Tying Fluent Community to FluentCRM – Automate Onboarding, Access Control, and Engagement

Connect Fluent Community to FluentCRM

Fluent Community and FluentCRM work together to automate onboarding, control access, and improve engagement. Follow these steps to connect them.

Step 1: Create an Automation in FluentCRM

• Navigate to FluentCRM > Automations.
• Click Create New Automation and choose Start from Scratch.
• Set the trigger to User Registers in WordPress.
• Click Save & Continue.

Step 2: Assign Tags for Community Access

• Add a new action: Apply Tags.
• Choose or create a tag like Community Member.
• Click Save Settings.

Step 3: Set Up Conditional Workflows

• Add a condition: Check if user has a specific tag.
• If the user has Community Member, proceed to the next step.
• If not, stop or send an alternate email.

Step 4: Trigger Access with WP Fusion

• Add an action: WP Fusion – Apply Tag.
• Choose the tag Community Member.
• This will grant access based on WP Fusion settings.
• Click Save & Close.

Step 5: Test the Automation

• Manually add a test user in FluentCRM.
• Ensure the Community Member tag is applied.
• Verify that the user gains access to Fluent Community.

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