Would love to see an indicator of the status of the automation whether it is active or not. And maybe even a toggle to turn on and off?
I'm experiencing a significant workflow problem with FluentCRM's email builder that's consuming excessive time and effort. Here's the detailed situation:
Current Workflow:
- I create all my email content in Pages (Mac) and Microsoft Word
- These documents include rich formatting: bold text, italics, headers, bullet points, and structured layouts
- The content is professionally formatted and ready for email campaigns
The Problem: When I copy and paste this formatted content into FluentCRM's email builder, ALL formatting is completely stripped away. I lose bold text, italics, headers, bullet points, and even have to manually reselect fonts and font sizes for every email.
Impact on Productivity: This forces me to manually reformat every single email, including choosing typography and sizing again, which is extremely time-consuming and frustrating.
What I Need: A solution that preserves formatting when transferring content from Word/Pages to FluentCRM, so I don't have to manually reapply bold, italics, headers, and font selections for every email.
Possible Solutions I'm Looking For:
- Specific paste method that preserves formatting?
- Export/import options I'm missing?
- Recommended intermediate tool or format?
- FluentCRM settings that need adjustment?
Please provide guidance on how to resolve this formatting transfer issue efficiently.
Hi everyone,
Iβd like to ask for your advice on creating expiring URLs that can be used within FluentCRM automations.
I understand that this functionality is not currently available natively in FluentCRM. However, in todayβs marketing landscape, it has become almost essentialβespecially for limited-time offers in email sequences.
What alternative solutions have you implemented to achieve this?
The functionality Iβm looking for is:
- A link included in an email sequence that is only valid for a limited time (e.g., 7 or 10 days),
- After the expiration, the link should redirect to a specified fallback page,
- Since each subscriber has a different start date, the expiration should be dynamic.
Is there any way to achieve this without editing PHP or writing custom code? Or is some development work unavoidable?
If a similar question has already been asked in this community, Iβd greatly appreciate it if you could point me to that discussion as well.
Thanks in advance for any insights or ideas!
Hi, is it possible to show only the campaigns that are sent to a particular list in the archives?
I don't own FluentCRM, but am considering purchasing to use to send my newsletter instead of using a separate ESP platform outside of Wordpress. I've read some negative things about the space it can take up in the database, so I'd love to learn more about the plusses and minuses of integrating a newsletter directly into Wordpress.
Hey everyone, I could really use some help here.
Iβve been running a small but solid newsletter for a couple of years now. Nothing crazy - just value-based content to a clean list. Iβm using Amazon SES (shared IP) with FluentCRM, and everything used to work perfectly. Open rates were consistently 30%+ and deliverability was never a problem.
But out of nowhere, a couple of weeks ago, everything tanked. Emails are suddenly landing in spam - even for new subscribers who just opted in. I ran tests with mail-tester.com and I'm getting a perfect 10/10 score. SPF, DKIM, DMARC - all properly set up and passing. No spammy content. No blacklists. Still going to spam.
Iβve tried to troubleshoot it myself, but Iβm hitting a wall.
If anyone here specializes in email deliverability - especially in the context of FluentCRM and SES - and might be able to help me figure out whatβs going wrong, Iβd deeply appreciate it. You can DM me or just reply here. Iβm open to suggestions, audits, even hiring someone if needed.
Thanks in advance π
Hi team,
Weβre currently building a private client area integrated with FluentCRM and Fluent Community, and weβd love your insights.
Hereβs the use case:
We want logged-in users to be able to see not only their email preferences and community notifications (as already handled by FluentCRM and Fluent Community), but also to access documents specific to their account β such as signed contracts or personalized PDFs.
Ideally, these documents would be:
- Uploaded automatically via webhook/API
- Linked to the user based on their WordPress ID or FluentCRM contact,
- And displayed inside the same user area they already use to manage their profile and notifications.
Has anyone implemented something similar?
Would you suggest using a custom tab or section inside the Fluent Community area?
Or maybe a shortcode/endpoint that can fetch files from a secure folder or a FluentCRM custom field?
Any tips or examples would be greatly appreciated.
Thanks in advance!
Hey guys, is there a possibility to include recurring campaigns in the archive? Currently, it looks like only normal campaigns are displayed, unless I am mistaken?
HiI would like to know what is the best way to attach a PDF file directly to CRM and not through the media...
Do i need a plugin for that?
We all love FluentCRM and the powerful features it brings - especially Cart Abandonment Recovery. But one thing is still missing:
π A clickable recovery URL that automatically applies the coupon code when the customer clicks it.
By default, WooCommerce does not apply coupons reliably when extra parameters are in the URL for coupons. But donβt worry - hereβs a simple workaround using FluentSnippets.
β Step 1: Add this Snippet using FluentSnippets or functions.php
Paste the following code into FluentSnippets (or your child themeβs functions.php). This snippet ensures that the coupon parameter from the URL is saved and applied once the cart or checkout is available.
// 1. Store coupon from URL in session (works on any page)
function fc_save_coupon_from_url_to_session() {
if ( isset($_GET['coupon']) ) {
$coupon_code = sanitize_text_field($_GET['coupon']);
WC()->session->set( 'fc_deferred_coupon', $coupon_code );
}
}
add_action( 'init', 'fc_save_coupon_from_url_to_session' );
// 2. Apply coupon from session when cart is available (e.g. checkout)
function fc_apply_deferred_coupon_from_session() {
if ( ! is_admin() && WC()->cart && ! is_ajax() ) {
$coupon_code = WC()->session->get( 'fc_deferred_coupon' );
if ( $coupon_code && ! WC()->cart->has_discount( $coupon_code ) ) {
WC()->cart->add_discount( $coupon_code );
wc_add_notice( sprintf( __( 'Coupon "%s" was applied.', 'woocommerce' ), $coupon_code ), 'success' );
WC()->session->__unset( 'fc_deferred_coupon' ); // Apply once
}
}
}
add_action( 'woocommerce_before_checkout_form', 'fc_apply_deferred_coupon_from_session' );
π© Step 2: Use this in your FluentCRM automation email
Inside your abandoned cart automation reminder email, use the following format in your button or link:
##ab_cart_woo.recovery_url##&coupon={{woo_coupon.1_3}}
β οΈ Important: Use Your Coupon Shortcode!
Donβt forget to insert your actual FluentCRM dynamic coupon shortcode in place of {{woo_coupon.1_3}}.
This ensures each user gets a valid and personalized code.
If you're not using dynamic coupons, you can hardcode it like &coupon=10OFF
π What happens:
- The customer clicks the recovery link in the email
- The cart is restored via FluentCRM as usual
- The coupon is applied automatically, without needing manual input
Pro Tips
- π§ Use urgency in your email copy ("Your 10% off expires in 24 hours!")
- π― Segment your coupons based on abandonment level:
β Start with10OFF, and if they donβt return, send20OFFor even30OFF
β You can replace the coupon code dynamically in FluentCRM automations depending on email step or time delay - π οΈ Combine this with FluentCRMβs automation conditions and custom fields to boost performance
π Happy recovering - and even happier selling! πΈ





