Fluent CRM

Fluent CRM is the membership plugin for WordPress. We have tried to make easier to sms notification and reminders to users through Fluent CRM by following easy steps.

Fluent CRM to customer

Steps to send sms notification to user.

• Navigate to SMS Alert plugin.
• Enable and modify the SMS content for sending message to customer.
• Click on save changes.
• fluentcrm always used fluent form to make form.

FAQ’S

1. 1. What does this integration allow me to do?

   The integration enables you to send SMS notifications to your contacts in FluentCRM when certain triggers occur (e.g., new contact added, tag applied, list updated). Similarly, you can update contacts, schedule SMS, or sync lists between FluentCRM and SMS Alert.

2. 2. What are the prerequisites before setup?

   – FluentCRM must be installed and active in your WordPress site, with contacts, tags, lists configured.
   – SMS Alert (or the SMS-gateway plugin) must be configured properly with API credentials, sender ID, etc.
   – Contacts in FluentCRM should have a valid mobile/phone number field so SMS can be sent.
   – You may choose a connector/integration platform (Zapier, Pabbly, Zoho Flow) if native plugin integration is not available.

3. 3. Which events/triggers can generate SMS notifications?

   Using platforms like Pabbly or Zoho Flow with FluentCRM + SMS Alert, supported triggers include:
   – New contact created in FluentCRM.
   – Tag applied to contact in FluentCRM.
   – Contact updated / list applied or removed.
   Custom workflows allow SMS to be sent automatically when these events occur.

4. 4. How do I set up an SMS workflow with FluentCRM + SMS Alert?

   Here’s a generic step-by-step:
   1. Ensure SMS Alert is connected and has credits/sender ID active.
   2. In your automation tool (e.g., Pabbly Connect or Zoho Flow) set Trigger: e.g., “Contact created in FluentCRM”.
   3. Set Action: “Send SMS via SMS Alert” — define the message template, select contact’s mobile field.
   4. Save & activate the workflow.
   5. Test by creating a new contact in FluentCRM and verify that SMS is sent.

5. 5. Can SMS messages include personalized data or placeholder variables?

   Yes — you can typically include dynamic tokens in the SMS template, such as contact name, tag name, or other custom fields from FluentCRM. (While not explicitly detailed in the sources above, this is standard for SMS automations.) Make sure your SMS tool supports token replacement and your workflow passes the correct data.

6. 6. What should I check if SMS is not being sent?

   Troubleshooting steps:
   – Confirm SMS Alert account / gateway is configured and operational (sender ID, balance).
   – Verify the contact record in FluentCRM has a valid mobile number field populated.
   – Ensure the workflow/automation is active and the correct trigger event is being fired.
   – Check if the integration/middleware (Pabbly, Zoho Flow) shows any error or logs for failed runs.
   – Ensure that any required meta/field mapping is correct (mobile field, country code, etc).
   – Make sure SMS template and message content are valid and comply with any regulatory guidelines.

7. 7. Are there special considerations or limitations?

   – If you operate in India (or another region with SMS regulations), ensure compliance with DLT sender ID registration and transactional vs promotional SMS rules.
   – Depending on the volume of contacts and triggers, SMS costs can accumulate, so plan carefully which events truly need SMS.
   – Some functionalities (like deeper membership status changes or custom automation) may require custom hooks if built-in support is lacking.
   – If your setup uses many custom fields or segmentation, ensure your integration passes all required field data to the SMS action correctly.