🙌 Excited about FluentCart – but need help with one specific use case
Hey everyone,
I’ve been on the FluentCart waiting list for quite a while, and I’m really excited to see it finally launching soon. I immediately tested the sandbox version because I have a very specific use case — and I’d love your input before I decide whether FluentCart will work for me or not.
Here’s my situation:
I sell high-ticket coaching programs that combine community access, online course areas, and live Zoom calls.
My sales process looks like this: during the sales call, I enter all client details (name, email, phone, address, etc.) directly into a form.
Right after the call, that form generates a personalized offer link that I can send to the client.
The client opens that link, sees the pre-filled offer (nothing else to type in), checks a couple of custom conditions or terms checkboxes (AGB, withdrawal terms, etc.), chooses a payment option, and clicks “I order now.”
This “personalized offer link with acceptance checkboxes” is absolutely key for my workflow — it’s what turns a conversation into a sale in one smooth step.
From what I’ve seen in the FluentCart sandbox, it seems that this kind of prefilled, one-click offer confirmation might not be possible.
But before I give up, I’d love to ask:
👉 Is there any way to achieve this workflow with FluentCart (maybe via FluentForms, custom fields, or API)?
Or perhaps it’s something that could be considered for a future update?
Right now I’m running this through a custom two-form setup with Fluent Forms Pro and a lot of coding inside, but I’d love to switch to a professional, integrated solution like FluentCart if it can handle this kind of use case.
Thanks a lot for your time — and congrats to the team for bringing FluentCard to life. It looks very promising!
Hello Martina.
We do know that kind of workflows well 😄
And I think it will be pretty doable!
Of course I think that the best approach will be
(A) having a direct integration on Fluent Forms so as to redirect to a checkout with the order filled ( a manual one)* this is not possible, but will be nice…
(B) or an API connection: either the data from fluent forms. So it will look something like: Fluent forms submission > Create Manual Order (which will start the workflows of sending an invoice for payment).
Basically, yes. It will just be creating a Manual order from automation.
Natively, it’s not avaivale. But I guess that, because the team is working in integrations for Fluent products, this could be among the ideas.
That being said, with any automation tool and once the dev tools are available this is pretty doable. Just like creating custom buy links on stripe with API or it’s “send invoice for payment” feature.
Is this what you’re looking for? 😄
Jorge de los Reyes Hi Jorge and thx for your time and kind answer. Because im am not sure if i was able to tell clearly what i need i created a screenrecording which swows my workflow.
https://share.zight.com/geueN52w
I am really hoping that FluentCart will be the solution....
Martina Aysal Aysal Coaching&Consulting GmbH hello!
Happy to share insights.
I just watched your video: nice form setup!
We used to use some similar ones with sales representatives so as they can have a call, fill the form with very similar data to what you shared and then when submitting, starting all the automations.
However, we deprecated that system for just filling a Manual Order with the order details, a memo, and sometimes, Notes. This approach usually creates any installment, subscription or payment plan automatically in the e-commerce tool. So we found it was more adequate.
They also receive “an invoice for payment” with all the details.
And, depending on the flexibility of The tool, and your custom fields, then again, you can add some info or meta info.
About fluent cart, it definitely has manual payments. But the development is still so young, and there are many needs pending related to people selling high ticket or services.
So, for example, currently, the fields are limited and you have a toggle for enabling them: but atm, no option to add your own.
I’m sure it will come.
Also, that you could manage this just in FluentCart.
But probably, fluent forms is more flexible now.
That being said, as I previously commented, the integration with fluent plugins is #1 priority now.
So, if among those, we have a direct integration of Forms + Fluent Cart, that can allow us to map the form info, and just create a manual order, I’m sure this could be pretty doable and also be quite efficient.
I’m going to tag Jewel here, just in case he find this insightful for the enhancements of the order creation for all of us selling services.
cc: Shahjahan Jewel
Also, I’ll suggest creating a suggestion once the roadmap is available. And probably. Tagging members (like me 😉) that are currently sharing ideas for enhancing the checkout experience and order creation related to services. We will definitely upvote this!
💪
Jorge de los Reyes Thx - i think i will buy FluentCart hoping and trusting my workflow mitght be doable. Just in the sandbox i have not found anything near that. What i need is to sendout an order-Link prefilled woth all the data i need (Order Details, Product, Payment etc....)- Make it for the customer really easy by prefilling as mutch as possible and they have to make the steps that are legally nessecary.
Martina Aysal Aysal Coaching&Consulting GmbH Well. Normally, when sending an Invoice for Payment (manual order), there's not much the user has to fill.
It's usually just the Invoice, with the memos and then the redirection to checkout for payment. But I guess that, because Memos and so are dynamic, they should be able to populate them too.
I'd confirm this feature with the team though! :)
hey guys, Shahjahan Jewel finally let me in, lol. This sounds a lot like the workflow I need as well. Basically a service based workflow.
What you could try is to add custom fields to the products and to the user/client CPT. Then, in the backend, you fill in those custom fields for a specific user — for example, select which product they want and fill in their information.
After that, you can create a function that automatically generates a FluentCart checkout page based on the custom fields you filled in for that user. The custom fields need to be added to the checkout page but should be dynamically filled in per user.
You could also have the user log in first and then show their personalized checkout page. I’m not completely sure if FluentCart gives you that much flexibility technically, but according to their website, it is developer-friendly, so it might be possible.