FluentCRM Integration

Welcome to the Support Genix documentation for the FluentCRM integration! This guide offers comprehensive instructions for setting up and utilizing the FluentCRM integration within the Support Genix plugin. Fluent CRM is a powerful self-hosted email marketing automation plugin for WordPress, designed to streamline your email campaigns. It integrates effortlessly with Support Genix, enhancing your ability to manage customer interactions. When a customer creates, replies to, or closes a ticket that you select, Support Genix automatically updates and adds their information to FluentCRM. This seamless integration ensures that your customer data remains current, boosting both your marketing and support efficiency.

Benefits of Using FluentCRM Integration #

Integrating FluentCRM with Support Genix offers several significant benefits that can enhance your customer support and marketing efforts:

• Automated Data Sync: Customer data from Support Genix is automatically updated in FluentCRM, saving time and reducing errors.
• Better Customer Segmentation: Segment customers based on support interactions for targeted and more effective email campaigns.
• Enhanced Marketing: Trigger personalized email sequences based on support actions, ensuring timely and relevant communication.
• Streamlined Workflow: Unified data between support and marketing teams improves collaboration and customer experience.

Steps to integrate FluentCRM #

To enable FluentCRM integration with Support Genix, make sure that Support Genix pro edition is activated on your website.

Step 1: Enable Same site integration where Support Genix is installed #

Go to Support Genix > FluentCRM, Click on the Add New button.

After clicking the Add New button, configure the integration settings according to your needs.

• Type: In the Type option, select FluentCRM in Same Site from the dropdown menu.
• Status: Enable the integration by toggling the switch.
• List IDs: Enter the List IDs from your FluentCRM list where you want the information to be added. If you need to add multiple lists, separate each ID with a comma.
• Tag IDs: Enter the Tag IDs from your FluentCRM tag list to associate the information with specific tags.
• Contact Status: Select the contact status to categorize this customer information.
• Trigger Events: Choose the events that will trigger the addition of information to FluentCRM, such as when a ticket is created, replied to, or closed.

Once the configuration is complete, create a ticket using the ticket creation form and check the results in FluentCRM Contacts.

Step 2: Enable FluentCRM Integration in Support Genix for the external site #

Go to Support Genix > FluentCRM, Click on the Add New button.

Select FluentCRM in External Site from the dropdown menu under the Type option.

After selecting FluentCRM in the External Site option, you need to copy the Incoming Webhook URL of FluentCRM from the external site.

Go to your External Site > FluentCRM > Settings > Incoming Webhooks, create an Incoming Webhook and copy the Webhook URL.

Then, paste it into the Webhook URL field and add the other information just as you did for the Same Site integration.