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FluentCommunity

#General

Re-run automations easily?

When using FluentCRM + FluentCommunity for tag-based access, I often am adding new spaces and courses which existing members to my "All Access Pass" don't automatically get access to.

What I seem to have to do now is export all my members, then re-import them to FluentCRM with that tag to restart the automation, which then gives them access to the new space/course.

Is there a better way to do this? It's super clunky as is.

Thanks!

  • 1 comment

Kevin Watson

I used AI to ask this question and this is what I received. It notes you may need the WP Fusion plugin. Not sure if the free version does this or not.

Within the context of FluentCommunity, you can bulk add user roles to members by using bulk actions in FluentCRM to manage the members' associated WordPress user roles based on their contact data. 

Here's a breakdown of how it works:

  1. FluentCRM & WordPress User Roles:

    • FluentCRM is integrated with WordPress user roles. You can link a FluentCRM tag to a specific WordPress user role.
    • This means when you add or remove a tag from a contact in FluentCRM, their WordPress user role can be automatically updated.

  2. Bulk Actions in FluentCRM:

    • FluentCRM allows you to perform bulk actions on selected contacts.
    • You can filter your contacts and then apply actions like adding or removing tags to multiple contacts at once.

  3. How to Bulk Add User Roles:

    • Filter your contacts: Identify the contacts to whom you want to assign a specific user role.
    • Apply the relevant tag: Use the bulk action feature in FluentCRM to add the tag associated with the desired user role to those contacts.
    • User role update: As the tag is applied, the linked WordPress user role will be assigned to these contacts. 

In simpler terms:

  • You can effectively bulk change user roles by managing tags in FluentCRM.
  • The bulk actions in FluentCRM allow you to apply tags to multiple contacts, and this action can automatically update their WordPress user roles. 

Note: You may need the WP Fusion plugin to enable the linking of FluentCRM tags to WordPress user roles.