FluentCRM Free Edition Features Explained: How to Make the Most of Free CRM Plugins for Marketing Automation

FluentCRM, a popular email marketing automation plugin, surpasses the functionality of other brands' paid versions, even in its free version. Today, I'm going to walk you through how you can make the most of it without spending a fortune onFluentCRM's freefeatures to help you achieve more efficient email marketing.

What is FluentCRM?

FluentCRM is a specializedEmail Marketing Automation Plugin for WordPress, helps users automate the management of email marketing campaigns and subscriber data. Whether in the free or paid version, FluentCRM effectivelyManaging Mail Contacts,Creating Mail Campaigns,Design automation processetc., and all of this can be used without relying on an external platform, just on WordPress.

FluentCRM Features:

1. Free and powerful: The free version offers many advanced features such as contact management, email campaigns, automation and more.
2. Contact Management: Supports importing CSV files and WordPress users, providing detailed contact data and interaction history.
3. Segmentation and Labeling: Categorize your contacts with labels and lists for precise email delivery.
4. Mail campaigns: Provides multiple templates and customization options, supports variables andPersonalized emailsThe
5. automated process: Supports setting up automated email processes to trigger email delivery based on user behavior.

FluentCRM Procedure

How to Install FluentCRM

Installing FluentCRM is very simple. Just follow the steps below:

• Log in to your WordPress backend and click on the "Plugins" tab.
• Click "Add New Plugin".
• Type "FluentCRM" in the search box and click the "Install" button.

• After installation, you will need to fill in some basic business information and email settings, and once the setup is complete, you can start using it.

How to import contacts

Once FluentCRM is installed and activated, the contacts are imported into the system. While you have the option to manually add contacts one by one, this is obviously very cumbersome.

FluentCRM support is available through the CSV file or WordPress user import to add contacts in bulk.

• Importing via CSV file also allows you to import existing users from WordPress directly into FluentCRM.
• After importing, you can find the imported files in FluentCRM's "associates" tab to view all contact information.

Understanding the contact view

FluentCRM provides a wealth of information for each contact, including not onlyBasic name,Address and contact informationYou can also view theNumber of emails sent,open rate,click through rate (CTR) (Internet)FluentCRM can also record visitors' IP addresses, device information, browser versions, etc.

For marketers, FluentCRM also allows you to sort your contacts by subscription status, making it easy to send different emails to different types of users, such as subscribers and regular customers. You can also further segment your contacts through tags and lists to push content to them in a more targeted way.

Segmentation using tags and lists

Email MarketingOne of the centers of the "Precision Placement".FluentCRM can categorize contacts based on tags and lists. This categorization can be based onuser interest,gestionor otherCustomized conditionsThe

For example, I create a file named "K70" tab to categorize all newly added users.

In the "Tags" section of the contact, click "+" to add the tag you just created.

FluentCRM's segmentation feature is pretty good and helps you send emails to the right people and stop wasting opportunities.

Creating Mail Campaigns

FluentCRM's "Email Campaigns" feature allows you to design and send personalized email campaigns. Below are the steps to create an email campaign:

• In FluentCRM, under the "Activities" tab, click on "Create New Activity".

• Enter the name of the event (e.g., "Webinar Push").

• Choose a template to design, FluentCRM offers three basic templates - Simple Frame, Centered and Classic Email Templates, which can be set up with custom background colors and fonts as required.

• If you already have a template that meets your needs, you can simply click "Use Email Template"Medium.

When setting up email subjects and previews, FluentCRM supports the use of variables (e.g., user name, ID, etc.) to add personalization and make your emails appear more personable. In this way, user engagement can be enhanced.

Setting up automated processes

FluentCRM's automation feature can help you set up a personalized automated email process for new subscribers. Here are the basic steps to create an automated process:

• Click "automatization", then click on "Creating New Automation".

• Selection of trigger conditions (e.g. form submission)

• Set up automation steps such as adding new subscribers to a specific list, sending customized emails, adding labels, etc.

• Delay steps can be set as needed (e.g., wait 1 day before sending an email).

By automating the process, you can more efficiently stay engaged with potential customers, increasing customer loyalty and conversion rates.

summarize

The free version of FluentCRM provides WordPress users with a very comprehensive email marketing tool. Automate your email marketing and accurate customer management with the FluentCRM tutorial presented in this article. For more information and tutorials related to WordPress, follow thePhoton fluctuation networkIt contains the most comprehensiveWordPress related theme tutorialsThe best atmosphere in the world.WordPress Exchange CommunityThe