Getting Started With FluentCRM
In this comprehensive tutorial, Zero2Webmaster Founder Dr. Kerry Kriger provides valuable insights into setting up and optimizing Fluent CRM for your business or nonprofit organization. FluentCRM is a powerful CRM (customer relationship management system) that lives inside of WordPress and helps manage your company’s interactions with current and potential customers. FluentCRM comes pre-configured with every Zero2Webmaster SuperSite.
Dr. Kriger begins by discussing his transition from ActiveCampaign to Fluent CRM, highlighting the advantages and challenges of the migration process. He then walks viewers through the initial setup of Fluent CRM, including loading the free version and understanding the pricing model.
Dr. Kriger explains how to manage contacts effectively, including creating lists, tags, and custom segments. You will learn how to set up automations, create email campaigns and sequences, and leverage smart links and reports to enhance your marketing efforts. Dr. Kriger also explains how to configure essential tools and plugins like Fluent SMTP and Amazon SES for email sending.
Whether you’re looking to integrate Fluent CRM with your online store or simply seeking to improve your email marketing strategy, this tutorial provides step-by-step instructions and practical tips to help you get the most out of Fluent CRM. Watch the video to gain a deeper understanding of how to use this powerful tool to boost engagement and streamline your marketing processes.
Enjoy the video…and remember to Automate Responsibly 🙂
Recorded in July 2023.
This Video Was Created For The Automation Bridge Community
Dr. Kriger’s mentor Chris L. Davis of Automation Bridge invited him to record this video for the members of the Automation Bridge community. The tutorial is published as How They Did It (Episode 9) “Getting Started with Fluent CRM with Kerry Kriger” in the Automation Bridge Academy, which is an excellent resource dedicated to marketing automation. Below is the copy from the Automation Bridge webpage:
“This exclusive interview is with Dr. Kerry Kriger, the Founder of SAVE THE FROGS!, a nonprofit organization that has held over 2,000 educational events in 60 countries to raise awareness of the world’s rapidly disappearing amphibian populations.
He is also a Certified Automation Service Provider and the Founder of Nonprofit ICU, a nonprofit consulting and web design agency through which he advises nonprofits on everything from fundraising to technology.
Make sure you tune in to discover how to get started with Fluent CRM and a step-by-step walkthrough of how to set it up from scratch.
Timestamps
00:29 – About our guest
01:32 – What’s it like migrating from Active Campaign to Fluent CRM?
05:34 – How to load up the free version of Fluent CRM?
05:49 – What about the pricing?
06:11 – What tools/plugins are you using for sending out the email? (Fluent SMTP, Amazon SES, etc)
10:37 – Does Fluent CRM charge you by contacts?
13:55 – Should you be using WP Fusion?
15:04 – Setting up Fluent CRM
18:43 – How to set up General Settings?
23:48 – How does importing the custom fields from AC work?
28:34 – How to create a list?
29:29 – How to create tags?
30:49 – How to create a custom segment?
36:47 – Is this a good solution for Woocommerce users?
39:01 – How to create an email campaign?
47:40 – Can you show us an actual email you sent out and how it shows up?
50:18 – What about creating an email sequence?
54:03 – How to create new automation?
01:00:34 – Can we have a look at the Conditions?
01:05:25 – How does creating smart links work?
1:08:45 – Let’s have a look at the Reports
