address/username and password to access my Fluent Community (currently struggling with this slightly as the login page I've customised via Fluent Community doesn't seem to want to play ball - but I have a feeling it's just me not clicking a button somewhere 🤷🏽‍♀️.) Then, once successfully logged in the member immediately lands in the correct community space without ever seeing anything from WordPress (I'm also stuck with the new member ending up in the backend of my WordPress site for some reason - but there’ll never be a reason for them ever to see behind the scenes, I absolutely need them to stay on the polished side within the community 😬)
  5. Then, a welcome email sequence from me is triggered via Fluent CRM within 30 minutes of signup to onboard my new member with 3-5 emails over their first 5-7 days.
  6. Finally, as there will be an option for free members to upgrade to a separate area of the community where they can work with me 1:1 in a private setting, I’d also love to set it up so an upgrade happens when triggered by a tag added manually by me in Fluent CRM - I'll handle everything to do with their payments etc. separately using ThriveCart as I'll need to have a chat with the upgrading member first to see if us working closely together makes sense and approve it.

Here’s everything I have installed on my WordPress (not that we'll need all of this necessarily, I just want you to know what I'm workin' with):

  • Fluent Community Pro
  • Fluent Forms Pro
  • Fluent CRM Pro
  • Fluent SMTP
  • Fluent Auth
  • Amazon SES (thanks to Jacob Marinko - forever grateful for that!)
  • Amazon S3
  • LoginPress
  • Integrately (not installed as such, but ready to go if anything needs connecting!)

Anyone feel like walking this through with me? I’m definitely not a techie (I’m cut from marketing and brand development-type cloth), but I’ve got WordPress basics down, so I don’t think I’m a lost cause, either. So, who’s available to help me hook this up? Let me know 🤩

Debo Ogunrinde

Kymberlee Medina if you're open to learn how to do it yourself, then I would recommend these videos by David McCan (David McCan) :

  1. https://www.youtube.com/watch?v=xLoMcZXl-x0

  2. https://www.youtube.com/watch?v=23NWCNFJ1ko

Kymberlee Medina

Debo Ogunrinde Allllrighty...I'm rolling up my sleeves and accepting this challenge...keep me in your thoughts and prayers! 🫠😆

Debo Ogunrinde

Kymberlee Medina you got this!

Kymberlee Medina

I DID IT!!! Feeling mighty proud of my newfound techiness right now courtesy of Debo Ogunrinde (a.k.a The Oracle) and David McCan (a.k.a The Master) 💪🏽👏🏽