Im very new to automations and Im a little stuck on how to get it working properly..

I have 3 tiers in a subscription.
Basic
Standard
PRO
Would I need to do 3 seporate workflows to get this working to change wprole and more etc, or can I do on the one workflow with multiple conditions or is there another way?

With the current setup, you can use a contact's info in fluentforms/booking form/etc' (such as to conditionally display fields or pre-populate them) when the visitor is also a user and he is logged-in (if you're using Gutenberg then you can also conditionally display elements according to tags).

What I suggest is that a hashed contact id is stored in a cookie and so all the contact's info will be able to be used even if he is not a user and not logged-in.

When scheduling a Campaign to send, the time shown after "Current Server Time (Based on your Site Settings)" on the "Review and Send" tab is static; it never changes from the moment you start editing the campaign. Even if you move properly back and forth in the Campaign sections, go away for a while and come back to editing, when you get to the "Review and Send" tab and click the "Schedule the Emails" radio button, the "Current Server Time" can vary from slightly wrong to wildly wrong.

The "Current Server Time" field doesn't have to be a "live" field, but I think it should at least update each time you enter the "Review and Send" tab, and perhaps after changing any of the fields on that tab. That will make it pretty accurate enough to reflect reality when you're getting ready to schedule your send. Thanks!

Hi Everyone,

I’m using FluentCRM, Fluent Forms, and Stripe to manage my contact database and memberships.
However, I’m running into an issue: when there are sync errors or webhook failures, some Stripe subscribers aren't correctly matched back into FluentCRM or Fluent Forms. As a result:

• The contact may exist in FluentCRM, but without the correct tags, sequences, or lists;
• The Fluent Forms transaction and subscription data is incomplete or missing;
• Some automation steps never get triggered.

Correcting these issues manually is very tedious and not scalable.

👉 I'm looking for:

• Any tool, plugin, automation script or API-based solution that could help re-match Stripe customers/subscriptions to their original Fluent Forms submissions or rebuild the missing FluentCRM data;
• Or, if nothing exists, I’d love to submit this as a feature request: a tool to resync and reconcile Stripe → Fluent Forms → FluentCRM, ensuring subscription info, transactions, and automation flows are properly restored.

If you’ve developed a workaround, have a Zapier/Make/Integromat scenario, or use a custom solution — I’d love to hear how you handle this.

Thanks in advance for your input — I’m sure many others could benefit from it too!

Best regards,

Hi,

I’m trying to create sort of content accessability. I have a site where users can create a Bio-post via FluentForm. That post is shown in a postgrid on the website.

What I need is a way to control the visibility on the website according to a tag that the author has or has not.

When the tag is deleted, I want the post set to ‘Private’ status. When the tag is added (or available) the post gets published again.

Is this possible and how?

Kind regards
Natascha

Hello,
I'd like to create specific front-end pages for FluentCRM, similar to the Frontend Agent Portal provided by Fluent Support (see:

https://fluentsupport.com/docs/forntend-agent-portal/).

Are there any shortcodes, tools, or recommended methods available to build this type of front-end interface for FluentCRM?

Thanks in advance for your help!

Does the latest posts block in the recurring campaigns determine when the campaign gets triggered? As an example, I want a recurring campaign to be triggered when a new post only in a specific category is published. Even though, I select the category in latest posts block, when other posts are published not in the category, the recurring campaign is still triggered.

Asking here as there is no fluentform group.

Where can I export/embed a subscription form as an iFrame html element? This doesn't seem to be available, to embed the form outside of the website that has Fluentform plugin installed.

Hello, i need to migrate all my data from my old site to the new one. Any ideas how to migrate dynamic segments? Do you have a video regarding the right way to migrate?

This is definately a bug, I can delete the funnel from the 3 dots, but not from the bulk actions

tried to create a ticket, but was not able. Here is part of the error log:

PHP Fatal error: Uncaught ValueError: The arguments array must contain 3 items, 2 given in /fluent-crm/vendor/wpfluent/framework/src/WPFluent/Database/Query/WPDBConnection.php:165