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It would be great if you could add a search field for tags and lists to include and exclude instead of only the dropdown.

I have around 180 Tags and everytime I am doing the targeting I need to select f.e. 15 Tags and eachtime opening a dropdown of 1 mile 🀣😩

Also it would help additionally if I can select multiple tags without that the dropdown closes itself after each tag I select...

Quick Search for: Tags / Lists on Campaign Creation (Targeting / Recipients [step 3])

I want to make fluent forms for quizes and i would like send 3 different emails based on quiz score is this possible with fluent forms and crm?

Hey all, any ideas if FluentCRM will get more automations for FluentCommunity? Example... when course lesson complete, when post created on community...

I created a tutorial showing how to build a frontend profile update from using FluentCRM/FluentForms. This is probably the easiest way to do it? What do you think?

When composing an email, the editing options and tools are very limited. One of the tools that is missing (not sure why) is the document overview tool. There have been times when I've been editing emails that I need to see the structure of the email and rearrange it. But because the document overview tool is missing, there's no way to do that.

Request: In the email editor, allow access to the document overview

Are you going to upgrade the conditional display option with the visual editor? now you can only have one condition, no AND, OR etc.

conditional display (dynamic content)

When a contact requests to unsubscribe from emails, the automation is automatically canceled for that contact, and they don’t continue with the next steps in the automation. That means the contact’s status shows as β€œcancelled,” which leaves them stuck in the automation.

However, I need the contact to remain in the automation and continue to the subsequent actions, even if they’re not receiving emails.

I need the contact to move through all steps of the automation because I have processes related to tags and internal controls.

How can I ensure that the contact remains in the automation and executes the next actions? Even if the contact is in the unsubscribed status.

Is there a trick or a code snippet that I can modify to change this behavior?

I really need this, I have over 2.7 million contacts.

I'm already in contact with support via chat on the website, however, it's the weekend.

Thank you.

#FeatureRequest

Shahjahan JewelΒ  Please allow us to choose what columns we want/need on campaigns' module.

In some projects, I need the revenue column, but not in others.
Actually, at the moment I'm not using "labels", so I prefer to hide or not to show that column.

So I'd like to take control on what I see/show.

I hope I explained well my use-cases and the feature I suggest/request.

Thanks!

Allow to choose columns to display on campaigns' module

Is there a way to create a booking for contact in fluentcrm? I don’t see a way to do it from the UI easily. The profile in fluentcrm doesn’t have a way to make a new booking under booking tab. I also need to know the email address of the contact that’s already in fluent CRM when I go to make a booking. It would be great if I typed in their name or email and it gave me a list. Or the option to create a new contact from the booking section in fluentbooking. .

I'm hoping for some advice from folks here.

I am an instructor and my students often come back and take different classes with me...so in my import file, I have course_type, course_date, and course_city, and the unique identifier is the email id. I am wanting to ensure that course_type is captured in each duplicate record because the duplicate record means the student took another class with me. I was initially thinking tags would be the way to go. But when I go to import these records, how do I ensure each instance/duplicate captures the unique course type and doesn't overwrite the previous course type? At first, I was thinking instead of making course_type a Custom Contact Field, I would remove course_type from the import as a custom field and assign the course_type as a tag instead. And each time a duplicate is uploaded/found, it would assign a new tag for the new course_type. I was thinking I'd need to do a separate import for the duplicate records for this initial import of 10K students. In that initial import, I have about a thousand duplicate records which are students who took multiple classes.Β 

Also, when I upload a duplicate, I'm ok if the course_date is simply updated/overwritten with the most recent course date. It's the course type that needs to be additive and preserved so I can design custom campaigns around those and for students that have taken multiple courses.Β 

Please let me know the best way to do this. I can see this also compounding when I start offering online classes through LearnDash. I will need FluentCRM to store that as a new course_type and not overwrite the previous courses/course types taken.Β