Page Builder Summit Limited Time Offer - 20% OFF! Use coupon PBS20 - View Details

FluentCRMPRO

This knowledge base article relates to the WS Form FluentCRM add-on. Included with the Agency edition or buy separately for other editions.

This add-on lets you subscribe and unsubscribe FluentCRM contacts using a WordPress form created in WS Form. You can create new forms from your FluentCRM lists in a single click from the add form page. You can also pre-populate forms with data from FluentCRM.

Installation

The FluentCRM plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the FluentCRM plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the FluentCRM tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Creating a Form for FluentCRM

Automatically

WS Form can create a form for any of your FluentCRM objects in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately. All FluentCRM field types are supported as well as tagging.

To create a FluentCRM form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the FluentCRM tab at the top of the page.
  4. Click on a list (or choose No List if you do not wish to assign contacts to a list).
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the FluentCRM tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a FluentCRM object when a user saves or submits their form.

To add a FluentCRM action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to FluentCRM from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The FluentCRM action settings are as follows:

When Should This Action Run?

You can choose to run the FluentCRM action when the form is saved, submitted, or both.

FluentCRM List

Select which list the contact should be subscribed to.

Status

Choose the status of the contact that will be used when it is added to FluentCRM.

If you want to enable Double Opt-In you should set the status to Pending.

Send Double Opt-In Email

If the Status setting is set to Pending, you can send a double opt-in email if this setting is checked.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relates to the corresponding attributes in FluentCRM. For example you would want to map your email form field to the email attribute in FluentCRM. WS Form supports mapping to normal, category and transactional attributes.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding FluentCRM attribute.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Custom Mapping

Custom mapping allows you to set a FluentCRM field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source to a source attribute in FluentCRM, or perhaps set a transaction attribute ID to the #submit_id variable.

To add a custom mapping:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding FluentCRM attribute.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Tag Mapping

Tags are labels you create to help organize your contacts. You can add any number of tags to a contact. Tags are added by choosing a field on your form such as a checkbox field.

To add a tag:

  1. Click the Add  icon at the bottom right of the tags section.
  2. Choose the WS Form field containing the tags.
  3. Repeat this process for each field on your form.
  4. Click the Save button at the bottom of the sidebar to save your changes.

Duplicate Handling

Use this setting to determine what to do if a duplicate email address is found in FluentCRM. The available options are:

  • Update contact
  • Do not contact update
  • Show error messsage

Duplicate Error Message

If a duplicate email address is found in FluentCRM, you can customize the error message shown if Show error message has been selected for the Duplicate Handling setting.

Populate Forms Using FluentCRM

As well as pushing form data with this add-on, you can also retrieve contact data and populate the fields on your form.

This feature is only available if a website visitor is signed in and their WordPress email address matches the email address of a contact in FluentCRM.

To enable this feature:

  1. Click the Form Settings icon in the top toolbar when editing a form.
  2. Click the Data tab in the sidebar.
  3. Enable the Populate Using Action setting.
  4. Choose FluentCRM from the Action To Populate From pull-down menu.
  5. Select the list you wish to populate data from in the List To Populate From pull-down menu.
  6. Map the FluentCRM attribute to your form fields.
  7. Click Save at the bottom.

Note that if you created your form using a FluentCRM template the field mappings will automatically be created for you.