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Streamlining User Management with Fluent CRM - Seeking Advice

Hi everyone,

I've just set up a test user for our community and encountered a couple of challenges with the user management process:

  1. Currently, I'm using Fluent CRM with tags, where the WordPress system automatically sends an email prompting the user to set up their password. However, after setting up the password, they end up on the WordPress dashboard, not directly in the community.
  2. After logging in, the user is directed to the WordPress dashboard again, which isn't particularly relevant to them at this stage or even at all.

This process feels somewhat cumbersome, and I’m curious about how others manage user onboarding and navigation. How do you streamline the user experience to ensure they land directly where they need to be? Any advice or strategies you can share would be greatly appreciated!

Looking forward to your insights.

Thanks!

  • 1 like
  • 5 comments

Mat ‎

Joern Weber you can redirect all your fCommunity users (Subscriber role) to the fCommunity /portal url - such a feature is available in a Free FluentAuth plugin so when your user will try to access /wp-admin url then the redirection will work - check this YT video out.

Ref: link + link + link

https://youtube.com/watch?v=23NWCNFJ1ko?t=365

Jörn Weber

Thank you Mat ‎ !
That was very helpful!

Jörn Weber

The initial problem was solved (see comments). Thanks for the quick help.
But I have one more thing, maybe you have an idea. Currently, I am adding users manually to the system, so registration forms are not necessary. My plan is to create a user with a username/password combination and then send an email to the user containing important information, such as credentials, a reset link, direct login to the community, and initial guidance.

I have noticed that WordPress sends a notification email to users, and I would like to prevent that from happening before they receive my initial email with the relevant details.

Do you have any suggestions for configuring email notifications based on user roles or a similar approach?

Mat ‎

Jörn Weber I am not sure but check this link + link

Ref: link for this code below:

function send_welcome_email_to_new_user($user_id) {
            $user = get_userdata($user_id);
            $user_email = $user->user_email;

            // email will send only for "A" registers
            if ( in_array( 'A', $user->roles )) {
              $to = $user_email;
              $subject = "Hi A, welcome to our site!";
              $body = '
                        <h1>Dear A,</h1></br>
                        <p>Thank you for joining our site. Your account is now active.</p>
              ';
              $headers = array('Content-Type: text/html; charset=UTF-8');
              if (wp_mail($to, $subject, $body, $headers)) {
                error_log("email has been successfully sent to user whose email is " . $user_email);
              }
            }

            // email will send only for "B" registers
            if ( in_array( 'B', $user->roles )) {
              $to = $user_email;
              $subject = "Hi B, welcome to our site!";
              $body = '
                        <h1>Dear B,</h1></br>
                        <p>Thank you for joining our site. Your account is now active.</p>
              ';
              $headers = array('Content-Type: text/html; charset=UTF-8');
              if (wp_mail($to, $subject, $body, $headers)) {
                error_log("email has been successfully sent to user whose email is " . $user_email);
              }
            }

            }
            add_action('user_register', 'send_welcome_email_to_new_user');

Jörn Weber

Mat ‎ Thank you!