Automations between domaine and sub domain
I am currently building my website with a main domain dedicated to my marketing and a subdomain for my community.
I use FluentCommunity and FluentCRM Pro on my subdomain and am about to install FluentCart on my main domain.
- Technically, can I manage my automation for adding a new customer to a space, taking into account that this new customer is created on my main domain and then added to my subdomain?
- Do I need two FluentCRM licences?
- Can I make them communicate with each other?
I think I could handle this with Make but I'm wondering if there is an easiest way with the Fluent Suite.
Looking forward to hearing from you guys !
Hey Julien Cros, might be worth checking out WP Fusion, where in your case I guess you'd be looking to connect your main domain to FluentCRM on your subdomain. Looks like they don't have their FluentCart integration ready, but hopefully they will soon!
- Theoretically yes, if the Fluent Cart integration works in the same way the WooCommerce one does when it's available
- If WP Fusion works - no, but you'd need a WP Fusion license
- Yes
Good luck with your project!
Jesse Benjamin Thanks mate, I will check this out!
You can do this with webhooks between the Fluent products across different sites.
William Beem can you explain more? You say webhooks, is that means you use a tiers plateform such as Make?
Julien Cros Fluent products typically have the ability to use a webhook to communicate. An example that I use is when I have a Fluent Form on my primary blog site and FluentCRM is on a subdomain.
When someone completes the form, I use a webhook to communicate from Fluent Forms to FluentCRM and pass along the data.
If you ever used something like OptinMonster to create a pop-up form on your site to communicate to MailChimp or some other SaaS email service, it's the same principle.
Actions on one domain can communicate with another domain via webhooks.
In your case, you can complete the primary sale on your main domain. Once that's complete, you send a webhook to FluentCRM on your subdomain to add your contact to a list and provision them with FluentCommunity access using an automation that runs when the webhook triggers it.
William Beem Thanks a lot !
William Beem what about fluent CRM license, do I need 2 then?
Julien Cros Not if you install only on one domain and use Webhooks or other automation tools to communicate between domains.
William Beem If I understand correctly, I can keep my licence on my subdomain and, from my main domain where I use fluentCart, I will use webhook to communicate with my CRM (on my subdomain), is that right?
Julien Cros That's what I do today on a couple of sites using Fluent Forms for payment and then send the data to FluentCRM on a subdomain. I expect to be able to do the same with FluentCart. It's in the documentation:
https://docs.fluentcart.com/guide/integrations/webhook-integration
That said, I'm checking FluentCart on my Demo site and when I click Integrations, the option for a webhook doesn't appear for me. Check your installation to make sure it's there. If not, we need to reach out to Support to ask why.
Shahjahan Jewel the option for a webhook doesn't appear in FluentCart, can you confirm that FluentCart can send the data to FluentCRM on a subdomain please ?
Julien Cros Here's what I found. The webhook does not appear on the Free version. You must have Pro.
It didn't appear for me on my Demo site with an out of date Pro version from the beta. Once I installed the current release with my license, it appears under Integrations.
William Beem Perfect ! I do have a Pro version, I will check this out thanks again 🙏
I need some guidance on this topic. I'm trying to decide whether I should run all of the Fluent products on a subdomain and pass the FluentForms and FluentCRM data via webhooks from the marketing website on my main domain to the subdomain. The subdomain would be setup as a FluentCommunity site that is used by both staff members and clients.
My questions about this are: (1) is the data sharing 100% reliable? (2) how much trouble is it to setup and debug? and (3) is it recommended?
Are there good enough reasons to not have FluentCommunity and all of the other Fluent tools (FluentCRM, FluentBoards, FluentSupport, etc.) all running on the main domain that justify the additional complexityof a two domain setup?
Teddy Skokos I run the products on a subdomain. My main domain is for publishing. I still have Fluent Forms there for Contacts, but I also use it for something like a Lead Magnet. Then it passed data to FluentCRM on the subdomain via webhook.
The idea of using things on the subdomain serves a few purposes. First, things integrate nicely on the same server. Second, I don't want to bog down resources on a publishing/blog domain for services that don't really support the site's purpose.
Another concern is that caching and server requirements for business tools are different from those of a blog site.
Finally, it keeps any customer logins on a different site so they can't be used to hack into my main site due to cross-site scripting from some plugins.
William Beem Thank you for your reply! The subdomain setup seems to clearly be the choice for resource and performance reasons. I had not thought about the security reasons too that you mentioned. My concern has primarily been data sharing reliability.
If it's reliable, then the additional complexity is it worth it to me for the performance and security. I want to put whatever additional work into that's needed in order to have the best setup for long-term success and growth.
I haven't setup a site like this before, so I don't know what I'm getting into as far as as additional setup complexity and any limitations it may present.
Regarding potential limitations, can I have a FluentForms questionnaire on the main site that saves the PDF that it generates to the subdomain?
Regarding setup complexity, if it's a one-time initial webhook configuration and then I can use the products from that point on without having to remember to do something different every time I add a new form, or make certain types of changes on the main site, then that's an easy decision for me to make. But if it complicates things like tagging users or adding them to email lists in FluentCRM every time I want to add something new to the marketing site, then that complicates the decision.
Is it a one-time initial setup or does every new FluentForm have to have a webhook added to it? I'm guessing every form needs the webhook configured. And would it use the same webhook URL for every form (and not a unique webhook URL for every form, etc.)? I'm guessing every form would need a webhook configuration but they would all use the use same webhook URL. If that's the case, that's simple enough.
Teddy Skokos Each separate Fluent Form can have a webhook that feeds to FluentCRM on another site. In my case, I could have different lead magnets. I want to add tags or lists based on the form they filled out, so each webhook can perform a different task to update FluentCRM. Once I set it up, I never have to revisit that form again. It just runs. You can do this for each individual form on your main site. It's really not very complex to have multiple forms.
On the main site, for each form, you go to Webhooks, enable the option, and copy the webhook URL. Then you go to FluentCRM.
In settings, go to Incoming Webhooks. Add a new one, give it a name and paste the webhook from Fluent Forms. Click the Edit pencil.
There are three fields to enter, if you want.
Default Lists, Default Tags, and Status.
Add whatever you want to use for tags or lists. The status is what I set to Pending until they confirm their subscription. You could set it so they are subscribed immediately, but I prefer double-confirmation (sign up and click to confirm in the email).
That's all there is to it. You can use the tags to identify them for reports or automations. You can use the lists to send email to people who filled out the form without bothering your other contacts. It works very well.
William Beem I’m going to test it out. Thanks again!