FluentCRM Integration

Part 1: Install & Setup FluentCRM

To integrate FluentCRM with OptimizePress, you will first need to download and activate the FluentCRM plugin by going to Plugins > Add New.

Under the search box, search for FluentCRM and click the Install Now link on the plugin that is listed.

Once installed, click on the Activate button to activate the plugin.

With the plugin activated, you should now see the FluentCRM plugin options on your WordPress admin sidebar.

Here, you will be able to set up all of your lists and forms that you will be able to integrate with OptimizePress.

Once you’ve set up all of your lists and forms in FluentCRM, the next step will be integrating the plugin with OptimizePress and our powerful builder to begin building forms and collecting leads.

Part 2: Connect Your OptimizePress Optin Form Element With FluentCRM

Open your landing page with the OPBuilder and select the optin form you would like to integrate.

Under optin form options, click the small envelope icon and click the Edit Integration button.

An integration options window will appear. Select The FluentCRM plugin in the list of options and click the Next Step button.

Under the dropdown, select the list and tag you set up previously in the FluentCRM settings. You can also decide whether to use a single or double-optin using the toggle provided. Click on Next Step.

Next, select the form fields you would like your forms to collect and pass to FluentCRM. With your fields selected, click on the next step.

For this example, we have left the other options to default. Once you’re happy with your settings, click the Close button.

Your opt in form is now ready to begin collecting leads ready to use with your FluentCRM plugin.

Recommended Reading (Links open in new window)

How to Use the OptimizePress Optin Form Element

How to Use the GDPR fields in the Optin Form Element

Other Integrations

If you have any trouble please reach out to our support team for further help. 

Updated on November 30, 2022

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