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How to connect FluentCRM to RootWright LMS ​

FluentCRM is an email marketing and CRM plugin for WordPress. With RootWright LMS Pro, students are added to FluentCRM lists or given tags as they move through a course.

Pro

FluentCRM sync is part of RootWright LMS Pro. FluentCRM itself must be installed and active.

The CRM settings with FluentCRM off and not active

Settings → Integrations → CRM. The rules area reads "FluentCRM is not active" until the plugin is installed and active.

Set up the connection ​

  1. Install and activate FluentCRM - Marketing Automation For WordPress.
  2. In WordPress, go to Settings → Integrations → CRM.
  3. Switch on Send students to FluentCRM.
  4. Choose New contact status: Subscribed, Pending (double opt-in) or Unsubscribed. This applies only when FluentCRM creates a new contact.
  5. Under Rules for every course, add the rules that apply to all courses.

Rules ​

A rule maps an event to a list or tag in FluentCRM. The events are:

  • Registered, enrolled, renewed, revoked, expiring and expired.
  • Lesson completed, course completed.
  • Quiz graded, assignment submitted and assignment graded.
  • Certificate issued.

Grading events can require that the student passed. Each course can override the site-wide rules from its own CRM section in the course editor.

How contacts are treated ​

  • A contact that already exists keeps its status. Enrolling someone does not re-subscribe a contact who opted out.
  • Rules run only while Send students to FluentCRM is on. Saved rules are kept when it is off.

Messages you may see ​

  • "FluentCRM is not active": the rules area shows this message until FluentCRM is installed and active. Anything you have already saved stays saved, and starts running again once FluentCRM is back.