Wondering if we currently have the ability to paywall entire post categories within our system, or is tag access not an option for our content?

I’m looking to confirm whether we can set access rules at the category level (e.g., restrict all posts under a given category to certain subscribers/members), or if we’d need to handle this differently.

Not sure if it's possible, but imagine that we have a way to allow customers that have a company with multiple users to manage their users. For sure we need a company manager, or a user that has management capabilities, and that user (probably the owner or the manager of the company) could add/remove contacts in the company.

That would allow companies to manage their users, and the ones that should receive mails from the CRM manager, or get access to some company privileges, like access to some special content or access to FluentCommunity Portal subscribed areas.

That would be amazing for sure. Also we should have the possibility to assign access rights to the community based on the company, which means that we should be capable to assign tags to the company, or lists to a company, and all the members of the company would get the same lists and tags as the company itself.

This way we can add/remove tags or lists to the company only, and the users or contacts belonging to that company also get or lose the same lists or tags.

Anyone has found a way to score the contacts in FCRM with a system similar to the one below?

I saw in a comment WP.org that WhatsApp integration is a coming feature. Is there any timeline on this? My country relies on WhatsApp more than email, so collecting phone numbers is crucial, and it would be great to WhatsApp automations.

Is it possible to think or dream about the OPTIONAL possibility that FluentCRM uses Cloudflare R2 or Amazon S3 to store/retrieve images used on emails, not the WordPress Media Library?

#FeatureRequest

I’m starting to work with FluentCRM and would like to confirm if it’s possible to configure an automation that sends a coupon only if a customer has not placed an order for 30 days after their last purchase.

Specifically, I’m looking for dynamic behavior where the wait period resets based on the most recent order. For example:

• If a customer places an order on January 1st, the automation should trigger on February 1st.
• If they place another order on January 20th, the 30-day timer should reset, and the email should instead be sent on February 19th.

From what I can see in the documentation, the wait conditions and triggers don’t appear to handle this type of rolling delay automatically. Can someone confirm if this functionality exists natively, or if it requires a custom integration/workaround?

The new v2.9.65 looks great! Can't wait to check out the new features, thanks!

I would just like to put another vote in for a major overhaul of the email editor. I've sung the praises of FluentCRM in my circle and it's now deployed in two more organizations. The consistent feedback is how great it is...but also how terrible the editor is.

I know that Masiur said that it's being worked on, and that's fantastic, and I hope it makes it into a near future release since it wasn't in 2.9.65.

Some of the needs:

• Bulleted lists are a bit of a mess, including sub-bullets. Vertical whitespace is uncontrollable, as I mentioned in this post. Their typography is also not separately controllable as other blocks are.

• Adding text in the middle of stylized text (for example text in italics) inserts non-stylized text and goes downhill from there. Making changes to stylized text basically means redoing it all over.

• The typography controls are extremely time-consuming and onerous to use, as mentioned in this post. I'd suggest that you just show everything by default, or at least remember which controls we've activated and keep them activated everywhere.

• Trying to edit the HTML to fix some of the editor's issues often results in an "Invalid Block" error in the visual editor, with a "Recover" button that never seems to be able to recover anything and often results in the loss of content in the entire section. Much like other editors that allow the tweaking of HTML, it should just present it as best it can and let us continue tweaking until we get it working, not zap the entire thing.

There are lots of open-source editors that do a wonderful job, so I wonder if one of those could be used, rather than trying to "reinvent the wheel" with a custom editor that tries hard, but has some signifcant issues.

Anyway, thank you so much again for FluentCRM, it's a lifesaver in a sea of massively expensive alternatives, and you've saved the day for more than one non-profit trying to get the word out to their contacts!

has anyone solved the issue that I am having, using my pro version of most fluent products, and can't get updates or use them when developing locally on localswp?

Hello all 👋,
I studied the REST api documentation and I'm probably just missing a tiny thing, why I'm not succeeding. Hope anybody can make me see my mistake.

My goal: create and schedule a campaign without touching FluentCRM/Wordpress

After it wasn't working in just one api call, I divided my http requests to the REST api in the same steps, as FluentCRM lets me manually schedule a campaign.

1. Create the campaign

   api-url: domain.tld/wp-json/fluent-crm/v2/campaigns

   method: POST

   "title": "My title",

   "email_subject": "my subject",

   "email_pre_header":
   "my pre header",

   "status": "draft",

   "type": "campaign",

2. Set Campaign Content

   api-url: domain.tld/wp-json/fluent-crm/v2/campaigns/{ID} <- here I put the actual ID of course

   method: PUT

   "title": "My title",

   "design_template": "raw_html",

   "email_body":
   "my raw html email body",

3. Configure recipients
   api-url: domain.tld/wp-json/fluent-crm/v2/campaigns/{ID} <- here I put the actual ID of course

   method: PUT

   "title": "My title",

   "design_template": "raw_html",

   "settings":

   "sending_filter": "list_tag",
   "mailer_settings": {
   
      "from_name": "My from name",
   
      "from_email": "my from mail",
   
      "is_custom": "yes"
   
      },
   
     "subscribers": \[
   
           { "list": "1", "tag": "all" }
   
     ],
   
      "excludedSubscribers": \[]
   
      }

   }

4. Schedule

   api-url: domain.tld/wp-json/fluent-crm/v2/campaigns/{ID} <- here I put the actual ID of course

   method: PUT

   "title": "My title",

   "status": "scheduled",

   "scheduled_at": "Time in Format: yyyy-LL-dd HH:mm:ss",

   "settings":

    "sending_type": "schedule",

Step 1 & 2 seem to work well. ✅

Step 3 is an odd one, as it does work (no errors), but on the campaign overview in the column "Recipients" is still "n/a".

And now step 4: I'm not getting an error either, as all steps before I'm getting back statusCode: 200, statusMessage: OK. All my settings are visable and correct in the response EXCEPT for the status, the status falls back to "draft".

I suspect it has to be something in step 3, that the Contacts are not being attached to the campaign, like it happens when you click the button "Continue To Next Step [Review and Send]"."

Any ideas what I'm missing?

Could anyone help me, how can I create a dynamic segment in FluentCRM that includes contacts belonging to companies where the Custom Company Fields (multi selection) have both x and y selected? (for exapmle a client company has paid services: web hosting + website maintenance, and I would like to send an email campaign for those contacts, who belong to a company that paying for these services) Thank You.