![]() However, I want to know the secret to accessing the pro license support in the event it is needed. At the moment, I have worked things out by trial and error to get started. Everything seemed to happen only within the website and I could not find my user name and option to set a password. I checked everywhere, inbox, junk mail, etc., and found no confirmation. I use the same email on all plugins or software related to my WordPress site. The name on my receipt and the email on my receipt will not allow me to reset my password. I assumed my login would be the email that I used to register my account. I did not get any email confirmation or password after purchase, although my receipt shows the system has the information. I am glad I did and that I downloaded the pro plugin when I had a chance, right after purchase. I always take screenshots of my license and receipt. Only after reinstallation did I find the notification in my dashboard to activate my account and enter my license code. Out of desperation, I tried uninstalling the plugin, then reinstalling it. I bought a pro license and found the onboarding process confusing. Earlier, I left a message on another Fluent CRM forum hoping someone from wpmanageninja or Fluent CRM would respond. Importing guidelines for ActiveCampaign.Įasy to do and nice plug-in.Import contacts from Restrict Content ProįluentCRM also provides an easy way to import Contacts from Other CRM Services like Mailchimp, ConvertKit, Mailerlite, Drip, and ActiveCampaign.Import contacts from Paid Memberships Pro.Import contacts from Easy Digital Downloads (EDD).The relevant importing guides are listed below: Importing Contacts from Other Integrations #įluentCRM allows you to import users from other WordPress plugins into FluentCRM contacts. Apply Tags: Attache Tags to the contact by choosing them from the dropdown.Apply Lists: Assign the Lists you want to the contacts.The options available here to be selected are: On the next screen, a few of the users will be listed as per your selection in the previous screen. You can either select All User Roles or Select Specific User Roles by checking them. This will provide a modal to select the available User Roles to be imported. Same as the CSV Method selection to import WordPress users this time select WordPress Users. This will update all imported contact statuses regardless of their previous status: If you want to force the Contact Subscription Status to be updated to the one you select now. Do Not Trigger Automations (Tag & List Related Events): This option asks you if you want the new contacts to be added to automation if the Lists, Tags, or other conditions are triggered.New Subscriber Status: Give a status for the contacts.Otherwise, existing contacts will be skipped. Update Subscribers: If any contact is already present you can update new data for them.Tags: Attache Tags to the contact by choosing them from the dropdown.Lists: Assign the Lists you want to the contacts.You will also see a few other additional Custom Fields if you added them to the Custom Contact Fields. The available general fields as of now are: Please check and select the fields accordingly. On the next screen, you will be asked to map the CSV fields into FluentCRM fields. Now click to upload or Drag a CSV file that you want to use to import your contacts. The most common format is Comma Separated and we strongly recommend this format. On the next screen, you will be asked to select the Separator Operator of the CSV file. This will open a modal and you will see a few options and select the CSV file from the available options. Go to the FluentCRM Dashboard ➜ All Contacts and then click on the Import button from the top right corner. ![]() Start Importing contacts from the CSV file # The minimum field to import contacts into FluentCRM is the Email field.If you are importing a Country for the contacts please use the Alpha-2 Value ISO 3166 Country Codes.FluentCRM has no limit to the number of subscribers you can import like other SaaS email marketing providers, so feel free to import all your contacts.You can only select one status at a time. In FluentCRM, you can categorize your contacts based on their subscription status, like subscribed or unsubscribed.The date field must be formatted in a specific way for example the Date of Birth or other Dates must follow the Y-m-d format.You already have your contacts in a spreadsheet program like MS Excel or Google Sheets, Now export the contacts as a CSV file.Prerequisites to import contacts from a CSV file # During the import process, you can also auto-update the properties of already existing contact at once. You can easily upload contacts into FluentCRM from a valid CSV( comma-separated value) file. The CSV import tool will help you add contacts to FluentCRM.
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